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The Belt and Road Initiative is helping lift Southeast Asian infrastructure through new ports, railroads and highways. Increased connectivity through shipping and overland trade routes are likely to provide opportunities in the logistics, manufacturing and industrial markets.
Holding two state elections, handing down the banking royal commission findings and going to the polls for a federal election—all within the space of six months—hasn’t been the ideal the stimulus for a cooler Australian housing market. Although since the Coalition retained power on 18 May 2019— eliminating any changes to negative gearing and capital gains tax—an instantaneous positive sentiment has rippled through the housing market.
Long-term lowering of GDP growth and interest rates in a late-cycle environment are encouraging an increase in cross-border capital flows to both diversify risk and chase enhanced returns. As cross-border investment grows…
Long-term lowering of GDP growth and interest rates in a late-cycle environment are encouraging an increase in cross-border capital flows to both diversify risk and chase enhanced returns. As cross-border investment grows, we analyse the likely sources and destinations of capital over the coming year.
Commercial real estate investors are rethinking how to generate returns by reinventing unloved assets such as shopping malls.
We initiate coverage of the J-REIT sector with a selective investment stance toward large investment entities. New coverage includes Nippon Building Fund, Inc. (8951, NBF, N), Japan Real Estate Investment Corporation (8952, JRE, N), and ORIX JREIT Inc. (8954, OJR, OP).
As per data reports, globally real estate remains a principal component of most pension fund portfolios, with 87% of all public and 73% of all private sector pension funds currently investing in the asset class. REITs are seen as a stable investment class. As per APREA’s report on “The Impact of REITs on Asian Economies”, REITs are generally regarded as providing investment characteristics that lie between stocks and bonds. Similarly to bonds, REITs offer a relatively secure and steady income, in the form of dividends derived from rental income.
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 data in this Snapshot is calculated on a USD denominated basis. The GPR/APREA series is separately available in a country local currency format.
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 data in this Snapshot is calculated on a USD denominated basis. The GPR/APREA series is separately available in a country local currency format.
The real estate sector in India is a significant contributor to the country’s overall GDP as well as employment. Given the significant forward and backward linkages that the sector shares with the rest of the economy, investment in the sector has had a significant impact on the entire economy. Since the sector opened its doors for Foreign Direct Investment (FDI) in India in 2005, several foreign private equity players, international developers and lately, long-term institutional capital providers such as sovereign wealth funds and pension funds have invested in this sector.
Around the middle of the last century, independent India began a fresh journey with a goal of developing its vast human capital and maximizing its resources. From being a predominantly agrarian economy at that stage, India too a plunge to develop its secondary sector, which propelled urbanization. New urban centres were created, and population began to grow in these centres.
The real estate sector in India is a significant contributor to the country’s overall GDP as well as employment. Given the significant forward and backward linkages that the sector shares with the rest of the economy, investment in the sector has had a significant impact on the entire economy. Since the sector opened its doors for Foreign Direct Investment (FDI) in India in 2005…
The real estate sector in India is a significant contributor to the country’s overall GDP as well as employment. Given the significant forward and backward linkages that the sector shares with the rest of the economy, investment in the sector has had a significant impact on the entire economy. Since the sector opened its doors for Foreign Direct Investment (FDI) in India in 2005, several foreign private equity players, international developers and lately, long-term institutional capital providers such as sovereign wealth funds and pension funds have invested in this sector.
Asia Pacific REITs posted the strongest performance relative to other major indices through end of June.
To view the full report, contact us.
Kemmu Kawai joined Longevity Partners Japan in September 2022 as the Country Director. Based in Tokyo, he oversees all operations and activities in Japan, the Asia-Pacific region and beyond. He brings him more than 16 years of experience in finance where he specialised in real estate and credit investments. Before joining Longevity Partners, he served as a Portfolio Manager at Norinchukin Bank and as Investment Manager at Center Point Development.
Kemmu Kawai
Managing Director
Longevity Partners
