Much has been said about how badly the hospitality and the overall retail sectors are doing these days. By contrast, the “winning” segments amid the Covid-19 crisis are: supermarkets, with a high level of resilience and defensive qualities in the uncertain times; logistics, on the back of a greater rise in online shopping; and niche areas like data centres or cold storage, due to a pick-up in demand.
CoStar Review: Lenders pick their favoured sectors amid Covid-19 crisis
Beyond segments immediately benefiting from the lockdown, debt providers canvassed by CoStar News still find value in sectors backed by demographics and demand-supply imbalance
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