SPONSORED: Actis — The real estate opportunity in Asia

Real estate markets in Asia tend to fall into two categories: more established markets where there is some stress, and consequently opportunities due to repricing, and less established markets that are in a growth mode, explains Brian Chinappi, partner and head of real estate with Actis, in an interview published in the December issue of Institutional Real Estate Asia Pacific.

“We focus on four global themes: digitalisation; supply-chain transformation; health and wellness; and climate transition,” says Chinappi. “We believe these themes are as dominant and durable in Asia as they are elsewhere. In Asia, however, these themes are accentu­ated by three secular demand trends.” Some of these trends include the concentration of wealth in urban areas coupled with a lack of supply. “Ultimately, the best way for invest­ment decisions to remain defensive through cycles is to double down on durable themes, strong secular demand trends, oper­ating capability and