Living
Hotels
Credit/
Data Centres
Office
Prime offices in Sydney, Seoul and Indian cities offer attractive entry points.
Investors should consider realising returns in Seoul ahead of significant new supply in 2026.
Prime assets in core locations continue to outperform; ESG credentials will be essential.
Office
Industrial
Retail
Greenfield developments in Southeast Asia and India, where manufacturing demand is growing, will offer the choicest opportunities.
Consider realising returns in Australia.
Modern facilities in prime locations with high ceilings, EV charging stations, and ESG certification will outperform.
Industrial
Secure core/ CBD locations as vacancy continues to fall, with Japan, Singapore, and selected Hong Kong SAR assets the key focus.
Differentiate assets through omnichannel retail; innovate through retail entertainment events and activities.
Retail
Japan multifamily (build-to-rent) and the Australia living sector (build-to-sell) will offer attractive returns.
Develop/convert assets to co-living in Hong Kong SAR and student accommodation in Australia and Hong Kong SAR, where student migration far outweighs available beds.
Living
Vacant possession and/ or globally branded hotels should be preferred, especially in markets with strong demand, such as Japan, Korea, India, Singapore, and Australia.
Owners are advised to work with operators to establish strong loyalty programmes to drive up operating income.
Hotels
Bridge loans/ development finance in Australia and Korea and distressed loans/NPLs in mainland China and Hong Kong SAR are the main opportunities.
Develop data centres in emerging Southeast Asian markets as well as in Japan, which is also seeing more opportunities for existing investment grade assets.
Credit / Data Centres
Office
Industrial
Retail
Living
Hotels
Credit/
Data Centres
Office
Industrial
Retail
Living
Hotels
Credit/
Data Centres
Office
Prime offices in Sydney, Seoul and Indian cities offer attractive entry points.
Investors should consider realising returns in Seoul ahead of significant new supply in 2026.
Prime assets in core locations continue to outperform; ESG credentials will be essential.
Prime offices in Sydney, Seoul and Indian cities offer attractive entry points.
Investors should consider realising returns in Seoul ahead of significant new supply in 2026.
Prime assets in core locations continue to outperform; ESG credentials will be essential.
Office
Industrial
Retail
Living
Hotels
Credit/
Data Centres
Prime offices in Sydney, Seoul and Indian cities offer attractive entry points.
Investors should consider realising returns in Seoul ahead of significant new supply in 2026.
Prime assets in core locations continue to outperform; ESG credentials will be essential.
Office
Industrial
Retail
Living
Hotels
Credit/
Data Centres