Clarion Partners, a global real estate investment firm, continues to expand its industrial and logistics platform across the U.S. and Europe, having completed more than $2 billion in gross industrial acquisitions over the past 12 months.
Over the same period, Clarion initiated development of approximately 5.5 million square feet of modern, Class A industrial properties, with total projected costs approaching $1 billion across U.S. and European markets. The firm also strategically sold approximately $2.1 billion of predominantly non-strategic assets, advancing portfolio repositioning efforts and enhancing overall portfolio quality.
The activity, which includes acquisitions of stabilized assets, land for future development, and partial interests in completed development projects, reflects both rising deal flow and Clarion’s conviction in the long-term fundamentals of modern industrial real estate.
“Our ability to execute at such a high volume over the past year speaks to the improving strength of the industrial transactions market and continued demand from a wide range of investors to maintain or expand their industrial real estate positions,” said Dayton Conklin, Managing Director and Head of U.S. Industrial. “Structural tailwinds such as e-commerce, supply chain reconfiguration, and shifting globalisation trends are fueling robust demand for modern industrial facilities, creating compelling opportunities for investors seeking long-term value.”
In Europe, Clarion completed several noteworthy transactions, including:
• A €50 million sale-leaseback acquisition of a 47,000 sqm warehouse in the Czech Republic, fully leased to a leading automotive supplier under a newly executed 15-year triple-net lease following a recent property upgrade.
• The completion of a speculative 32,000 sqm industrial development in the Netherlands for approximately €40 million.
• The acquisition of a highly reversionary, modern 89,000 sqm mid-box logistics park in the UK for approximately €120 million.
• Approximately €80 million in new developments commenced in 2025 by leveraging relationships with multiple developers to forward fund or forward purchase approximately 165,000 sqm of new logistics space in key undersupplied European markets.
“European logistics remains one of the most compelling sectors for investors as vacancy rates for Grade A assets remain low, and development pipelines are limited,” said Clarion Partners Europe CEO Alistair Calvert. “Following the repricing, the market offers an attractive entry point for those seeking resilient income and capital appreciation in a sector that is central to Europe’s economic transformation.”
