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

Thematic (Sector/Industry)

<ul><li>Frasers has expanded its Orchard Road presence by acquiring an entertainment enclave for $138 million.</li><li>GIC and Equinix are selling Tokyo data centers to Keppel DC REIT for a substantial $1.2 billion.</li><li>KKR and Singtel have completed a $10.9 billion buyout of STT GDC, backed by a $3.9 billion green loan.</li></ul>

Frasers has expanded its Orchard Road presence by acquiring an entertainment enclave for $138 million.GIC and Equinix are selling Tokyo data centers to Keppel DC REIT for a substantial $1.2 billion.KKR and Singtel have completed a $10.9 billion buyout of STT GDC, backed by a $3.9 billion green loan.

Asia Real Estate Tracker (02-Sep-2026): Frasers buys $138M entertainment site on Orchard Road.

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>As a pure-play data center REIT, Keppel DC REIT offers investors direct exposure to the digital economy without the dilution of traditional real estate sectors</li>
<li>KDCREIT reported 45% rental reversion for latest year, driven by the scarcity of DC capacity in hubs like Singapore, where demand from hyperscalers for AI-ready space is outstripping supply.</li>
<li>KDCREIT is shifting its focus toward hyperscalers, as hyperscalers (such as Microsoft, Google, Amazon) are allocating massive CAPEX (north of $400 billion globally in 2026) to scale AI infrastructure.</li>
</ul>


As a pure-play data center REIT, Keppel DC REIT offers investors direct exposure to the digital economy without the dilution of traditional real estate sectors
KDCREIT reported 45% rental reversion for latest year, driven by the scarcity of DC capacity in hubs like Singapore, where demand from hyperscalers for AI-ready space is outstripping supply.
KDCREIT is shifting its focus toward hyperscalers, as hyperscalers (such as Microsoft, Google, Amazon) are allocating massive CAPEX (north of $400 billion globally in 2026) to scale AI infrastructure.


Keppel DC REIT as the Primary Beneficiary of the Global AI Inference Pivot

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>Keppel DC REIT's FY2025 distributable income grew 55.2% year-on-year, with a 9.8% rise in distribution per unit.</li><li>Digital Core REIT reported a 1.9% increase in distributable income for FY2025, with favorable leasing fundamentals and a 10-year agreement.</li><li>NTT DC REIT's 9-month revenue was US$106 million, up 1.7% from IPO forecast, with 97.3% occupancy.</li></ul>

Keppel DC REIT's FY2025 distributable income grew 55.2% year-on-year, with a 9.8% rise in distribution per unit.Digital Core REIT reported a 1.9% increase in distributable income for FY2025, with favorable leasing fundamentals and a 10-year agreement.NTT DC REIT's 9-month revenue was US$106 million, up 1.7% from IPO forecast, with 97.3% occupancy.

REIT Watch - Data Centre S-REITs Stay Resilient on AI tailwinds

<ul><li>GLP has sold a hotel in Shanghai to Shanda for $32 million, indicating active real estate transactions.</li><li>Vita Partners, with backing from Warburg, has acquired Stockland's Sydney Life Science Campus recently.</li><li>JD has purchased a building in West London for $197 million to establish its new UK headquarters.</li></ul>

GLP has sold a hotel in Shanghai to Shanda for $32 million, indicating active real estate transactions.Vita Partners, with backing from Warburg, has acquired Stockland's Sydney Life Science Campus recently.JD has purchased a building in West London for $197 million to establish its new UK headquarters.

Asia Real Estate Tracker (24-Jul-2026): GLP sells Shanghai hotel to Shanda for $32M.

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul>
<li>DBS sees M. deal as key to SGX's growth and potential earnings boost.</li>
<li>RHB maintains 'buy' on CSE Global after US$8 million SEI acquisition.</li>
<li>World Cup impacts high-value gaming patrons; DBS retains ‘hold’ on Genting Singapore.</li>
</ul>


DBS sees M. deal as key to SGX's growth and potential earnings boost.
RHB maintains 'buy' on CSE Global after US$8 million SEI acquisition.
World Cup impacts high-value gaming patrons; DBS retains ‘hold’ on Genting Singapore.


Singapore Market Roundup (24-Jul-2026): DBS Views M. Deal as Vital for SGX Growth and Earnings.

Singapore

Keppel DC REIT is Asia's first pure-play data centre real estate investment trust, investing in a diversified portfolio of income-producing real estate assets used primarily for data centre purposes and assets supporting the digital economy. Its properties are leased as colocation, fully fitted, and shell and core data centers across Asia and Europe. Headquartered in Singapore, the company was founded in 2014.

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Keppel DC (KDCREIT SP)

Asia Real Estate Tracker (02-Sep-2026): Frasers buys $138M entertainment site on Orchard Road.

Frasers expands on Orchard Road for $138M, GIC and Equinix sell Tokyo data centers for $1.2B, and KKR and Singtel finalize a $10.9B buyout of STT GDC.

Asia Real Estate Tracker

Keppel DC REIT as the Primary Beneficiary of the Global AI Inference Pivot

Keppel DC REIT is a pure play on DC and we think it gives investors exposure to digital economy without traditional RE dilution. It is shifting...

Jacob Cheng

REIT Watch - Data Centre S-REITs Stay Resilient on AI tailwinds

Keppel DC REIT's FY2025 distributable income grew 55.2% year-on-year, with a 9.8% rise in distribution per unit. Digital Core REIT reported a 1.9%...

Singapore Exchange Ltd (SGX)

Asia Real Estate Tracker (24-Jul-2026): GLP sells Shanghai hotel to Shanda for $32M.

GLP sold a Shanghai hotel for $32M, Vita Partners acquired Sydney's Life Science Campus, TPG plans to sell a Tokyo property for $860M, and JD...

Asia Real Estate Tracker

Singapore Market Roundup (24-Jul-2026): DBS Views M. Deal as Vital for SGX Growth and Earnings.

DBS views the M. deal as crucial for SGX's growth. RHB keeps 'buy' on CSE Global after its $8M SEI acquisition. Worlds Cup impacts high-value...

Singapore Market Roundup

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