Insight

The South Korean Commercial Real Estate (CRE) market in 2025 demonstrated structural resilience amidst internal and external macroeconomic volatility. Notably, the market reached a significant turning point toward "qualitative growth," driven by asset upscaling, operational efficiency, and digital integration. The resulting market polarization catalyzed the convergence of AI-based infrastructure with traditional real estate. This shift led to a decoupling effect, where assets capable of generating alpha (excess returns) distinctly separated themselves from the broader market. Looking ahead to 2026, while global geopolitical risks and economic uncertainties persist, we anticipate a definitive inflection point where technological innovation fundamentally reshapes the essence of asset value. [2026 Key Investment Strategies] 1. Redefining Assets via Digital Infrastructure & Expanding Cross-Asset Investment - Strengthening investment in Core assets: Data Centers, Advanced Logistics, and AI-Ready Offices. 2. Addressing Liquidity Gaps in Real Estate Lending & Building Flexible Capital Structures - Reinforcing Private Debt positions and expanding investments in Mezzanine, Preferred Equity, and Distressed assets. 3. Sector Convergence & Platform Investment - Expanding platform-based strategies through Real Estate-Infrastructure linkage and strategic partnerships.