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>PDG's acquisition of 210MW data center capacity in India marks a significant milestone in APAC real estate.</li>
<li>Lendlease REIT in Singapore struggled to raise $153 million for a mall purchase, achieving only 62% of its goal.</li>
<li>Kerry Properties in Hong Kong saw a 16% profit increase to $120 million, aided by lower valuation losses.</li>
</ul>


PDG's acquisition of 210MW data center capacity in India marks a significant milestone in APAC real estate.
Lendlease REIT in Singapore struggled to raise $153 million for a mall purchase, achieving only 62% of its goal.
Kerry Properties in Hong Kong saw a 16% profit increase to $120 million, aided by lower valuation losses.


Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.

<ul><li>Blackstone has raised $1.2 billion to support Neysa, an AI data center startup based in India.</li><li>Sumitomo Forestry is moving forward with a $4.5 billion acquisition of the US homebuilder Tri Pointe.</li><li>Brookfield is considering a $318 million investment in an office property located in Sydney, Australia.</li></ul>

Blackstone has raised $1.2 billion to support Neysa, an AI data center startup based in India.Sumitomo Forestry is moving forward with a $4.5 billion acquisition of the US homebuilder Tri Pointe.Brookfield is considering a $318 million investment in an office property located in Sydney, Australia.

Asia Real Estate Tracker (18-Feb-2026): Blackstone invests $1.2B in Indian AI Data Centre startup.

<ul><li>Brookfield is close to acquiring a Sydney office property for $318 million amid APAC real estate growth.</li><li>Macquarie has completed an $8.3 billion acquisition of Qube, a significant player in Australian logistics.</li><li>ESR has divested stakes in a Yokohama warehouse, while Brookfield and GIC target a $2 billion deal.</li></ul>

Brookfield is close to acquiring a Sydney office property for $318 million amid APAC real estate growth.Macquarie has completed an $8.3 billion acquisition of Qube, a significant player in Australian logistics.ESR has divested stakes in a Yokohama warehouse, while Brookfield and GIC target a $2 billion deal.

Asia Real Estate Tracker (17-Feb-2026): Brookfield nears $318M Sydney office deal.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.</li>
<li>We will maintain our bullish intermediate-term view as long as market dynamics remain healthy and the SPX and ACWI-US are above 6028-6059 (up from 5700-5785) and $119-$121.</li>
<li>$128, $125-$126, and $123-$123.50 are short-term supports to watch on ACWI-US; we will maintain our near-term bullish outlook as long as $123 support holds.</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
We will maintain our bullish intermediate-term view as long as market dynamics remain healthy and the SPX and ACWI-US are above 6028-6059 (up from 5700-5785) and $119-$121.
$128, $125-$126, and $123-$123.50 are short-term supports to watch on ACWI-US; we will maintain our near-term bullish outlook as long as $123 support holds.


Continue Adding Exposure to China; Short-Term Supports to for This ACWI-US Pullback

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>When property advisors (JLL, Knight Frank, CBRE etc) debate the bottom of Hong Kong's office/retail market, such commentary is often infused with cautious optimism. </li>
<li>And for good reason, as vacancies increase, and rents soften.</li>
<li>Recent press articles and anecdotal evidence suggests market uncertainty lingers, prompting  landlords to (further) assess their stance on rents.</li>
</ul>


When property advisors (JLL, Knight Frank, CBRE etc) debate the bottom of Hong Kong's office/retail market, such commentary is often infused with cautious optimism. 
And for good reason, as vacancies increase, and rents soften.
Recent press articles and anecdotal evidence suggests market uncertainty lingers, prompting  landlords to (further) assess their stance on rents.


Hong Kong Property: In Need Of A Good Story

Hong Kong

Kerry Properties is a world-class property development and investment company with significant investments in Hong Kong, Mainland China, and the Asia Pacific region. The company develops and manages premium residential, commercial, and mixed-use properties, and also owns and operates hotels. Kerry Properties is headquartered in Quarry Bay, Hong Kong, and was founded in 1978.

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Kerry Properties (683 HK)

Asia Real Estate Tracker (24-Mar-2026): PDG buys 210MW India data center capacity and more.

PDG acquired 210MW of data center capacity in India, while Lendlease REIT's mall funding fell short, Kerry Properties saw profits rise, and Hulic...

Asia Real Estate Tracker

Asia Real Estate Tracker (18-Feb-2026): Blackstone invests $1.2B in Indian AI Data Centre startup.

Blackstone has raised $1.2 billion for Indian AI startup Neysa, while Sumitomo Forestry plans to buy Tri Pointe for $4.5 billion, and Brookfield...

Asia Real Estate Tracker

Asia Real Estate Tracker (17-Feb-2026): Brookfield nears $318M Sydney office deal.

Brookfield is set to acquire a Sydney office for $318M, while Macquarie finalizes an $8.3B Qube deal, and ESR sells Yokohama warehouse stakes amid...

Asia Real Estate Tracker

Continue Adding Exposure to China; Short-Term Supports to for This ACWI-US Pullback

Continue Adding Exposure to China; $ACWI Short-Term Supports for this pullback: $128, $125-$126, and $123-$123.50. Pullbacks = buy opportunities,...

Vermilion Research

Hong Kong Property: In Need Of A Good Story

Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...

David Blennerhassett

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