中国
“Excessive leverage and tighter financing conditions for both developers and homebuyers have heaped pressure on the market, causing some spectators to suggest an impending real estate collapse. Seasoned watchers, however, expect a drawn-out, managed asset restructuring of heavily indebted developers unable to meet their repayment obligations as well as assurances that home buyers, suppliers and employees are taken care of.” – James Macdonald
香港
“Fresh challenges have emerged as the Evergrande saga begins to unfold and mainland authorities move to regulate a wide range of industries with negative implications for office demand, while an assured retail market recovery remains elusive.”– Simon Smith
印度
“Decision-delays owing to the second wave of pandemic led to a noticeable slowdown in investments. PE investment inflows into the Indian real estate sector during Q3/2021 declined by 45% QoQ. The silver lining, however, was seen in data centres and life science R&D assets, which attracted investors during the quarter.” – Arvind Nandan
印度尼西亚
“Positive news from the management of the pandemic has boosted confidence among developers who are preparing new launches or rolling out expansion plans. Sales are rising in the residential market while interest from foreign investors in the data centre and logistics sectors continues to strengthen on the back of robust demand from both domestic and regional players.” – Anton Sitorus
日本
“Amid hopes of fresh leadership, Japan’s faster pace of vaccinations is paving the way for new economic progress.”– Tetsuya Kaneko
马来西亚
“Total transaction volume in the first three quarters of 2021 amounted to RM5.7 billion, a notable 30% increase compared to the first three quarters of 2020.” – Nabeel Hussain
新加坡
“The need to deploy investment capital is greater than the obstacles posed by the pandemic.” – Alan Cheong
韩国
“Officetel prices are booming as a result of the ongoing housing shortage.” – JoAnn Hong
台湾
“The Taiwanese Central Bank announced another round credit controls to cool the market, however, China’s power cuts might be another catalyst for Taiwanese companies to shift production back to Taiwan which will support further price increases in the industrial property sector.” – Erin Ting
泰国
“A tentative easing of lockdowns and improved vaccination rates are providing some relief to the hard-hit economy while New Economy companies continue to emerge as key drivers of demand for offices, data centres and logistics space.” – Palathip Chunhasomboon
越南
“Vietnam remains an attractive investment destination for foreign investors from Japan, Korea and Singapore, with the real estate market achieving total registered foreign direct investment of US$1.78 billion in the first 9 months of the year. Projects located in satellite areas, with space to develop infrastructure and value add facilities, are the focus.” – Troy Griffiths
本文最初发表于 https://www.savills.co.jp/
