News

China and South Korea see rising real estate interest

Investment managers in Asia Pacific’s non-listed real estate space are showing strong interest in increasing their allocations to China and South Korea as they assess their portfolios in light of the Covid-19 pandemic. The findings were published by Anrev, which conducted a sentiment survey of 15 of its senior members. According to the research, investment managers are looking at decreasing their allocations away from Australia (16.7%) and Japan (8.3%) as they tilt towards China (53.3%) and South Korea (46.7%). Appetite for Asia Pacific real estate is strong, with 70% of respondents saying they are confident about increasing weighting in this asset class. “In terms of sectors, there has been strong interest to increase allocations to the industrial and logistics sectors (93.8% of respondents), as well as residential (56.3%) and data centres (25%) – all of which are sectors that seem more resilient to the current crisis,” Anrev said in a statement. “However, retail and hospitality sectors are suffering, with 100% and 25% of respondents respectively indicating their wish to decrease allocations to these sectors.” © 2020 funds global asia

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