Warburg Pincus-Backed ESR Resumes Buying Spree With China, India Warehouse Deals

Tshiab los ntawm kev ua tiav $ 5.2 nphom kev nrhiav tau ntawm Singapore-based ARA Asset Management nyob rau lub Ib Hlis, ESR Cayman tab tom txuas ntxiv nthuav dav nrog kev yuav khoom ntawm lub tsev khaws khoom lag luam hauv cheeb tsam Shanghai ntau dua thiab tsim cov chaw thauj khoom hauv Is Nrias teb raws li nws nrhiav kom coj mus rhaub booming thov. los ntawm e-commerce tuam txhab.

Lub lim tiam dhau los, Hong Kong-sau npe ESR thiab nws cov neeg koom tes ntev ntev tau ua tiav qhov tau txais cov ntaub ntawv ntawm 11 kev xa khoom thiab cov khoom lag luam hauv thaj av Yangtze River Delta uas hla Shanghai thiab cov nroog ze ntawm Suzhou thiab Hangzhou, bulking li raug hu ua. cov cuab tam tshiab kev lag luam xws li warehouses uas txhawb nqa e-lag luam.

"Qhov kev nrhiav tau no ntxiv dag zog rau ESR txoj haujlwm muaj zog hauv Suav teb thaum peb txuas ntxiv nthuav peb lub network ntawm cov tswv yim zoo tshaj plaws hauv chav kawm kev lag luam tshiab thoob plaws lub tebchaws," Jeffrey Shen, ESR cofounder thiab co-CEO, tau hais hauv nqe lus rau hnub Thursday. "Qhov no kuj qhia tau hais tias peb muaj peev xwm los ntes cov kev lag luam tseem ceeb rau peb cov neeg koom nrog peev uas xav ua kom lawv nthuav dav rau kev lag luam tshiab uas lawv nyob qis qis."

Lub Shanghai deal los ntawm heels ntawm ESR cov lus tshaj tawm thaum Lub Ob Hlis 3 tias nws tab tom tsim nws thawj qhov chaw faib khoom hauv nroog hauv Delhi tom qab nrhiav tau ntawm 8.2 acre (33,184 square meter) hauv Indian peev. Lub chaw thauj khoom Delhi yuav muaj txog 300,000 square feet (27,870 square metres) ntawm qhov chaw los txhawb nqa khoom noj e-lag luam, kev pabcuam kev noj qab haus huv thiab chav ua noj huab cua thaum ua tiav xyoo tom ntej.

"Kev faib vaj tsev hauv nroog tseem nyob rau theem pib uas muaj cov tsev kawm qib siab hauv cov tsev kawm ntawv tseem ceeb tau muaj kev txhawj xeeb loj rau peb cov neeg xauj tsev," Abhijit Malkani, CEO ntawm ESR India, tau hais hauv nqe lus. "Peb xav hais txog qhov no los ntawm kev ua ib qho ntawm cov neeg tsiv teb tsaws chaw thaum ntxov los ntawm kev nrhiav tau ntawm peb thawj qhov chaw hauv nroog hauv nroog."

Thaum ESR tau ua inroads hauv Indian logistics khoom lag luam nyob rau hauv xyoo tas los no, nws cov ntaub ntawv ntawm $ 1.5 billion tus nqi ntawm cov cuab tam hauv lub teb chaws yog dwarfed los ntawm ntau tshaj $ 13 billion ntawm cov cuab tam raws li kev tswj hwm hauv Suav teb, yog ib lub tuam txhab lag luam tseem ceeb.

Kev nrhiav tau ntawm Shanghai warehouses - nrog rau tag nrho pem teb cheeb tsam ntawm 550,000 square meters - yog ib tug tsis tshua muaj sij hawm nyob rau hauv lub khw muag khoom ze, Shen hais. "Cov ntaub ntawv pov thawj muaj ntau yam haujlwm uas muaj peev xwm muaj txiaj ntsig ntxiv, uas yuav ua kom zoo dua los ntawm ESR raws li peb pab neeg muaj kev paub dhau los siv nws txoj kev paub tob hauv zos thiab peb cov ecosystem zoo ntawm kev sib raug zoo ntawm cov neeg siv khoom."

Qhov kev lag luam sawv cev rau qhov loj tshaj plaws ntawm cov khoom siv logistics thiab cov khoom lag luam muag hauv thiab ib ncig ntawm Tuam Tshoj lub nroog loj, raws li ESR. Lub tuam txhab tsis tau tshaj tawm cov ntsiab lus nyiaj txiag tab sis lub vev xaib vaj tsev Mingtiandi tau tshaj tawm cov khoom muaj nqis tau yuav los ntawm US-based DLJ Real Estate Capital Partners ntawm ntau dua 4.4 billion yuan ($ 692 lab). Tus kws pab tswv yim vaj tsev JLL yog tus kws pab tswv yim ntawm qhov kev pom zoo.

Theodore Novak, tus thawj coj thiab tus thawj coj ntawm lub tuam txhab peev kev lag luam hauv Suav teb ntau dua ntawm JLL, tau hais los ntawm email. "Kev ua tiav ntawm qhov kev pom zoo no yog qhov qhia tau hais tias qhov kev thov rov hais dua ntawm kev lag luam portfolio los txhim kho cov cuab tam tam sim hauv kev tswj hwm hauv ib qho ntawm lub ntiaj teb kev lag luam tseem ceeb tshaj plaws logistics." 

ESR-uas suav nrog New York-raws li kev lag luam ntiag tug ntiag tug Warburg Pincus, Suav lag luam e-lag luam loj JD.com, Singapore tycoon John Lim thiab billionaire Chew Gek Khim's Straits Trading ua cov tswv lag luam loj - yog cov neeg lag luam loj tshaj plaws hauv kev lag luam logistics xyoo 2021. Lub tuam txhab Hong Kong-based stitched ua ke ntau dua $ 10 billion tus nqi ntawm kev cog lus, suav nrog kev yuav khoom hauv lub Plaub Hlis ntawm cov khoom lag luam ntawm cov tsev khaws khoom thoob plaws Australia los ntawm Blackstone rau $ 3.8 billion ($ 2.8 billion). Cov neeg ua lag luam thoob ntiaj teb tau nchuav cov ntaub ntawv $ 48 nphom ntawm peev rau hauv kev nqis peev hauv kev lag luam hauv Asia Pacific xyoo tas los, piv nrog $ 32 nphom hauv 2020, JLL tau hais hauv tsab ntawv tshaj tawm lub lim tiam dhau los.

Shanghai thiab Delhi kev lag luam txhawb nqa ESR txoj haujlwm ua tus thawj tswj vaj tsev loj tshaj plaws hauv Asia Pacific. Lub tuam txhab tswj hwm txog $ 140 billion tus nqi ntawm cov cuab tam hauv 28 lub teb chaws thoob ntiaj teb, suav nrog $ 59 nphom ntawm kev lag luam tshiab hauv cheeb tsam.