The tsunamis of government spending and central bank money-printing may have put an end to the multi-decade general down trend in global inflation and interest rates, which since about 1980 has so aided investors of all stripes — including those in Asia Pacific institutional real estate.
Although the opportunity for real estate investors to lean into changing secular patterns and create affordable housing options varies by region, success will be driven by an increasingly complex set of factors, including shifting consumer demand, price dislocation and the policies that govern the sector.
As we take the post-pandemic journey, we can see that Asia Pacific economies and real estate markets continue to offer strong performance potential from both structural and cyclical perspectives, which provides a favourable context for investing.
The increasing use of data continues to transform businesses and consumer behaviour around the world. Private capital will be vital to build out the infrastructure required to meet these needs.
We’ve been on a mission here at Institutional Real Estate, Inc to help build on and enhance the body of knowledge surrounding risk and risk management within the realm of real asset–related investing. PPA is the process of anticipating what could go seriously wrong with the implementation of any given plan.
Some recent deals this past July and early August reveal investor demand for modern logistics and office assets in Australia spurred on by the growth in ecommerce and need for healthier, more sustainable workplaces accelerated by the pandemic and climate change — and the ever-present need by investors for stable, income-generating property.
ESR plans to acquire ARA Asset Management, with US$95 billion in gross assets under management, for US$5.2 billion. Following completion of the transaction, ARA’s business will be combined with ESR’s platform.
Funds-of-funds globally increased their total value of assets under management to a record high of at least US$53.2 billion at the end of 2020, marking the third consecutive year of growth, according to the ANREV/INREV/NCREIF Fund Manager Survey 2021.