Sector focus
Supply-chain resilience as an investment theme.
Warehousing, distribution, cold storage, manufacturing, industrial assets and technology supporting resilient supply chains.
Market context
Why this sector matters.
Logistics and industrial assets sit at the centre of global trade, e-commerce, manufacturing and food security. We focus on facilities, networks and technologies that support speed, reliability, sustainability and capacity flexibility.
The sector includes warehousing, distribution centres, cold storage, last-mile infrastructure, industrial parks and supply-chain technology. Demand is supported by reshoring, e-commerce growth, inventory regionalisation and energy-transition supply chains.
Investment drivers
Structural forces shaping the opportunity.
- E-commerce and omnichannel fulfilment
- Cold storage and food security infrastructure
- Reshoring, nearshoring and supply-chain regionalisation
- Industrial automation and warehouse technology
- Energy-transition and electric-vehicle supply chains
Advisory
How we advise.
01
M&A and portfolio strategy for logistics platforms
02
Industrial real estate and development partnerships
03
Cold chain and specialist facility financing
04
Supply-chain technology and service consolidation
Investment
How we invest.
01
Modern logistics and distribution warehouses
02
Cold storage and food-chain infrastructure
03
Industrial parks and manufacturing facilities
04