思想引领

退休人口普查是澳大利亚养老社区运营商每年进行的一项数据收集工作。它涵盖受各州《养老社区法》管辖的养老社区，而不是其他形式的老年人居住场所。.
2020 年退休人口普查涵盖 2020 财年（2019 年 7 月至 2020 年 6 月）。自 2020 年 3 月以来，受新冠疫情影响，澳大利亚各行各业的企业都受到了政府针对运营、就业和服务提供的限制措施的严重冲击。参与退休人口普查完全出于自愿，这意味着每年参与的企业都会有所不同。因此，在与往年数据进行比较时，应考虑到这一点。.

如需查看人口普查数据，请点击下方链接：

这为《财富报告》的读者带来了诸多机遇，例如全球人口结构向着更长寿、更健康生活趋势发展所带来的投资潜力（我们在第10页的深度访谈中对此进行了详细探讨），以及具有前瞻性的房地产投资者和房东如何利用人们对能够提升生产力的“健康”办公空间的需求获利（我们在第76页对此进行了讨论）。与此同时，“回馈社会”对于超高净值人士群体而言也日益重要，我们在第86页介绍了三位杰出的慈善家，他们的善举惠及了众多不同的事业。.

作为《财富报告》的核心支柱之一，我们独有的财富规模模型（详见第18页）显示，全球财富持续增长，尤其是在亚洲经济中心。私人资本的增长正对全球房地产市场产生显著影响。.

疫情对主要零售市场造成了严重冲击，租金波动幅度从雅加达的-41.61万亿至广州的+2.61万亿不等。在雅加达，由于严格的社交隔离措施和商场营业时间限制，业主面临租金减免的压力，许多业主将租金削减了一半。在中国，零售客流量有所恢复，广州和上海的租金分别上涨了2.61万亿和0.51万亿，而北京和深圳的租金则分别下降了2.81万亿和1.51万亿。越南零售市场表现出韧性，2020年第四季度商品和服务零售总额环比增长5.61万亿。胡志明市和河内的租金分别上涨了2.11万亿和0.11万亿。. 

物流市场展现出极强的韧性，并将继续成为该地区关注的焦点，租赁市场波动幅度从上海的-0.41万亿吨到新加坡的+7.31万亿吨不等。疫情加速了零售业向线上转型，物流资产成为主要受益者。在新加坡，大多数仓库已满负荷运转，传统厂房空间也出现了一些溢出需求。在中国，受国内消费和电子商务增长的推动，对现代化物流设施的需求正在迅速扩张。北京（+0.71万亿吨）、上海（-0.41万亿吨）、深圳（+2.41万亿吨）和广州（+3.01万亿吨）均已进入早期上涨阶段。.

Real estate companies have ramped up their investment in technology in response to the COVID-19 pandemic, finds a survey of some of the biggest property players in Asia.

The survey by independent news source Mingtiandi, in collaboration with technology company Yardi Systems, finds 70 percent of real estate companies are scaling up their investment in property technology, or proptech.

Please click below to download the full report.

When COVID hit the world, the accompanying lockdowns brought the term Work(ing) From Home (WFH) from the margin to the mainstream. This sounded alarm bells around the world, from savvy investors like Warren Buff et to analysts and other market watchers, thinking that the age of the CBD office market is over. Those who believe that WFH will significantly reduce demand for office space have valid reasons but their concerns about demand have not been articulated considering the following:

When COVID hit the world, the accompanying lockdowns brought the term Work(ing) From Home (WFH) from the margin to the mainstream. This sounded alarm bells around the world, from savvy investors like Warren Buff et to analysts and other market watchers, thinking that the age of the CBD office market is over. Those who believe that WFH will significantly reduce demand for office space have valid reasons but their concerns about demand have not been articulated considering the following:

1. The discrete nature of office leasing terms
2. Time domain
3. New demand

By not accounting for these factors, any analysis of the market is likely to fall short of the mark. Today, we will analyze the Singapore CBD Grade A Office market to look at how it may permutate over time after we adjoin these three extensions to the mainstream WFH belief that there will be a sharp climbdown in demand. From a list of permutations, we will input our prior probabilities as to which of these are likely to play out in future. This approach is in sharp contrast to providing a singular outcome after just one round of reasoning.

• The COVID-19 pandemic and the ensuing lockdowns’ economic ramifications have caused significant uncertainty over the future of work and rental income from office properties.
• Nearly 60% of the UK Quarterly Property Index’s office rental income comes from leases that expire or contain a break-clause date over the next five years.
• A review of lease events showed that in 2019 47% of offices were vacant for one quarter or more after a break clause and 72% were vacant after lease expiry.1 These numbers could rise amid COVID-19, leaving more rent at risk.

• Lockdowns and social distancing have impacted many tenant businesses, resulting in an unprecedented number of requests for rental relief, stressing real estate rental-income streams.
• For equity investors, income returns have weakened, despite softening asset values. Recent income returns may understate the full potential impact as accrual of deferred rents may mask further shortfalls.
• Lower rental incomes may also stress debt covenants and increase servicing pressures on some loans. In loans that default and are foreclosed upon, falling asset values may also increase potential loss severity.

What’s the effect on investors when commercial tenants can’t pay their rent? For answers, we caught up with Bryan Reid, executive director on MSCI’s real estate solutions research team.

随着创纪录的投资涌入房地产市场，基金经理们面临着日益复杂的局面，以及投资者对实时报告不断增长的需求。我们采访了Yardi的伯尼·德瓦恩，探讨了这些趋势。.

随着世界各国政府开始逐步放松封锁限制，人们的注意力不可避免地转向了“复工”这一概念。然而，这种观点错误地反映了当前的实际情况。许多办公室员工在疫情期间一直在工作，因此，重点实际上应该是哪些人应该“重返办公室”？当然，首要考虑因素必须是员工的福祉，弱势员工的安全必须得到保障。但除此之外，情况就变得更加复杂了。,

随着世界各国政府开始逐步放宽封锁限制，人们的注意力不可避免地转向了“重返工作岗位”这一概念。然而，这种观点未能准确反映当前的实际情况。许多办公室员工在疫情期间一直坚持工作，因此，真正的问题应该是哪些人应该“重返办公室”。当然，首要考虑因素是员工的福祉，弱势员工的安全必须得到保障。但除此之外，情况就变得更加复杂，尤其是在保持社交距离的情况下，现有办公空间无法容纳所有员工。与此同时，企业也意识到，部分员工可以成功地远程办公，至少部分时间可以如此。因此，在可预见的未来，企业必须提供更多选择和更大的灵活性，允许员工远程办公。.
 

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