Given our assessment of the outlook for the Asia Pacific economy and real estate market, we identify the following opportunities as being among the most attractive on a risk-adjusted basis over the next 12 months.
The pandemic has fueled an acceleration in the transition to e-commerce by increasing opportunities in logistics as retailers and logistics operators expand their supply chains.
• And even with concerns about supply, logistics assets in submarkets that are close to large population hubs and situated on transport nodes with strong connectivity will remain defensive.
• We are also seeing increasing demand for climate-controlled and cold-chain facilities, because of the strong growth of online grocery sales across major markets.
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