The Weekly Take from CBRE Make Way: Why European logistics is built for the long haul
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Jun 30, 2025 In this engaging discussion, Jack Cox, Managing Director at CBRE, and Robert Dobrzycki, CEO of Panattoni Europe, dive into the evolving landscape of the European logistics market. They highlight the surge in demand from e-commerce and 3PLs, along with the critical role of operational expertise, especially in urban settings. The pair talks about the growing potential of data centers and contrasts the fragmented European market with that of the U.S., noting the impact of geopolitical changes and technology on investment opportunities.
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Europe's Tighter Industrial Market
- Europe has a tighter industrial real estate market than the US without much overbuilding.
- Limited land availability and financing constraints keep supply fundamentals strong in Europe.
European Logistics Post-Uncertainty
- Europe passed peak uncertainty in industrial logistics around 2023 with improving financing conditions.
- Occupiers struggle to make long-term capital commitments amid political and economic volatility.
Logistics as a Borderless Activity
- European logistics is borderless despite country differences.
- Supply chains and real estate solutions must flow smoothly across borders for efficiency.