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全球经济同步放缓，关税不确定性和地缘政治风险是8月份的核心主题。亚洲房地产投资信托基金继续击败大盘，八月份的总收益增长了1.8％，其稳定的收益率仍然吸引着投资者。在物流和电子商务的推动下，工业房地产投资信托基金表现最好。

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ENG- Synchronized slowdown in global economies, tariff uncertainty, and geopolitics were key macro themes in August.  Hence, stable yields remained an investor draw, with Asian REITs continuing to beat the broader market, with total returns up by 1.8% in August. Industrial REITs, fueled by logistics and ecommerce, fared the best.

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  • 作为世界上最大的数据存储库，新加坡已成为全球流行的数据投资中心。新加坡数据存储房地产投资信托基金提供了诱人的收益，例如Keppel DC REIT 向投资者提供了高达51％的收益。
  • 2009年菲律宾国会已通过房地产投资信托基金法律，但是由于法律限制较多，一直未有房地产投资信托基金进行上市。今年政府已同意放宽该法律的限制性规定。期待已久的第一支菲律宾房地产投资信托基金即将在年底前上市。
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  • 在日本房地产基本面强劲的背景下，日本房地产股票继续跑赢亚太其他国家。新西兰也继续受到投资者的关注，其房地产市场显示出令人鼓舞的增长迹象。
  • 日本REITs和泰国REITs在9月份及过去的一年中也表现最佳。日本银行将继续购买日本REITs作为其刺激计划的一部分，将继续对日本REIT市场形成良好的支撑。
  • 新加坡REITs也因其离岸扩张而备受关注，今年迄今为止购买了创纪录的27亿美元资产，因此使其成为全球房地产投资信托基金中拥有最大跨境支出的国家。
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The report comprises 4 sections covering

1. Market Conditions and Outlook

2. The Negotiation Process

3. Hot Topics for The Sector

4. Tenant Insights

Respondents spanned both sides of the market…

The report comprises 4 sections covering

1. Market Conditions and Outlook

2. The Negotiation Process

3. Hot Topics for The Sector

4. Tenant Insights

Respondents spanned both sides of the market, with Cushman & Wakefield surveying tenant representatives and landlords active in Australia’s Eastern seaboard office markets of Sydney, Melbourne and Brisbane.

SURVEY METRICS

In total there were 103 respondents, of whom 35 were tenant representatives and 68 were landlords. Respondents were active in the Sydney (43%) and Melbourne (36%) markets, with a smaller proportion active in Brisbane (21%).

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  • In Q2, the proportion of cross-border capital in Asia Pacific dropped to 30% from 41% in the first quarter of 2019. The major driver behind this was a slowing from U.S. and European players.
  • Singaporean investors became the largest Asian investor group in the region, followed by China.
  • With improving fundamentals, Thailand’s property market will continue its growth trajectory but accompanied by challenges like new mortgage regulations and slowdown in growth of international arrivals.

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  • Japan real estate continued to outperform all countries in Asia Pacific, against a backdrop of strong property fundamentals. New Zealand also remains on the investor radar, with its property markets showing promising signs of growth.
  • J-REITs and Thailand REITs were top performers in September and also on a trailing one-year basis. The J- REIT market will remain well supported, with the Bank of Japan buying J-REIT shares as part of its stimulus plan.
  • Singapore REITs have also been on the spotlight for their offshore expansion, buying a record US$2.7 billion of assets this year to date, thus making “them” the largest cross border spenders among REITs globally.
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  • As the world‘s largest repository for storing and processing data, Singapore becomes a globally popular data centre investment hub. Singapore data centre REIT provided attractive returns up to 51 per cent returns by Keppel DC Reit to the investor.
  • The long-awaited first Philippine REITs is imminent to be listed by year ends as the government has agreed to relax the law’s restrictive rules in a decade after the law was passed by Congress in 2009.
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Straight-talking CEO of real assets management firm, ARA Asset Management (ARA), John Lim, graced the stage at the Singapore Leadership Dialogue Luncheon organized by the Asia Pacific Real Estate Association (APREA) on August 1st held at the Tower Club. Part of an ongoing series, APREA’s Leadership Dialogue Luncheons have, in the past, hosted property luminaries including former GIC Group President Lim Siong Guan and former Chairman of Ascendas, Dr Teh Kok Peng. Widely recognized as…

Straight-talking CEO of real assets management firm, ARA Asset Management (ARA), John Lim, graced the stage at the Singapore Leadership Dialogue Luncheon organized by the Asia Pacific Real Estate Association (APREA) on August 1st held at the Tower Club. Part of an ongoing series, APREA’s Leadership Dialogue Luncheons have, in the past, hosted property luminaries including former GIC Group President Lim Siong Guan and former Chairman of Ascendas, Dr Teh Kok Peng.

Widely recognized as one of the pioneers for REITs in the region, including the listing of Asia’s first cross-border REIT, John’s vision has, in just 17 years, built ARA into one of Asia Pacific’s most successful and fastest growing real assets fund management companies. Since its co-founding with Cheung Kong Holdings in 2002 – a story that has its own place in corporate folklore – ARA Group and its associates now manage some S$80 billion in gross assets with a footprint that spans over 23 countries, including 21 public and private listed REITs across the Asia Pacific. In a lively, candid session, John, who is also the Chairman of APREA, shares his management philosophy and his worldviews, dishing out nuggets of wisdom and his take on the real estate investment landscape in Singapore and the region.

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Asia Pacific REITs were least impacted with relatively lower volatility in July and remain the strongest long-term performer.

Hong Kong stocks declined as fears over protests grow and the social unrest knocks investor confidence. Hong Kong listed real estate market witnessed hardest hit among other rivals. Additionally, lower mainland demand against slowing China economy have hindered commercial rentals in Hong Kong.

Japan REITs recorded the highest total returns 4.4% in July. Institutional investors piled into REIT as they consider yields of government bond continue to decline.

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