新型コロナウイルスの感染拡大防止の観点から、在宅勤務体制へ移行する会社が増えています。政府は、関係団 體や事業者に対し、オフィスでの仕事は、原則として、自宅で行えるようにすること、やむを得ず出勤が必要な場合も、出勤者を最低 7割は減らすことなどの協力を要請するなどしています。業種によっては、又はインフラ面の課題から、対応に苦慮している事業者も少なくないと思いますが、対応が可能な會社においては、間接部門を中心に、在宅勤務體制への移行がより一層進められているものと思われます。
商业地产市场常被比作过山车,因为投资级房源的供应相对固定,市场行情好的时候价格会上涨,需求疲软的时候价格会下跌,有时这种波动非常迅速。香港市场就是近期房地产投资市场起伏跌宕的一个典型例子。.
新型コロナウイルスの感染拡大に伴い,东京都などの自治体と事実上国からなされている,事业者への休业要请が都市部を中心に続いています。この休业要请については,「补偿なき休业要请」であると の声も一部にはなおあるところです。これについては,国のoreberuでは,厚生労働省が否定するとともに,事业主が労働者を休业させた场合に支払われる休业手当には「就业调整」助成金」の助成があり,助成率も引き上げられている意などを公表しており,また,経済产业省は,「持続化给付金」を给付する旨公表しそ申请のの受付と给付を开始しています 。さらに,自治体のreベルでは,东京都が,休业要请に応じた事业者に,「感染拡大防协力金」を给付する公表しその申请の受付を开始しています。
Many business owners (private sector, public sector and public listed) have traditionally owned their real estate. These typically include factory operations coupled with offices and warehouses. While, in some cases, the real estate may have become non-core, in other cases such real estate is essential for the business operations.
甲级和乙级写字楼市场在过去一年中租金均实现了显著增长。然而,受新冠疫情影响,市场增速放缓的趋势可能在2020年末出现。.
• 中央五区(C5W)的空置率仍然极低,租金也再次上涨。然而,随着市场努力应对新冠疫情的影响,预计这股上涨势头将会逐渐减弱。.
• C5W A级写字楼市场的平均租金环比增长1.0%,同比增长7.1%,达到每月每坪37,759日元。.
• 截至 2020 年第一季度,C5W 地区 A 级写字楼的平均空置率在本季度和本年度保持稳定,约为 0.3%。.
• 大型 B 级写字楼的平均租金上涨至每坪每月 28,558 日元,环比增长 1.31 万亿日元,同比增长 6.51 万亿日元。.
• 与甲级写字楼类似,本时期大型乙级写字楼的平均空置率变化不大,为 0.3%。.
China is the world’s second-largest economy and its second-largest consumer market (13.1% in 2018) having overtaken Japan in 2005, as well as being one of the fastest-growing large markets. International retailers have been placing increased importance on the market with some making China its regional headquarters. Meanwhile…
China is the world’s second-largest economy and its second-largest consumer market (13.1% in 2018) having overtaken Japan in 2005, as well as being one of the fastest-growing large markets. International retailers have been placing increased importance on the market with some making China its regional headquarters.
Meanwhile, domestic brands are growing in confidence, experience and markets share and have started to expand internationally. These brands, having grown up in China, are incredibly nimble and have a native understanding of the unique challenges and opportunities in China—from innovation speed, distribution and marketing channels (social ecommerce, live streaming, KOLs, etc.).
They are incredibly disruptive and innovative, as well as gaining in scale, number and influence. Gone are the days that China would look to the west for inspiration.
As COVID-19 continues to spread across the world without an end in sight, global capital markets have unsurprisingly been hit hard and the J-REIT market has suffered more than most. Yet, under the current circumstances, it is easy to forget that J-REITs had performed solidly up until 20 February – when the TSE REIT Index peaked at over 2,250 (Dividend: 3.5%, NAV: 1.28). Things swiftly changed thereafter, however, as the index lost around half of its value over the course of the following month, plummeting to 1,145 (Dividend: 6.8%, NAV: 0.69) by 19 March. A modest recovery to 1,640 (Dividend: 4.8%, NAV: 0.97) by 25 March notwithstanding, the index has hovered around the 1,500 mark (Dividend: 5.2%, NAV: 0.90) since the start of April – around 30% below its preCOVID-19 high.
As reported in the semi-annual survey by the Japan Real Estate Institute (JREI) and BAC Urban Projects, rental growth in Tokyo’s prime retail submarkets on the whole was impressive during 2H/2019. Average 1F rents increased by 4.9% half-year-on-half-year (HoH) and 14.9% year-on-year (YoY). As for Non-1F rents, growth in this sector has yet again exceeded its typically more volatile 1F peer, rising 8.8% HoH and 15.9% YoY. As such, for the first time, non-1F rents in all submarkets sit above JPY30,000 per tsubo per month. At the submarket level, 1F rents in Ginza remain streets ahead of rivalling districts, whilst the spread between average non-1F rents remains tight.

Kemmu Kawai 于 2022 年 9 月加入 Longevity Partners Japan,担任国家总监。他常驻东京,负责日本、亚太地区及其他地区的所有业务和活动。他拥有超过 16 年的金融从业经验,专门从事房地产和信贷投资。在加入 Longevity Partners 之前,他曾在 Norinchukin 银行担任投资组合经理,并在 Center Point Development 担任投资经理。.
Kemmu Kawai
常务董事
长寿伙伴