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

Cushman & Wakefield plc / Equity Bottom-Up

<ul><li>Temasek-backed Tikehau partners with Nikko AM to launch new Asia investment management joint venture, expanding their presence in the region.</li><li>STT GDC commences construction on a 16MW data center in Johor, demonstrating growth in data infrastructure in Malaysia.</li><li>Digital Edge CEO Samuel Lee resigns, former legal officer assumes leadership of the data centre platform, amidst continued investment in Australian logistics market.</li></ul>

Temasek-backed Tikehau partners with Nikko AM to launch new Asia investment management joint venture, expanding their presence in the region.STT GDC commences construction on a 16MW data center in Johor, demonstrating growth in data infrastructure in Malaysia.Digital Edge CEO Samuel Lee resigns, former legal officer assumes leadership of the data centre platform, amidst continued investment in Australian logistics market.

Asia Real Estate Tracker (26-Feb-2025): Temasek's Tikehau & Nikko AM JV in Asia.

Henderson Land Development / Equity Bottom-Up

<ul><li>Lee Shau-Kee, the founder of Henderson Land, has passed away at the age of 97, leaving a significant legacy in the property industry.</li><li>Despite stimulus efforts, the Chinese property market continued to decline in February, posing challenges for investors and developers in the region.</li><li>Singapore experienced a surge in home sales, driven by demand for suburban projects, while M&amp;G remains optimistic about the Japanese multi-family market and Australian student accommodations.</li></ul>

Lee Shau-Kee, the founder of Henderson Land, has passed away at the age of 97, leaving a significant legacy in the property industry.Despite stimulus efforts, the Chinese property market continued to decline in February, posing challenges for investors and developers in the region.Singapore experienced a surge in home sales, driven by demand for suburban projects, while M&amp;G remains optimistic about the Japanese multi-family market and Australian student accommodations.

Asia Real Estate Tracker (18-Mar-2025): Henderson Land founder Lee Shau-Kee dies at 97.

Far East Consortium International / Equity Bottom-Up

<ul><li>Far East Consortium sold a UK hotel to AMTD IDEA Group for $57M, expanding the latter's presence in the hospitality industry.</li><li>Qingjian and CCCC made a joint bid of $234M for a Singapore site, highlighting the competitive nature of real estate acquisitions in the region.</li><li>C&amp;W reports that the APAC data center market will require a substantial $116B in funding to support its growing pipeline of projects.</li></ul>

Far East Consortium sold a UK hotel to AMTD IDEA Group for $57M, expanding the latter's presence in the hospitality industry.Qingjian and CCCC made a joint bid of $234M for a Singapore site, highlighting the competitive nature of real estate acquisitions in the region.C&amp;W reports that the APAC data center market will require a substantial $116B in funding to support its growing pipeline of projects.

Asia Real Estate Tracker (05-Mar-2025): HK's Far East Consortium sells UK hotel project for $57M.

<ul><li>Global capital flowing into Australian logistics market as it reaches turning point, attracting investments.</li><li>Japan REIT makes deals in Tokyo, buying Tokyo Tower for $120M and selling office block for $62M.</li><li>CapitaLand India Trust acquires Bengaluru offices for $170M after project funding, expanding its portfolio.</li></ul>

Global capital flowing into Australian logistics market as it reaches turning point, attracting investments.Japan REIT makes deals in Tokyo, buying Tokyo Tower for $120M and selling office block for $62M.CapitaLand India Trust acquires Bengaluru offices for $170M after project funding, expanding its portfolio.

Asia Real Estate Tracker (25-Feb-2025): Global capital flows boost Australian logistics market.

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>Growth in commercial real estate to be subdued in 2024 due to weak demand, especially for office spaces.</li>
<li>Concerns over CRE loan defaults grow stronger as the industry faces a liquidity crunch.</li>
<li>Delinquency rates of commercial real estate loans rise for five consecutive quarters till Q32023.</li>
</ul>


Growth in commercial real estate to be subdued in 2024 due to weak demand, especially for office spaces.
Concerns over CRE loan defaults grow stronger as the industry faces a liquidity crunch.
Delinquency rates of commercial real estate loans rise for five consecutive quarters till Q32023.


Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others

United States

Cushman & Wakefield plc operates as a commercial real estate company. The Company develops commercial properties, as well as provides property leasing, facilities management, tenant representation, and valuation services. Cushman & Wakefield serves clients worldwide.

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Cushman & Wakefield plc (CWK US)

Asia Real Estate Tracker (26-Feb-2025): Temasek's Tikehau & Nikko AM JV in Asia.

Tikehau partners with Nikko AM for Asia investment, STT GDC building 16MW data center in Johor, Digital Edge CEO steps down, Australian logistics...

Asia Real Estate Tracker

Asia Real Estate Tracker (18-Mar-2025): Henderson Land founder Lee Shau-Kee dies at 97.

Lee Shau-Kee, founder of Henderson Land, passes away at 97 while Chinese property market struggles, Singapore home sales surge, and M&G shows...

Asia Real Estate Tracker

Asia Real Estate Tracker (05-Mar-2025): HK's Far East Consortium sells UK hotel project for $57M.

Far East Consortium sells UK hotel, Qingjian and CCCC bid for Singapore site, APAC data center pipeline needs $116B funding.

Asia Real Estate Tracker

Asia Real Estate Tracker (25-Feb-2025): Global capital flows boost Australian logistics market.

Major investments and partnerships in the logistics, real estate, and rental housing sectors across Australia, Tokyo, Bengaluru, Hong Kong, and...

Asia Real Estate Tracker

Rough Road Ahead for US Commercial Real Estate but Industrial CRE Is Rooted to Outperform Others

US CRE shows bleak prospects for 2024 due to structural demand decline for office space. CRE loan delinquency on the rise for five sequential...

Mint Finance

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