SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg
SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg
Nicholas Spiro
Opinion

Opinion

The View by Nicholas Spiro

Why Asia’s booming logistics property market will only benefit select investors

  • The sector’s stellar performance compared with other commercial real estate assets is attracting a flood of capital seeking profit, pushing prices up and rental yield down
  • The real challenge is the scarcity of institutional-grade assets, which makes it hard for investors to achieve scale at pace. Investors with deep pockets have the advantage

SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg
SF Holding Company’s SF Express warehouse facility in Hong Kong, seen on February 5. While transaction volumes of Asia’s commercial property market as a whole declined in 2020 year on year, investment in the logistics sector rose to a record high. Photo: Bloomberg
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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.