Logistics real estate market is about to face a reshuffle

With the rapid rise of electronic business, logistics real estate in recent years into the fast lane. Many logistics real estate has been seeking the support of international capital, at the same time, more companies, including Ping An, Vanke and so have a high profile to enter the logistics real estate, and has a certain amount of reserve land. With the rise of new brands and expansion of logistics real estate, capital of the path open, logistics real estate industry structure is changing, industry or face a reshuffle.

Enterprises have a high profile to enter Logistics Real Estate

Recently, Vanke annual report published in 2015, the company set up a logistics Vanke Real Estate Development Co., Ltd., the logistics business from real estate to achieve a breakthrough 0-1, to carry out the project acquisition, development and construction, asset management, the whole process of business. Logistics real estate company defined the "big customer focus, focus on key cities, a series of high-standard library product" development strategy. Leveraging deep logistics real estate Vanke real estate investment experience in the city for many years formed the linkage with the rest of the investment team, through strategic cooperation, mergers and acquisitions and other means to achieve rapid development, the initial formation of the core city population-based network layout.

Push into the logistics real estate as well as peace and novice network. Ping, as a finance and insurance industry leader, in early 2015 on the safety of real estate unequivocally established its logistics real estate business began to make significant inroads into the Ministry of logistics real estate, with impressive growth throughout 2015, and soon peace this will put a division independently logistics real estate investment company. Rookie network backed by Alibaba, taking delivery + warehouse network layout route, though not doing the traditional logistics real estate, but the logistics of land reserves for the future market structure will play a pivotal role.

Recently, DTZ Debenham Tie Leung recently released "China high-end logistics market review 2015" report shows: in GLP (GLP) as the benchmark in international logistics real estate market still occupy most of the market share, but their positions are being chased . Ping An immovable as representative of the local logistics brand is rapidly grow and develop. China's domestic companies are heavily into the background of the high-end logistics real estate market, many of them Vanke, real estate and so peaceful "cross-border" business. Yu Pei, Baowan this domestic context of logistics real estate company, momentum Masamori the past two years, has been to squeeze into the top ten logistics field.

Or the market will experience a larger shuffling process


In the logistics real estate sector, enterprises in the fierce competition for market share at the same time, the re-capitalization of assets is becoming the consensus of many enterprises. They are useful in the preparation of traditional logistics assets IPO, there are some overseas capital grafting seek future expansion of the capital, but also actively seek domestic financing sources. There is a relatively large events include: RRJ and Singapore's Temasek Group, following Carlyle on Yupei Group conducted a new round of funding; Gaw Capital and Virunga in China's strategic alliance established; Blackstone become shareholders Vanke logistics real estate company; of course, including a dealer that has just acquired the Asia-Pacific business mahogany, gold master behind the famous Warburg Pincus funds. All these events are a reflection of the fact that, at present a lot of logistics real estate are seeking support from the international capital opened quickly capitalized path.

It is worth noting that, with the rise of new brands and expansion of logistics real estate, capital of the path open, logistics real estate industry structure is changing, industry or face a reshuffle. DTZ China, Industrial and logistics real estate services division Su Zhiyuan said: "The end of 2015, ProLogis in China market share, while still occupy more than Semis, but its position is under strong challenge of latecomers, Yu Pei, Dealers and peace the rapid development in the next three years will form a substantial impact on the market, so the market after three years may have a larger shuffling process. "