CTP Leases Underscore Poland's Unstoppable Rise as a Logistics Hub

AMSTERDAM/WARSAW – April 14, 2026 – In a clear signal of sustained momentum within Europe's logistics sector, CTP, the continent's largest listed industrial property owner, has announced a series of new lease agreements totaling over 12,000 square meters across Poland. These deals, spanning five of the company's strategic business parks, come on the heels of a major 29,000-square-meter agreement signed in March, collectively highlighting the robust and growing appetite for modern warehouse space in what is rapidly becoming one of Europe's most critical logistics markets.

The recent transactions are more than just numbers on a balance sheet; they are a tangible reflection of broader economic and geopolitical trends reshaping global commerce. The deals involve both expansions by existing tenants and the arrival of new clients, demonstrating confidence across a spectrum of industries, from port-related trade to last-mile delivery services.

A Market Defined by High Demand

Poland's industrial and logistics market continues its impressive growth trajectory, solidifying its position as a continental leader. As of late 2025, the country's total modern warehouse stock reached approximately 36.6 million square meters, making it the fifth-largest market in Europe. More tellingly, its demand metrics are even stronger, with Poland reporting the highest leasing volume in Europe in the second quarter of 2024.

Total take-up for 2024 hit 5.8 million square meters, the third-highest result in the market's history and the fifth consecutive year that demand surpassed the 5 million square meter threshold. This voracious appetite for space is driven primarily by logistics operators and retail chains, many of which are scaling up to serve a booming e-commerce sector.

Interestingly, this surge in demand is occurring as the pipeline for new speculative construction shows signs of moderation. The development pipeline stood at just 1.4 million square meters in early 2025, its lowest level in nearly a decade. This shift suggests that developers are becoming more cautious, prioritizing pre-lease agreements and placing a premium on high-quality, existing assets. With a national vacancy rate hovering around a stable 8.2%—and significantly lower in prime locations like Tricity and Kraków—the competition for well-located, modern facilities is intensifying.

The Economic Engine Behind the Warehouses

The foundation of this logistics boom is Poland's remarkable economic resilience. While other European economies have faced headwinds, Poland is forecast to see its GDP grow by a robust 3.5% in 2025. This growth is supported by a recovery in industrial production and an inflation rate that has softened considerably after a period of volatility.

A significant catalyst for this economic strength has been a massive influx of capital from European Union funds, with over €76 billion earmarked for the 2021-2027 period. This investment has been instrumental in upgrading the country's infrastructure, particularly its road network, which now provides highly efficient freight connections to Germany and the rest of Western Europe. This combination of strong domestic consumption, industrial output, and world-class infrastructure creates a fertile environment for the logistics sector to thrive.

Reshaping Global Supply Chains on Polish Soil

Beyond its strong domestic economy, Poland has emerged as a primary beneficiary of global shifts in supply chain strategy. The dual trends of nearshoring—moving production closer to end markets—and supply chain diversification have funneled significant investment and activity into the country. A 2024 Savills survey revealed that a quarter of European occupiers had already re-shored parts of their supply chain, with many more planning to do so.

Poland's strategic location at the crossroads of Western and Eastern Europe makes it an ideal hub for this realignment. As a member of the EU, it offers frictionless, duty-free trade, with over 80% of its logistics volume connected to other member nations. This geographic advantage is amplified by the explosive growth of e-commerce, which expanded by 18% year-on-year in 2023 and continues to drive demand for sophisticated warehousing and last-mile delivery solutions.

CTP's recent leasing activity directly reflects these trends. The 6,900-square-meter expansion by MAG at CTPark Gdańsk Port supports international trade, while new leases in the Warsaw region, including at CTPark Warsaw Nowy Konik's flexible CTBox development, cater to the growing need for small-unit logistics close to the capital's large consumer base.

A Competitive Landscape of Quality and Sustainability

CTP is expanding in a fiercely competitive market, with major global and local players like Panattoni, Prologis, and GLP also investing heavily in Poland. This intense competition has had a positive effect on the market, pushing developers to deliver higher-quality, more sustainable products.

CTP's commitment to certifying all its new buildings to BREEAM 'Very Good' or better standards is a key part of its strategy, but it also reflects a broader market shift. With over 80% of Poland's logistics stock built in the last five years, tenants now expect facilities that meet stringent ESG criteria, not only for corporate responsibility but also to manage rising operational and energy costs. Sustainability is no longer a bonus feature; it is a market benchmark.

This focus on quality is evident across the latest transactions, from the expansion of Domator24's operations at CTPark Sulechów to a new 1,500-square-meter lease for an electrical infrastructure company at CTPark Zabrze in the vital Upper Silesia market.

Piotr Flugel, Managing Director of CTP Poland, commented on the activity, stating, “These transactions demonstrate the continued strength of occupier demand for high‑quality logistics space across Poland, from major urban markets like Warsaw to key regional hubs. Poland’s economic fundamentals remain robust, and as companies adapt their supply chains and distribution networks, we continue to see strong interest in flexible, well‑located space that can support long‑term growth.”

With a nationwide portfolio already exceeding 1 million square meters and a further 2.6 million square meters earmarked for new development, CTP's recent leasing success is a powerful affirmation of its long-term commitment. More broadly, it serves as a compelling indicator of Poland's solidified status as an indispensable pillar of the modern European supply chain.