Strong demand for logistics space drives $2 billion in acquisitions across the U.S. and Europe
New York, United States, 27 January 2026 – Clarion Partners is accelerating its expansion in industrial and logistics real estate, completing more than $2 billion in industrial property acquisitions across the United States and Europe over the past 12 months. The activity highlights growing investor confidence in warehouses, logistics parks, and modern distribution facilities that support global trade and e-commerce.
During the same period, the firm began developing about 5.5 million square feet of new, modern Class A industrial space. These projects, spread across key U.S. and European markets, are expected to cost close to $1 billion once completed. At the same time, Clarion sold roughly $2.1 billion worth of mainly non-strategic assets, helping reshape its portfolio and improve overall asset quality.
The firm’s recent activity includes buying fully leased properties, acquiring land for future development, and investing in partial stakes in completed projects. According to the company, the high level of transactions reflects both stronger deal flow and long-term confidence in the fundamentals of industrial real estate.
In the United States, Clarion completed several major acquisitions. These include a seven-building industrial portfolio spanning Los Angeles, the Inland Empire, and Seattle, totaling 2.2 million square feet and fully leased to established tenants. The firm also acquired four modern industrial buildings in Phoenix’s Southwest Valley and a newly built Class A facility in San Jose that is fully leased to a subsidiary of a Fortune 10 company.
Clarion says its U.S. strategy aligns with broader market trends such as the steady rise of e-commerce, changes in supply chains, and the growing need to replace older, less efficient industrial buildings with modern facilities. These trends continue to support demand for well-located warehouses and logistics centers.
In Europe, the firm has also been active. Recent deals include a warehouse acquisition in the Czech Republic through a long-term sale-leaseback agreement with an automotive supplier, a newly completed industrial development in the Netherlands, and the purchase of a large, modern logistics park in the United Kingdom. Clarion has also launched new development projects across undersupplied European markets by working closely with local development partners.
Industry conditions in Europe remain supportive, with limited availability of high-quality logistics space and relatively low vacancy rates. Clarion believes these factors create attractive opportunities for investors seeking stable income and long-term growth.
With a global footprint and decades of experience, Clarion Partners continues to focus on industrial real estate as a core strategy. The firm views logistics and warehouse assets as essential infrastructure for modern economies, supporting everything from online shopping to global manufacturing and distribution.
