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2018 is proving to be a turning point for the Indian real estate sector in many ways. With the current government’s renewed focus on affordable housing, game changing regulatory reforms, and infrastructure status to warehousing, business sentiment has been positive.

 2018 is proving to be a turning point for the Indian real estate sector in many ways. With the current government’s renewed focus on affordable housing, game changing regulatory reforms, and infrastructure status to warehousing, business sentiment has been positive.

The private equity investments in Indian real estate improved 15 per cent year-on-year in JanuaryMarch 2018 reaching USD3 billion1 billion and are estimated to grow to USD100 billion by 20262 with tier 1 and 2 cities benefiting the most in future.

The GPR/APREA AsiaPac Performance Snapshot tracks the dynamics of listed real estate securities (including REITs) across 12 AsiaPac countries/regions and eight sectors, over multiple time horizons.

• August results revealed a clean sweep for Asia Pac REITs, which outscored rival asset classes over all time horizons.

The GPR/APREA AsiaPac Performance Snapshot tracks the dynamics of listed real estate securities (including REITs) across 12 AsiaPac countries/regions and eight sectors, over multiple time horizons.

• All asset classes posted positive total returns in July – REITs were the strongest performers.
• Listed real estate, equities and bonds posted positive returns of 0.8%, 0.9% and 0.1% respectively verse REITs at 1.6%.

This quarterly briefing offers you a roundup of the private equity and venture capital deals along with capital activities across major sectors in the quarter and trends that are shaping investment decisions today.

It distills the perspectives of our teams of subject-matter professionals in the region into pertinent insights to keep you ahead in navigating the private equity landscape.

Hong Kong’s retail sector had an impressive start into 2018 with retail sales growing 13.9% YOY so far this year, and reaching record levels comparable to the last market peak. Millennials and Generation Z have been driving the retail market towards more lifestyle consumption and experiential shopping. Premium, leading fashion, and health and beauty are creating robust expansion needs for prime space.

Nonetheless, the retail rental should only see a moderate recovery in 2018 with the overall highstreet rents growing by 1-3% YOY in 2018 and 3-5% YOY in 2019.