Europe's Defence Push Will Boost Logistics Real Estate - But Won't Transform It
ING Economic and Financial Analysis
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2026-05-22
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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.
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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