ANREV Briefing

This lunchtime session brought together global macroeconomic intelligence and on-the-ground Asia Pacific real estate insights. Ms Martina Bozadzhieva at Oxford Economics will kicked off with a global overview covering Fed and ECB policy directions, China’s economic trajectory, and key themes shaping institutional real estate — including AI-driven valuations, tech boom versus downturn scenarios, evolving supply chains and their implications for logistics investors, and the economics of geopolitics. This was followed by a fireside chat with Mr. Jonathan Umali, CIO of ARCH Capital Management on APAC real estate fundamentals, trends and emerging sectors reshaping the region's property landscape.