Jonathan Hsu Email & Phone Number

London, England, GB

London, England, GB

London, England, GB

• Lead the fund strategy for the global fund-of-funds and direct investments portfolio to deliver continued outperformance
• Act as the portfolio manager for the US, UK and European and Asia Pacific fund-of-funds portfolio and for the value-added direct real estate investments
• Strengthen the existing client relationships with key clients through routine portfolio strategy updates, ad hoc updates on topical issues that may impact the portfolio performance, and tailored client consultation on.
• Grow and deepen relationship with investee fund management teams, and broaden/cultivate new relationships with investment managers

London, England, GB

• Led the Asia Pacific research team and the strategic view formation process to produce the regional house view, forecasts, and model portfolio for the investment, fund management and asset management teams
• Strengthened internal and external investor relationships by providing regular and ad hoc research-led updates to improve investor knowledge of Asia Pacific real estate market strategies and investment trends
• Represented the firm as one of the main brand ambassadors through collaboration with the PR and marketing teams to promote thought-leadership in key industry media and events, both regionally and globally
• Took on the fiduciary responsibilities as a key member on the investment committees for the Asia Pacific core fund, the global fund of funds and the Asia Pacific value-add mandate
• Collaborated closely with the senior management teams in driving key regional and global strategic initiatives on business revenue and profitability, talent retention and development and new business development
• Provided substantiated, objective and more focused views on macroeconomic trends (long and short term) and real estate market-(sub)sectors to investment and fund management teams for each investment opportunity

Atlanta, Georgia, US

• Produced the five-year city-level markets forecasts that covered Greater China (including Hong Kong and Taiwan), Southeast Asia and India that included rental growth, supply and demand and market yields
• Provided substantiated and objective views on macroeconomic trends (long and short term) and real estate market-(sub)sectors to investment and fund teams for investment opportunities in geographies covered
• Led the strategic view formation process to produce the regional house views utilized by the investment, fund management, asset management and regional listed real estate securities teams
• Collaborated with the global research work group to strengthen in-house capabilities in better analyzing the demand side (occupier/tenant) drivers and trends, both cyclical and structural
• Worked with the regional research team head and members to produce the semiannual house view and investment strategies covering the Asia Pacific office, retail, industrial, and residential market-sectors
• Developed proprietary in-house scoring and ranking model to assess the relative attractiveness of Chinese residential markets spanning across more than thirty cities (tier-1, 2, 3 and beyond)

Dallas, TX, US

• Led the firm’s occupier markets research on the Asia Pacific office, retail, and industrial sub-sectors that covered the Greater China (including Hong Kong and Taiwan), Pacific, Southeast Asia, and India markets
• Improved the firm’s thought-leadership and branding output through close management and development of a team of regional research analysts into independent-thinking regional sector specialists
• Oversaw the regional research team forecasting process and initiated the firm’s regional flagship annual outlook event through strong collaboration with key business lines and the PR/marketing team
• Advised key external clients on their regional corporate real estate strategies and investment strategies on a regular (quarterly) and ad hoc basis, including participation in regional board meetings and conferences
• Built strong partnerships via regular dialogue and collaboration with key internal business lines and stakeholders through provision of more value-added guidance and improved alignment of business plans
• Worked closely with senior research leaders regionally and globally to drive key business initiatives, to identify key structural trends, to create global sector teams and to improve research output

New York, NY, US

• Co-covered the firm’s Hong Kong/China real estate sector equities research that spanned over twelve listed securities
• Drove the initiation process of the team’s coverage on the Hong Kong-listed Chinese developer stocks post the successful launch of the Hong Kong developers and landlords stock coverage
• Conducted extensive work on the China residential, office, retail, and logistics real estate market through discussions with listed company management teams and aggregation of on-the-ground market intelligence
• Assessed the impact of macroeconomic events on the HK/China financial and property markets and provided updates to internal sales and trading team and external client base, on a daily basis
• Analyzed the valuation upside and downside of covered stocks via financial modeling and forecasting post major company announcements, financial reporting dates, and local government policy updates
• Advised clients on key investment strategies and key buy/sell ideas for the listed HK/China property sector in one-on-one and group meetings, as well as, over conference calls

Zurich, CH

• Worked directly with the Global Real Estate Strategist, with specific focus on Asian real estate
• Assessed the impact of global/APAC macroeconomic events on the global/APAC real estate markets
• Gained strong understanding of the Hong Kong, China, Singapore and Japan real estate markets
• Built and maintained regional/global allocation and quantitative models based on macro and sector data
• Analyzed the valuation of key model portfolio stocks via financial modeling and forecasting
• Published timely, thematic research reports on regional/global real estate market investment strategy