For decades, land in the Netherlands has remained largely inaccessible to global investors—despite being one of Europe’s most structurally attractive real estate markets.
That is now beginning to change.
A confluence of secular tailwinds—ranging from population density and constrained supply to growing infrastructure and energy needs—is driving renewed attention to this historically undercapitalized asset class. And in 2025, regulatory shifts have opened a previously closed market, unlocking access to non-EU capital for the first time.
We believe this new era in Dutch land represents a rare, early-mover opportunity for investors seeking inflation-resilient, yield-generating hard assets within one of Europe’s most stable economies.
The Netherlands is the fifth most densely populated country in Europe and a global leader in logistics, agriculture, and clean energy transition. Yet only a small fraction of its land is available for new development. This imbalance between constrained supply and long-term demand—across housing, infrastructure, and utility corridors—has supported consistent price appreciation.
In fact, while broader EU real estate markets delivered an average annual increase of 8% last year, land in the Netherlands outperformed significantly, posting year-over-year growth of 11.5%. Gross yields in select areas remain attractive, with returns exceeding 6% in targeted zones.
This growth is not speculative—it is underpinned by demographic trends, government planning, and the essential nature of the underlying asset.
Historically, Dutch land has been accumulated by local families, developers, and municipalities. Due to domestic regulatory preferences, foreign capital—particularly from outside the EU—has had limited access.
That has now shifted.
With new pathways open to international investors, there is a narrow window in which early capital can access a mature, growth-oriented market before it becomes fully institutionalized.
In our view, this is not simply a land investment. It is a unique position in the value chain of European development, energy, and infrastructure—offering exposure to megatrends without the volatility of traditional equities or debt.
Today’s macro environment offers an attractive entry point for land-based strategies. European interest rates remain elevated but are expected to moderate, supporting real asset valuations. At the same time, institutional interest in land-backed infrastructure and housing is growing—creating natural exit opportunities for long-term holders.
We believe land in the Netherlands represents a compelling blend of capital preservation, yield, and asymmetric upside—particularly in a global environment increasingly defined by uncertainty, inflation risk, and constrained supply chains.
As global investors reassess portfolio composition in 2025, we see Dutch land as a differentiated, high-conviction opportunity. Its historic inaccessibility, combined with macro-level demand and a newly open investment landscape, offers the potential for early-mover advantage in a market still largely under the radar.
We believe this is a moment worth watching—and, for some, a moment worth acting on.
Feldwyn Group is a privately held real estate investment firm specializing in the acquisition, development, and management of premium land assets across Europe and Dubai.