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Europe's Defence Push Will Boost Logistics Real Estate - ...
ING Economic and Financial Analysis · 2026-05-22 · via All Articles on Seeking Alpha

Summary

  • Defence spending is emerging as a support for Europe's logistics property sector, adding 8-20% to demand in the coming years.
  • That's a steady deployment, not a full-scale invasion of warehouses.
  • Mostly build-to-own, but with opportunities for the institutional market – a tailwind amid tariffs, e-commerce normalisation, and softer leasing.
Cyber Technology Operator Monitoring Surveillance Cameras

AndreyPopov/iStock via Getty Images

By Jesse Norcross, Senior Sector Strategist, Real Estate

How Europe's defence spending could boost logistics real estate

European logistics and industrial real estate has spent the past few years looking for a new demand driver. As

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