Seizing Asia real estate opportunities through platform play & value-add strategy

  • Kenneth Gaw, President & Managing Principal, Gaw Capital Partners

2023 has been a year in which established businesses, deep industry know-how, and great track records are highly valued, especially in the real estate market, where the still stubbornly high-interest rates, sustained inflation, and regulatory uncertainties are inhibiting dealmaking. There is no such thing as perfect timing in the ever-changing real estate sector. But prudent investors always manage to capture positive carry through the right strategies.

This fireside chat offers an in-depth conversation with one such investor, Kenneth Gaw, who co-founded Gaw Capital Partners in 2005 and grew the Hong Kong-headquartered company into a business that now commands assets of about $36 billion.

Join us in a deep dive into Gaw Capital’s selective bets on real estate markets from developed Asia to developing Asia. What are the bright spots and how to identify them: Gaw Capital’s pursuit of “thematic-driven” opportunities across industrial, Internet data centre (IDC), life science, and hospitality properties with its new $3-billion Gateway Real Estate Fund VII.