Paul Vosper

Real Estate: The Search for Returns Amid Uncertainty

Henny Sender, Johnny Adji, Tokihiko Shimizu, Andy Tan-Chye Guan, Paul Vosper

A panel of investment experts distinguished active real estate value creation from passive asset holding, emphasizing a strategic pivot toward bottom-up analysis of specific hubs like Singapore, New York, and Hong Kong amid restrictive global lending regulations. Speakers detailed how structural shifts in China's consumer economy, Japan's corporate governance reforms, and technology-driven changes in office and residential utilization are reshaping market dynamics. Ultimately, the discussion highlighted that long-term success depends on managing leverage risks, navigating regulatory hurdles, and adapting asset portfolios to demographic transitions and evolving environmental standards.