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China Scenarios 2013-2018

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The latest/next thing in China real estate - logistics?

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Real estate logistics sector in China seems to be attracting a lot of interest these days.


A few weeks ago, I had a chance to moderate the China panel at the PERE Asia Summit 2013 in Hong Kong. One of the questions we asked to the audience (and the event was very well attended, with over 400 participants, with many LPs coming from abroad), was about the best sector in terms of investments opportunities in the next 12 months.


The chart below shows the answer from the audience - logistics.


Source: PERE Summit Asia 2013 (with permission).


Source: PERE Summit Asia 2013 (with permission).


There could have been some selection bias, as some high profile speakers at the conference represented the sector and may have attracted the audience of such interest but nevertheless the poll results were quite clear.


A number of investments / commitments to the sector in China had been reported in the recent past – PGGM and Redwood China Logistics Fund, CPPIB and Goodman Group and a number of moves by Global Logistics Properties.


In another BRIC country – Brazil - CIC, GIC, GLP and CPPIB announced joint ventures in logistics sector in November last year.


Lack of quality product and modern space, combined with fundamental factors like the rise of e-commerce (ref my separate post on e-commerce a couple of months back) are some of the key arguments for the growth in the sector. Market participants who express concerns on this sector, would raise issues of government intervention, competition and operational challenges.


E-commerce businesses are looking at pushing the improvements in the whole supply chain, ultimately focused on faster delivery of goods within China – as illustrated by this announcement from Alibaba Group.




On a separate note – we are hosting our inaugural China Property Outlook seminar in Hong Kong on March 21 and there are still a few (but limited) seats remaining. For more details click here.






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Guest Saturday, 28 March 2015



Robert Ciemniak
will be speaking at:

PERE Asia Summit 2015
Hong Kong, March 4-5



Robert Ciemniak

spoke at:


China Property Outlook'15
Hong Kong, January 22



cpo15 em 1



Hong Kong, December 2



PERE Global Investors Forum
Hong Kong, November 4


pere global investor 2014 rc1




London Business School
London, October 21


Asia IRP Summit
Hong Kong, October 8





AVCJ Real Assets

Singapore, August 28


PERE China 2014

Shanghai, June 5


China Property Outlook

Hong Kong, Feb 18




PERE Summit Asia 2014
Hong Kong, Feb 26-27


pere summit 2014 panel



Asia's Independent

Research Summit

Hong Kong, Oct 24


MIPIM Asia 2013

Hong Kong, Nov 5-6


EPRA Annual Conference

Paris, Sep 5-6


PERE Forum China 2013

Beijing, Jul 4



REIW Asia RCA Workshop

Singapore, June 25


China Property Outlook Seminar 

Hong Kong, March 21 




PERE Summit Asia 2013

Hong Kong, February 27-28




ANREV Conference,

Hong Kong, October 17


EPRA Annual Conference,

Berlin, September 6-7



PERE Forum China,

Beijing, July 10


MIPIM Asia 2011,

Hong Kong



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