The European logistics market is shifting from a period of volatility toward one focused on resilience and long-term fundamentals. Changing trade and tariff regimes are reshaping supply chains, encouraging companies to diversify production, hold more inventory and rely more on intra-European distribution networks, which in turn is driving demand for well-located, high-spec logistics assets.

Against this backdrop, investment activity is becoming more selective but increasingly stable, supported by stabilising yields, limited new supply and strong fundamentals in key markets. To help investors and market participants navigate these trends, our team has prepared a concise overview of the forces shaping capital flows, rental performance and regional market dynamics across Europe.