{"id":4473,"date":"2024-09-09T17:28:00","date_gmt":"2024-09-09T09:28:00","guid":{"rendered":"https:\/\/aprea.asia\/?post_type=knowledge-hub&#038;p=4473"},"modified":"2025-03-27T17:30:21","modified_gmt":"2025-03-27T09:30:21","slug":"asian-market-outlook-september-2024-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-september-2024-bi-capital\/","title":{"rendered":"\u30a2\u30b8\u30a2\u5e02\u5834\u5c55\u671b \u2013 2024\u5e749\u6708 (B&amp;I Capital)"},"content":{"rendered":"<p class=\"\">\u7c73\u56fd\u3067\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u3068\u96c7\u7528\u7d71\u8a08\u304c\u5f15\u304d\u7d9a\u304d\u8edf\u8abf\u306b\u63a8\u79fb\u3057\u3001\u5e02\u5834\u306e\u4e3b\u5c0e\u6a29\u304c\u4ea4\u4ee3\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff08FRB\uff09\u306b\u3088\u308b\u8907\u6570\u56de\u306e\u30d5\u30a7\u30c7\u30e9\u30eb\u30d5\u30a1\u30f3\u30c9\uff08FF\uff09\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u3078\u306e\u671f\u5f85\u304b\u3089\u3001\u5927\u578b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u304b\u3089\u3001\u91d1\u5229\u4f4e\u4e0b\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3068\u307f\u3089\u308c\u308bREIT\u3092\u542b\u3080\u4f4e\u8ff7\u30bb\u30af\u30bf\u30fc\u3078\u306e\u5f37\u3044\u30ed\u30fc\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u751f\u3058\u305f\u305f\u3081\u3067\u3059\u3002FTSE EPRA Nareit Asia USD Dev Net TR\u306f7\u6708\u306b6.34%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u6d3b\u767a\u306a\u5e02\u5834\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>\u65e5\u672c<\/strong><strong>, +9.5%:<\/strong>\u00a0\u65e5\u9280\u306e\u4e0a\u7530\u7dcf\u88c1\u306f\u77ed\u671f\u91d1\u5229\u3092\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u306e\u8a18\u8005\u4f1a\u898b\u306f\u30bf\u30ab\u6d3e\u7684\u304b\u3064\u6df7\u4e71\u3092\u62db\u304d\u3001\u73fe\u5728\u306b\u81f3\u308b\u307e\u3067\u5927\u304d\u306a\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u307e\u3059\u3002JREIT\u306f\u5229\u4e0a\u3052\u4ee5\u964d\u3001\u76f8\u5bfe\u7684\u306b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u5927\u5e45\u306b\u5411\u4e0a\u3057\u3001\u7c73\u30c9\u30eb\u5efa\u3066\u3067\u3082\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u5229\u4e0a\u6607\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u9280\u884c\u682a\u306f\u3001\u4e0a\u7530\u7dcf\u88c1\u306e\u767a\u8a00\u5f8c\u3001\u5f53\u521d\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u3001\u4e16\u754c\u7684\u306a\u30de\u30af\u30ed\u7d4c\u6e08\u72b6\u6cc1\u306e\u7de9\u548c\u304c\u7d9a\u304f\u4e2d\u3067\u91d1\u5229\u898b\u901a\u3057\u304c\u5909\u5316\u3057\u305f\u305f\u3081\u30012\u65e5\u9593\u3067\u7d0425%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/strong><strong>, +3.8%: \u00a0<\/strong>\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u6e96\u5099\u9280\u884c\uff08RBA\uff09\u306f8\u67086\u65e5\u306e\u4f1a\u5408\u3067\u653f\u7b56\u91d1\u5229\u306e\u636e\u3048\u7f6e\u304d\u3092\u767a\u8868\u3057\u3001\u9ad8\u6c34\u6e96\u306e\u52b4\u50cd\u30b3\u30b9\u30c8\u306b\u8d77\u56e0\u3059\u308b\u30a4\u30f3\u30d5\u30ec\u7387\u306e\u6301\u7d9a\u7684\u306a\u4e0a\u6607\u3092\u8e0f\u307e\u3048\u3001\u77ed\u671f\u7684\u306aOCR\u5f15\u304d\u4e0b\u3052\u3078\u306e\u671f\u5f85\u3092\u5f8c\u9000\u3055\u305b\u307e\u3057\u305f\u3002\u30b0\u30c3\u30c9\u30de\u30f3\u30fb\u30b0\u30eb\u30fc\u30d7\u306f\u3001\u6210\u9577\u8457\u3057\u3044\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u958b\u767a\u306e\u529b\u5f37\u3044\u8ca2\u732e\u306b\u3088\u308a\u3001\u5805\u8abf\u306a\u696d\u7e3e\u3068\u826f\u597d\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u793a\u3059\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u6765\u9031\u306e\u6c7a\u7b97\u767a\u8868\u304c\u597d\u8abf\u3067\u3042\u308c\u3070\u3001\u30a2\u30f3\u30c0\u30fc\u30a6\u30a7\u30a4\u30c8\u3092\u5f15\u304d\u4e0a\u3052\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3057\u3087\u3046\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u9999\u6e2f<\/strong><strong>, +1.5%:\u00a0<\/strong>\u7279\u306b\u4e2d\u56fd\u3067\u306e\u8ca9\u58f2\u4f4e\u8ff7\u306b\u3088\u308a\u6052\u9686\u5730\u7523\u306eDPS\u304c3\u5206\u306e1\u306b\u6e1b\u5c11\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3001\u6c7a\u7b97\u767a\u8868\u3078\u306e\u671f\u5f85\u306f\u6975\u3081\u3066\u4f4e\u3044\u72b6\u6cc1\u3067\u3059\u3002Link REIT\u306e\u9999\u6e2f\u304a\u3088\u3073\u6df1\u30bb\u30f3\u306e\u8cc7\u7523\u30c4\u30a2\u30fc\u306b\u53c2\u52a0\u3057\u307e\u3057\u305f\u304c\u3001\u5272\u5b89\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u5e02\u5834\u3078\u306e\u95a2\u5fc3\u304c\u975e\u5e38\u306b\u4f4e\u3044\u305f\u3081\u3001\u30d0\u30a4\u30b5\u30a4\u30c9\u4f01\u696d\u306e\u53c2\u52a0\u306f\u4f4e\u8abf\u3067\u3057\u305f\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb<\/strong><strong>, +6.2%: \u00a0<\/strong>SREIT\u306e\u696d\u7e3e\u306f\u4e88\u60f3\u901a\u308a\u3067\u3042\u308a\u3001\u914d\u5f53\u306e\u4f38\u3073\u306f\u91d1\u5229\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u306b\u3088\u3063\u3066\u6291\u5236\u3055\u308c\u3066\u3044\u308b\u3002\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u91d1\u878d\u7ba1\u7406\u5c40\uff08MAS\uff09\u304c\u91d1\u5229\u653f\u7b56\u3092\u76f4\u63a5\u6c7a\u5b9a\u3057\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u4e16\u754c\u7684\u306a\u91d1\u5229\u898b\u901a\u3057\u3092\u8e0f\u307e\u3048\u308b\u3068\u3001\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306e\u91d1\u5229\u3082\u305d\u308c\u306b\u8ffd\u968f\u3059\u308b\u3060\u308d\u3046\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"\">\u7d50\u8ad6\uff1a\u91d1\u5229\u4e88\u60f3\u306e\u30ea\u30bb\u30c3\u30c8\u3068\u597d\u8abf\u306a\u53ce\u76ca\u3092\u80cc\u666f\u306b\u30017\u670811\u65e5\u306e\u7c73\u56fd\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\u767a\u8868\u4ee5\u6765\u3001REIT\u306f\u4e0a\u6607\u50be\u5411\u306b\u3042\u308b\u3002.<\/p>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[16],"class_list":["post-4473","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-market-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asian Market Outlook - September 2024 (B&amp;I Capital) - Asia Pacific Real Assets Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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