Workers prepare delivery bags at a BigBasket warehouse in Noida, Uttar Pradesh, India, on June 28. In a sign of the extent to which the pandemic has catalysed a rebalancing of investors’ real estate portfolios, logistics and industrial deals constituted 30 per cent of investment activity last quarter, the same share as the office and retail sectors. Photo: Bloomberg
Workers prepare delivery bags at a BigBasket warehouse in Noida, Uttar Pradesh, India, on June 28. In a sign of the extent to which the pandemic has catalysed a rebalancing of investors’ real estate portfolios, logistics and industrial deals constituted 30 per cent of investment activity last quarter, the same share as the office and retail sectors. Photo: Bloomberg
Nicholas Spiro
Opinion

Opinion

The View by Nicholas Spiro

Asia’s appetite for logistics property has room to grow

  • The more liquid offices sector is still favoured in this region, but investors can’t ignore the continuing demand for warehouse space in this pandemic-induced digital transformation
  • The recent ESR-ARA merger reflects a move by the leading property groups to capitalise on the opportunities on offer, to help investors redeploy their capital into logistics and data centres

Workers prepare delivery bags at a BigBasket warehouse in Noida, Uttar Pradesh, India, on June 28. In a sign of the extent to which the pandemic has catalysed a rebalancing of investors’ real estate portfolios, logistics and industrial deals constituted 30 per cent of investment activity last quarter, the same share as the office and retail sectors. Photo: Bloomberg
Workers prepare delivery bags at a BigBasket warehouse in Noida, Uttar Pradesh, India, on June 28. In a sign of the extent to which the pandemic has catalysed a rebalancing of investors’ real estate portfolios, logistics and industrial deals constituted 30 per cent of investment activity last quarter, the same share as the office and retail sectors. Photo: Bloomberg
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