China has stick to their zero-Covid policy since the pandemic started. However, they have recently abandon this policy and open up to boost their struggling economy. With China’s re-opening, there are 3 REITs which will benefit from China’s post-Covid recovery and could possibly perform well this year.

1. CapitaLand China Trust (SGX: AU8U)

CapitaLand China Trust (CLCT) is one of the 3 REITs to benefit from China’s post-Covid recovery. It has a portfolio of 11 retail properties, located in 7 cities with a portfolio with a portfolio valuation of 18.2 RMB billion The REIT also has five business park properties and 4 logistics park properties with a total portfolio valuation 6.7 RMB billion In the latest business update for 9M 2022, the REIT reported a 7% increase year on year increase in gross revenue to 1,428.6 RMB million, with contribution from their retail properties, business parks and logistics parks Their net...