The retail sector has historically been the ‘go to’ category for investors in real estate as shopping malls enjoyed strong and stable returns relative to other more volatile segments of the real estate landscape. Ecommerce has transformed the retail supply chain, pressuring retailers and shopping centre landlords. Many investors have preferred unlisted real estate funds for their perceived lack of volatility, however many will now find themselves with over-valued retail assets and the risk of redemptions being suspended. Using listed REITs, investors can still gain exposu...