Amidst the turmoil of trade wars, Brexit, wobbly stock markets and interest rate rises, a common pro-Asia investment theme is emerging from real estate investors.
In particular, many real estate market leaders are keen to double down in China.
Despite its moderating economic dynamics, the view is China’s long-term trajectory and sheer size warrant greater strategic attention.
One major barrier is exit options.
Which is why so many direct investors and PE players are keen to see a fully-fledged REIT market in the People’s Republic.