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2022 年第三季度投资趋势》对澳大利亚、中国大陆、香港特别行政区、中国台湾、日本、韩国、印度、新加坡和新西兰的需求驱动因素和其他主要投资趋势进行了深入和最新的分析。.

主要趋势

• 利率上调速度快于预期，阻碍了收购活动
• 房地产基金和机构买家主导采购
• 物流和酒店交易大幅下降
• 零售交易流量回升
• 跨境交易继续同比增长
• 筹资工作依然稳健
• 预计投资活动将进一步减弱

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-investment-trends-q3-2022

主要趋势

• 租赁活动失去动力
• 入住率居高不下
• 第三方物流和电子商务推动需求增长
• 太平洋市场支撑租金增长
• 投资兴趣保持坚挺
• 部分市场的产量温和增长

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-industrial-and-logistics-trends-q3-2022

主要趋势

• 零售额增长放缓
• 通货膨胀和经济衰退的担忧影响消费
• 租赁活动略有复苏
• 奢侈品牌变得更加活跃
• 零成本影响中国大陆需求
• 零售商仍将保持谨慎

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-retail-trends-q3-2022

主要趋势

• Slower economic growth and inflationary pressure weigh on leasing activity
• Mainland China see mild recovery but other markets flat or weaker
• Finance, tech and coworking remain major demand drivers
• Rising construction and fit-out costs cause delays to new supply
• Flight to quality relocation still most popular strategy
• Occupiers set to remain cost cautious as economic worries mount

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-office-trends-q3-2022

• The Asia Pacific flexible office space market continued to display cautious growth in 2022, with the total volume of flexible office space in the region reaching 76 million sq. ft. as of September, an increase of 6% y-o-y on 2021 and 15% on pre-pandemic levels.
• As of September, flexible office space accounted for about 4% of total office stock and 3% of total Grade A office stock in Asia Pacific. In the Grade A segment, India and Singapore reported the highest penetration of flexible office space, while most North Asian markets are just below 2%.
• Tech firms and business services companies remain the top corporate users of flexible office space. Interest is also growing among financial, life science and consumer product firms.
• Trends that will continue to shape the flexible office landscape in 2023 include:

1. Flexible space operators offering on-demand memberships to cater to more dispersed workforces resulting from the widespread adoption of hybrid work
2. Growing occupier demand for customised enterprise and turnkey solutions to mitigate rising fit out costs and CapEx constraints
3. The use of asset-light strategies as flexible space operators form partnership with landlords using management contracts

本报告最初发表于 https://www.cbre.com/insights/briefs/h2-2022-asia-pacific-flexible-office-market-deliberate-growth-continues

Almost three years after the onset of the global pandemic, the retail industry has been through one the biggest stress tests imaginable, but best-in-class real estate has remained robust – and even emerged stronger in some markets.

Cushman & Wakefield’s flagship Main Streets Across the World report tracks the top retail districts across 92 cities and ranks the most expensive by prime rental value. An annual report until 2019, this year’s report is the first since then, allowing insight into comparative performance pre- and post-pandemic.

Rent Growth Highlights

• Rents across global prime retail destinations declined by 13% on average during the depth of the pandemic but have rebounded to just 6% below pre-pandemic levels.
• The Americas, thanks largely the to the U.S., was the most resilient region – on average rents now sit at a 15% premium to pre-pandemic levels.
• In Asia Pacific rents fell on average by 17%, impacted by international border closures, which curbed tourism in prime locations.

Global Rankings

• New York’s Upper Fifth Avenue moves up one spot to number one, now ranks as the most expensive retail destination in the world.
• Hong Kong has slipped to second place, with Tsim Sha Tsui overtaking Causeway Bay as the most expensive precinct in the city-state.
• Via Montenapoleone in Milan has jumped two positions to achieve third place, followed by London’s New Bond Street and The Avenues des Champs Elysees in Paris rounding out the top five.