As the second decade of the millennium draws nearer to a close, demography is pushing to the front ranks of factors that determine real estate value. In the years ahead, many Asian cities and regions will wrestle with shrinking populations, particularly those outside major metropolitan areas.
Although most managers have developed talking points about ESG factors in global real estate, few have attempted to develop a quantitative methodology to assess and rank companies according to their ESG behaviour.
Since the advent of e-commerce and the sharing economy, we are living in the age of disruption, where business models are called into question or destroyed as a result of technological advances.
The volatility of the equity markets has reached unprecedented levels recently — keeping investors on their toes, with many reassessing their portfolios more often than anticipated.
Our objective is to develop a deeper understanding of where investors have been investing their capital, and where they intend to invest their capital over the next several years. We also have been measuring relative satisfaction and quantifying the role real estate plays in a mixed-asset portfolio on a continuous basis since 1995.
Allianz Real Estate has partnered with accommodation provider Scape Australia to establish Scape Australia JV 2, an Australian dollar–denominated, close-ended fund targeting the purpose-built student accommodation market in Australia.
Chinese investment in US commercial real estate slowed in 2017, falling 55 percent following the imposition of capital controls, according to Cushman & Wakefield. The firm estimates Chinese investors deployed US$7.3 billion into commercial real estate acquisitions during 2017.
After recovering a bit in March after an awful February, Asia Pacific property stocks continued their rebound in April, as the market benefited from a slightly more conservative, “risk-off” mentality by investors and weaker than expected economic data from Europe.