The Outlook for Consumer-related Real Estate Sectors
October 12, 2020

The Outlook for Consumer-related Real Estate Sectors

Thomas Au. Tim Bellman. Noah Wangh. Dr. Jonathan Beard. Ben May. Ritesh Samadhiya

The Covid-19 lockdown sped up the shift of retail to e-commerce as stores shuttered and consumers ordered goods delivered to their homes to minimize exposure risks. 

Retail and logistics real estate are effectively two sides of the same consumption coin; logistics has been sought after amidst the intensifying e-commerce trend, while the retail sector struggles to regain investors’ attention.

In this webinar report, we discuss how we could be best positioned to capture consumer demand, where to find value in the capital-crowded logistics sector and what type of retail could remain post-Covid-19. 

Find out more about what this means for the sector – and for you.


Investment risks

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important Information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.