Warehouse and logistics real estate 2025: Why is now the right time to invest in modern logistics?

The European warehouse logistics market in the first half of 2025 signals a period of stabilisation and sets the stage for new opportunities to optimise supply chains. In an environment of higher inflation, uncertain energy prices and the continued growth of e-commerce, the requirements for flexibility, availability, high efficiency and sustainability of warehouse space are coming to the fore for investors and users alike.

Strong investment and operational trends

The logistics real estate market saw investment growth of 25%, with deals reaching €41 billion. This trend is underpinned by stable yields and a return of portfolio deals - investors are looking for undervalued assets and long-term sustainable solutions.

New warehouse rents have cooled, with occupancy down 8% year-on-year, but we are still seeing strong demand in Spain and Germany. Declining construction minimises the risk of oversupply and keeps vacancy levels low (5-6% on average).

Professional insight: What determines success today?

Location and infrastructure are critical success factors for logistics and e-commerce providers - the highest operational comfort and optimised connections to key routes mean lower transport costs and greater service reliability.

Technological readiness and ESG standards (energy efficiency, modern security systems, automated shipment handling capability) significantly increase the value of a property for both rent and purchase.

The diversification of customer segments confirms the inventiveness: modern warehouses no longer serve only retail, but also manufacturing and technology companies looking for strategic options for outsourcing operations and secure inventory backup.

Outlook and recommendation for companies and investors

Current market indicators suggest that warehouse space with a good location and high adaptability will be in demand in the long term. At the same time, at a time of improving macroeconomic stability and the completion of the price correction, there is scope for profitable market entry or restructuring of existing logistics operations.

Wondering how efficient logistics can support your company's growth? Contact our experts at Skladuj.sk, we'll prepare an analysis and find you the ideal space tailored to your needs, whether it's a distribution centre, a high-capacity warehouse or a modern city hub.

Source: BNP Paribas Real Estate - report Q2/2025