Brian Chinappi’s Coverage in PERE: Southeast Asia sees investment flows continue despite tariff risk

Brian Chinappi, Managing Director, Head of Real Estate & Data Centers, spoke to PERE about why investment flows into Southeast Asia remain resilient despite new tariff measures.

With Singapore still a hub for institutional-grade investment, attention is shifting to emerging markets such as Vietnam, Thailand, Malaysia and Indonesia. Vietnam’s industrial and logistics sector, for example, saw foreign direct investment grow 34 percent year-on-year in early 2025, even with new US tariffs in place.

Brian noted: “From manufacturers with a long-term interest in the market, we didn’t see any slowdown in FDI. What we’re hearing from tenants on the ground is that they’re mainly worried about whether they can get expansion space.”

He also highlighted that while tariffs present challenges, trans-shipment rules are prompting more local value-add activity — creating further pressure on industrial and logistics space across the region.

Read the full article here: link

Disclaimer

General discussions contained in this document regarding the Southeast Asian market or market conditions represent the view of either the source cited or Actis. Such information is not research and should not be treated as research. Moreover, there is no assurance historical trends will continue. The information referenced herein is as of September 2025, unless otherwise indicated, and is subject to change.