REITs Talk: GLP C-REIT

In the premiere episode of CICC REITs TALK, host Jimmy Pei sits down with Andy Yang, Senior Vice President, Head of Capital Operations at GLP China, to explore the strategic thinking behind the launch of GLP C-REIT—China’s largest logistics and warehousing REIT by market cap. 

Andy shares how the REIT structure supports GLP’s shift to an asset-light model, enabling capital recycling and reinvestment into new infrastructure. He also discusses the broader impact of public REITs on private fund development and operational reporting.  

The conversation delves into the evolving logistics landscape, highlighting trends in smart warehousing, sustainable infrastructure, and emerging demand from sectors like cross-border e-commerce and new energy vehicles. Yang concludes with his outlook on how the China’s REITs market will continue to scale and diversify.  

Watch the full episode to gain insights into the future of logistics and the role of REITs in shaping infrastructure investment in China.