Warehouse and Logistics: The Quiet Winner of E-Commerce 2.0

Industrial real estate continues to outperform every other commercial asset class. Prime logistics yields compressed to 4.2% in core European markets, while secondary hubs near port and rail infrastructure offer 6-7% with strong covenant tenants. Amazon, DHL, and Shein are signing 15-20 year leases at record rents. We map the most underpriced logistics corridors and explain how individual investors can access the sector through specialized REITs.