Longpoint's European Logistics Drive
Longpoint Partners expands infill logistics strategy into Germany and Netherlands with €400M investment.
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Longpoint Partners is pushing into Europe with a €400 million bet on infill logistics, targeting warehouses and industrial assets near major cities in Germany and the Netherlands. The Boston-based firm, which manages more than $5 billion in assets, announced the expansion on June 9, 2026, marking its first dedicated European investment fund, according to Business Wire.
The move follows a $75 million cornerstone commitment to Longpoint Europe Fund I from the Texas Permanent School Fund, disclosed just days earlier. Two new country heads — Gijs Vissers for the Netherlands and Benedict Stichel for Germany — will lead the charge on the ground, IPE Real Assets reported.
Why Germany and the Netherlands Top the Target List
Germany accounts for 32% of total European logistics revenue, making it the continent's dominant market, according to Intel Market Research. The Netherlands punches above its weight through the Port of Rotterdam and major air cargo networks, giving logistics operators access to hundreds of millions of consumers.
Vacancy for logistics space in core German and Dutch hubs sits below 6%, according to Knight Frank. That tight supply, combined with land scarcity near city centers, is exactly the kind of market Longpoint has built its U.S. business on — in places like South Florida and New Jersey, according to Commercial Observer.
Repositioning Old Warehouses Instead of Building New Ones
Longpoint's strategy centers on adaptive reuse — taking older, underperforming industrial buildings and upgrading them into modern logistics hubs. This approach avoids head-on competition from new-build projects and works around strict urban zoning rules that block fresh construction near city centers.
Analysts at CBRE note a growing split in the market: new, energy-efficient warehouses stay full, while older buildings face rising vacancy risks. Longpoint's repositioning focus targets that gap directly. Founding partner Dwight Angelini said the firm sees "a clear need for high-quality light industrial and logistics space" and has "the market knowledge, relationships, and discipline to identify attractive opportunities and execute with conviction," according to Business Wire.
Local Experts Hired to Navigate Complex European Markets
Gijs Vissers, tapped as Netherlands Country Head, brings over 16 years of Dutch real estate experience and has been involved in more than €4 billion of transactions. He previously led transactions for Stoneweg across the Benelux region and held senior roles at JLL and Cushman & Wakefield, according to Business Wire.
Benedict Stichel will lead the German portfolio from offices in Düsseldorf and Frankfurt, with his official start date set for July 1, 2026. Analysts at Savills argue that local hires like these reduce "execution risk" in Europe's complex regulatory environments — and that 2026 marks an ideal entry point for firms with capital ready to deploy, as the low point of the recent rate cycle appears to be behind the market.
E-Commerce Tailwinds and Power Grid Headwinds Ahead
E-commerce now drives 45% of European logistics demand, according to Intel Market Research. Supply chain regionalization — companies moving goods closer to European consumers to cut reliance on long global shipping routes — is adding further pressure on urban warehouse space near key transport hubs like Frankfurt Airport and Rotterdam.
The road ahead is not without bumps. CBRE warns that modern warehouses in some German submarkets are struggling to secure enough power from the grid, which could delay development timelines. S&P Global adds that European real estate remains exposed to commodity price shocks and geopolitical risk, flagging a potential 5% valuation drop by late 2026 if conditions deteriorate.
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