Schroders Capital and UPP forge European logistics partnership

Schroders Capital and the University Pension Plan Ontario (UPP) have teamed up to strategically invest in top-tier logistics and industrial properties across Northwestern Europe. 

Logistics

This partnership began with UPP investing in Schroders Capital's existing portfolio of industrial logistics and warehousing assets in the Netherlands.
This collaboration brings together significant capital and specialised knowledge, with both parties committed to creating long-term value and incorporating ESG factors into asset management. This approach aims to manage risks effectively and secure pension stability, while also helping UPP diversify its real estate portfolio for stable, long-term returns for its members.
Schroders Capital's real estate team focuses on urban, mid-sized industrial logistics assets in prime locations, including properties that generate income and those used for last-mile distribution. Their strategy seeks consistent, inflation-correlated returns through a combination of capital appreciation and income. 
Peter Martin Larsen, senior managing director and head of Private Markets, UPP, said: “The partnership supports our strategy to build a resilient, income-generating real estate portfolio by partnering with leading real estate specialists focusing on markets with strong fundamentals. By partnering with Schroders, we are strengthening our European real estate platform while positioning ourselves to deliver reliable, long-term, inflation-linked returns for our members.”
Nick Montgomery, global head of Real Estate, Schroders Capital, commented: “UPP’s long-term approach and strong focus on responsible investment are closely aligned with our own values. This partnership exemplifies growing institutional confidence in our platform and underscores the relevance of our pan-European, sector-focused strategy for secure and sustainable returns.”
Pieter Akkerman, co-head of Real Estate Netherlands and portfolio manager, Schroders Capital, added: “The growth of e-commerce from the expansion of online shopping, supply chain resiliency, the tight supply of quality assets and increased sustainability standards are all driving investment opportunities across AAA-rated European economies. We have an established portfolio, delivered by a team with local operational expertise across the Netherlands and Germany, combined with the global capabilities of the Schroders Capital platform.”