As a vaccine looks set to reduce social distancing, the divisions that exist within the European commercial property sector performance may diminish, yet the legacy of coronavirus may persist beyond 2021. Retail REITs face the toughest conditions, but the acceleration in e-commerce may bring a nadir in 2021, whereas the effects of remote working on offices may take until 2022 to become apparent. The desire for better housing may spur homebuilders and residential landlords, and logistics space that feeds online distribution is set to thrive.
Contents:
Discount span hasn't a single dose cure
Covid-19 2021 impact
Working from home jitters offices
Retail hits rock bottom
E-commerce surge spurs logistics
