Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Digital Realty is a global data center player across all major markets.  The DC demand will be back by secular trends including AI, Cloud and enterprise digitalization</li>
<li>DLR’s focus on pricing, development pipeline and balance sheet enables it to achieve long-term sustainable growth, delivering a mid single digit FFO growth</li>
<li>We also think DLR has maintained a strong balance sheet.  DLR is still in the process of de-leveraging with healthy credit metrics</li>
</ul>


Digital Realty is a global data center player across all major markets.  The DC demand will be back by secular trends including AI, Cloud and enterprise digitalization
DLR’s focus on pricing, development pipeline and balance sheet enables it to achieve long-term sustainable growth, delivering a mid single digit FFO growth
We also think DLR has maintained a strong balance sheet.  DLR is still in the process of de-leveraging with healthy credit metrics


DLR: The Global Data Center Giant, Back by Global Secular Trends

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Alyssa Partners and LGB team up to purchase Tokyo apartment building for $65 million, expanding their real estate portfolio.</li><li>Gaw Capital faces challenges as it defaults on a $100 million loan for a California hotel, highlighting financial struggles in the industry.</li><li>Emperor Group secures a Sai Ying Pun site at a discounted rate of 12%, signaling a strategic investment opportunity in the Hong Kong market. Digital Core REIT strengthens leadership with the appointment of Serene Nah as chairperson, bringing valuable experience from Digital Realty APAC.</li></ul>

Alyssa Partners and LGB team up to purchase Tokyo apartment building for $65 million, expanding their real estate portfolio.Gaw Capital faces challenges as it defaults on a $100 million loan for a California hotel, highlighting financial struggles in the industry.Emperor Group secures a Sai Ying Pun site at a discounted rate of 12%, signaling a strategic investment opportunity in the Hong Kong market. Digital Core REIT strengthens leadership with the appointment of Serene Nah as chairperson, bringing valuable experience from Digital Realty APAC.

Asia Real Estate Tracker (17-Feb-2025): Alyssa Partners teams with LGB to buy $65M Tokyo building.

Central China Real Estate / Equity Bottom-Up

<ul><li>CPPIB is set to sell a China mall to Dajia Insurance for $163M, showcasing a significant real estate deal in Asia.</li><li>GDS announces rebranding of its international unit as DayOne, reflecting a strategic shift within the company.</li><li>Henderson Land plans expansion in Mid-Levels, Hong Kong, while Schroders markets Kowloon Complex floor after canceled auction. Singapore private home prices surge in Q4 with 3-5% growth predicted for 2025.</li></ul>

CPPIB is set to sell a China mall to Dajia Insurance for $163M, showcasing a significant real estate deal in Asia.GDS announces rebranding of its international unit as DayOne, reflecting a strategic shift within the company.Henderson Land plans expansion in Mid-Levels, Hong Kong, while Schroders markets Kowloon Complex floor after canceled auction. Singapore private home prices surge in Q4 with 3-5% growth predicted for 2025.

Asia Real Estate Tracker (06-Jan-2025): Asia Real Estate News 2025-01-06

Private Wealth Management and Asset Management., FPA Financial

FPA Financial

Private Wealth Management and Asset Management.

FPA Financial is an independent and boutique financial firm specializing in private wealth management and asset management.

<ul><li>Data centres are facilities which house IT infrastructure that process, store &amp; transmit data.</li><li>We focus on three main types of data centres: enterprise, colocation and hyperscale, with subtypes of colocation data centres being retail colocation and wholesale. Different data centre types may be associated with different lease terms (e.g., all-in, Gross + Electric or Triple Net).</li><li>Demand for data centres has been rising in recent years, driven by the growth in worldwide data creation and cloud computing. </li></ul>

Data centres are facilities which house IT infrastructure that process, store &amp; transmit data.We focus on three main types of data centres: enterprise, colocation and hyperscale, with subtypes of colocation data centres being retail colocation and wholesale. Different data centre types may be associated with different lease terms (e.g., all-in, Gross + Electric or Triple Net).Demand for data centres has been rising in recent years, driven by the growth in worldwide data creation and cloud computing. 

Real Estate Research: Data Centre Market View

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Institutions were net sellers of Singapore stocks over the four trading sessions spanning August 2 through to August 7, with S$586 million of net institutional outflow.</li><li>The four sessions also saw 12 primary-listed companies conduct buybacks with a total consideration of S$20.4 million.</li><li>Digital Core REIT Management also acquired units of Digital Core REIT over each of the four sessions.</li></ul>

Institutions were net sellers of Singapore stocks over the four trading sessions spanning August 2 through to August 7, with S$586 million of net institutional outflow.The four sessions also saw 12 primary-listed companies conduct buybacks with a total consideration of S$20.4 million.Digital Core REIT Management also acquired units of Digital Core REIT over each of the four sessions.

Cohen & Steers Ups Digital Core REIT Interest, Beng Kuang Marine CEO also adds to Interest

United States

Digital Realty Trust, Inc. owns, acquires, repositions, and manages technology-related real estate.  The Company's properties contain applications and operations critical to the day-to-day operations of technology industry tenants and corporate enterprise data center tenants.  Digital's property portfolio is located throughout the United States and in England.

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Digital Realty Trust (DLR US)

DLR: The Global Data Center Giant, Back by Global Secular Trends

DLR is a global data center player with presence worldwide. We think it is strongly supported by secular trends including AI, Cloud and enterprise...

Jacob Cheng

Asia Real Estate Tracker (17-Feb-2025): Alyssa Partners teams with LGB to buy $65M Tokyo building.

Real estate deals unfold as Alyssa Partners and LGB make a significant acquisition in Tokyo, Gaw Capital faces default on a loan for a CA hotel,...

Asia Real Estate Tracker

Asia Real Estate Tracker (06-Jan-2025): Asia Real Estate News 2025-01-06

CPPIB sells China mall to Dajia Insurance, GDS rebrands international unit, Henderson Land expanding in Mid-Levels, Schroders markets Kowloon...

Asia Real Estate Tracker

Real Estate Research: Data Centre Market View

Data centres are facilities which house IT infrastructure that process, store & transmit data. We focus on three main types of data centres:...

FPA Financial

Cohen & Steers Ups Digital Core REIT Interest, Beng Kuang Marine CEO also adds to Interest

Institutions were net sellers of Singapore stocks over the four trading sessions spanning August 2 through to August 7, with S$586 million of net...

Singapore Exchange Ltd (SGX)

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52-week Range

Market Cap (USDm)

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