Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Jacob has 7 years of professional buy-side experience in real estate investment and listed equities.  Jacob worked as a portfolio manager/analyst in Global Listed Real Estate team in AMP Capital and Macquarie Asset Management.  Prior to that, Jacob has spent 5 years in APG asset management, in the listed real estate team.  As one of the largest RE funds in Asia, he co-managed EUR6bn investment portfolio with the team with a focus on Hong Kong and China property.  He led the USD200m cornerstone investment in Wanda Commercial Properties IPO (the largest mall operator and developer in China).  Prior to this, Jacob has 3 years of experience in investment banking in Bank of America Merrill Lynch, covering equity, debt and M&A transactions across real estate, consumer& retail and TMT sectors.  Jacob specializes in fundamental bottom up research.  Aside from work, Jacob has a personal interest in spirituality and personal development.  He practiced meditation and has published a book about meaning of life in 2016.

Listed Real Estate Asia

Implication of Deepseek on China Data Centers: Buy GDS and VNET, Not Too Late to Chase the Rally!

Asia Data Center REITs: The AI-Driven Generational Investment Opportunity

Betting on the Future: Buy Equinix, the Leading Data Center Operator

Keppel DC REIT: An Interesting Play on AI Boom

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

United states Real estate / Thematic (Sector/Industry)

<ul>
<li>We think the US DC market is on a transformational path – the growth of AI workloads creating huge demand that significantly outpaced supply</li>
<li>AI data centers are highly unique, combining with supply constraints has resulted in record low vacancy rate and rental growth across key markets</li>
<li>We think Equinix is well positioned to capture this huge opportunity.  EQIX also collaborated with AI leaders like NVDA which gives it a competitive edge</li>
</ul>


We think the US DC market is on a transformational path – the growth of AI workloads creating huge demand that significantly outpaced supply
AI data centers are highly unique, combining with supply constraints has resulted in record low vacancy rate and rental growth across key markets
We think Equinix is well positioned to capture this huge opportunity.  EQIX also collaborated with AI leaders like NVDA which gives it a competitive edge


米国データセンター：AI主導の需要が供給を上回る - EQUINIX（EQIX）を購入