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With interest rates stabilizing across most markets and asset repricing creating new entry points, Asia-Pacific private real estate managers believe liquidity is returning to the region and buying opportunities are emerging in attractive market segments.
In PERE's latest Asia-Pacific roundtable, Louise Kavanagh, Chief Investment Officer and Head of Asia-Pacific at Nuveen Real Estate, discusses with other leading industry participants which countries and sectors they see growth potential in, and the challenges that could appear on the horizon for real estate.
Other key factors include:
- Rate normalization – How interest rate cuts across most APAC economies are supporting improved market dynamics, while Japan's reflation signals positive long-term trends
- Trade policy impacts – Navigating the ongoing effects of U.S. tariffs and geopolitical tensions, and identifying markets with lower trade exposure and stronger domestic economies
- Market-specific opportunities – The attraction of Japan's multifamily, senior living, and hospitality sectors and opportunities in Korea and selective Chinese residential markets
- Capital allocation trends – The shift from sector-specific mandates toward more diversified regional exposure, and Asia-Pacific's role as a diversifier
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