Ascendas REIT's property at 9 Changi South Street 3, Singapore. (Photo: REITsWeek)

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.

Dear subscribers, please login to continue reading this article.

Don’t miss out on information beyond mainstream media reports that may impact your investments.
Login or sign-up for a free 25-day trial here.

By Ridzwan Rahmat

Ridzwan has been analysing REITs and business trusts since 2008, and personally manages a portfolio comprising mainly of SGX-listed REITs. He founded REITsWeek in 2013.