@LegalRealEstate@allenmatkins Land use rules are the real pricing mechanism in development. Where entitlements are slow and uncertain, serviced land gets scarce and value shifts to whoever can navigate the process, not just whoever owns the dirt.
@CNBC Demand always concentrates where developable, well-located land is scarce. It reads as a demand map but it's really a supply story: the top metros are the ones where entitlements and serviced land can't keep pace with tenants.
@shengkunye The pricing wedge is the real story here. Usage-based contact data at 0.07 collapses the per-seat lock-in legacy providers were built on. Data moats get thin fast when marginal cost drops this hard.
@Bisnow Big-box strength is really a flight-to-quality signal. Occupiers consolidating into fewer, larger, better-located boxes while secondary stock softens. Same split is showing up across European logistics corridors.
#Finance | Qonto et Revolut ont déposé leur dossier de licence bancaire française le même mois, juillet 2025. Un an après, en pleine mi-2026, ni l'une ni l'autre ne l'a obtenue.
Suis-moi pour comprendre où va vraiment la finance des entreprises en Europe.
@ITNLogistics The interesting second-order effect is on the mid-market. When the largest platform gets larger, smaller industrial owners start testing the exit. Belgium and the Benelux corridor are where that shows up first.
@delmorganco £14Bn to build a $269Bn European logistics platform tells you where institutional conviction still sits. Consolidation at the top usually pushes mid-market owners to reassess, which is where the off-market industrial window opens in Belgium.