Dutch asset manager APG Asset Management plans to significantly expand its real estate holdings in Asia-Pacific over the next three years. Speaking at the PERE Asia Summit 2026, APG's real estate director Sarah Winbur revealed that one-third of its current portfolio is already in the region. Winbur emphasized that recent fund commitments reflect the institution's growing confidence in APAC markets, with expectations this trend will continue. APG is shifting from value-add and opportunistic strategies toward more core and core-plus investments, prioritizing quality and strong income generation.

The move comes as APG seeks to capitalize on what it sees as a meaningful change in real estate valuation, particularly in developed markets like Japan and South Korea.