知识中心

The Wealth Report is Knight Frank’s flagship annual publication, offering a unique perspective on global wealth, prime property and investment.

Now in its 17th edition, this year’s Report provides a detailed analysis on economic performance, wealth creation and asset classes around the globe, as well as our forecast for commercial and residential real estate the world over.

本报告最初发表于 https://www.knightfrank.com/wealthreport

Tenant enquiries and site visits rose during the surveyed period. In Hong Kong SAR, the border re-opening and relaxation of anti-pandemic measures led to more enquiries and inspections.

Expansionary demand grew across all sectors, led by retail and industrial. Hong Kong SAR registered a rise in demand for more space, while India continued to see robust new set up and expansion activity.

Incentives weakened across the region in February, particularly in Australia and Korea. Rents continued to recover, led by Korea and India.

Sentiment in most markets improved along with the recovery of expansionary demand. While Asia Pacific remains a tenants’ market, landlords’ negotiation power is increasing.

本报告最初发表于 https://www.cbre.com/insights/briefs/Asia-Pacific-Leasing-Market-Sentiment-Index-March-2023

Interest in the logistics sector has persisted over the past half-year, and both development and transaction activity have remained strong. That said, the market appears to be entering a period of transition, and there are some concerns that the previously tight balance between demand and supply has already started to loosen.

Although vacancies in Greater Tokyo and Greater Osaka remain moderate overall, average rents experienced a contraction over the past half-year. Furthermore, some existing facilities are reportedly struggling with vacancies, and pre-leasing activity has been sluggish in several new developments.

Indeed, a wave of new supply is forecast over the next few years in both submarkets, and competition for tenants will increase, which is likely to contribute to some upward vacancy movement and revisions in rents. Meanwhile, structural factors also look set to affect confidence in the logistics sector. The ongoing labour shortage continues to increase labour costs for logistics companies, while the increase in construction costs and interest rates are forcing some investors to reconsider acquiring land for development as well as logistics facilities for the meantime.

Nonetheless, the fundamentals in the sector are still strong, and tenant demand will likely persist due to the strong growth potential of the e-commerce industry. Hence, the outlook should remain positive overall for the logistics market going forward.

本报告最初发表于 https://www.savills.co.jp/research_articles/167577/210564-0

With e-commerce penetration moderating and the growth in online sales normalising, at the same time consumers are returning to physical retail stores in great numbers, boosting footfall across many markets in Asia Pacific. Our research finds that an overwhelming majority of consumers in the region still choose to purchase goods using a range of different physical and digital touchpoints, otherwise known as omnichannel.

This Viewpoint identifies the factors driving the return to brick-and-mortar retail and explains how operators of physical stores can adapt and evolve to ensure they stay relevant in the omnichannel world.

While evidence shows that physical stores will remain at the forefront of sales strategies, CBRE believes their role must adapt and evolve to serve omnichannel retail. This evolution will see retail stores shift away from being locations purely where transactions are made, towards becoming hubs that provide comprehensive customer experiences. Investors and landlords must also adjust their strategies to suit changing consumer behaviours and retailers’ preferences.

本报告最初发表于 https://www.cbre.com/insights/viewpoints/optimising-brick-and-mortar-stores-to-serve-omnichannel-retail

Nearly six years after CBRE brought to the fore the aspirations of the millennial generation in terms of how they live, work and spend their money, we went back to the drawing board to track how each generation has evolved since then. Our Live-Work-Shop survey, conducted late last year, polled more than 20,000 people worldwide, from Gen Z to baby boomers. The aim again was to understand how they will live, work and shop in the future, and how the shifting dynamics would impact the real estate they use.

The survey featured around 1,500 respondents from India, and its findings revealed fresh insights for real estate occupiers, developers and investors. We believe these stakeholders can harness our survey findings to make informed decisions and strategies to ensure that our real estate spaces are positioned to meet users’ evolving needs.

本报告最初发表于 https://www.cbre.com/insights/local-response/voices-from-india-how-will-people-live-work-and-shop-in-the-future

世邦魏理仕 (CBRE) 于 2022 年 11 月 8 日至 2022 年 12 月 2 日期间开展了 2023 年中国投资者意向调查。共有 207 位主要来自中国的投资者参与了此次调查，调查内容涉及受访者 2023 年的购买意愿以及偏好的房地产策略、行业和市场等一系列问题。.

2022年，受疫情相关不确定性、地缘政治紧张局势、经济增长放缓以及租赁基本面疲软的影响，中国商业地产投资情绪受到抑制。全年投资额同比下降221万亿至2200亿元人民币，跨境投资额同比下降191万亿至490亿元人民币。活跃板块包括多户住宅、科技园区和工业厂房，这些板块继续受益于公开上市房地产投资信托基金（REITs）市场的发展。.

受经济衰退担忧和地缘政治紧张局势加剧的影响，受访者2023年’增加购买“和”增加出售“的意愿均有所下降，反映出短期内市场谨慎的情绪。然而，值得注意的是，本次调查于2022年11月8日至12月2日期间进行，早于政府公布标志着其政策转向”零新冠“政策的十点计划。世邦魏理仕预计，随着”零新冠”政策的放松、包括“三支箭”在内的产业扶持政策的出台以及平台经济的推广，投资者信心将得到提振，实际投资活动将超过调查结果。.

本报告最初发表于 https://www.cbre.com/insights/reports/2023-china-investor-intentions-survey

过去十年，亚太房地产市场经历了迅猛扩张。亚太房地产协会（APREA）在其《2023年亚太市场展望：向前迈进》报告中，与房地产投资信托基金（REIT）的利益相关者举行了一场研讨会，探讨了他们在新冠疫情、电子商务、货币政策变化、地缘政治以及新的优先事项（ESG）等背景下的业务战略，以及他们面临的下一阶段挑战和机遇。.