With commercial real estate in developed markets facing challenges, investors are increasingly considering other options.
By focusing on key investment themes aligned to resilient, secular demand trends and by looking at the real estate landscape market by market investors can possess the tools for success – and this is particularly the case in Asia’s vast real estate market.
Future proof market themes
Actis sees four global themes offering strong growth opportunities in real estate: digitalisation; supply-chain transformation; health and wellness; and climate transition. To take just one example of a forecast relevant to the digitalisation theme, the world is set to consume 20 times more data in 2030 than in 2020 according to McKinsey & Company.1 But these are not just mere themes with growth prospects, they are accentuated by secular demand trends.
You can now read the full thought leadership at the link below