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Long term structural trends

Long-term structural trends, supporting demand for the spaces we create

All four of these structural trends are having a powerful impact on demand for industrial space, where two or more of them combine the effect is even greater

Digitalisation

The digital revolution has led to significant changes in the way people communicate, work and also consumer behaviours. Increased e-commerce penetration across Europe has  led to retailers needing to adapt distribution networks to facilitate omni-channel and the growth of logistics to support pure play e-commerce. The explosion of data and adoption of Al is driving expansion of data centre infrastructure across Europe.

Why SEGRO is well positioned:

  • Our portfolio of big box and urban warehouses provides space for both fulfilment and last-mile distribution.
  • We own the largest hub of data centres in Europe and have a [1.5 GW] power bank focused on Europe’s core Availability Zones.
19 %

e-Commerce penetration across our markets by 2028, a 16% increase from 2024. Source: Euroland

Urbanisation

Major cities consistently grow faster than their home countries, which increases demand for housing as well as goods and services to support these larger populations. Warehouses are key to delivering many of these goods and services, yet industrial land is increasingly being used for residential development and other uses (including data centres).

Why SEGRO is well positioned:

  • Two-thirds of our portfolio is in urban locations and benefit from this structural shortage of supply.
  • We have an incredibly diverse customer base, many of them providing value-added goods and services.
  • Our urban customers need to be located close to city centres for rapid access to their end customers and skilled labour.
16 %

expected increase in London's population over 20 years. Source: ONS

Supply chain optimisation

Efficient and reliable distribution networks and supply chains are of vital importance for successful, modern businesses. They allow them to deliver superior customer service, create cost efficiencies and build in resilience; and require modern warehousing in the right locations.

Why SEGRO is well positioned:

  • We mange one of the largest and most modern warehouse portfolios in Europe, with big box warehouses located along key transportation routes and in major logistics hubs, as well as urban warehouses in major cities.
  • Our focus on logistics parks and the provision of key infrastructure, such as strategic rail freight interchanges, attracts the most ambitious and innovative businesses.
42 %

of European firms have nearshored, friend-shored or diversified production in the past five years. Source: European Central Bank, Global production and supply chain risks: insights from a survey of leading companies

Sustainability

Businesses are increasingly focusing on the  impact of their operations on the environment and the buildings that they occupy play an important part in this. 
Our customers are looking to minimise their own carbonfootprints and reduce their overall occupancy costs. Buildings need to be sustainable in the
long-term and use natural resources efficiently.

Why SEGRO is well positioned:

  • Our Mandatory Sustainability Policy ensures that we build to the highest sustainability standards.
  • 77 per cent of SEGRO’s portfolio has an EPC rating of ‘B’ or better and we have an active programme to upgrade older assets when the opportunity arises.
  • We added a record level of solar to our rooftops during 2024, taking our installed capacity to 123 MW.
64 %

of logistics occupiers are planning to be net-zero across their property footprint by 2030

Download SEGRO Annual Report 2024

SEGRO Annual Report 2024

PDF 8.7 MB

Responsible SEGRO Report 2024

PDF 3.9 MB