Capital Markets Forum

The ebbs and flows of various macro and geopolitical forces are expected to result in a dynamic and evolving real estate market in Asia Pacific. Fuelled by several key trends and shifts, investors are likely to be more strategic and selective in their choices, focusing on markets and assets that offer the best prospects for returns – with opportunities for both traditional and alternative investments.

Among notable factors shaping the landscape, further rate cutting should spark optimism, leading to improved investor sentiment and a significant deal pipeline. Tokyo, Osaka, Sydney and Singapore are likely to be among the top destinations for capital due to strong economic fundamentals and favourable industry trends. Yet interest in emerging markets like Southeast Asia and India is growing, especially as manufacturing activities shift from China to these regions, in turn boosting demand for industrial and logistics assets. At the same time, investors want assets that can meet return thresholds, driving appetite for data centres and the living sector in terms of multifamily, residential, and senior housing.

Against this backdrop, this Forum will foster lively discussion and debate to explore these trends and opportunities, what they mean for real estate allocations and portfolios, and how they will shape the market in 2025 and beyond.