If good real estate investment thesis starts with a solution to current economic problem, then investing to reduce the pressure on the global supply chain should be among the best investment theses. A sponsored report by Shane Taylor, Americas and APAC head of research for CBRE Investment Management, Investing to build resilient supply chains, which was published in the July/August issue of Institutional Real Estate Asia Pacific, looks to data from the Global Supply Chain Index sentence in order to identify what the stressors on the supply chain are and where logistics facilities are needed most to lessen the pressure. “The provision of logistics real estate is a part of the solving of this problem — but likely not just any logistics real estate assets will be fit for purpose,” explains Taylor. “Rather, the solution lies with the delivery of state-of-the-art stock with the highest ESG credentials, in the best submarkets, and allowing for the most effici
