HK/China Real Estate Bottoming Out, Upcoming Re-Rating with Multiple Catalysts
2025 YTD, HK and China developers have rebounded 10-30%. We think the re-rating will continue, driven by 1) reduced global tensions 2) US rate...
109 Views
China Property Management Sector: Navigating Turbulence for Investment Opportunities
We like PMCs due to its asset light model, stable recurring income, as well as net cash positions. However, investors need to restore confidence...
313 Views
The Yen's Volatility & Japanese Hotel REITs: A Tourism-Driven Comeback Story
JPY has depreciated 25% against USD for last 5 years. The hotel sector, which is characterized by its limited supply, will see strong REVPAR and...
426 Views
Australia Real Estate: Seeking Values
We think RBA will continue monetary easing in future, becoming a tailwind for real estate. We think Industrial & Logistics, and Retail are well...
209 Views
Asia Monetary Easing: Tailored for Income-Generating Real Estate
The Fed held rates unchanged but SEP indicates 2 rate cuts in 2025 and 1 in 2026. We think Asia key economices will continue monetary easing, thus...
219 Views