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>Hale has finalized an $85 million acquisition of a Melbourne campus, the largest industrial deal of 2026.</li>
<li>Fuji Media Marketing in Japan is considering a property sale that could potentially reach $5 billion.</li>
<li>CapitaLand Investment has obtained a $1.9 billion mandate for income insurance in Singapore amid market changes.</li>
</ul>


Hale has finalized an $85 million acquisition of a Melbourne campus, the largest industrial deal of 2026.
Fuji Media Marketing in Japan is considering a property sale that could potentially reach $5 billion.
CapitaLand Investment has obtained a $1.9 billion mandate for income insurance in Singapore amid market changes.


Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Global asset markets continue to look through the Iran War</li>
<li>US technical indicators and Dollar weakness mean we remain cautiously optimistic</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Global asset markets continue to look through the Iran War
US technical indicators and Dollar weakness mean we remain cautiously optimistic


Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Sep 25th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec, Wanguo Gold Gp.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Sep 25th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec, Wanguo Gold Gp.


HK Short Interest Weekly: Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec

<ul><li>KKR is strategically investing in Japan's real estate sector amid rising energy costs and market challenges.</li><li>Mapletree is set to close its $1.3 billion student housing fund due to underwhelming performance metrics.</li><li>In Vietnam, BW Industrial aims to develop 700MW in data centers, while Sun Hung Kai Properties secures $2.6 billion refinancing.</li></ul>

KKR is strategically investing in Japan's real estate sector amid rising energy costs and market challenges.Mapletree is set to close its $1.3 billion student housing fund due to underwhelming performance metrics.In Vietnam, BW Industrial aims to develop 700MW in data centers, while Sun Hung Kai Properties secures $2.6 billion refinancing.

Asia Real Estate Tracker (27-Mar-2026): KKR invests in Japan real estate amid risks.

<ul><li>Sun Hung Kai Properties has secured $2.6 billion in refinancing, impacting the APAC real estate market.</li><li>Daiwa Office REIT has acquired a Tokyo building for $167 million in a deal linked to Blackstone.</li><li>Japan Hotel REIT announced a 28.5% payout increase due to rising tourism and plans to renovate the Tokyo Hyatt.</li></ul>

Sun Hung Kai Properties has secured $2.6 billion in refinancing, impacting the APAC real estate market.Daiwa Office REIT has acquired a Tokyo building for $167 million in a deal linked to Blackstone.Japan Hotel REIT announced a 28.5% payout increase due to rising tourism and plans to renovate the Tokyo Hyatt.

Asia Real Estate Tracker (26-Mar-2026): Sun Hung Kai Properties scores $2.6B refinancing deal.

Hong Kong

Sun Hung Kai Properties is a leading diversified real estate developer in Hong Kong, specializing in the development of residential, office, and retail properties for sale and investment. The company also operates in property management, hotels, telecommunications, transport, and infrastructure. Headquartered in Wan Chai, Hong Kong, the group was founded in 1963.

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Sun Hung Kai Properties (16 HK)

Asia Real Estate Tracker (28-Apr-2026): Hale acquires $85M Melbourne campus in major deal.

Hale's $85M Melbourne campus acquisition leads APAC real estate in 2026, while Fuji Media considers a $5B sale, and CapitaLand secures a $1.9B...

Asia Real Estate Tracker

Overview #56 - Back to the Races?

A review of recent events/data impacting our investment themes and outlook. We take a look at Oil, Commodities and the strong move in US indices

Rikki Malik

HK Short Interest Weekly: Zijin Gold Intl, Alibaba, CCB, Trip.Com, Meituan, BOC, Wuxi Apptec

We analyzed the latest HK SFC report for aggregate short position as of Sep 25th and highlight short interest changes in Zijin Gold Intl (2259 HK),...

Ke Yan, CFA, FRM

Asia Real Estate Tracker (27-Mar-2026): KKR invests in Japan real estate amid risks.

KKR invests in Japan's real estate amid rising energy costs, while Mapletree closes its student housing fund, Centaline buys a hotel, and BW...

Asia Real Estate Tracker

Asia Real Estate Tracker (26-Mar-2026): Sun Hung Kai Properties scores $2.6B refinancing deal.

Sun Hung Kai Properties secured $2.6 billion in refinancing, while Daiwa Office REIT bought a Tokyo building for $167 million, and Japan Hotel REIT...

Asia Real Estate Tracker

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