The Covid-19 pandemic has been a testing time for all concerned in the property sector. The opportunity of where, when and how frequently we shop, work, entertain ourselves has been forcibly changed for us.
We believe there are four distinct 'mega trends' that will continue to power growth in the real estate sector, with specialist, best-in-class Real Estate Investment Trusts (REITs) set to benefit. The first of these trends is digitalisation. Bolstered by the growth of the online world and the explosion of internet shopping - particularly during the pandemic, where e-commerce as a proportion of all retail sales increased from 20% to 34.7% (February 2020 to March 2021) - advanced and automated logistics centres look set to continue to prosper as businesses battle to provide online shoppers...
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