STRATEGY
EXS is a unique firm that combines private equity & real estate investment, sponsoring direct investment
opportunities on a deal-by-deal basis across Asia
As the most dynamic region globally today, Asia offers a wide range of investment opportunities,
driven by growing urbanization & the rise of the middle class
[insert chart on Asia macro]
Asia is the fastest growing market in the world...
...but with high growth, comes high volatility
Real estate, especially in Asia, is a highly local &
specialized industry
The rapid growth over the past 30 years has come at the cost of stability - markets are unpredictable and shift much more rapidly vs. the West
In Asia, timing is everything
While real estate is always a local business, the Asian real estate industry is particularly dominated by locals, particularly family-run companies
Unlike in the West, real estate as a business is common & widespread
In every major Asian market, many of the largest listed companies are real estate players
The EXS strategy is to take advantage of these unique markets by investing into real estate companies, not assets
ONGOING PROJECTS
As the most dynamic region globally today, Asia offers a wide range of investment opportunities,
driven by growing urbanization & the rise of the middle class
[insert chart on Asia macro]
Asia is the fastest growing market in the world...
...but with high growth, comes high volatility
Real estate, especially in Asia, is a highly local &
specialized industry
The rapid growth over the past 30 years has come at the cost of stability - markets are unpredictable and shift much more rapidly vs. the West
In Asia, timing is everything
While real estate is always a local business, the Asian real estate industry is particularly dominated by locals, particularly family-run companies
Unlike in the West, real estate as a business is common & widespread
In every major Asian market, many of the largest listed companies are real estate players