Rising uncertainty and slower growth in the global economy bodes well for global property equities, especially in sectors expected to benefit from the disruptive forces of technology and innovation globally.

Key takeaways

  • REITs offer investors a predictable and stable income option for investors as they look for more defensive assets
  • The relentless growth of e-commerce, especially in the US, will ensure logistics remains an attractive sector for many years to come
  • Co-working, data centres and cell towers represent a multi-year structural growth story in global property