As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption and creating opportunities within the real estate sector.

   Key Takeaways

  • Online retail sales have grown exponentially in recent years, putting pressure on the physical retail real estate sector, a trend that is expected to continue
  • The team believes the real estate sector is in the early phase of a transition that could generate increased demand for industrial logistics real estate
  • As this transition unfolds, the team believes it is important to be selective in identifying companies that can adapt their offering and continue to thrive