At a Glance Q3 2023

Logistics investment market Germany

Logistik-Investmentmarkt Deutschland

VOLUME ROSE IN THE THIRD QUARTER DUE TO PORTFOLIOS

The logistics investment market achieved a transaction volume of €3.67 billion by the end of the third quarter. Following the exceptionally high record result achieved in the previous year, this represents a decline of 57%. Against the background of the changed interest rate environment and the still incomplete adjustment processes on the investment market, the ten-year average was also missed by around a quarter. However, the strengthening of portfolio transactions in the third quarter is particularly pleasing. After hardly any transactions were attributable to this segment in the first half of the year, €1.40 billion was registered here in the last three months. This is the third-highest quarterly result in the last five years, approximately 75% above the ten-year average. The largest deal was for Deka Immobilien, which acquired 50% of the shares in a five-property portfolio from VGP for around €560 million. In contrast, the volume of single deals remains below the long-term average, which is mainly due to the very few transactions in the triple-digit million range. Despite fundamentally strong demand, this is attributable to the change in financing conditions.

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