Allocation Strategy

Investors in China real estate are turning to non-core sectors, where they can build scale and boost returns.

Consumption trends drive investment decisions in the country, says the managing director of real estate investments at the Canadian pension plan.

Covid has not dampened the country’s appeal to private investors.

The US pension fund has approximately 15% of its portfolio invested in international markets, with a significant portion in Europe.

As sellers’ expectations become more realistic, the asking price for retail assets has come down as much as 30% in the country since June 2020.

Foreign capital accounted for 74% of total transactions in Q1 of the year, the highest first quarter percentage since 2017, according to deal data house Real Capital Analytics.

With over 20 years of relationship, the Canadian investor has anchored the manager’s first open-ended pan-Asia fund to invest across different sectors.

While other regional markets continue waging the covid battle, China has won its fight and for real estate investors, there is much to be confident about going forward, says GoHigh Capital’s Josh Zhou

Significant capital flows into a challenging property sector in a historically challenging country is a sign the India story is gaining global momentum.