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2023年第二季度，莱坊亚太区优质写字楼租金指数连续第四个季度下滑，环比下跌1.6%，保持了长达一年的下滑趋势。这使得年度跌幅达到3.1%，主要是由于中国内地持续疲软。.

在 23 个跟踪城市中，有 15 个城市的租金稳定或上涨，低于 2023 年第一季度的 16 个城市。空置率本季度也小幅上升了四分之一个百分点，达到 13.8%，保持了自 2022 年第四季度以来该指标升至 10 多年来最高值的趋势。.

不过，从本季度超过 400 万平方英尺的交付量来看，亚太地区的写字楼需求要好于美国和欧洲，回归写字楼的趋势更为强劲。随着科技企业继续精简员工人数，金融和专业服务公司以及灵活空间运营商弥补了租赁活动的不足。整个地区普遍存在的 "追求品质 "的趋势也为需求提供了支持。.

随着该地区进入开发阶段，2023-2024 年的新增供应量将达到周期性高点，接近 2022 年的两倍，这将为现有存量增加近 10% 的供应量。因此，在今年余下的时间里，该地区大部分地区的市场条件将继续有利于租户。.

本报告最初发表于 https://apac.knightfrank.com/office-highlights

• 全球电力短缺正在抑制全球数据中心市场的增长。对于北美、欧洲、拉丁美洲和亚太地区的数据中心运营商而言，确保充足的电力供应是首要任务。一些电力供应稳定的二级市场有望吸引更多数据中心运营商。.
• 尽管电力供应有限，但所有四个地区都在进行新的开发。北弗吉尼亚仍然是世界上最大的数据中心市场，总装机容量为2132兆瓦（MW）。.
• 尽管有新的开发项目，但由于强劲的需求，所有四个地区的空置率都在下降。新加坡是全球电力供应最紧张的数据中心市场，可用容量不足 4 兆瓦，空置率也创下历史新低，低于 2%。.
• 大型企业越来越难以找到足够的数据中心容量。供应短缺、建设延误和电力挑战正在影响所有市场。例如，墨西哥克雷塔罗州仅有1.2兆瓦的数据中心可供租赁。.
• 全球可用电力供应短缺导致数据中心容量价格上涨。新加坡的租金最高，250至500千瓦（kW）的容量需求每月租金为$300至$450，而芝加哥的租金最低，为$115至$125。.
• 人工智能的快速发展，以及流媒体、游戏和自动驾驶汽车等其他现代技术的兴起，预计将持续推动数据中心的强劲需求。这将促进数据中心设计和技术的创新，因为运营商的目标是提供满足高性能计算日益增长的功率密度需求的容量。.

本报告最初发表于 https://www.cbre.com/insights/reports/global-data-center-trends-2023

On 4 July 2023, the Lease Agreements for Retail Premises Bill (“Bill”) had its first reading in Parliament. The Bill seeks to make it mandatory for retail lease contracts to comply with the Code of Conduct for Leasing of Retail Premises in Singapore (“Code“).

The Code was issued by the Fair Tenancy Pro Tem Committee in 2021 and was last updated in 2022. It sets out guidelines and principles for landlords and tenants of qualifying retail premises to enable fair and balanced lease negotiations. The full Code is available 这里.

The Bill serves the following functions:

• Establishes the Fair Tenancy Industry Committee;
• Provides for the Code and the obligations of landlords and tenants in relation to the leasing principles contained therein; and
• Establishes a dispute resolution process in relation to complaints of non-compliance with the leasing principles or obligations.

The introduction of the Bill follows a public consultation on the proposed legislation held by the Ministry of Trade and Industry from 18 July 2022 to 5 August 2022.

While adoption of the Code has thus far been voluntary, the Bill – when passed – will require compliance with the Code’s leasing principles. Landlords and tenants of retail premises should thus be aware of their obligations under the Code to ensure compliance.

This Update highlights the key features of the framework set out under the Bill and the Code.

Despite ongoing economic uncertainty, logistics occupiers in Asia Pacific maintain a positive business outlook for the next three years. Expansionary demand continues, although appetite has weakened slightly compared to 2021, with occupiers shifting their focus toward optimising their operations.

CBRE’s 2023 Asia Pacific Logistics Occupier Survey features insights from more than 120 logistics real estate executives in the region on their business outlook, growth plans, strategic opportunities and concerns for the next three years. Key findings include:

Market Sentiment

• 81% of respondents are confident about their business outlook for the next three years.
• Expansionary appetite weakened from 78% in 2021 to 68% this year.

Supply Chain

• Warehouse automation is seen as integral to logistics operations; Automated storage and retrieval systems remains the most sought after logistics technology.
• 87% plan to outsource more or the same amount of operations to 3PLs to enhance operational efficiency.

投资组合策略

• Modern logistics assets near customers and public transport are the most sought after, especially those in urban areas.
• Short-term leases and/or flexibility for expansion ranked as the most important element of future lease management.

ESG Considerations

• ‘Green energy supply’ and ‘Electric Vehicle charging stations’ are the most desirable features for future-proof warehouses.
• 51% expressed an interest in green certified warehouses.

本报告最初发表于 https://www.cbre.com/insights/reports/2023-asia-pacific-logistics-occupier-survey

Despite facing lower risks of obsolescence compared to the US and Europe, the office sector in Asia Pacific is not without challenges. Pressure is starting to build on several fronts including elevated vacancy levels, evolving occupier space requirements and impending government legislation .

This report takes a deeper dive into the underlying dynamics and drivers across the APAC region’s major markets and provides a roadmap for asset optimisation.

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Since 2015, Cushman & Wakefield has been taking the pulse of CRE leaders around the world to understand What Occupiers Want. In our annual survey—conducted in partnership with CoreNet Global External Link—we ask about trends in office location and workplace, perspectives on changes to portfolios, and strategies around policies, procedures and decision-making. Over the past five years alone, we’ve uncovered critical insights about what matters most to occupiers, including sustainability, recruiting tech talent and post-pandemic portfolio transformations. This year, we asked more questions about Environmental, Social and Governance (ESG), and occupiers told us how they’re incorporating meaningful changes across environmental, sustainability and governance standards within their organizations.

KEY TAKEAWAYS FROM THE 2023 SURVEY:

• Cost and talent—cost pressure is the #1 challenge for companies across the globe
  • Globally, cost has moved to the forefront of strategic drivers for CRE, followed by talent and operational excellence. In 2022, the reverse was true, as most occupiers sought talent before cost reduction.
• Communal office space for sparking creativity and innovation—targeted space has doubled from pre-pandemic levels, from 20%-30% to 40%-50%
• • Most occupiers see the office as a centralized, planned meeting spot to learn, develop and ignite ideas collaboratively. As such, they seek to grow their communal spaces to foster a flexible and synergistic workplace environment.
• Finding talent beyond the city limits—26% of occupiers are recruiting from anywhere in the world
• • Though occupiers mostly prefer Central Business Districts (CBD) for HQ locations, this doesn’t limit their reach to hire from a global talent pool.
• Footprint reduction—nearly two-thirds of occupiers (63%) plan to reduce real estate footprint in the next two years
• • With office occupancy at half of pre-pandemic levels, most occupiers want to reduce overall footprint, while simultaneously optimizing their current space with amenities and services to increase office usage and experience.
• The importance of ESG—with a dramatic jump, from #8 to #5, ESG rose in importance as a key driver of real estate decisions
• • Social consciousness and sustainability are becoming increasingly important to occupiers around the world. Forty-two percent of CRE executives told us they have ESG goals either in operation or in planning stages.
• Making an impact with flexible work—employees report a better workplace experience when given autonomy to work when and where they want
• • Employees want to have agency to independently choose where and when to work. CRE executives see that providing workplace flexibility not only drives employee engagement, but also aligns with their social pillar goals.

本报告最初发表于 https://www.cushmanwakefield.com/en/insights/what-occupiers-want