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

    ESR Alternative Assets Infrastructure (1 – 14 Dec 2022)

    14 Dec 2022

    The deals signed included 34 investment agreements covering a variety of sectors such as energy and information technology.

  • Investment/Capital Market
    Infrastructure
    Real Estate Trends

    Impact of a bifurcated global economy on APAC real estate capital market

    13 Dec 2022

    With the advent of recent events, the once integrated global economy has started to fracture along the geopolitical tension line between China and US. As the world trade bifurcates, there is more to lose in the China camp.

  • Investment/Capital Market
    Real Estate Trends

    Asia Pacific Macroeconomic and Capital Market Trends

    16 Aug 2022

    We put together a high-level summary of key macroeconomic and real estate market trends and looked briefly at the perennial issue of real estate investment in a high inflationary environment.

  • Investment/Capital Market
    Infrastructure
    Real Estate Trends

    ESR Alternative Assets & Infrastructure (28 Jul to 3 Aug 2022)

    03 Aug 2022

    China announced plans to promote the optimization and upgrading of industrial structures, curb the blind
    development of low-level projects with high energy consumption and high emissions, and develop green and
    low-carbon industries to help the country meet its carbon peak goal.

  • Investment/Capital Market
    Infrastructure
    Real Estate Trends

    Cold Storage – keeping it fresh

    15 May 2022

    Within the APAC retail e-commerce landscape, online grocery is expected to be the fastest-growing category. This growth in online grocery has been further accelerated when consumers were forced online following movement restrictions imposed to control the pandemic.

  • Investment/Capital Market
    Real Estate Trends

    Asia Pacific Investment Property Outlook 2022

    02 Mar 2022

    Despite challenges from the emergence of new variants in 2021, the Asia Pacific economies expanded and real estate activity reached a historic annual high. While the outlook for 2022 looks promising, downside risks are emerging.

  • Investment/Capital Market
    Real Estate Trends

    Positioned for Growth – The Student Housing Market

    16 Nov 2021

    Demand for tertiary education has been on a rising trend before the pandemic. As social restrictions ease and international travel returns, the demand for student accommodation is likely to rebound, supporting investments into this asset class.

  • Real Estate Trends

    Evergrande – A Debacle of Epic Proportion

    30 Sep 2021

    The most indebted real estate company globally faces risk of bankruptcy as it struggles to fulfil its financial obligations. How would this impact the Chinese property market?