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E-commerce: The REIT sector beneficiaries

August 18 2017

Retail has been the bearer of much scrutiny over the past few months as E-commerce becomes a more evident reality. Store closures are increasing, affecting some of the biggest names in the sector, with retail trade slowing down.

What does this hold for the REIT market?

Globally there are 17 REIT sectors, of which 13 will not be affected and three stand to benefit. 

In this article, we focus on these three REIT sectors; towers, data centres and industrials. Below is a graphic illustrating how these REITs are involved in different stages of the value chain, starting from the client placing the electronic order

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