Investors have turned bearish on Evergrande and, in some cases, Chinese high-yield. But many believe Beijing will support an organised restructuring of the firm to prevent its complete collapse.
Asset owners have been targeting US retail property assets, and some institutional investors have complained about being edged out of office deals by domestic players.
Already on the rise pre-Covid, investments into data centre assets in Asia have accelerated in the past year, fuelled by interest from investors across the spectrum.
Investors are seeing the risks, but also the opportunities of the logistics sector. Warehousing their fears for the moment, they can see it's a good conduit to high-growth assets.
Investors are not deterred by the thinning spread between logistics and office yields, as prices continue to climb in Australia.
The ease of direct investments into property firms and the availability of niche sectors in the US have drawn asset owners such as Australia’s Aware Super and Korea’s Poba.