BRICS MORTIMER SILK

May 2026

Malaysia, the Strait of Malacca

Malaysia, the Strait of Melaka & the Quiet Repricing of Infrastructure-Led Real Estate

For years, global real estate capital flowed predictably toward the world’s dominant gateway cities.   London. Dubai. Singapore. New York. Yet as geopolitical fragmentation, supply chain restructuring, and trade security become increasingly central to investment strategy, capital is beginning to reassess a different category of opportunity: infrastructure-linked real estate positioned along...

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