Stadim Focus Market Report H2 2025 Logistics & Industry

Despite a more balanced occupier market in 2025, structural scarcity of prime logistics real estate continues to drive rental growth and strong investor demand. This scarcity is slightly compressing prime yields and accelerating a shift toward value-add strategies and sale-and-leaseback structures, while older buildings and secondary locations face increasing challenges.

Revenues from exporting surplus electricity from PV installations are decreasing and negative prices are becoming more common. At the same time, the growth of renewable energy and electrification is increasing grid congestion, making operational flexibility essential. Battery storage in combination with an Energy Management System (EMS) unlock value through higher self-consumption and reduced curtailment. Value is primarily realized through behind-the-meter applications and depends on a volatile energy profile, and reliable grid access.