As the denominator effect reverses and equity markets in Asia outperform, we are seeing the early signals of a positive deployment phase. However, the next few years are likely to look much different to previous cycles.
In this session, Savills Capital Markets leadership joined Oxford Economics and senior leaders from Schroders Capital and Rava Partners to dissect the market ahead. To kick off, Nick Wilson, Head of Asia Pacific Real Estate Economic Service, Oxford Economics, shared a short presentation on liquidity and supply themes.
This was followed by the panel conversation examining the "floor" put under rents by construction costs, the bifurcation of capital sources, and the specific sectors where supply shortages are creating structural alpha.
Watch the replay and download the presentation to navigate the "new normal" of higher costs and supply constraints and discover why smart money is looking to find opportunity in operational assets.