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Thought Leadership

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  • 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. 
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Key Highlights:

  • 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.
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KEY TAKEAWAYS

  • 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.

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

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​​​Renewal rates remain high in Australia amid tight availability of super prime space; Solid domestic consumption and flight to quality drive expansionary demand in Japan; Expansionary demand in Vietnam ensures occupancy remains high despite elevated supply.

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Leasing sentiment in Mainland China strengthens on expansionary demand from local and international retailers; Market polarisation seen in Korea amid strong inbound demand and flat domestic consumption; Retailer demand in Vietnam strengthens but absence of new CBD supply remains bottleneck.

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Domestic capital drives office investment activity in Korea, and competition for logistics assets remains strong; Interest rate hikes in Australia see investors turn from cautiously optimistic to wait-and-see mode; In Hong Kong, market sentiment improves modestly as HIBOR falls; living sector underpins investment activity.

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Leasing volume in India reaches record high amid robust demand from Global Capability Centres; Occupiers in Japan prioritise core locations to attract talent amid scarce availability and rising rents; Solid demand pushes down Singapore CBD vacancy to record low despite cautious global outlook.

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Here are the key takeaways from the recent APREA Singapore Conference, where industry leaders and experts explored market trends, capital flows, and emerging opportunities in real assets. While the discussions acknowledged near-term uncertainties, the overarching sentiment focused on positioning for the next phase of growth. These highlights capture the core themes currently shaping investment strategies across the region.

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2026 is shaping up as a year of steady momentum for Asia Pacific’s office markets. Across the region’s key markets, including Australia, Mainland China, Hong Kong, India, Indonesia, Japan, New Zealand, Philippines, Singapore, South Korea and Taiwan, demand and supply are largely moving in tandem, with occupiers re-engaging and competition beginning to sharpen, particularly in prime assets. As vacancy tightens in select locations, the focus is increasingly shifting to quality.

Key insights:

  • 11% growth in office leasing demand across 11 APAC markets in 2025, with 90% led by India, Mainland China and Japan.
  • 19% increase in office supply, with eight of 11 key markets reporting growth and 82% of it driven by India, Mainland China and Singapore.
  • 21% increase in office investment activity year-on-year across nine APAC markets, led by South Korea and Japan.
  • Steady demand momentum is expected in the first half of 2026, leading to potential vacancy tightening in prime assets and rental uplift in select markets.

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