Joe Gagnon and Carl Ge, co-heads of Rava Partners, discuss key demand drivers of real assets solutions in Asia Pacific, which regions to watch, notable sectors at the forefront of the convergence of real estate and real assets/infrastructure, and challenges investors might not be aware of.
What are some of the macro trends underpinning the escalating demand for real assets in Asia?
Joe Gagnon: We are seeing substantial growth potential in the real assets sector across Asia. This region has largely been ignored by both private and public investors, especially in what we like to call “new economy sectors,” which has led to a structural undersupply of high-quality real assets. This supply/demand imbalance is particularly significant given that the Asia Pacific region comprises 60 percent of the global population and is expected to contribute to more than 50 percent of global GDP growth from 2023 to 2026.
Car
