The MFIA Quarterly discusses an overview of Japan’s economy, Japan’s real estate market conditions, demography and economic growth.
What we know is that the global commercial real estate (CRE) sector, like many sectors, faces significant near-term headwinds. In Asia Pacific, while the economy remains resilient, the CRE investment market is in the middle of a reset given interest rate uncertainty, tighter lending conditions, and a challenging global environment. However, we also know that the CRE sector will recover. In fact, historically, the strongest vintage years in terms of CRE returns are the ones that follow periods of dislocation and financial stress.
This report provides a glide path from here to there. That path will not be without challenge; it is therefore just as important to address the near-term challenges as it is to conceptualise the path to clear(er) skies. Our approach to investing is predicated in part on positioning for the future and not missing out on thematic and demographics that will drive Asia Pacific in the next decade.
The office sector is currently going through global structural change as organisations seek to adapt their physical spaces to new ways of working and adjust their corporate real estate decision making. Our ‘REWORKING’ series examines decision-making for occupiers under four key considerations: Cost, Carbon, Culture and Community – under which the changing demands, needs and impacts on office spaces and strategies can be examined.
Singapore’s retail e-commerce market is projected to grow at a 9.9% CAGR from 2022 to 2027, from S$5.8 billion in 2022 to a size of S$9.2 billion in 2027. Emerging trends such as shopping festivals, live selling and online grocery shopping have presented unique challenges for businesses in managing their logistics supply chain. With the adoption of omnichannel retail models and the outsourcing of last mile deliveries to 3PLs, the need for strategically located warehouses becomes paramount.
This report seeks to explain how the logistics sector is positioned to capture e-commerce demand, as well as potential recommendations for landlords and occupiers as they seek to future proof their logistics real estate portfolio.
More than three years after the onset of COVID-19, Singapore retail sales have recovered and exceeded pre-pandemic levels. However, foot traffic and retail rents have yet to fully recover. CBRE’s proprietary study finds that consumers are now visiting malls less frequently but for longer durations. Consumption patterns have also changed, driven by the proliferation of e-commerce, rising income levels and increased focus on wellness and ESG.
This report identifies the main trends shaping Singapore’s retail property market in the post-pandemic era and provides recommendations for retail occupiers and landlords to navigate the structural shifts and cyclical recovery of Singapore’s retail market. Government initiatives, the return of tourist spending and a wider selection of locations are also providing opportunities to all stakeholders.
过去两年，亚太地区的电动汽车（EV）市场大幅增长，到 2022 年，该地区将占全球电动汽车销量的近三分之二。.
随着电动汽车的普及，亚洲对公共充电基础设施的需求也在迅速增长，这主要是由于公寓普遍存在安装私人充电器的法规限制和行政障碍。.
随着亚太地区电动汽车数量的不断增长，需要大幅增加充电设施。世邦魏理仕预计，到 2030 年，亚太地区的公共充电点数量将从 2022 年的约 200 万个增至约 1000 万个。.
所有这些趋势都为房地产所有者和投资者提供了进入或扩大电动汽车公共充电基础设施市场的重要机会。.
本报告最初发表于 https://www.cbre.com/insights/reports/how-will-electric-vehicles-impact-real-estate-in-asia-pacific
地缘政治局势紧张、通货膨胀加剧、利率上升以及政策发展变化，这些快速变化的形势为投资者在国际资产类别的转型变革浪潮中驾驭机遇与挑战并存。特别是，随着投资基金着手修订其战略，亚太地区（APAC）充满活力的房地产（RE）市场正吸引着越来越多的关注，因为在市场风险水平不断上升的情况下，管理者正试图利用其历史上强劲的增长记录以及投资组合多样化的潜力。.
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。.
Kemmu Kawai
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