不動産・インフラ·アジア太平洋·2024
アジア最大級の不動産投資信託（REIT）
0
初年度に売却した資産
$0B
物流に再投資
+0bps
ポートフォリオ利回り改善
Back to Our Work
課題
10年で機会主義的に取得した85物件が戦略フォーカスを希薄化し、リターンを下げ、専業競合との資本コスト差を拡大させていた。
アプローチ
We performed a strategic portfolio review scoring each asset on growth potential, yield trajectory, and strategic fit. We identified 22 non-core assets for divestiture, designed a phased disposal program to maximize proceeds, and built an acquisition pipeline of logistics and life-sciences properties aligned with the new portfolio thesis.
インパクト
The REIT divested 18 assets in the first year at a 12% premium to book value, deployed $4.2 billion into high-conviction logistics assets, and achieved a 180-basis-point improvement in portfolio yield.