May 2026

In times of volatility and uncertainty, astute and opportunistic investors can find compelling situations. Inflation threatens to spike and caution haunts the real estate industry. For patient capital allocators, this is the time to deploy dry powder. Our point of view stresses that the highest potential areas span southwards from Ortigas North to BGC in Taguig along the Metro Manila subway line.This is where monetizable demand for convenient living, retailing, working, and recreating will develop and get sustained as the Philippine recovery story unfolds. Serious investors must ask themselves: what is the cost of inaction in this situation?