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