APAC Capital Markets Midyear Outlook 2024

Value Add / Opportunistic STRATEGIC RECOMMENDATIONS

MAJOR SECTORS

ALTERNATIVE SECTORS

INVESTMENT STYLE

Reposition low ESG office assets in high amenity locations

Develop vertically integrated platforms to attract institutional capital

“Through the cycle” sectors

Position portfolios for rising tide of capital

Infill L&I (re)development

Self-storage

Positive rental reversion assets

Hospitality / leisure assets

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