This paper focuses on investment in the neigborhood/necessity retail segment of Asia’s high-growth gateway markets. We believe this segment of the retail sector can provide investors the opportunity to access consumption growth in the region with lower risk. Neighborhood retail generates returs from everyday necessity spending patterns, which can provide stable income and strong risk-adjusted returns. . We believe the opportunity exists to acquire properties in this segment that suffer from deferred maintenance, but are located in markets that are benefiting from infrastructure investment.
Source : AEW Asie