Korean securities firms and property managers

Korean securities firms and property managers who packed up their money and bought anything at a rough discount when commercial real estate in the U.S./Europe was at its highest point in history. They bought it excitedly, thinking they could sell it to our money, the National Pension Service, or an unfamiliar individual investor. The result is equity evaporation, or total loss, like the Trianon Building in the image.

Meanwhile, SL Green Realty, a U.S.-listed office REIT that entered the flat price of $25.62 in June 2023 after Aware determined that there was at least 50% of the safety margin after a thorough fundamental analysis, and realized a total return of 78% in February 2024, eight months later, saw its stock price increase by 61.95% this year alone.

Being able to invest in the private equity market itself means dozens to hundreds of times more investment opportunities than in the public offering market, and even in such a market, it seems to be an ability to buy only the same things like tweezers.

In Korea, no matter how special an investment vehicle is made, foreign investment is less than Aware tiptoe. Even if we invest in the same real estate sector, the eyes we see are 50,000 times better.