2026 Capital Rotation: From IPO Liquidity to the Repricing of Hong Kong Property – CIO Dr. Alyce Su


NEWPORT BEACH, CA, December 24, 2025 /24-7PressRelease/ -- As Chief Investment Officer of a Global Family Office, Dr. Alyce Su began investing in Hong Kong residential properties in Q4 2024 through a series of compliant all-cash transactions.

Hong Kong's IPO resurgence and its nascent property market recovery point to a clear capital rotation story for 2026.

In 2025, Hong Kong's IPO market experienced an explosive rebound, restoring liquidity, confidence, and wealth creation, particularly among founders, early investors, private equity funds, and financial institutions. Hong Kong reclaimed its position as the world's leading IPO venue, surpassing competitors such as the NYSE, and with a strong IPO pipeline extending into 2026, substantial new capital is being generated within the financial system.

As this liquidity accumulates, property – especially prime offices and mass residential housing – is emerging as a natural destination for redeployment:
• Financial services-led IPO activity directly supports demand for Grade A offices in Central, reinforcing the flight-to-quality trend already underway.
• Wealth effects from IPO gains, combined with lower interest rates, are set to boost residential demand, particularly from mainland buyers and newly liquid high-net-worth individuals.
• End-users and occupiers, rather than leveraged investors, will increasingly anchor transactions, aligning with the current office and residential recovery pattern.
• With capital markets still cautious and credit tight, real assets with stabilizing fundamentals offer an attractive risk-adjusted alternative for IPO-generated capital.

However, this capital flow will be selective rather than broad-based. Funds are most likely to channel into:
• Prime Grade A offices in core districts
• Mass residential and newer housing estates
• Redevelopment-ready urban land with mature infrastructure
Meanwhile, retail, industrial, and secondary assets are likely to lag, as oversupply and structural headwinds persist.

In summary
2026 marks the start of a virtuous cycle, as Hong Kong's IPO-driven liquidity and confidence flow into its property market, accelerating recovery in core office and residential sectors. This capital rotation will not lift all segments equally but will cement property as a key beneficiary of Hong Kong's financial revival, turning market strength into real-economy support.

About Dr. Alyce Su
Dr. Alyce Su, PhD, CFA, CAIA, brings nearly 30 years of experience in global investment management. Dr. Su has held investment roles at PIMCO, Goldman Sachs, UBS, and McKinsey. She oversees multibillion-dollar institutional portfolios and is recognized for her strategic investment acumen and macroeconomic insight.

A global family office and private investment firm with a long-term, multigenerational perspective. The office manages a broad and diversified portfolio with a global scope, emphasizing long-term wealth preservation, tax efficiency, and strategic asset allocation across traditional and alternative investments. Led by Dr. Alyce Su, PhD, CFA, CAIA, who has served as Chief Investment Officer since 2020, the office oversees a comprehensive investment strategy across fixed income, equities, bank CDs, and alternatives – including global real estate and private markets. Dr. Su integrates rigorous quantitative analysis with forward-looking macroeconomic perspectives to construct portfolios that align with the family's goals for capital appreciation, risk-adjusted returns, and tax-efficient estate planning. Capabilities and Focus Areas include: (1) Multi-asset class portfolio construction with a focus on risk management, generational wealth planning, and tax optimization (2) Oversight of trusts and estate vehicles to ensure intergenerational continuity and philanthropic alignment (3) Allocation to alternative investments including global real estate and opportunistic private markets (4) Integration of institutional-grade investment processes within a highly customized family office framework. Strategic Philosophy: The office adopts a disciplined, research-driven investment approach, blending institutional expertise with the flexibility and discretion of a family office. The investment philosophy reflects a commitment to active management, macroeconomic insight, and long-term capital stewardship.

Information contained on this page is provided by an independent third-party content provider. XPRMedia and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]



For the original version on 24-7 Press Release Newswire visit: