Can logistics/industrial REITs continue to outperform in Asia?

Asia market REITs recovered strongly during 2021 after demonstrating notable resilience through the peak of the COVID-19 period, supported by new economy asset classes, according to Cushman & Wakefield.

Industrial and logistics REITs in the Asia market showed the greatest resilience, recording a total return of 24.7 percent, as all other asset classes achieved positive returns.

Supply chain uncertainties are creating demand as operators accumulate reserves of warehouse space.

Mature REIT markets can expect to see greater M&A activity through the remainder of 2022, while developing markets can expect to see growth of REITs accelerate.

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