Lower rental income and negative rent growth
If logistics demand weakens, market rents and occupancy can fall, reducing cash flow.
- Scope
- Leasing and portfolio income
- Materiality
- high
Swedish Logistic Property
Swedish Logistic Property AB is a Swedish property group focused on acquiring, developing and managing logistics real estate through a large network of subsidiaries. Its portfolio consists of warehouse and logistics properties in Sweden, with activities spanning property ownership, leasing, development projects and related property services.
15
0.08
0.03
| % | |
|---|---|
| Property acquisitions | 35% Purchase of logistics properties and development sites for the portfolio. |
| Property management | 30% Ongoing management of stabilized logistics assets and tenant relationships. |
| Leasing and rental income | 20% Rental income from logistics warehouses and related premises. |
| Development and projects | 10% New builds, conversions, extensions and tenant-specific adaptations. |
| Sustainability and technical upgrades | 5% Charging infrastructure, solar, energy storage and efficiency improvements. |
SLP’s customers are tenants that need modern logistics space, including warehousing, distribution and urban logistics...
- Logistics and distribution tenantsprimary
Companies leasing warehouse and distribution space for storage, sorting and regional delivery; they buy for location and functionality.
- E-commerce and retail occupiersprimary
Tenants needing modern facilities near transport corridors to support shorter lead times and higher delivery frequency.
- Industrial and wholesale userssecondary
Businesses that need large, flexible premises for inventory handling, inbound logistics and supply-chain efficiency.
- Electrified transport and fleet userssecondary
Tenants that require charging infrastructure, grid capacity and energy storage for passenger cars and heavy vehicles.
- Public-sector and defense-related logistics usersemerging
Organizations needing resilient domestic logistics capacity and strategically located premises.
SLP is headquartered in Malmö and its property portfolio is concentrated in Sweden. The company’s logistics assets are...
- •Headquartered in Malmö, Sweden
- •Portfolio concentrated in Swedish logistics locations
- •Regional exposure across South, Mid and East Sweden
- •Location quality matters for transport access and tenant demand
- •Swedish grid capacity and infrastructure affect asset attractiveness
SLP’s strategy is to acquire, develop and manage logistics properties with a sustainability focus...
01
Acquire logistics properties in prime locationsshort-term
Location quality supports tenant demand, lease stability and long-term asset value.
02
Develop modern, flexible warehouse assetsmedium-term
Automation-ready and adaptable buildings match changing logistics requirements.
03
Strengthen sustainability and electrification featuresmedium-term
Green features improve tenant appeal and support access to financing.
04
Grow NAV and property-management earningslong-term
Value creation depends on both portfolio expansion and efficient asset management.
SLP’s main risks stem from tenant demand, rental growth, financing conditions and the value of logistics assets...
Interest rate risk
Borrowing and hedging costs move with market rates, affecting cash flow and derivative values.
- Scope
- Loans and interest-rate swaps
- Materiality
- high
Refinancing and covenant risk
Property companies rely on continued access to debt markets and covenant headroom.
- Scope
- Interest-bearing liabilities
- Materiality
- high
Property valuation risk
Logistics asset values are sensitive to yields, lease terms, vacancies and development potential.
- Scope
- Investment properties
- Materiality
- high
Tenant credit risk
Rental income depends on tenant solvency and timely payment, especially in a concentrated property portfolio.
- Scope
- Accounts receivable and rent collection
- Materiality
- medium
Investment property fair value
Reported gains/losses and balance sheet asset values
Derivative valuation
Finance income/expense and OCI or P&L effects
Rental receivables and credit risk
Net rental income and working capital
Covenant disclosures
Liquidity and going-concern analysis
: 11/08/2026