CTP: Geopolitics and the reshaping of European logistics

While attendance at MIPIM 2026 is more streamlined, the conversations are sharper and more strategic, focusing on the transformation of the industrial and logistics sector.

Bert Hesselink

Bert Hesselink, CTP’s Group Client Relationship Director, outlined to CRE Media Europe why the current global instability is, paradoxically, fuelling a "positive wave" of demand for logistics and manufacturing space across Europe. He identified five core pillars that are currently redefining how companies approach real estate in 2026:

1. The Nearshoring of Supplies

Beyond just moving production closer to consumers, companies are now nearshoring their entire supply chains.

"To reduce risk... it makes sense to bring the parts used in producing the final product closer to the factory in Europe. We expect this nearshoring of supplies to be a major driver this year."

2. The EU Industrial Accelerator Act

Hesselink pointed to the newly proposed EU Industrial Accelerator Act (IAA) as a catalyst for "European protectionism" or, more positively, European autonomy. By incentivising "Made in EU" production, the Act is forcing both European and international firms to establish a physical manufacturing footprint within the bloc to maintain market access.

3. "Rearm Europe": The Defence Supply Chain

The impact of the Rearm Europe Act is now being felt far beyond just heavy weaponry.

"It’s not only direct impact from the Rheinmetalls and Leonardos... it’s the entire supply chain of parts and logistics connected to it. Governments require local production, which creates demand across Poland, the Czech Republic, and beyond."

4. The Shift from Owning to Leasing

Rapid global changes have made long-term real estate ownership a risk for many. Hesselink noted a significant shift in the German Mittelstand, which traditionally preferred owning its facilities. Companies are now opting for the flexibility of renting to ensure they can adapt their footprint every five years as the world evolves.

5. The Chinese Influx

China remains a dominant force, with a steady influx of manufacturers and distributors setting up shop in Europe to maintain their grip on the consumer market. "We expected it would even further increase this year," Hesselink noted.

CTP’s Strategic Expansion: Beyond the CEE

While CTP’s roots are firmly planted in CEE, the company is expanding its model into Western Europe and even further afield.

Following the acquisition of a significant landbank in Italy, CTP is on track to complete 200,000 m2 of space this year, with plans to deliver up to 300,000 m2 annually. CTP has also confirmed plans to invest approximately €1 bn in Vietnam, marking its first venture outside of Europe.

Branislav Pekic