The impact of technology and disruption on the property sector is creating structural growth opportunities for this asset class, but investors need to stay active to access these and, at the same time, counter expected slower economic growth in 2020.

Key takeaways

  • Sectors such as data centres, cell towers and logistics are set to benefit from thematic shifts in real estate, with retail being among the industry’s losers
  • Property investors need to be long physical real estate to capture the market’s potential
  • Amid lower economic growth, real estate companies can benefit from stability of income and visibility of earnings