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With its strong demographics, structural reforms, and deepening capital markets, India has emerged as a global hotspot for investments. International capital is increasingly looking to India, not just for its growth potential, but also for the scale, resilience, and ambition it offers.

India’s strong pipeline of infrastructure development, growing institutional participation, and a maturing regulatory environment all contribute to a more robust and investable market. the country’s urbanization journey is also fueling demand across a wide range of sectors, from warehousing and data centers to office, retail, and other commercial assets. At the same time, there is growing alignment with global sustainability standards, as stakeholders embrace ESG-driven strategies.

Simply put, India today represents one of the most India’s strong pipeline of infrastructure development, growing institutional participation, and a maturing regulatory environment all contribute to a more robust and investable market. the country’s urbanization journey is also fueling demand across a wide range of sectors, compelling long-term investment stories in the region. These are the highlights and takeaways from the APREA India Conference.

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India’s office market has reached a major milestone of 1 billion sq ft in H1 2025, valued at INR 16.07 trillion (USD 187 billion), accounting for 27% of the country’s real estate market.

  • Growth & Value: India is now the 4th largest office market globally by area. Bengaluru, NCR, and MMR collectively hold 72% of the total office stock value.
  • Supply & Demand: The supply-demand ratio has declined to 0.41, with Grade A stock making up 53% of the supply and single-digit vacancy rates, indicating robust demand.
  • Development Landscape: No single developer has an all-India footprint. Office development remains uneven across cities, and residential profitability is undermining commercial supply.
  • Retrofitting Opportunity: About 30% of India’s office stock is retrofit-ready, mostly located in CBD and SBD zones. Retrofitting can significantly boost rental income, occupancy, and asset value.
  • Future Outlook: India is on track to hit 2 billion sq ft by 2036–2041, with cities like Hyderabad and Pune leading stock growth in recent years.
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Singapore’s industrial real estate sector remained resilient in Q2 2025, supported by growth in trade-related sectors such as wholesale, retail, and transportation & storage. However, vacancy rates rose due to a notable increase in new supply.

Key insights include: 

  • The JTC All Industrial rental index marked its 19th consecutive quarterly increase, rising 0.7% QoQ in Q2 2025, up from 0.5% in Q1.
  • Rental growth was positive across all segments, led by the multiple-user factory and business park segments.
  • Industrial occupancy declined marginally to 88.8%, reflecting the impact of new completions.
  • The price index grew by 1.4% QoQ, slightly slower than the 1.5% growth in Q1, reaching its highest level since Q4 2015, implying a 26.9% increase from its last trough in Q3 2020.
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In APREA’s Real Assets, Real People, we talk to a leader in the real assets industry to gain insights on their experiences and strategies for success.

Here’s Vikram Garg, Head of Real Estate Asset Management Asia, Blackstone

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Summary: Logistics rents across the Asia-Pacific region declined marginally by 0.4% YoY in H1 2025 due to cautious occupier sentiment and shifting supply chain strategies. Despite the overall slowdown, India and Brisbane showed strong rental growth, while most Chinese markets continued to face pressure from rising vacancies and oversupply.

  • India led the region in rental growth (+3.4%) driven by manufacturing, 3PL, and e-commerce demand.
  • Brisbane recorded >5% YoY rental increase but faced rising vacancies and incentives.
  • China saw continued rent drops due to oversupply; vacancy rates in Beijing and Shanghai exceeded 25%.

Outlook for H2 2025 includes slower leasing, more tenant-favourable conditions, and growing focus on strategic, resilient logistics hubs across the region.

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Economic Rent and New Office Development: Increasing construction costs, rising land values, and asset repricing are leading investors to scrutinise theoretical rents more closely when planning new office developments. Investors are looking more closely at ‘economic rents’, which measure the rental income needed to justify development costs and are reassessing office developments across the region. 

Regional Variations:  Most markets in Asia Pacific have reported significant growth in economic rents over the past five years, led by Australia. In Asia, Singapore, Seoul and Beijing have seen the greatest growth.

Postponed New Office Developments: CBRE expects Asia Pacific office developments will continue to be postponed as investors find it difficult to justify commencing work on new schemes. This will constrain the supply pipeline in the medium term. As a result, the region’s office markets will adjust to the tighter supply-demand imbalance, which will help rental growth align with the change in construction and land costs.

Office Investment Hotspots: With the office outlook improving and pricing at the top of cycle in most APAC markets, investors are expected to continue to target acquisitions of existing stock. Markets with strong rental prospects such as Australia, Japan, India, and Korea, will attract investment demand in H2 2025.

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The Asia Pacific region is witnessing a transformation in its REIT landscape as structural shifts, driven by digitalisation, demographic change, and sustainability imperatives, are reshaping how capital is allocated and where future growth lies.

In our latest issue of APREA TrendWatch, find out how REITs in the region are now pivoting towards emerging, high-growth sectors, such as data centres, life sciences, logistics, and rental housing.

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GARBE’s ROOTS development in Hamburg raises the bar for sustainable urban design as Germany’s tallest timber hybrid high-rise. Completed in Q1 2024 in HafenCity, the 19-storey building combines prefabricated timber with a concrete core, achieving a balance between structural safety, material efficiency, and carbon reduction. With a mixed-use programme and innovative use of natural materials, ROOTS offers a blueprint for high-density, low-carbon living and reflects the growing role of timber in sustainable construction.

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In Singapore, investment remains buoyant despite operating performance normalising along with new supply; Indonesia hotel performance mixed as investment liquidity remains a challenge; Strong tourism growth in Vietnam boosts hotel performance and lures new investors.

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Sentiment remains positive in Singapore but conditions diverge across eastern and western markets; Solid regional demand and domestic consumption underpin firm leasing demand in Japan; In Australia, transaction activity remains stable as Sydney continues to outperform.

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