For investors seeking value-added exposure in their real estate portfolios, the Asia Pacific region offers an attractive array of investible structural trends. The region — for this article, Asia Pacific typically includes the markets of Japan, South Korea, Hong Kong, Singapore, Australia, New Zealand and China — is in the midst of an era of unprecedented demographic change and technological disruption. China’s emergence as the world’s largest consumer society, the rise of Asia Pacific millennials and their still-underserved preferences, and steadily increasing market transparency are all examples of secular trends that should persist, even through a downturn.

We have identified five of the region’s most impactful transformations, the potential effects on local real estate, and how value-added investors might capitalise on these long-term, structural shifts.