Our Insights

As a thought leader in the real assets space, ARA's Group Research & Analytics team regularly publishes topical papers, commentaries and newsletters on the latest industry trends.

  • Investment/Capital Market
    Infrastructure
    Real Estate Trends

    Inside APF Research (5 Dec 2019 -15 Jan 2020)

    05 Dec 2019

    According to a recent report by Cushman & Wakefield, trends in three key demographic groups will have a significant impact on global real estate markets in the coming decade.

  • Real Estate Trends

    ARA Alternative Assets & Infrastructure (19 Dec 2019 – 8 Jan 2020)

    01 Dec 2019

    Chinese companies have poured nearly $11 billion into overseas ports during the past decade, gaining access to strategic maritime hubs as part of its Belt and Road initiative, an aggressive investment campaign that has raised concerns about Beijing’s growing clout across the world.

  • Real Estate Trends

    Singapore – the bellwether of the global economy

    01 Nov 2019

    Singapore’s highly permeable pro-business market (ranked most competitive globally by the world Economic Forum) is often regarded as the bellwether of the global economy.

  • Real Estate Trends

    Hong Kong in uncertain times

    30 Aug 2019

    Hong Kong’s long-term investment prospects remain good amidst the social unrest.

  • Real Estate Trends

    Malaysia: Beyond the Politics

    15 Aug 2019

    Malaysia’s ongoing political drama has received much attention, casting the nation in a negative light. Investors should be aware of two broad government initiatives that may boost demand and create opportunities in Malaysia’s commercial real estate market.

  • Real Estate Trends

    More yield compression in Australia?

    09 Aug 2019

    In a bid to tighten the spare capacity in the labour market and support the long-term inflation target, the Reserve Bank of Australia cut the official cash rate by another 25 basis points to a historical low of 1% in July.

  • Real Estate Trends

    Beyond Gateway

    01 Aug 2019

    The protracted monetary easing cycle forged by central banks around the world to rejuvenate economic activity has greatly boosted investment interest in commercial real estate, particularly in the office sector.

  • Real Estate Trends

    5G – Driving Growth

    31 May 2019

    In our view, 5G will profoundly impact China’s real estate market, lifting demand for industrial real estate, offices, and data centres. Retail is also likely to gain, although 5G’s impacts will take time to be felt.