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Explore the Q3 2023 report on India’s commercial office and residential sectors. Commercial leasing hits 16 MSF, while the residential market maintains robust sales, but affordable housing demand decreases.

• Residential demand in Q3 2023 trended up significantly to 82,612 units, 12% higher in YoY terms and 7% higher compared to the preceding quarter.
• It is particularly noteworthy considering that it also constitutes an almost six-year high in quarterly sales volumes. Sales traction was higher across all markets in YoY terms.
• Price levels have also grown in tandem with demand across all markets in YoY terms. Price levels in Hyderabad saw the most significant rise at 11% YoY as focus increasingly shifts toward the development of premium high-rise properties.

A fast-evolving landscape of geopolitical tension, elevated inflation, rising interest rates, and shifting policy developments presents both challenges and opportunities for investors navigating a wave of transformative change in international asset classes. In particular, as investment funds move to revise their strategies, the dynamic real estate (RE) markets of the Asia Pacific (APAC) are now drawing increasing attention, as managers seek to tap their historically strong track record for growth as well as their potential for portfolio diversification at a time of rising levels of market risk.

本報告原刊登於 https://www.capitaland.com/en/about-capitaland/newsroom/Perspectives/2023/Benefits-of-Diversity-APAC-Role-in-Investment-Portfolio-Growth.html

• Worries about artificial intelligence (AI) supplanting knowledge workers have created more pain for the office market.
• A broader view on the economic impact of AI should consider possible positive impacts.
• AI could boost worker productivity and economic demand — and thus demand for other types of commercial real estate.

世邦魏理仕 (CBRE) 2023 年全球租戶情緒調查匯集了來自全球 400 多位跨國公司和本土企業房地產高管的真知灼見。他們對未來工作模式的洞察總結出了五大趨勢，這些趨勢將引導全球企業優化其資產組合：

• 雖然人們使用辦公室的頻率比疫情前降低，但出勤率卻持續上升。.
• 在全球範圍內，辦公室仍然是企業文化的核心要素。.
• 專注於投資組合優化不僅僅意味著縮減辦公空間。.
• 租戶們為了獲得更高品質的空間而犧牲了空間的數量。.
• 租戶希望在租賃條款和樓宇服務方面擁有更大的靈活性。.

調查結果預示著未來一年全球辦公室出勤率將會上升，尤其是在員工返崗率一直落後的市場。.

本報告原刊登於 https://www.cbre.com/insights/reports/2023-office-occupier-sentiment-survey-global-summary

主要發現

隨著 ChatGPT 等新產品的出現，人工智慧改變全球經濟的潛力已經引起了全世界的關注。

• 人工智慧具有重塑房地產的巨大潛力，其近期和長期影響涵蓋了新市場和資產類型的出現，以及投資和收入模式的創新。.
• 快速發展的人工智慧生態系統及其配套基礎設施將推動全球不同市場對房地產的需求。.
• 房地產科技的普及為人工智慧在房地產領域的應用奠定了堅實的基礎。各機構需要考慮如何以策略性和合乎倫理的方式利用人工智慧，並在大規模應用之前進行試點，以期最終創造價值。.