Light Industrial Markt erholt sich deutlich


Logistics
13.11.2025 Autor/en: Daniel Sopka, Nea Wichert, Benedikt Gebert

A transaction volume of €830 million, a 21 per cent increase in space turnover and a new regional leading position: the market for light industrial real estate showed a clear recovery in the first half of 2025, according to the half-year report from our Light Industrial Initiative.

After months of investor caution, the market is picking up again. Production properties recorded the strongest growth, with investment volume increasing almost sixfold.

There have also been regional changes: the South region has replaced the Rhine-Ruhr conurbation as the frontrunner. In terms of demand for space, the eastern region surprised with the highest market share, driven largely by the start of construction of TSMC in Dresden.

All figures, analyses and trends in detail:

You can download the full report with all data and graphics from the INITIATIVE LIGHT INDUSTRIAL website. The half-yearly report offers comprehensive insights into the investment and rental market, yield developments, completions and regional trends.

Contact:
Daniel Sopka
daniel.sopka@bulwiengesa.de
Tel. +49 40 42 32 22 29

You might also be interested in

For our magazine, we have summarized relevant topics, often based on our studies, analyses and projects, and prepared them in a reader-friendly way. This guarantees a quick overview of the latest news from the real estate industry.

Little movement on the German real estate market

For the eleventh time, bulwiengesa presents its comprehensive analysis of the German real estate markets. The results of this year's 5% study, conducted in collaboration with ADVANT Beiten, show that the German real estate market is characterized by widespread stagnation. At the same time, niche segments are becoming increasingly attractive. The market is increasingly rewarding professional asset management and specialist knowledge—a trend that separates the wheat from the chaff
>

Five per cent returns no longer illusory even for core properties

The ‘5% study - where investing is still worthwhile’ celebrates its tenth anniversary. Since the first edition was published, the German property market has tarnished its reputation as a safe investment haven. Higher yields are now within sight, even for prime properties, and even residential property is increasingly becoming a profitable asset class again. The market is more exciting than it has been for a long time
>

Nineteen percent investment decline in corporate real estate

The crisis has also left its mark on the corporate real estate asset class. The investment market is clearly declining, but more properties are being rented. This is shown by the 18th market report of the INITIATIVE UNTERNEHMENSIMMOBILIEN
>

Interesting publications

Here you will find studies and analyses, some of which we have prepared on behalf of customers or on our own initiative based on our data and market expertise. You can download and read many of them free of charge here.

The 5 % Study 2025 - where it still pays off to invest

bulwiengesa has analysed the yield potential of the German real estate markets for the eleventh time.
>

The 5 % Study 2024 - where it still pays off to invest

bulwiengesa has analysed the yield potential of the German real estate markets for the tenth time.
>

BF.quarterly barometer Q3/2024

Slight recovery in new business helps barometer
>