A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP
A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP
Nicholas Spiro
Opinion

Opinion

The View by Nicholas Spiro

Three reasons demand for Asian logistics real estate is soaring – and why investors should be cautious

  • The growing interest in the industrial real estate sector is part of an existing trend that has been boosted by the coronavirus
  • The danger is that investors could become too enamoured of the sector’s e-commerce-driven tailwinds, leading to indiscriminate buying which pushes up prices further

A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP
A forklift transfers goods at a logistic warehouse in Nanjing in east China’s Jiangsu province in June 2019. Photo: AP
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.