Insights

Logistics real estate - the way investors should think about it

Market commentary and analysis from Logivalue's team of former operators turned investor advisors.

The same logistics building can be worth 30% more to one tenant than another
Rent comparables give you a market average. Site variables tell you which tenants will pay above it - and which ones cannot afford to. The case for variable-based logistics valuation.
How to evaluate premium rent potential in logistics real estate
Premium rent is not luck. It is the rent a tenant pays above market because the building saves them more than it costs. The four drivers of above-market logistics rent - and how to test for them before you buy.
How to make logistics tenants never want to leave
Retention is not a rent discount. It is operational embeddedness - making the building so integral to the tenant's supply chain that leaving is the expensive option. How to engineer stickiness into a logistics asset.
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.
Market comparables vs. ground truth logistics valuation