Exciting outlook for 2021 as post-covid trends take shape

The outlook for 2021 is exciting according to property company Mark’s head of research Herman Kok who said that it will be fascinating to see the effects of Covid 19 on the market.

The effects in 2020 included an acceleration of retail trends with lower investment volumes and higher yields in that sector, while last mile logistics – a sector where Mark now participates through its Crossbay platform — saw strong growth.

Now, he said: “Logistics yields are going down, gradually rents are increasing and there is very strong investment interest, especially for the last mile,” he told Real Asset Insight’s Richard Betts.

The pandemic also shifted attention to alternative sectors such as life science real estate, and the health sector and the residential market is strong particularly areas such as student and senior housing.

He said Mark is particularly interested in the private rental housing market and capitalising on cities where there is an inflow of expatriates and knowledge workers where the fundamentals are strong.

Click on the video above to watch the full interview or listen to the podcast below.