We now have a pathway to reopening the economy following the Covid-19 crisis and for the real estate investment trust (REIT) sector, an end to the ongoing uncertainty will be widely welcomed.
On many fronts, the Covid crisis has accelerated fundamental trends that were driving the opportunity in real estate, while temporarily disrupting others. There remain four megatrends that are likely to continue to shape the outlook in the coming years. Urbanisation Many have been quick to predict the end of the office, and while the outlook for this sector appears most uncertain, there is already evidence to the contrary. TikTok's recent decision to sign a 15-year lease with Helical, a REIT which owns office spaces in London and Manchester, for 88,500 sq ft of office space in ce...
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