The proliferation of online shopping has heralded a structural shift in the marketplace. With it comes challenges for investors, particularly passive investors whose portfolio returns depend, in part, on history repeating itself.
This new environment raises a number of questions for investors including:
What are the prospects for other property options, particularly industrial real estate?
How should investors think about property investing as this structural shift occurs?
What are the consequences for remaining a passive investor and the billions of dollars allocated that way?
How much of an investor’s portfolio should be in retail property? Should it be the 48 per cent that it is today when passively invested? (62 per cent when leverage is removed)
What role does active investing have?
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