Asia Centric by Bloomberg Intelligence
Worst May Be Over for Property, Says Ivy Ng of DWS
Nov 20, 2024
Ivy Ng, APAC Chief Investment Officer at DWS Group, shares her insights on the Asia-Pacific real estate landscape. She discusses how falling interest rates may revive M&A activity in the sector. Ng highlights the contrasting conditions in markets like Australia and Singapore versus the challenges in Hong Kong. She also analyzes China's property market, noting the limited effectiveness of government stimulus and high inventory levels. With optimism, she suggests the worst may be over for real estate investments in the region.
32:28
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Quick takeaways
- Falling interest rates may trigger a resurgence in cross-border real estate M&A deals in the Asia-Pacific, particularly data centers.
- While some regions like Australia show recovery signs, traditional sectors like office spaces in Hong Kong continue to struggle with high vacancy rates.
Deep dives
Surge in Cross-Border Real Estate Deals
Cross-border real estate deals in the Asia-Pacific region are expected to rise by 50%, primarily driven by the increasing demand for data centers. This upsurge indicates a significant shift in investment patterns, although the overall investment level remains comparatively subdued compared to pre-COVID times. Investments in physical markets, such as data centers in Malaysia and Singapore, reflect this trend, with the retail sector in Australia also seeing improvements. Despite these highs in specific areas, traditional sectors like office spaces face challenges, especially in markets like Hong Kong.
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