Asian logistics REITs to power ahead amid post-pandemic changes in consumer behaviour


COVID-19 may have ravaged earnings for retail and hospitality REITs, but REITs in a contrasting segment look set to benefit from the calamity.

The pandemic has drastically altered consumer behaviour globally, and REITs with exposure to the logistics sector in Asia are best poised to benefit from these changes.

The pandemic has increased the pace of e-commerce adoption, and intensifying demand for logistics spaces and services, especially in the region.

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