EQT's global head of real estate, Henry Steinberg, is signaling a significant shift in the logistics property market for 2026. He identifies emerging buying opportunities at the top end of the market, anticipating the return of large portfolio deals. This is a crucial development for investors and developers, as it suggests a recovery and renewed confidence in high-value logistics assets after a period of market correction.

Steinberg's perspective from the global investment firm EQT indicates that institutional capital is preparing to re-enter the sector in a major way. The return of these large-scale transactions will likely drive liquidity and set new valuation benchmarks, impacting the entire logistics real estate ecosystem, from warehousing to last-mile distribution centers. This trend is driven by continued e-commerce growth and supply chain resilience needs, making logistics a critical infrastructure asset class for 2026.