私たちとつながる

リンクトイン フェイスブック エックス・ツイッター インスタグラム ウェイシン

私たちとつながる

リンクトイン フェイスブック エックス・ツイッター インスタグラム ウェイシン
APREA ロゴ
APREA ロゴ

ナレッジ・ハブ

検索フィルター
  • China’s commercial REIT market is entering a new phase of growth, driven by policy support, expanding asset classes, and increasing emphasis on institutional-grade asset management and value creation.
  • A multi-level REIT ecosystem is taking shape, with institutional and private REITs playing a critical role in capital recycling, operational enhancement, and the maturation of income-generating assets.
  • China’s real estate investment landscape is undergoing a structural reset, with domestic capital, selective deployment strategies, and REIT-based exit pathways becoming increasingly central to market recovery and long-term resilience.
  • High-growth sectors such as data centres, renewable energy, and experience-led retail are reshaping China’s real assets market, supported by technology adoption, evolving consumer behaviour, and the transition toward cleaner energy infrastructure.
  • The C-REIT ecosystem is evolving toward a more operationally driven and institutionally scaled model, with opportunities emerging from distressed assets, urban renewal, and professional asset management. 
全文を見る

APREA Investor Compass featuring Jericho P. Go (RL Commercial REIT Inc.)

ハイライト:

  • Real Assets, Real People: Jericho P. Go, President and CEO, RL Commercial REIT Inc. (RCR)
  • TrendWatch: Political Stability and Structural Demand Power Japan’s Next Real Estate Cycle
  • ESGの話題：アジア太平洋地域の実物資産を支える自然ベースのソリューションとは？

全文を見る

主なハイライト

  • India is gaining importance in global portfolios, supported by strong fundamentals and improving institutional frameworks, though execution and scalability remain key considerations.
  • Office demand remains robust, anchored by GCC expansion, with a clear shift toward high-quality, future-ready assets and emerging sectors such as data centres and flexible workspaces.
  • The investment landscape in India offers a compelling growth and yield proposition, with private credit and expanding domestic capital strengthening market depth and capital deployment.
  • Infrastructure is evolving into scalable, yield-generating platforms, supported by policy continuity, monetisation strategies, and increasing domestic capital participation.
  • REITs and InvITs are accelerating institutionalisation in India by improving liquidity, transparency, and enabling capital recycling, with significant room for expansion.
  • India’s retail sector is entering a new growth phase, driven by rising consumption and a shift toward experience-led, mixed-use developments.
全文を見る

キーポイント

  • Talent access is the defining driver of location strategy, cited by 78% of respondents. Employment and real estate costs follow as critical considerations.
  • Global talent hubs remain dominant. San Francisco and New York top Savills A&E Talent Index, with London, Zurich and Singapore also ranking strongly for depth and quality of expertise.
  • Cost-competitive alternatives are gaining appeal. Markets such as Dallas and Oslo offer access to specialist talent with lower overall employment and occupancy costs.
  • Space requirements remain under review. 39% of firms are maintaining square footage, 35% are consolidating and 25% are expanding.

全文を見る

Strong tourism inflows and new infrastructure development boost hotel performance in ベトナム; ムンバイ outperforms other Indian cities thanks to solid corporate, MICE and domestic demand; Hotel pricing in Goa moderates despite strong performance throughout peak season.

全文を見る

​​​Renewal rates remain high in オーストラリア amid tight availability of super prime space; Solid domestic consumption and flight to quality drive expansionary demand in 日本; Expansionary demand in ベトナム ensures occupancy remains high despite elevated supply.

全文を見る

Leasing sentiment in 中国本土 strengthens on expansionary demand from local and international retailers; Market polarisation seen in 韓国 amid strong inbound demand and flat domestic consumption; Retailer demand in ベトナム strengthens but absence of new CBD supply remains bottleneck.

全文を見る

Domestic capital drives office investment activity in 韓国, and competition for logistics assets remains strong; Interest rate hikes in オーストラリア see investors turn from cautiously optimistic to wait-and-see mode; In 香港, market sentiment improves modestly as HIBOR falls; living sector underpins investment activity.

全文を見る

Leasing volume in インド reaches record high amid robust demand from Global Capability Centres; Occupiers in 日本 prioritise core locations to attract talent amid scarce availability and rising rents; Solid demand pushes down シンガポール CBD vacancy to record low despite cautious global outlook.

全文を見る

FY26 saw a recovery in deal activity after two relatively subdued years.

Total reported deal value rose 13% and 16% over FY24 and FY25, respectively. Unlike prior years, activity was more evenly distributed, with no single transaction dominating the landscape

全文を見る