Solar, wind, and other renewables are the main beneficiaries as Asian institutional investors shift from lagging property bets to green alternatives.
Hugo Cox
Growing investor appetite for distressed investments is being matched by a wider range of opportunities, even as the region's banks adopt a more conservative lending approach.
Increasing competition for deals, and the challenges posed by high interest rates, could endanger returns for some in the sector.
Growing demand for the burgeoning asset class is being matched by a widening opportunity set in the region.
Investors have to widen their search beyond the region’s established markets to find suitable opportunities.
As the sector grows, family offices are flocking to returns that can reach 12%, according to industry experts.
Concerns about private markets have spread to public markets such as equities, which have seen steep recent falls. Institutions and multi-family offices are turning cautious.
The world's largest asset owner sustainable investment platform hopes the move will better connect information about investee company revenues with real world outcomes.
Institutions and family offices are backing real estate for another strong year, despite the prospect of the country’s first interest rate rise since 2007.
China was the region’s most favoured real estate market in 2023 for Asian institutions but could end 2024 as its most shunned.
After two of the world’s largest asset managers pulled out of Climate Action 100+, HESTA and NZ Super have restated their commitment to the effort.
Two recent investor surveys reveal the growing appeal of value-added strategies in the region. Their appeal comes against the backdrop of waning interest in real estate by Asian institutional investors.