Is the relative underperformance of real estate equities in 2020 justified?
In an interesting piece of analysis that caught our attention this week, Quay Global Investors, a boutique Australian fund, suggests that the relative underperformance of US real estate equities versus...
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Hong Kong commercial real estate rents fall further in Q3
CBRE released their Hong Kong 2020 Q3 MarketView this week, giving a stark assessment of Hong Kong’s commercial real estate market. The report described 2020 as one of the most...
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Logistics – Resilient in the face of COVID-19
COVID-19 has hit APAC’s property investment markets hard, with the hospitality, retail and office sectors in particular bearing the brunt of lockdowns, travel bans and work from home directives. One...
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BlackRock: Reviewing APAC real estate investment thesis
In their recent Real Assets Viewpoint report, the APAC research team at BlackRock Real Assets laid out their thoughts on...
UK flexible office space operators confident despite reluctance of UK workers to return to work
88% of the UK-based flexible office space operators feel confident about the next 12 months, according to a recent survey...
Deal activity data giving hints of a recovery
Deal activity data giving hints of a recovery Deal activity data released by CBRE indicates signs of recovery in the...
Who’s who in the race for a Covid-19 vaccine?
As the property sector faces up to the prospect of further lockdowns and social distancing, let’s take a moment to...
Challenging markets – green shoots of recovery? Savills review of Asia-Pacific property market in 1H/2020
Savills released their latest Asia-Pacific Investment Quarterly this week. The report provides an overview on the performance of eighteen key...
Interview with Laurent Jacquemin, Head of Asia-Pacific at AXA Investment Managers Real Assets.
As of 2020, AXA Investment Managers Real Assets have roughly EUR5 billion of assets under management in Asia-Pacific. This represents...
The Yield TV – Collin Lau, Founder, BEI Capital
The Yield recently caught up with Collin Lau, Founder of BEI Capital. BEI is an Asian based global real estate...
Talking Proptech with CMS’ Matt Nortcliff
What does Proptech actually mean? Proptech broadly covers the application of technology to the Built Environment. It covers everything from...
