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In the first survey of its kind, CBRE polled more than 20,000 people worldwide – from Gen Z to Baby Boomers – earlier this year to understand how they will live, work and shop in the future, and how this will impact the real estate they use. Included in the survey were around 9,000 respondents from Asia Pacific.

The survey findings revealed fresh insights that can be harnessed to inform real estate occupier and investor strategies, and ensure that real estate is positioned to meet users’ evolving needs.


Key Asia Pacific findings include:

LIVE

  • Strong desire to move: 32% want to move their home, with city centre areas most popular
  • Robust homebuying sentiment: 66% of those planning to move homes want to buy instead of rent
  • Shifting preferences for home selection: 66% say health and safety is a more important factor than price                  

WORK

  • People want more flexibility: 85% currently spend at least three days per week working at the office
  • Location is key: 75% are satisfied with their city centre offices; 55% who work in suburbs stated the same
  • Workplace quality matters: 69% of office-based workers attach greater importance to workplace quality

SHOP

  • Most consumers prefer to shop offline: 61% prefer to see products in-store before ordering online
  • Outlook for personal finance is upbeat: 53% expect their financial situation to improve over the next year
  • Ethical consumerism is growing: 80% are more aware of environmental & social issues when they shop

本报告最初发表于 https://www.cbre.com/insights/local-response/asia-pacific-live-work-shop-report-2022

KEY TAKE-AWAYS

  • APAC countries continue to rank highly as locations of production, particularly due to the abundant supply of low cost of labour: of the top 12 locations, half are in APAC.
  • Many of the countries that have slipped in the rankings compared with 2021 have done so due to increased costs (particularly for labour and electricity) and increased risk (economic, political and natural disaster); a number of these countries are in Europe where the war in Ukraine has had a significant impact on cost and risk factors.
  • A wide range of countries have also experienced even greater constraints in the availability of labour as unemployment rates have continued to fall; this has affected countries across all geographic regions and states of economic development albeit key production locations in emerging APAC markets continue to benefit from expanding labour pools.
  • A number of countries – particularly in Europe – have improved their ability to achieve sustainability targets, including efficient resources use and creating green economic opportunities, bolstering their longer term economic outlook and risk profile.
  • U.S. companies are bringing jobs and supply chains home at a historic pace. American companies are on pace to reshore, or return to the U.S., nearly 350,000 jobs this year, according to a report published by the Reshoring Initiative.

阅读完整报告

影响 ESG 投资领域的大趋势已广为人知:气候变化风险和实现净零排放之路、生物多样性丧失日益严重的生存威胁、社会不平等、监管,以及最近关于漂绿和 ESG 应该是什么的辩论和争议。.

在欧洲战乱、通货膨胀、能源市场动荡、政治不确定性和气候引发的灾害层出不穷的背景下,MSCI的 2023年值得关注的ESG和气候趋势 该报告深入探讨了一些重大发展将如何影响投资环境,以及对企业面临的挑战和机遇产生怎样的影响。.

本报告最初发表于 https://www.msci.com/research-and-insights/2023-esg-climate-trends-to-watch

莱坊展望未来一年影响亚太地区房地产所有者和使用者的‘大局’问题。.

2022年全球通胀率达到1996年以来的最高水平。随着亚太地区大多数央行收紧货币政策以抑制通胀,未来一年经济增长势必放缓。由于各国货币当局不仅要努力平衡经济增长与通胀,还要跟上美联储的加息步伐,预计该地区2023年的利率将接近多年来的高位。. 

尽管面临这些持续的压力,亚太地区预计在2023年仍将是全球增长最快的地区。即使该地区大部分地区的增长势头持续趋于正常化,但以新兴东南亚和印度等以国内经济为导向的经济体预计仍将在未来一年继续支撑该地区的整体增长。. 

因此,莱坊预计,随着租户和投资者在快速变化的环境中重新审视他们的策略,该地区的房地产市场将经历一段转型期。.

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

以下是GPR/APREA指数系列的再平衡结果,这些结果将于以下日期生效: 2022年12月19日 (交易开始):

  • GPR/APREA 可投资 100 指数
  • GPR/APREA 可投资 REIT 100 指数
  • GPR/APREA综合指数
  • GPR/APREA综合REIT指数(标有星号)

GPR/APREA 可投资 100 指数

包含物

中国香港2768嘉源国际集团
中国123 香港越秀地产有限公司
香港4 香港九龙仓控股
日本8986 JT大和证券生活投资公司.
日本3278 JTKenedix Residential Next Investment Corp.
泰国AP TBAP泰国PCL

除外条款

澳大利亚CIP ATCenturia工业房地产投资信托基金流动性过低
中国3883 香港中国奥源集团有限公司流动性过低
中国2777 香港广州富力地产有限公司流动性过低
日本3295 JTHulic REIT流动性过低
日本8956 JTNTT UD REIT投资公司流动性过低
泰国阿玛塔结核病阿玛塔公司流动性过低

GPR/APREA 可投资 REIT 100 指数

包含物

日本2971 JTESCON JAPAN REIT 投资公司
日本8979 JT启动 Proceed 投资公司

除外条款

澳大利亚COF ATCenturia Office REIT流动性过低
新加坡AAREIT SPAIMS亚太房地产信托基金流动性过低

GPR/APREA综合指数 + GPR/APREA综合REIT指数

包含物

香港香港2191旧金山房地产投资信托基金*
马来西亚KIP MKKIP REIT *

除外条款

在许多成熟经济体碳排放量达到峰值之际,亚太地区的碳排放量仍呈上升趋势,因为该地区继续走快速城市化和经济增长的道路。.

2021年,亚太地区的碳排放量占全球碳排放量的53%,过去十年中,亚太地区的碳排放量增长超过80%,占全球碳排放量增长的80%以上。.

为了提高城市和建筑环境在减少碳排放方面所发挥的作用的透明度,世邦魏理仕开发了亚太可持续城市排名,该排名衡量了该地区 28 个城市当前和未来的环境韧性及其对商业地产的影响。.

城市评估依据一系列环境因素,包括温室气体减排、物理气候风险、水资源压力、空气污染、可再生能源利用、绿色债券发行和绿色办公楼采用情况。.

本报告最初发表于 https://www.cbre.com/insights/reports/asia-pacific-sustainable-city-ranking-dec-2022

Q3 2022 Investment Trends features in-depth and up to date insights on demand drivers and other key investment trends in Australia, mainland China, Hong Kong SAR, Taiwan, Japan, Korea, India, Singapore, and New Zealand.

主要趋势

  • Faster-than-expected interest rate hikes hinder acquisitions
  • Purchasing led by real estate funds and institutional buyers
  • Significant decline in logistics and hotel transactions
  • Retail deal flow picks up
  • Cross-border deals continue to rise y-o-y
  • Fund-raising remains solid
  • Investment activity is expected to weaken further

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-investment-trends-q3-2022

主要趋势

  • Leasing activity loses momentum
  • Occupancy remains high
  • 3PL and e-commerce drive demand
  • Pacific markets underpin rental growth
  • Investment interest stays firm
  • Mild yield expansion in selected markets

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-industrial-and-logistics-trends-q3-2022

主要趋势

  • Retail sales growth slows
  • Inflation and recessionary fears weigh on consumption
  • Leasing activity shows slight recovery
  • Luxury brands turn more active
  • Zero-covid impacts mainland China demand
  • Retailers set to remain cautious

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-retail-trends-q3-2022

主要趋势

  • Slower economic growth and inflationary pressure weigh on leasing activity
  • Mainland China see mild recovery but other markets flat or weaker
  • Finance, tech and coworking remain major demand drivers
  • Rising construction and fit-out costs cause delays to new supply
  • Flight to quality relocation still most popular strategy
  • Occupiers set to remain cost cautious as economic worries mount

本报告最初发表于 https://www.cbre.com/insights/figures/asia-pacific-office-trends-q3-2022