LIMETREE CAPITAL ADVISORS LIMITED

Thesis

LimeTree Capital Advisors Limited, founded in 2006 and headquartered in Hong Kong, is an investment advisory firm focused on the Asia-Pacific region. With over US$1.3 billion in assets under management, the firm specializes in identifying and enhancing value in under-researched and undervalued real asset classes, particularly real estate and infrastructure. Their investment strategy is research-driven and employs an institutional investment process, targeting opportunistic investments. Key focus areas include car parking in China, real estate debt and credit solutions, and travel & tourism real estate, such as beachfront land and hotels in locations like Niseko, Japan. They are also exploring opportunities in data centers, education, senior living, and Asian consumer investments. The firm operates offices in Hong Kong and Shanghai. LimeTree Capital has managed five funds in real estate, with strategies including Debt, Opportunistic, and Value Added. The firm has a history of strategic investments, including the "We Park" car parking platform, a significant private credit loan, and various real estate assets in China and Japan.