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.

  • 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.

  • Real Estate Trends

    Invest in China

    15 May 2019

    The US-China trade disputes have caused tremendous economic woes and financial market turmoil since March 2018, dampening market sentiment and business investment.

  • Real Estate Trends

    Singapore Draft Master Plan 2019

    01 May 2019

    In this latest review of the Master Plan, there are no major changes to the land uses but the underlying strategy and “planning tone” has shifted. The approach to new concepts and ideas are not as “prescriptive” as it was in the eighties and nineties but more consultative and collaborative.

  • Real Estate Trends

    The New Era of Xi’s Centralised Power

    02 May 2018

    The political shift towards an unlimited presidency represents China’s most decisive change yet from the 1980s. Despite the cloud of a potential trade war with the US (which is increasingly low), this centralisation of power under Xi’s administration will reduce domestic political uncertainty, accelerate market and social reforms, and ultimately boost the country’s economic prospects.

  • Real Estate Trends

    US China Trade Spat – to trade and not to war

    01 Mar 2018

    The trade spat between the US and China that sent markets tumbling last week seems to be over. However, we may not be out of the woods yet as the situation depends on developments over the next week or so.

  • Real Estate Trends

    Singapore Budget 2018 and its probable impact on the real estate market

    01 Feb 2018

    How will the latest measures unveiled under Singapore Budget 2018 affect the local real estate market?