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尽管全球金融市场的动荡和整个资本领域的不稳定继续引发担忧，但房地产仍然是投资者多元化战略中的重要资产类别。.

这得益于一些坚实的基本面因素，尤其是亚太地区的基本面因素。首先，与欧洲和美国市场相比，亚太地区的市场韧性使这里的利基资产成为投资者关注的焦点。其次，在气候行动和回归写字楼计划的带动下，亚太地区主要市场的租用率和租金都出现了增长。第三，亚太地区的生活、物流和生命科学行业带来了新的机遇和强劲的增长潜力，吸引了投资者的目光。还有其他一些原因。.

值得注意的是，利率上升对亚太地区主要市场的估值和资本化率的影响似乎有所缓解，因为在空置率紧张的背景下，强劲的需求仍在推动租金增长。然而，对于房地产投资者来说，今天至关重要的是积极规划未来 12 个月，并确保制定一个成功的行动计划，以便在未来一年充分利用新出现的机遇。.

阅读更多内容，了解 聪明投资者日记中的 2023 年亚太地区行动计划

投资者和租户对亚太地区物流业的兴趣与日俱增。本报告重点介绍了当前的发展趋势，包括需求多样化、物流地产持续供不应求以及对投资者的影响。.

本报告最初发表于 https://www.knightfrank.com/research/report-library/the-state-of-logistics-asia-pacific-focus-report-2023-2023-10082.aspx

With the Asia Pacific commercial real estate market witnessing rapid increases in financing costs, attention is turning to the sizable volume of outstanding senior loans due to mature, which could lead to a funding gap in the next few years.

CBRE estimates that there is currently US$177 billion of outstanding senior commercial real estate debt in Asia Pacific, with a debt funding gap of US$5.8 billion set to emerge in the region between 2023 and 2025.

This Viewpoint looks at the factors underpinning the debt funding gap in Asia Pacific over the next few years, including the markets and sectors that are likely to face the biggest gap, as well as the implications for investors, borrowers and lenders.

本报告最初发表于 https://www.cbre.com/insights/viewpoints/Asia-Pacific-Viewpoint-Bird-s-Eye-View-on-Asia-Pacific-Commercial-Real-Estate-Debt-Market

• Inbound investment in Singapore in 2022 reached US$7.585 bn, a marginal increase (3.4% y-o-y) from US$7.333 bn recorded in 2021.
• APAC was the largest source of capital, accounting for 72% of real estate investment into Singapore in 2022.
• Singapore’s outbound investment in 2022 reached US$28.284 bn, normalising from the record high of US$47.709 bn in 2021. Despite the drop, Singapore remained the top APAC outbound investor.
• 2022 outbound investment volumes were driven primarily by higher investment in the U.K., which saw a 120% y-o-y increase.

本报告最初发表于 https://www.cbre.com.sg/insights/viewpoints/singapore-viewpoint-investment-in-out-2022

CBRE’s latest report explores the latest Asia Pacific Data Centre supply, demand and investment figures for 2022, and outlines key trends to watch for 2023.

主要亮点包括：

• New supply in Asia Pacific Tier 1 data centre markets (Greater Tokyo, Sydney, Singapore and Hong Kong SAR) fell from 2021’s record-breaking 399MW to 263MW in 2022.
• Regional data centre vacancy fell to 12.4% on the back of solid demand, while leasing demand remained robust and continued to be driven by upgrading demand and ongoing expansion by hyperscalers.
• CBRE expects 765MW of new data centre stock – representing around one-third of total planned capacity – to be delivered by 2025.
• Investment demand weakened in 2022 owing to the rapid increase in financing costs and growing fears of a recession. Asia Pacific direct data centre investment turnover fell to US$1.4 billion, the lowest annual total since 2019.
• CBRE has observed signs of improvement in the investment market in recent months, with nearly US$1.7 billion of new data centre funds raised in Q1 2023. Investment demand will be increasingly focused on greenfield development of prime assets, such as data centres with higher floor loading and/or sustainability certification.

本报告最初发表于 https://www.cbre.com/insights/reports/Asia-Pacific-Data-Centre-Trends-H2-2022