Although substantial questions remain about the future of the workplace, it is becoming increasingly clear that a focus on the office as the sole place where work is done is no longer applicable and that there is actually an ecosystem of workplaces.
Facilities Management (FM) needs to adapt and evolve accordingly. There are already changes in the way corporate offices are managed; that transformative approach will need to continue and soon expand to also consider locations that not the office.
From our collective experience across the globe – best practices developed through trial & error, solutions we have implemented for clients, data collected and analysed – we identify what has significantly changed, what emerging trends we see, and what’s next within facilities management across three core areas:
A Comprehensive Take on Major Transit-Oriented Infrastructure Projects with Key Impact Markets
Bengaluru is one of the major economic growth engines of India. It contributes more than one-third to Karnataka’s Gross State Domestic Product and is a major driver for job creation in the state. Apart from earning the age-old moniker of being India’s IT capital, it is now the start-up capital of India and a leading fintech hub. Owing to the huge economic opportunities, job creation and projected population increase from 11.69 million in 2011 to 16.48 million by 2021, the need to expand and upgrade the Bengaluru Metropolitan Region’s (BMR)’s infrastructure and public services has never been as pronounced as it is now. Particularly, the urban mobility infrastructure.
The ‘Bengaluru Urban Infrastructure Report 2020 –A comprehensive Take on Major Transit Oriented Infrastructure Projects and Key Impact Markets provides an insight into the aforementioned transport infrastructure projects. The report analyses their impact on the real estate market in terms of locations that will see increased real estate traction due to mounting demand. We have looked into the role that regulatory interventions and systematic execution of planned transport infrastructure plays, alongside the organic development of the city. While the debate on urban infrastructure has moved beyond transport and on to other factors that affect the sustainability of the environment and impact air and water, transport infrastructure remains a prominent factor that affects the real estate market.
Despite experiencing four waves of COVID-19 outbreaks and its economic worse performance on record, Hong Kong is poised for further growth. Given a sharp rebound of GDP by 7.9% in Q1 2021, and a forecast of 3.5-5.5% growth for 2021, the commercial real estate market stands out with a positive outlook while adjusting to some “new normals”
Yardi 的 Paul Yount 表示，客户的期望、不断进步的技术以及蓬勃发展的租赁住宅行业正在促使最好的住宅房东提升他们的“数字吸引力”。.
Yount，Yardi 的行业负责人兼产品经理 租咖啡店, 租房者表示，他们不再希望在周六奔波于街头或填写数十份租房申请表。.
“他说：”我们知道很多租房者更喜欢在线互动，如今有 14% 的租房者甚至愿意在没有亲自查看房产的情况下签署租约。”.
近年来电子商务的爆炸式增长推动了消费者期望的演变。如果消费者在网上购物时可以期待快速便捷的体验，那么为什么他们在选择下一套公寓时就不期待同样的体验呢？
“实体店面的外观在房地产领域一直都很重要。但现在，数字店面的外观更加重要，”尤恩特解释道。.
Yount补充道，虚拟看房这种在新冠疫情爆发前就已迅速发展的现象，如今已成为租房者选择下一套公寓的首选方式。他引用了Yardi对RENT的一项调查。咖啡店 在 COVID-19 疫情之前，近三分之一 (31%) 的用户更喜欢自助游或没有偏好。.
“现在，大多数租房者在下次寻找公寓时更喜欢自行安排看房时间——事实上，83% 的公寓购买者告诉我们，如果可以的话，他们更喜欢自行参观。”
Yardi的研究得到了美国全国多户住宅委员会开展的迄今为止规模最大的公寓居民调查的支持。这项调查于2020年进行，深入了解了37.2万名公寓居民的想法，结果发现：
由Yardi技术支持的自助参观的吸引力不仅仅在于保持社交距离。三分之二的租客希望按照自己的节奏参观房产，近一半的租客希望在非营业时间查看房产。.
这是否意味着如今的租房者更倾向于高科技体验，而非人性化的个性化服务？Yount 将如今租房者的期望与超市购物者的期望进行了比较。.
“有些人喜欢传统的收银台结账，有些人喜欢自助结账，有些人喜欢路边取货，还有些人选择送货上门服务。如今的消费者希望以多种不同的方式进行消费。”
那么，Yardi 用来建立租客忠诚度并与租客建立长期联系的三大高科技、高触感策略是什么？
由于中国在新冠疫情中“率先进入并率先退出”，因此对国内外投资者的吸引力日益增强。为此，我们的研究、估值和资本市场团队于2020年底联合开展了一项投资者意向和资本化率预期调查，收集了来自中国大陆及国际大型商业地产投资者的宝贵反馈。.
调查结果显示，投资者对中国一线城市表现出浓厚的兴趣，尤其关注北京和上海的办公楼资产，以及商务园区。受中国疫情后经济快速复苏的推动，投资者对零售资产的兴趣也保持相对稳定。不出所料，大多数受访者也对一线城市及其周边卫星城的物流和数据中心表现出浓厚的兴趣。在主要的二线城市中，杭州——中国新兴的科技之都和浙江省省会——成为首选，其次是成都。.
就资本化率预期而言，2021年北京和上海中央商务区写字楼的资本化率可能仍将保持较低水平，介于3.91TP/3T至4.61TP/3T之间。相比之下，深圳和二线城市的写字楼资本化率预计将略有上升。零售投资方面，上海、广州和主要二线城市的资本化率预计将保持相对稳定，而北京和深圳的资本化率可能会有所上升。此外，预计中国所有主要城市的商务园区物业资本化率将保持稳定，而大多数受访者预计一线城市及其周边地区的物流设施和数据中心的资本化率将进一步下降。.
– The vacancy rate for Large Multi-Tenant (LMT) logistics facilities in the Greater Tokyo area rose by 0.6 points q-o-q to 1.1% in Q1 2021, marking the first time the vacancy rate has exceeded 1% since reaching 1.1% in Q4 2019. Although the unprecedented surge in demand for facemasks and other daily necessities triggered by the COVID-19 pandemic led to stronger competition for logistics space in 2020, activity now appears to have eased. That said, overall demand remains stable.
– The LMT vacancy rate in the Greater Osaka area fell to 1.9% in Q1 2021, down 1.8 points q-o-q. This marked the first time the vacancy rate has dropped below 2% since Q2 2016, when it also stood at 1.9%. The fact that rents have risen by 13% over the past two years, combined with increasing uncertainty over future economic performance, has meant that tenants are becoming more cautious, slowing the pace of rent increase.
– The LMT vacancy rate in the Greater Nagoya area fell by 1.7 points q-o-q to 8.6% this quarter. With some 170,000 tsubo of new floor space coming available in 2022, owners are stepping up their promotional campaigns to attract tenants.
– This quarter, CBRE has initiated the publication of LMT indices for the Greater Fukuoka area, where the vacancy rate has remained at 0.0% since Q2 2019. With development of multiple new LMT facilities now underway, properties possessing more user-friendly layouts will command an advantage over the competition.
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。.
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