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

Equity Bottom-Up

<ul><li>Morgan Stanley purchases 50% stake in $380M Frasers Australian warehouse portfolio, expanding its real estate holdings.</li><li>CapitaLand seeks $380M China Mall REIT listing in Shanghai, showing confidence in China's retail market.</li><li>China experiences moderate home price growth in March, with some cities showing signs of recovery after recent slowdowns.</li></ul>

Morgan Stanley purchases 50% stake in $380M Frasers Australian warehouse portfolio, expanding its real estate holdings.CapitaLand seeks $380M China Mall REIT listing in Shanghai, showing confidence in China's retail market.China experiences moderate home price growth in March, with some cities showing signs of recovery after recent slowdowns.

Asia Real Estate Tracker (18-Apr-2025): Morgan Stanley buys 50% of Frasers Aussie Shed Portfolio.

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Analysts anticipate significant growth potential for LHN.</li><li>RHB raises Centurion's TP to $1.86, including Perth PBSA development.</li><li>CAREIT offers appealing diversification and decent yields, says RHB report.</li></ul>

Analysts anticipate significant growth potential for LHN.RHB raises Centurion's TP to $1.86, including Perth PBSA development.CAREIT offers appealing diversification and decent yields, says RHB report.

Singapore Market Roundup (10-Dec-2025): Analysts expect strong growth potential for LHN.

<ul><li>RHB raises Centurion's target price to $1.86, adding Perth PBSA project.</li><li>RHB calls CAREIT an appealing diversification with decent yields in an unrated report.</li><li>Analysts predict significant growth potential for LHN.</li></ul>

RHB raises Centurion's target price to $1.86, adding Perth PBSA project.RHB calls CAREIT an appealing diversification with decent yields in an unrated report.Analysts predict significant growth potential for LHN.

Singapore Market Roundup (09-Dec-2025): RHB raises Centurion's target price to $1.86 with Perth

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Consumer Discretionary is the strongest consensus overweight among UK active funds, with 85% positioned above the FTSE All Share Index.</li>
<li>The sector’s relative overweight has climbed steadily to decade highs, with 85% of funds positioned above benchmark.</li>
<li>Stock-Level tilts show consistent preference for Burberry, Whitbread, and Next, alongside reductions in Taylor Wimpey, Dowlais, and Frasers Group.</li>
</ul>


Consumer Discretionary is the strongest consensus overweight among UK active funds, with 85% positioned above the FTSE All Share Index.
The sector’s relative overweight has climbed steadily to decade highs, with 85% of funds positioned above benchmark.
Stock-Level tilts show consistent preference for Burberry, Whitbread, and Next, alongside reductions in Taylor Wimpey, Dowlais, and Frasers Group.


UK Consumer Discretionary Positioning: A Consensus Overweight

Frasers Logistics & Commercial Trust / Equity Bottom-Up

<ul><li>Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.</li><li>Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.</li><li>Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.</li></ul>

Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

United Kingdom

Frasers Group PLC retails sports apparel products. The Company offers a wide range of shirts, pants, jackets, caps, and coats, as well as various types of accessories.

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Frasers Group (FRAS LN)

Asia Real Estate Tracker (18-Apr-2025): Morgan Stanley buys 50% of Frasers Aussie Shed Portfolio.

Morgan Stanley acquires half of Frasers' Australian portfolio, CapitaLand applies for China Mall REIT listing, and China's home prices stabilize in...

Asia Real Estate Tracker

Singapore Market Roundup (10-Dec-2025): Analysts expect strong growth potential for LHN.

Analysts see growth for LHN; RHB raises Centurion's TP to $1.86, factoring in Perth PBSA. CAREIT offers good diversification and yields, per RHB.

Singapore Market Roundup

Singapore Market Roundup (09-Dec-2025): RHB raises Centurion's target price to $1.86 with Perth

RHB raises Centurion's target price to $1.86, highlights Perth PBSA project, and sees CAREIT as a strong diversification with good yields; LHN...

Singapore Market Roundup

UK Consumer Discretionary Positioning: A Consensus Overweight

Consumer Discretionary is the UK’s standout active overweight. Absolute allocations are stable, but the sector’s relative overweight has surged to...

Steven Holden

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

Frasers REIT to sell Melbourne office tower for $129M, hospitality strategies discussed at Singapore Forum, Jason Leong new head of Asia Fund,...

Asia Real Estate Tracker

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