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>KKR has sold Seiyu to Trial Holdings for $2.5 billion, marking a significant deal in the retail industry.</li><li>Real estate firm Savills has appointed Mitsui Fudosan veteran Eiichiro Onozawa to head its Japan business.</li><li>70% of Senior Directors express confidence in data centres, despite concerns over a worsening talent shortage in the sector.</li></ul>

KKR has sold Seiyu to Trial Holdings for $2.5 billion, marking a significant deal in the retail industry.Real estate firm Savills has appointed Mitsui Fudosan veteran Eiichiro Onozawa to head its Japan business.70% of Senior Directors express confidence in data centres, despite concerns over a worsening talent shortage in the sector.

Asia Real Estate Tracker (07-Mar-2025): KKR sells Seiyu to Trial Holdings for $2.5B.

<ul><li>Scape Australia is investing in student housing by launching a $3.8 billion fund to transform the sector.</li><li>Indian company CtrlS is expanding their data center portfolio by building a fourth facility in Hyderabad.</li><li>Despite a Q4 slump, Singapore's real estate investment increased by 35% in 2024, according to Savills.</li></ul>

Scape Australia is investing in student housing by launching a $3.8 billion fund to transform the sector.Indian company CtrlS is expanding their data center portfolio by building a fourth facility in Hyderabad.Despite a Q4 slump, Singapore's real estate investment increased by 35% in 2024, according to Savills.

Asia Real Estate Tracker (23-Jan-2025): Aus revamps student housing vehicle for $3.8B fund

Shimao Property Holdings / Equity Bottom-Up

<ul><li>NTT obtains $1B for a Singapore data center REIT, supporting expansion and growth in the region.</li><li>Japan's Open House acquires Bolder Presence in a $390M stake buy, increasing investment in the company.</li><li>Shimao lowers Sheraton HK Airport hotel price by 30% to attract more customers, adjusting to market demand.</li></ul>

NTT obtains $1B for a Singapore data center REIT, supporting expansion and growth in the region.Japan's Open House acquires Bolder Presence in a $390M stake buy, increasing investment in the company.Shimao lowers Sheraton HK Airport hotel price by 30% to attract more customers, adjusting to market demand.

Asia Real Estate Tracker (14-Jan-2025): NTT secures banks for $1B SG data centre REIT.

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 believe a 1-4-month pullback/consolidation is ongoing, and we would look for an important low to be made near the U.S. election.</li>
<li>Supports to watch continue to be $110 on $ACWI and $41-42 on MSCI EM $EEM, and whether these levels hold or not will determine the severity of the pullback.</li>
<li>Primary reasons for this bearish expectation include major bullish RS inflections for defensive Sectors, and bearish price action in the U.S. (SPX), Japan (TOPIX/Nikkei 225), and Europe (EURO STOXX 50)</li>
</ul>


We believe a 1-4-month pullback/consolidation is ongoing, and we would look for an important low to be made near the U.S. election.
Supports to watch continue to be $110 on $ACWI and $41-42 on MSCI EM $EEM, and whether these levels hold or not will determine the severity of the pullback.
Primary reasons for this bearish expectation include major bullish RS inflections for defensive Sectors, and bearish price action in the U.S. (SPX), Japan (TOPIX/Nikkei 225), and Europe (EURO STOXX 50)


Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends

Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

<ul>
<li>New industry data this week, plus take-aways from  our latest discussions with company managements, all confirm that the likely trend in the industrial segment of the global real estate industry is for rental rates to rise.</li>
<li>The growth in e-commerce is continuing to accelerate globally. In some key market, this is "triggering a land grab for distribution space that experts say is accelerating".</li>
<li>Therefore, the increasing scarcity value of well situated industrial real estate in high demand markets is likely to continue to push up rental rates to higher and higher levels.</li>
<li>Given our expectation that fundamentals driving the growing demand for Last Mile Industrial real estate are likely to persist, we continue to expect this segment to outperform the broader Real Estate sector for the foreseeable future.</li>
</ul>


New industry data this week, plus take-aways from  our latest discussions with company managements, all confirm that the likely trend in the industrial segment of the global real estate industry is for rental rates to rise.
The growth in e-commerce is continuing to accelerate globally. In some key market, this is "triggering a land grab for distribution space that experts say is accelerating".
Therefore, the increasing scarcity value of well situated industrial real estate in high demand markets is likely to continue to push up rental rates to higher and higher levels.
Given our expectation that fundamentals driving the growing demand for Last Mile Industrial real estate are likely to persist, we continue to expect this segment to outperform the broader Real Estate sector for the foreseeable future.


Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets

United Kingdom

Savills Plc provides consulting services and transactional advice on matters related to commercial, agricultural and residential property. The Company also provides property and facilities management, financial services and funds management.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Savills PLC (SVS LN)

Asia Real Estate Tracker (07-Mar-2025): KKR sells Seiyu to Trial Holdings for $2.5B.

KKR sells Seiyu, Savills hires Eiichiro Onozawa, data centre confidence high but talent shortage a concern.

Asia Real Estate Tracker

Asia Real Estate Tracker (23-Jan-2025): Aus revamps student housing vehicle for $3.8B fund

Scape Australia launches $3.8B fund for student housing, CtrlS to build 4th data centre in Hyderabad, and Singapore real estate investment up 35%...

Asia Real Estate Tracker

Asia Real Estate Tracker (14-Jan-2025): NTT secures banks for $1B SG data centre REIT.

NTT secures $1B for Singapore data center REIT, Open House acquires Builder Pressance, Shimao reduces Sheraton HK Airport hotel price by 30%, and...

Asia Real Estate Tracker

Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends

Pullback Continues $ACWI; Stick With Defensives. We continue to believe a 1- to 4-month pullback/consolidation is ongoing, and would look for an...

Vermilion Research

Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets

New industry data this week, plus take-aways from our latest discussions with company managements, all confirm that the likely trend in...

Avi Dalfen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)