Knowledge Hub

Insurance Companies – Investment in Debt Securities issued by Real Estate Investment Trusts
May 2019

Beijing prime retail market is seeing landlords frequently adjust their tenant mix, as customers are seeking out more experience based and high-quality retailers.

With no new supply in Q1 2019, the overall vacancy rate edged up...

Robust consumption demand and flourishing online-to-offline (O2O) retailing, together with data-driven technologies, are reshaping the landscape of China’s logistics industry. The emerging front distribution centres (FDCs) and mini-FDCs, including cold chains, are placed much closer to customers by retailers seeking to boost efficient fulfilment of orders.

Sentiment continues to signal soft landing despite heightened uncertainty

• Respondents highlighting economic uncertainty as a catalyst for more cautious outlook, but still broadly see an expansion in rents and capital values over the next twelve months.
• Trade concerns weigh on markets in East Asia, though some Southeast Asian markets such as Vietnam seen as beneficiaries.

Data from the Asia Pacific Commercial Property Monitor suggests that several regional markets are entering a period of slower growth. The pickup...