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Oversupply will keep CEE logistics in a rut in 2025

The non-euro-zone central European logistics markets have been Europe’s worst performing in 2024 as prime rents have fallen across the region. 2025 will herald more of the same, as oversupply keeps prime rent performance lagging the rest of Europe, with Poland set for only meagre growth and further declines forecast in Prague and Budapest. Along with less yield compression than elsewhere, this means that these markets will underperform the rest of Europe over 2025-26 and only regain their lead later in the forecast.

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