Where Bricks Are Beating Clicks—Implications For Last-Mile Real Estate

How e-commerce disruption helps real estate? Alternative Views explores the global demand shift from physical retail space to industrial logistics space.

The explosive growth of e-commerce disruptors like Alibaba, MercadoLibre and Amazon has sent shockwaves across retail markets worldwide, and of course, retail sector stocks. The effects of these shockwaves have extended to alternative investments as well. In commercial real estate, for example, the e-commerce paradigm has created a new demand for logistics infrastructure.

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