Student Housing / PBSA: Stable Demand Amidst Demographic Shifts – BUY XIOR
The global student housing / PBSA sector is driven by strong structural drivers and huge demand/supply imabalance. We like XIOR due to its focus...
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US Data Centers: AI-Driven Demand Outpacing Supply - BUY EQUINIX (EQIX)
The US DC market is in strategic transformation - the surge in AI-driven demand, with supply constraint, is creating record low vacancy in the...
178 Views
Transforming from Asset Heavy to Asset Light: The New Business Model of Real Estate in Asia
We think real estate companies in Asia are transforming from asset-heavy to asset-light, highlighted by minimized asset ownership, reduced...
348 Views
Australia's Cyclical Recovery: Value Opportunities in Undervalued Office and Retail REITs
RBA is expected to maintain its monetary easing, which will benefit real estate. Among the real estate sub-sectors, we see value emerging from...
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AI and Data-Driven Real Estate: PropTech Opportunities for Enhanced Efficiency and Valuation in Asia
PropTech is widely adopted in real estate, in order to 1) improve valuation 2) enhance cost efficiency and 3) in green and sustainability...
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