Anyone can shed some light on the market in APAC, who are the strong / interesting players? Would love to hear some thoughts.
- Warburg, going pretty big in China. Probably earned very sick $$$ from building up ESR
- Blackstone exited 3+bn Aussie logistics portfolio, bought a self-storage business lately (Fort Knox)
- Oxford beat out Blackstone for the Investa portfolio...looks like they're entering BTR in Australia
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