Investors in real estate can diversify further, taking advantage of geographic nuances by property type and macroeconomic considerations such as country-specific growth, inflation, interest rates and regulatory policies
Lights are dimming across many Asia-Pacific economies heading into the fourth quarter. Weakening global growth and demand have led to a sharp slowdown in export growth across the region, precipitated by the still unresolved trade war between the US and China.
Asia-Pacific central banks have now taken an even more proactive easing position to mitigate downside risks from a more uncertain and uneven global outlook.
Although there are some headwinds facing Tokyo’s commercial real estate – an increase in consumption tax and the slowdown in the global economy – there is an opportunity to focus on logistics and apartment blocks for income durability and rental uplift.