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Part I: Navigating Rising Yields - Identifying relative value across Asia-pacific Real Estate
Recent geopolitical developments following the start of the Iran conflict beginning February 28th, 2026, have led to a notable repricing in global bond markets, with 10-year government yields moving higher across most major economies. The higher yields are pricing in expectation of higher inflation from elevated energy prices, supply chains input costs to finished products. For real estate investors, this shift is significant - but not necessarily negative. Rather, it marks t

Raymond Choi
May 133 min read


Brookfield's Self-Storage Playbook: The Economics of the NSR Privatization
On May 8th, Brookfield and GIC have completed their A$6.7 billion (or A$2.86/share) acquisition of National Storage REIT (NSR), Australia's largest self-storage chain with over 274 centers as well as 21 developments under construction.

Raymond Choi
May 124 min read


Hong Kong Student Housing: Saturated After the Recent Deal Spree?
Since August 2025, the Hong Kong student housing sector has been brewing beneath the surface of weak real estate sentiment following Covid and the rise of interest rates from 2022. In less than nine months as of April 2026, nine en-bloc hotel or residential properties totaling HK$4.626 billion (USD 590 million) consisting of 3,200 beds have transacted by private or global real estate investment funds, universities, as well as developers.

Raymond Choi
May 74 min read
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