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Anlegertyp

APAC Real estate Outlook

17/07/2020

In line with global economies, a recession scenario appears likely for the five developed Asia Pacific economies this year. However their relative preparedness in handling the pandemic and governments’ strong fiscal and monetary support means they are expected to recover relatively quickly from H1 2021 onwards.

This paper highlights the structural shifts that are likely to be reinforced by COVID-19 and how these can be leveraged by investors to future-proof their investment portfolios. Key areas of opportunity include:

  • Growing e-commerce penetration, expansion of supply chain capacities and automation are likely to drive tailwinds for the logistics sector in markets with a relatively bigger domestic consumer base
  • Increasing economic digitalisation leading to wider adoption of omni-channel retailing and telecommuting is expected to fuel ‘hotelisation’ of the retail and office sector, with high quality assets that offer flexibility likely to be more attractive to occupiers
  • Rising need for convenience, availability of amenities and employment are likely to continue driving demand for inner-city residential by millennials and Generation Z, thereby bolstering the sector’s income resilience

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