Introduction

The logistics sector continues to adapt to a rapidly evolving political, regulatory and economic landscape. From increased defence spending and the accelerating transition to net zero, to fundamental changes in leasing structures and infrastructure requirements, the forces shaping the market today are creating both opportunities and challenges for investors, developers, occupiers and operators.

Staying ahead of these developments is critical. As logistics assets become increasingly important to the UK's economic resilience, energy transition and supply chain security, businesses across the sector must navigate a complex and fast-moving environment while continuing to identify new avenues for growth.

I am delighted to share with you our Summer 2026 update for the UK logistics sector, bringing together thought leadership and insights from across our Real Estate team. You will have noticed some core themes in the previous editions and we have unashamedly stuck to those following further developments and implications over the past few months. In this edition of LOGIC, we explore:

• The growing impact of defence spending on logistics real estate demand;
• The opportunities and challenges presented by fleet electrification;
• The infrastructure and investment potential of sustainable aviation fuel; and
• The implications of the forthcoming ban on upwards-only rent reviews for the logistics market.

Our dedicated logistics team combines deep sector knowledge with practical legal expertise, advising clients across the full lifecycle of logistics assets. We hope you find this update useful and, should you wish to discuss any of the topics covered, please do get in touch.