ABOUT US

Who We Are

Founded in 2007, EXS originally focused on sponsoring private equity-style investments into multiple real estate developers across Asia

More recently, we evolved into backing operating real estate businesses in sectors like data centres

Today, we focus on Social Real Estate, integrating hospitality operations, technology capabilities and aligned real estate investments

Our Strategy

An afternoon at a café coworking._edited.jpg

Our Contrarian Approach

We invest with discipline during periods of uncertainty and market dislocation, partnering with strong management teams when others step back

China
Real Estate Developer

Invested US$400m during SARS creating a leading Chinese developer

Delivered 52% realized IRR, US$4b IPO in Hong Kong

Vietnam
Luxury Real Estate Developer

Invested US$184m over several rounds during Vietnam financial crisis

Delivered ~4x returns for initial investors

Southeast Asia
Experience-driven Hospitality Operator

Multiple rounds of investment to rescue business and reactive post COVID

Now a dominant market leader in Asia hostel sector

Selected Track Record

EXS

Project Lemongrass

Led US$184m investment through 3 rounds of investment over the course of 6 years into the company during Vietnam’s market crisis. Grew a small family business into a leading local real estate developer

Project Arsenal

Takeover of listed Tokyo residential REIT & REIT manager at a 9% cap rate, during the Global Financial Crisis when the REIT units were trading badly, and punitive interest rates were imposed on the REIT debt by the bank

Project Byblos

Buyout of distressed shareholders in residential development in China and realized profit via sale of residential units

Senior Management

Shui On Land

Led ~US$400m to build China’s leading property developer during SARS, developing the landmark Xin Tian Di project. US$4b IPO in Hong Kong

Asia Broadcast Satellite

Created the leading Asian satellite company by combining experienced team and distressed satellite assets. Exit to PE firm via trade sale

Securus Data Property Fund

Led Pan-Europe/ Asia data centre fund that acquired 6 assets, forming part of Keppel DC REIT, the first Asia pure-play data centre REIT. 50% stake in platform sold to Keppel

EXS