ESR Chairman on Results, Business Opportunities

The video discusses the significant growth opportunities in the data center market in Asia, highlighting the region's potential to become the largest global market. It explores the business's expansion into data centers and its core focus on modern warehousing to support e-commerce growth. The discussion includes a comparison of market maturity across different regions and the impact of supply chain changes due to recent global events. The video emphasizes the shift from old economy real estate to new economy infrastructure, positioning the business to capitalize on these trends.

What is the current status of the data center market in Asia?

• It is the largest global market.

• It is the smallest global market.

• It is the second largest and expected to become the largest.

• It is declining in size.

What is the primary focus of Esri's core business?

• Delivering modern warehousing for e-commerce

• Investing in residential properties

• Building retail centers

• Developing office spaces

What was one of Esri's significant achievements in the past year?

• They achieved record development starts and completions.

• They shifted focus to old economy real estate.

• They decreased their funds under management.

• They reduced their leasing space.

How does the modern warehousing space in California compare to China?

• China has significantly more warehousing space than California.

• California and China have equal warehousing space.

• California has less warehousing space than China.

• California has more warehousing space than China.

What inventory model shift are manufacturers considering?

• From local to global inventory models.

• From bulk storage to minimal storage.

• From just-in-time to just-in-case.

• From just-in-case to just-in-time.

Which countries are highlighted as key markets for Esri's focus on domestic consumption?

• Philippines, Taiwan, and Hong Kong

• India, Thailand, and Vietnam

• China, South Korea, and Japan

• Indonesia, Malaysia, and Singapore

What is the expected trend for e-commerce in Asia according to the transcript?

• It is expected to grow significantly.

• It will only grow in Japan.

• It will remain stagnant.

• It is expected to decline.