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2021 年，新西兰开始从 "科威德-19 "事件的影响中恢复，但 8 月份的 "三角洲 "变体事件使这一恢复脱轨，全国陷入封锁状态，跨塔斯曼气泡边界也因此关闭。.
 
尽管 "科维德-19 "计划面临挑战，但交易活动依然活跃，2021 年的年销售额达到 $3 亿美元以上，其特点是收益率稳定、资金未得到满足、优质购买机会稀缺。.

本文最初发表于 https://www.cbre.com/

福冈住宅市场依然保持活力

• 福冈是日本主要地区城市中发展最快的城市。.
• 这座城市紧凑便捷的布局、年轻的人口结构以及对新理念的包容态度吸引着学生、工人和企业家。.
• 在精通媒体的市长的领导下，福冈正努力成为亚洲领先的创业、数字转型和再开发城市。.
• 天神和博多等中心地区人口增长良好，天神 Big Bang 和博多 Connected 等再开发项目将进一步提升这些地区的吸引力。.
• 在大流行病之前，福冈一直是入境旅游的主要受益者，国际旅游的正常化对福冈来说是一个可喜的进展。.

本文最初发表于 https://www.savills.co.jp/

2020 年发生 COVID-19 大流行后，澳大利亚预计在 2021 年逐步恢复，但 DELTA 变种使悉尼、墨尔本和堪培拉重新进入长期封锁状态，并在全国范围内关闭边境。.

封锁和相关的旅行限制措施促使澳大利亚人进行 “双重疫苗接种”，到今年 12 月将实现 80% 的目标，随后将增至 90% 。.

澳大利亚将于 2021 年 11 月重新开始限制国际旅行，并将随着旅行泡沫的初步建立而逐步增加，这将不可避免地导致国际旅行的正常化。.

尽管 COVID 面临挑战，但交易活动依然活跃，2021 年的年度销售额达到 $10 多亿美元，其特点是收益率稳定、资金未得到满足以及优质购买机会稀缺。. 

这预示着 2022 年夏季休赛期后的情况将有所改善，我们对此充满期待：

• 国内休闲游客将重返阔别两年的主要城市目的地，并体验新的酒店存量
• 国内休闲将继续支持地区驱动市场
• 企业活动将于 2022 年第一季度开始反弹，并随着澳大利亚 “重回正轨 ”而持续。”
• 国际旅行将恢复并逐步增加，国际航空运输协会预计将在 2023/24 年达到 2019 年的水平。.

本文最初发表于 https://www.cbre.com/

Investment sentiment continues to recover

North Asia led the region’s recovery with a strong flow of investment activity while Southeast Asian markets are anticipated to steadily reopen borders by implementing a variety of travel schemes.

• In Q3/2021, an APAC hotel investment volume of US$2.2 billion was registered across 43 transactions, up 12% yearon- year (YoY). 75% of the transactions were completed by domestic buyers. The top three most active markets this quarter were Japan, South Korea and Taiwan, together accounting for 51% of the total regional hotel sales volume. 
• With three transactions, Japan led the region with a total hotel transaction volume of US$590 million, a sharp increase compared to the same quarter last year which reported US$168 million. 
• Taiwan recorded US$265 million across six transactions. This reflects a decrease of 72% YoY, mainly due to the sale of Sunworld Dynasty, largest hotel transaction of 2020. 
• Reporting the highest number of transactions in the region this quarter, South Korea registered US$253 million across ten transactions.

本文最初发表于 https://www.savills.co.jp/

我们对写字楼的看法正在发生变化，但写字楼对企业的发展仍然举足轻重。随着我们从艰难的阶段中走出来，我们来看看在过去的 30 个月中，办公空间的吸收发生了怎样的变化。.

在本报告中，我们观察了大流行前和大流行后的租赁模式。虽然从 2020 年 4 月起租赁量有所下降，但也出现了一些有趣的趋势。首先，北部城市群和班加罗尔成为最具弹性的写字楼市场。其次，租户正在更新现有空间，同时推迟新的租赁决定。第三，大流行病过后，金融、保险和证券公司继续扩大其业务范围。.

入驻者希望在新一代的办公室里办公，配备现代化的设施，注重健康和保健。办公空间将更加注重灵活性，办公者热衷于为分散的员工探索协同办公空间。.

未来是混合型的。写字楼的使用模式将发生变化，使用方将变得灵活，以最大限度地提高效率。随着用户制定战略，开发商也将变得更加灵活。.

本文最初发表于 https://www.colliers.com/

The future is hybrid. Office usage patterns will change, and occupiers will become nimble to maximize efficiency.

• Fresh leasing post pandemic was at 67 million sq ft, a drop of 45% from pre-pandemic levels.
• Occupiers are negotiating and renewing spaces, while postponing fresh leasing decisions. 
• Bengaluru followed by Mumbai witnessed the highest share of term renewals post pandemic.
• Renewals accounted for 23% of the leasing post March 2020, up 8 percentage points from pre 
pandemic scenario.
• Pune, followed by Hyderabad saw the steepest decline in leasing post pandemic.

本文最初发表于 https://www.colliers.com/en-in/

As landlords grapple with changing consumer behaviour and increasing vacancy, the number of new gyms and fitness studios opening across Australia has grown solidly. Can landlords capitalise on this demand to fill residual space in shopping centres?

本文最初发表于 https://www.cbre.com/

8 月份的零售额同比下降了-1.7%。这一下降是由于悉尼、墨尔本和堪培拉的停业导致消费者在服装、鞋类以及咖啡馆和餐馆的消费急剧下降。一旦停工解除，预计第四季度将出现强劲反弹。.

消费者信心持续回升，部分原因是就业形势好于预期。在解禁路线图公布后，9月份消费者信心指数为106.2，环比增长2.0%。.

大多数市场的租金保持稳定，大型零售商铺的净租金同比增长 9.9%，表现强劲。.

由于资本继续向零售业寻求稳健的回报，所有资产类别的收益率都大幅上升。.

2021 年第三季度的交易量共计 $2.12 亿吨，比受到 COVID 限制严重影响的 2020 年同期增加了 91% 吨。.

本文最初发表于 https://www.cbre.com/

Vacancy rate rising but demand growing for large-scale units in Tokyo

Tokyo: Grade A minus vacancy rate reaches 4% for first time in seven years
All-grade vacancy rate rose by 0.8 points q-o-q to 3.6% in Q3 2021, led by increase in vacancy in existing premises. In particular, Grade A-minus vacancy rate rose the largest among all three grades. All-grade rent was down by 0.8%, with Grade A rents falling the most.  With significant new supply slated for 2023, landlords are lowering rents to secure tenants.
 
Osaka: Vacancies filled in Grade B buildings
The all-grade vacancy rate rose by 0.5 points q-o-q 2.8% in Q3 2021. With many tenants remaining cost-conscious, smaller premises are in higher demand than larger spaces, meaning that Grade B units are increasingly favored. Rents fell across the board in Q3 2021, with Grade A rents dropping sharper than those for Grade B buildings.
 
Nagoya: All-grade vacancy exceeds 3% for first time in four years
The All-grade vacancy rate rose by 1.0 points q-o-q to 3.8% in Q3 2021. Larger premises tend to require more time to secure new tenants. With pre-leasing of units slated for completion also sluggish, the vacancy rate is projected to continue to rise. All-grade rents were down 0.1% q-o-q, driven by lowering of asking rents for Grade A offices with relatively large vacancies.
 
Regional cities (Sapporo, Sendai, Saitama, Yokohama, Kanazawa, Kyoto, Kobe, Takamatsu, Hiroshima, Fukuoka): Subdued tenant interest in large-scaled office space
The All-Grade vacancy rate for Q3 2021 rose in six of 10 regional cities, fell in two, and remained unchanged in two. Smaller units of 100 tsubo or less secured tenants across a range of industry sectors looking to expand or set up new establishments. All-Grade rents rose q-o-q in five of 10 cities, fell in three, and remained unchanged in two. The cities whose rents rose were due to contracted rents of newly completed buildings pushing up the overall average.

本文最初发表于 https://www.cbre.com/

Following the sobering assessment of climate risk by the UN’s Intergovernmental Panel on Climate Change (IPCC) and ahead of the imminent COP26 summit in Glasgow, in our latest report, Real (E)state of Emergency, we give our view on the impetus for the property industry across Asia Pacific to act.

Whether you are an investor or occupier in this region, find out how to translate net-zero organizational goals to tangible initiatives and strategies at the corporate, portfolio and asset level, including:

• TCFD climate risk disclosures
• Green financing
• ESG due diligence
• Refurbishing of ageing stock
• Decarbonization through property lifecycle
• Carbon hierarchy
• Mitigation & adaptation strategies
• Carbon/green certifications

本文最初发表于 https://www.cushmanwakefield.com/