In this report, Actis discusses their global real estate strategy with a focus on sustainability. 

A foreword from David Morley, Head of Real Estate

We choose to invest in two dynamic, growing regions: Africa and Asia. Home to nearly 80%, 1 of the world’s population, they are both experiencing four key trends (we call them the “4Ds”):

• Demographic shifts - in particular rapid urbanisation and a growing middle class.
• Digital disruption including a high penetration of mobile phones, increasing ecommerce and a corresponding demand for data.
• Deficit of quality Real Estate which is built to tenants’ real needs and affordability
• Demand for yield from institutional investors who are increasingly seeking stable cash flows from core Real Estate, a situation compounded by current economic turmoil