2023 Real Estate Top 150 ranking: 14
While the stuttering pandemic situation will weigh on near-term growth, the outlook for real estate in APAC is more sanguine.
Demand for commercial real estate is expected to reverse into positive territory across most markets by the end of 2021. Investment activity in the logistics segment will be partly driven by the availability of quality stock. Investors could benefit from increased exposure to emerging segments.
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Is multifamily still an attractive investment in this evolving macro landscape? We think so. Japan’s transition from deflation to inflation is expected to have positive implications on long-term yield spread and rental growth. Nonetheless, the demographic trend is a pivotal factor and should guide our investment focus
APAC macro performance has been resilient in recent quarters despite much tighter monetary conditions. Since December 2023, Oxford Economics has upgraded its 2024 growth forecasts twice and the positive revision was broad-based across most countries.
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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