After a month-long frenzy, global markets temporarily found support as tougher virus control measures were implemented and massive government stimulus packages were announced. The execution of fiscal stimulus plans should have a meaningful impact on softening the pain of the recession and there will certainty be value ramifications for real estate investors.

On the ground, there are challenges in channeling the stimulus funds to intended beneficiaries. For instance, some landlords are reportedly ignoring government guidelines to protect retailers who cannot pay their rent by gearing up to issue statutory demands for rent arrears. Meanwhile, supply chain changes in Southeast Asia are being accelerated by the coronavirus as major manufacturers expand out of China to new markets like Vietnam.

What caught our eyes this week

How the Coronavirus is Accelerating Supply Chain Changes in Southeast Asia

How the Coronavirus is Accelerating Supply Chain Changes in Southeast Asia

When factories shut in China during the COVID-19 outbreak, many big companies were able to weather the production dip. A number of multinationals had already taken steps to expand operations into Vietnam last year, in order to avoid new tariffs on goods exported from China to the U.S.

The Impact of COVID-19 on Commercial Real Estate

The Impact of COVID-19 on Commercial Real Estate

The sudden change in work patterns is affecting the use of office space and the impact that will have on corporate property owners, operators and occupiers will be significant going forward.

Read also: Implications of COVID-19 Aftermath on Real Estate Sectors

Singapore's GIC Commits A$450m to New ESR Australia Logistics Fund

Singapore’s GIC Commits A$450m to New ESR Australia Logistics Fund

Singapore’s GIC has backed ESR Australia’s newly launched logistics fund with a A$450m (€248.6m) capital commitment. The vehicle had a A$1bn fundraising target and is seeded with a portfolio, valued at A$715.6m, and includes 20 income-producing assets and 19.4ha of land.

Read also: Investing in Australian Residential Real Estate

JD Sports Stops Paying Rent to Landlords

JD Sports Stops Paying Rent to Landlords

JD Sports has become the latest store chain to stop paying rent to its landlords as the high street lockdown has a devastating impact on fashion retailers. The Swedish fashion retailer H&M is also pushing for waivers on its rent and service charge bill.


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Disclaimer: The information and/or documents contained in this article does not constitute financial advice and is meant for educational purposes. Please consult your financial advisor, accountant, and/or attorney before proceeding with any financial/real estate investments.