LaSalle Investment Mgmt. Elysia Tse on APAC Real Estate

The video discusses the impact of remote work on the office market, highlighting that while some companies are adopting hybrid models, many in Asia expect employees to return to the office. The retail sector faces challenges from e-commerce, but logistics, especially cold storage, presents investment opportunities. Office rents are expected to grow gradually as vacancy rates stabilize. Interest rates may rise, but many developers have managed their leverage well, and real estate offers an inflation hedge.

How has the pandemic affected the office market in terms of lease duration?

What factors do companies consider when planning their office space needs beyond the pandemic?

What trends are being observed in the retail sector post-pandemic?

In what ways has e-commerce impacted the logistics space demand?

What assumptions are being made about rent in the office market?

How do rising interest rates affect property developers, particularly those that are highly leveraged?

What inflation-hedging capabilities does real estate possess?