Arcapita to Invest an Additional $1.5 Billion in Gulf Logistics Real Estate Over 24 Months
Key Facts
Arcapita announced on November 2, 2026, that it plans to invest an additional $1.5 billion in industrial and logistics real estate across the Gulf Cooperation Council over 24 months. The amount is on top of the company’s existing assets in the sector, worth more than $2 billion. The company unveiled the program at the Gateway Gulf 2026 conference in Bahrain. The investment aims to expand its Gulf platform through the development of new assets and the acquisition of existing ones. Arcapita said it sees opportunities in key regional markets as Gulf economies continue to diversify.
The program focuses on high-quality industrial and logistics assets, prioritizing projects designed to meet occupiers’ needs. The plan therefore combines development and acquisitions rather than relying on a single route to expand the portfolio. Lintara Properties will support the program as Arcapita’s platform specializing in developing and managing these assets. Arcapita said Lintara will play a central role in sourcing, developing and managing new assets. The company did not specify how the amount would be allocated among markets or between development and acquisitions in its announcement.
Arcapita said the diversification of regional economies and investment in new industries, infrastructure and supply chains are creating opportunities for the program, and that it is confident in the long-term growth outlook for the Gulf. It added that a growing focus on supply chain resilience, regional self-sufficiency and operational continuity is accelerating demand for modern industrial and logistics infrastructure. At the same time, the company said the supply of modern, institutional-grade facilities remains limited in several Gulf markets. Arcapita sees this shortage as creating scope for projects built to users’ requirements. These factors place demand for purpose-built space at the heart of the rationale for the announced expansion.
The announcement builds on projects under way in Saudi Arabia and the UAE. In Saudi Arabia, Arcapita began construction in 2026 on the 1.4 million-square-meter ASMO Logistics Hub at King Salman Energy Park. Under the announced arrangement, Arcapita is financing and retaining ownership of the facility, while ASMO is developing, leasing and operating it under a 22-year occupancy contract. At Jebel Ali Free Zone, the company completed a 30,000-square-meter purpose-built logistics facility for DSV. It also began construction on a 20,000-square-meter Grade A logistics hub for DP World in the same zone.
Arcapita launched Lintara Properties in October 2025 as a platform specializing in the development and management of industrial and logistics assets. The company said the platform oversees assets worth more than $2 billion and manages about 6.6 million square feet across 32 properties in the UAE, Saudi Arabia and Bahrain. The platform provides an execution arm for the new program, from sourcing assets to developing and managing them. The portfolio expansion comes as markets in the region have shown signs of demand for industrial and logistics space. Data from Saudi Arabia and the UAE point to a divergence between the addition of new space and continued rises in rents and occupancy in some markets.
According to a Knight Frank review published on October 15, 2025, more than 1.3 million square meters of warehouse space was added in Saudi Arabia during the first half of that year. Warehouse occupancy in Riyadh reached 98%, while industrial rents rose 16% year on year to 208 riyals per square meter. The review said demand for modern storage facilities had reached a high level amid limited supply, and that Riyadh’s Taiba area was expected to expand 50% over the three years following the report’s publication. In the UAE, CBRE reported that industrial rents in the third quarter of 2026 rose year on year by 6.0% in Abu Dhabi and 12.3% in Dubai. The company attributed the increase in demand to tenants competing for the limited immediately available space in prime warehouses.
CBRE said disruption to traditional shipping routes had accelerated the UAE’s shift toward a more diverse and resilient logistics network, including east coast ports, railways and road transport. It said investment demand covers logistics infrastructure, manufacturing and institutional industrial assets. In Dubai, Knight Frank forecast that 6.6 million square feet of new industrial stock would enter the market during 2026. The company said new supply could widen the gap in rental performance between older facilities and newer, higher-specification ones. The program’s next steps are set to draw on Lintara’s role in sourcing, developing and managing new assets over the 24-month investment horizon.