Compelling time to enter commercial property market; technology to widen return gaps - KED Global

Commercial Real Estate Market Showing Signs of Rebound

The commercial real estate market in the US and Europe is beginning to recover, supported by limited supply following a slowdown in construction during the COVID-19 pandemic.

ASK 2025 Global Investment Conference

The Korea Economic Daily hosted the global investment conference ASK 2025 at Conrad Seoul on October 29-30.

Evolution of Asset-Backed Finance (ABF)

Asset-backed finance is shifting from a defensive niche to a key component of private credit expansion, addressing investors' increasing demand for diversification.

Investment Strategies of Korean Institutional Investors

Senior portfolio managers from Korean pension funds and insurance companies discussed their investment approaches during a panel at ASK 2025 on October 30.

Real Estate Credit Appeal Amid Declining Interest Rates

Real estate credit remains attractive to South Korea's largest asset owners, even as interest rates decrease, reflecting a cautious investment approach.

Seoul Metropolitan Area Office Transactions

Office transactions in Seoul's metropolitan area reached 5.9 trillion won ($4.1 billion) in the third quarter, exceeding 5 trillion won for the second consecutive quarter, according to Savills.

This strong transaction pace is expected to drive this year's total to an all-time high.

National Pension Service (NPS) Strong Performance

South Korea’s National Pension Service, the country's largest institutional investor, reported record profits, supported by a robust rally in domestic equities that lifted its year-to-date return above 20% — the best performance in years.

KIC CEO Park Il Young delivered a keynote address via video at ASK 2025 on October 29.

Summary

This report highlights a promising recovery in commercial real estate and asset-backed finance growth, with South Korea's pension funds benefiting from strong investment returns amid cautious strategies.

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KED Global KED Global — 2025-11-07