Global macro and APAC real estate trends

20 Apr 2026 @ Hong Kong

ANREV is pleased to announce a lunch session will be held in Hong Kong on 20 April. Registration is now open.

This session brings together global macroeconomic intelligence and on-the-ground Asia Pacific real estate insights. Ms Martina Bozadzhieva at Oxford Economics will kick off with a global overview covering Fed and ECB policy directions, China’s economic trajectory, and key themes shaping institutional real estate — including AI-driven valuations, tech boom versus downturn scenarios, evolving supply chains and their implications for logistics investors, and the economics of geopolitics, along with their impact on cap rates and yields across core APAC markets.

This will be followed by a fireside chat with Mr. Jonathan Umali at ARCH Capital Management on APAC real estate trends.

Thanks to ARCH Capital Management for sponsoring this event!

Details

Date

Monday, 20 April 2026

Time

12:00 - 14:00 (Lunch included)

Venue

10/F., 69 Jervois Street, The Chelsea, Sheung Wan, Hong Kong

Fee
  • Free for ANREV members and Institutional Investors
  • USD100 for non members
RSVP

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Speakers

Jonathan Umali
Chief Investment Officer
ARCH Capital Management

Jonathan Umali, with 29 years of experience in investment and asset management in Asia, joined ARCH Capital in 2006. Serving on the firm’s Investment Committee, he played a key role in expanding its investment footprint and establishing a strong local presence across the region, covering diverse markets and strategies such as opportunistic, value-add, and core/core+ investments.

Before joining ARCH Capital, Jonathan held senior positions at Ayala Land in the Philippines and completed international postings in Singapore and San Francisco. He earned a Bachelor’s Degree in Industrial Engineering with a minor in Chemical Engineering from De La Salle University, an MBA from the Asian Institute of Management – Columbia Business School joint program, and attended post-graduate programs at the Harvard School of Design.

Martina Bozadzhieva
Managing Director, Macro & Investor Services
Oxford Ecomonics

Martina is Managing Director of Oxford's Macro and Investor Services team. She is responsible for the business performance, operations, and product development strategy of the firm's Macro & Investor Services offering. She also leads Oxford Economics' corporate advisory team, which supports C-suite executives in using economic insights to inform business strategies. Her work sits at the intersection of economics, politics, and global growth strategies.

Martina has 15 years of experience working with C-suite executives, VPs of region, and global strategy leads to support international expansion and growth strategies and to help inform how the external economic and political environment affects companies' plans. She was previously Chief Research Officer at corporate advisory and research firm FrontierView, where she supported senior executives with a global remit. Martina holds BA and MA degrees from Georgetown University in Washington, DC.

Event Registration

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Event Start Date
20 Apr 2026 12:00 (UTC+08:00)
Event End Date
20 Apr 2026 14:00 (UTC+08:00)