How does the war in Ukraine affect the warehouse market?
The situation is dynamic, but what you can see at the moment is:
✅ increase in demand for warehouses caused by the influx of companies from Ukraine and those leaving Russia,
✅ Poland is well positioned geographically,
✅ the supply of new warehouses is low, which, coupled with high demand and higher construction costs, will increase rents.
Source: Property News
Global transport problems create even higher demand for storage
“For most companies, today’s dysfunctional supply chains are a headache and a cost. (…) That points to stockpiling, which should boost demand for warehouses”.
Source: Wall Street Journal
Newport Logistics Fund established
It is our pleasure to inform that on the 4th of April 2022 Newport Logistics Fund S.C.Sp., SICAV-RAIF was established in Luxembourg as an investment company.
The investment objective of the Fund is to finance the full investment cycle related to the construction and commercialisation of various types of warehouse properties, located in strategic areas with good access to infrastructure. The fund will focus its activities on investments in Poland and European Union.
On the 11th of April 2022, Newport Logistics Fund S.C.Sp., SICAV-RAIF was registered on the official list of reserved alternative investment funds (RCS - Registre du commerce et des sociétés). This communication does not represent an offer to purchase partnership units or any other securities.
As Savills forecasts, the supply on the Polish warehouse market will continue to shrink.
"The situation beyond our eastern border will impact the logistics market as new facilities will have to be built to accommodate operations relocated from Ukraine. (...) Poland should maintain its stable position on the logistical map of Europe thanks to its strong fundamentals".
Source: Property Forum
Financial Times: European warehouses demand for space will keep investors satisfied
"For property investors, formerly dowdy warehouses have become sexy bets on online commerce in recent years. (...) War in Ukraine and ever-tighter supply chains render the steady returns from warehousing and logistics more attractive".
Źródło: Financial Times
