Transactions across the build-to-rent sector in Australia could heat up in 2025 amid rate cuts and strong demand.
Tag : real estate
The region's real estate market is showing signs of recovery as institutional investors increase their market share, with South Korea and Singapore leading the surge in Q3 2024.
Singapore based single family office Wellco Capital is rebalancing its portfolio with a focus on cash flow resilience and undervalued opportunities, while steering clear of overheated US equities and high-risk AI bets.
As interest rates fall, private equity firms are poised for a comeback, eyeing digital infrastructure and buyouts while managing $2.59 trillion in dry powder.
The principal of New York-based Peninsula House sees opportunity in short-term financing to the challenged real estate sector in markets such as Hong Kong and mainland China.
Property market sentiment globally is starting to pick up, but China and Japan assets may take longer to see inflows recover, says Louise Kavanagh, Nuveen’s Asia-Pacific real estate chief.
Third-quarter flows nearly doubled compared to a year earlier, driven by a near-tripling of cross-border allocations, with Japan remaining the top choice for investors.
Recent data shows that domestic and regional institutional capital flows now dominate APAC real estate allocations, a trend expected to continue.
Poor investor sentiment is reflected in a depressed sector, from low occupancy to falling profits. There's a strong sense that Hong Kong needs to reinvent itself before investors return.
Even as the Korean pension fund re-examines the appeal of developed markets, it has ventured into its first direct emerging market investments in Asia, its CIO tells AsianInvestor.
The Korean pension fund has calibrated its investment strategy to focus on income generation and incorporate private credit into a barbell approach, as it pursues five key investment themes for 2024, its CIO tells AsianInvestor.
Dutch pension fund manager PGGM plans to allocate 30-35% of its global portfolio to residential assets. Australia's burgeoning build-to-rent (BTR) sector is set to receive a huge chunk of this allocation.