Stoneweg Europe Stapled Trust (SERT) is capitalising on unexpected tailwinds from increased NATO defence spending, with military-related industrial demand now accounting for 20% of warehouse space uptake according to CEO Simon Garing.
The trust's exposure to European industrial real estate has positioned it to benefit from a fundamental shift in continental defence policy, driven by the US administration's requirement for European nations to spend 5% of GDP on defence capabilities.
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