The 30% rent gap: why the same building is worth different amounts to different tenants
The spread between the best-fit and worst-fit tenant for a single logistics building regularly exceeds 30%. Here is what creates that gap — and how to find which side of it you are on.
→
What lease renewal rates actually tell you about a building
WAULT tells you how long is left on the lease. It does not tell you whether the tenant will stay. Operational dependency — how embedded the building is in the tenant's supply chain — is the metric that actually predicts renewal risk.
→
Why logistics real estate valuations are broken — and what should replace them
Europe's logistics market recorded 28.1 million sqm of take-up in 2025 — yet most valuations still rely on comparable transactions developed when the market was a fraction of this size. The case for supply-chain-grounded valuation.
→