Sector Overview - Office, Retail and Warehouse
Office - tenant demand for flexible driven office space is on the rise, however, supply and demand disparities remain. How attractive are offices for core and value add investors? Where is the value? With the rise of co-working and serviced assets how pointed is the interest from investors in the medium-term? Are secondary locations gaining traction? How willing are investors to dive into higher risk markets in the hunt for better yields?
Retail - the traditional retail market is facing a digital revolution with bricks-and-mortar and e-commerce converging more. However, the current e-commerce onslaught is hitting retail hard. What is the investment outlook in the short to medium term? Where are the opportunities for retail and shopping centres? How can retail portfolios evolve and sustain competitive rental values?
Logistics has been one of the best performing sectors in the region, with e-commerce demand contributing to stable values. Is it still seen as the one asset class to get into?