Stadim Focus Market Report H2 2025 Logistics & Industry
Despite a more balanced tenant market in 2025, the structural shortage of prime logistics real estate continues to drive up rents and fuels sustained demand from investors. This scarcity is leading to a slight compression of prime yields and accelerating the shift toward value-add strategies and sale-and-leaseback arrangements, while older buildings and secondary locations are coming under increasing pressure…
Injection fees for excess power from PV plants are declining and negative prices are becoming more common. With the growth of renewable energy and increasing electrification, grid congestion is increasing, making operational flexibility more important. Battery storage combined with an Energy Management System (EMS) creates value through increased self-consumption and reduced generation constraints. The value is mainly realized “behind-the-meter” and depends on a volatile energy profile and reliable connection to the grid.
