Strategic approach
Panattoni Investment Management creates and implements tailored strategies for a range of investors with different risk and return requirements. These strategies look to capitalise on the attractive performance expectations of the European logistics real estate market. This is implemented by careful stock selection, intelligent portfolio construction, and attentive management thereafter.
Creating a strategy for investors relies on understanding and taking advantage of the significant changes seen in key structural drivers to the sector; economic, societal and demographic. There has been strong demand from occupiers driven by the growth of online retailing, the need for more resilient supply chains, and a continually growing focus on ESG matters.
Understanding how these effects have altered consumer behaviour and supply chain management allows formation of a strategy to capitalise on the demand from companies looking to hold higher levels of stock, closer to consumers, in environmentally friendly buildings which have positive impact on both workers and the local surroundings.