ESR, APG, Mapletree to Appear at Mingtiandi Logistics Forum Starting Next Week

The industrial sector was a standout performer in Asia Pacific during the first quarter of this year, with deals for income-earning assets jumping 26 percent from a year earlier, at the same time that the broader market declined by 14 percent, as investors continue to favour sectors benefiting from economic tailwinds like e-commerce.

The factors driving this counter-cyclical performance are set to be uncovered at Mingtiandi’s fifth annual APAC Logistics Forum starting next week, as we welcome industry leaders from ESR, APG Asset Management, Mapletree and more to our MTD TV video platform.

The four-session series, which is sponsored by Yardi, will kick off on Wednesday, 12 June, with a panel on logistics investment in Greater China. A session on 13 June will cover the Korea market, with the following week bringing a panel on logistics investment in Asia’s emerging markets which will focus on opportunities in Southeast Asia and India, as well as a panel on strategies for the Australian market.

Top executives from major pension funds including the Canada Public Pension Investment Board (CPPIB), Ivanhoe Cambridge and CPPIB, have already registered to watch this year’s programme, after more than 4,000 industry leaders viewed the 2023 edition of the event series. You may register for the event by clicking on the link above.

Shed Experts Speak Out

China was a top location for logistics deals during the first quarter, with over $1 billion in portfolios traded in the country in the first three months of the year, according to MSCI Real Assets.

To provide insights into the forcing driving deals in Asia’s largest economy, Mingtiandi will be welcoming to the panel at 10:00 AM Hong Kong time on 12 June, Hank Hsu, co-founder and chief executive officer at Shanghai-based Forest Logistics; Luke Li, a managing director with ESR’s China business; Humbert Pang, managing principal and head of China for Gaw Capital Partners and Janice Yau Garton, a partners with international law firm Stephenson Harwood.

The Japan and Korea discussion on 13 June will feature Pierre-Alexandre Humblot, managing director for fund management and capital at ESR; James Lim, chief executive of Seoul-based Qube Logistics and Brian Hung, a director with Dutch pension fund manager APG, with the panelists exploring the factors that have placed the two northern Asian nations among the property success stories of 2024.

The emerging markets panel on 18 June includes Jai Mirpuri, head of Southeast Asia for ESR Group, Souvik Mukherjee, head of logistics development for India at Mapletree and Fion Ng, chief operating officer at BW Industrial for a look at the prospects for Vietnam, Thailand and other Southeast countries as well as the competitive India market.

The Australian panel on 20 June will showcase the insights of George Anastasiou, head of real estate for Australia at DWS and Benjamin Chow, head of real estate research for Asia at MSCI Real Assets, with more speakers to be named in the coming days, as we look into opportunities to acquire logistics assets amidst Australia’s softening yield environment.

Singapore, Data Centres and Tokyo on the Way

Following the logistics series, Mingtiand will be back on a physical stage in Singapore on 10 September for our third annual forum in the city, featuring sessions on commercial markets, hotel investment, investment in Australia and more.

With data centre investment continuing to rise to meet growing demand from AI in Asia Pacific, Mingtiandi’s APAC Data Centre Forum is coming up in October, in our fourth annual edition of that series.

In November, the Mingtiandi team will travel to Japan for our first-ever Tokyo forum with speakers from Warburg Pincus, GLP, ESR, Alyssa Partners and Unified Industrial having already confirmed their appearance at that event.