As people across developed Asia Pacific live longer, healthier and more independent lives, senior living is beginning to look less like a niche care category and more like a serious real estate opportunity, says M&G's Regina Lim.
The Hong Kong single family office is selectively underwriting niche tech and capital market allocations while maintaining a highly focused real-asset strategy.
While data centre investments continue to attract significant investor attention, capital is also flowing back this year into sectors such as office, retail and industrial.
Founder and CIO Aradhna Dayal is pivoting her family's traditional real estate portfolio toward data centres, smart logistics hubs and AI-driven healthcare funds.
Real estate is racing to catch up as technology, regulation and capital costs accelerate obsolescence. Robert Balick and Frédéric Laurent of BauMont Real Estate Capital, in which M&G Investments holds a majority stake through its real estate platform, examine how value add strategies are evolving and why building portfolios around more than one market story is becoming increasingly important.
Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.
The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.
The commercial real estate (CRE) debt risk spectrum presents a range of opportunities for lenders. In this piece, Wellington Management examines the transitional lending market, highlighting what makes these assets attractive across market environments and how transitional CRE debt allocations fit within portfolios.
From Tokyo apartment buildings to student housing in Sydney, real estate watchers are upbeat on the APAC real estate sector this year, although office space remains lacklustre.