➤ Key Highlights
Portfolio includes 25 modern logistics assets concentrated in major U.S. distribution hubs.
Since 2020, EQT Real Estate has assembled and actively managed the portfolio, leveraging its distinctive value creation strategy and locals-with-locals model.
Assets deliver scale, geographic diversification, and strong tenant retention, reflecting EQT Real Estate’s focus on investing behind resilient logistics platforms in key U.S. submarkets.
EQT Real Estate Industrial Core-Plus Fund II (“EQT Real Estate”) has completed the sale of a 25 property, 8.7 million square foot portfolio of institutional-grade logistics assets located across the United States, marking the largest U.S. industrial transaction so far in 2025.
The portfolio spans 13 key U.S. distribution markets, including Atlanta, Chicago, New York, Phoenix, and Texas—strategic hubs that collectively capture a broad cross-section of national logistics demand.
Built to modern design specifications, the assets feature an average clear height of 31 feet, efficient loading configurations, and were primarily developed after 2000.
The properties serve a diversified mix of high-quality tenants across e-commerce, industrial, and retail supply chain sectors, reflecting the continued strength and resilience of U.S. logistics fundamentals .
EQT Real Estate Industrial Core-Plus Fund II completed the sale of a 25-property, 8.7 million square foot logistics portfolio across 13 U.S. distribution markets. The portfolio consists of modern assets developed mainly after 2000 and is recognized as the largest U.S. industrial transaction to date in 2025. The properties are concentrated in key logistics hubs and serve a broad range of tenants.
Viewing this event through the lens of institutional scale, it demonstrates a deliberate approach to aggregating and managing logistics assets to achieve significant market presence. Strategic consolidation in logistics platforms allows for operational efficiencies and resilience across diverse markets. Institutional ambition is increasingly reflected in the pursuit of large, diversified portfolios that enhance both geographic reach and tenant mix. Scale-oriented strategies are shaping how logistics investment platforms are structured and managed in the current environment.
⚠️ Why it matters now
For CRE360’s audience, the pursuit of institutional scale in logistics underscores the evolving priorities in asset aggregation and management. Strategic consolidation and operational focus are becoming central to how developers, investors, and operators approach logistics platforms. This shift influences capital deployment decisions, underwriting frameworks, and the construction of durable, resilient portfolios.
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➤ TAKEAWAY
Continued emphasis on strategic aggregation and operational management may influence how future logistics portfolios are structured and traded. Market participants could see further development of scale-driven frameworks for logistics asset management, with attention to geographic diversity and tenant retention. Ongoing activity in major distribution hubs is likely to remain a focus as institutional players seek to optimize logistics platforms.
