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APREA 標誌
APREA 標誌

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APREA 菲律賓會議的重點摘要

  • Philippine real estate continues to benefit from resilient domestic consumption and economic activity, supporting opportunities across retail, hospitality and logistics, while improving tourism and expanding trade are providing additional demand drivers.
  • Growth is increasingly extending beyond Metro Manila, with Northern, Central and Southern Luzon and parts of the Visayas seeing stronger demand for housing, industrial space and integrated communities.
  • Industrial, logistics, cold storage and data centres offer additional avenues for investment as the Philippine real estate market broadens beyond traditional sectors. Developing institutional-grade assets can help attract first-time foreign investors and establish a transaction track record that encourages further capital inflows.
  • The expansion of REIT-eligible assets beyond traditional property could broaden the Philippine listed real assets market. New rules covering data centres, toll roads, ports and infrastructure vehicles have already generated a pipeline of potential listings and could provide additional capital recycling and exit options.
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Please find below the rebalancing results (effective 21 September 2026 開始交易）的：

  • GPR/APREA Investable 100 Index
  • GPR/APREA Investable REIT 100 Index
  • GPR/APREA Composite Index
  • GPR/APREA Composite REIT Index (indicated with an asterisk)

GPR/APREA 可投資 100 指數

內容

澳大利亞CHARTER HALL LONG WALE REIT
澳大利亞CHARTER HALL RETAIL REIT
日本JAPAN LOGISTICS FUND INC ORD

免責聲明

中國CHINA ELECTRONICS OPTICS VALLEY UNION HOLDING CO LTD
中國LOGAN GROUP CO LTD
中國SHENZHEN INVESTMENT LTD

GPR/APREA 可投資房地產投資信託 100 指數

內容

澳大利亞CENTURIA OFFICE REIT
NZLGOODMAN NEW ZEALAND & GOODMAN PROPERTY SERVICES STAPLED

免責聲明

澳大利亞CROMWELL PROPERTY GROUP
KORLOTTE REIT CO LTD

GPR/APREA 綜合指數

內容

MYSAMFIRST REAL ESTATE INVESTM *
MYSAYER HOLDINGS BHD
THAALLY LEASEHOLD REAL ESTATE INVESTMENT TRUST *
THAFUTURE PARK LEASEHOLD PROP F *
THAPRUKSA HOLDING PCL
TWNWE & WIN DEVELOPMENT CO LTD

免責聲明

中國AGILE GROUP HOLDINGS LTD
中國CHINA ELECTRONICS OPTICS VALLEY UNION HOLDING CO LTD
中國GREATER BAY AREA AI COMPUTING TECH CO LTD
中國GUANGZHOU R&F PROPERTIES CO LTD
中國KAISA GROUP HOLDINGS LTD
中國SHIMAO GROUP HOLDINGS LTD
IDNBAKRIELAND DEVELOPMENT PT
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AI is beginning to reduce information asymmetries in real estate, particularly in cross-border investing, making it easier to compare markets, accelerate due diligence, and assess opportunities across Asia Pacific. The early efficiency gains from automation are likely to become less differentiated over time, shifting competitive advantage toward firms that combine proprietary data, market expertise, and operating capabilities.

For institutional investors and asset managers, the larger implication is that AI may influence both asset selection and asset value, particularly where lower operating costs and better market intelligence translate into improved returns. The firms best positioned to benefit will be those that pair technology with strong governance, human judgment, and a workforce capable of applying AI outputs effectively.

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概括：

As the year unfolds, conflict is becoming a defining global theme. Whether in trade, technology or geopolitics, competition and confrontation are increasingly shaping the economic outlook. Beginning in Iran, hostilities resumed in July following a brief respite, sending energy prices sharply higher in the process. The global economy has so far proven resilient to what Fatih Birol, head of the International Energy Agency, described as the “biggest energy security threat in history”. This resilience reflects weaker energy demand, particularly across Asia Pacific, as well as a substantial drawdown in global inventories, helping to keep the market broadly balanced.

However, reserves have fallen sharply, with inventories held by OECD nations reaching their lowest level since 1990, even before the recent US Iran framework agreement. This places renewed focus on the duration of the conflict, as the oil market’s ability to absorb disruption will diminish over time. The likely result is greater price volatility (even if we get a new deal), with implications extending well beyond energy markets through inflation, consumer and business sentiment, and the fiscal and monetary policy outlook.

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重點總結

Climate adaptation is a business necessity and should no longer require debate or justification

Panellists stressed that organisations are already experiencing climate impacts, such as productivity loss and vulnerability of assets, and should move beyond debating whether adaptation is necessary. The focus should be on planning and scaling solutions to protect assets, operations and long-term business viability rather than convincing leadership that climate risks are a threat to the business.

Bridging the gap between climate risk assessment and investment requires adaptation to be expressed in financial terms

While many organisations are conducting climate risk assessments, translating findings into action remains challenging. Securing investment requires a clear business case that quantifies financial value of adaptation through metrics such as avoided losses, energy savings, carbon pricing, and asset value protection. Timing this process with financial windows is also vital to ensure that solutions are actionable with appropriate investment. Adaptation initiatives are more likely to secure investment when benefits are articulated in financial terms and aligned with existing capital planning cycles.

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主要研究結果包括：

  • 85% of investors expect to increase Living investment over the next five years.
  • Investors are increasingly favouring stabilised, income-producing and defensive Living assets. Recent volatility has prompted half of respondents to report a greater preference for stabilised, income-producing assets, yet only 17% expect stabilised acquisitions to be their most likely deal structure over the next one to three years, reflecting the limited availability of institutional-grade stock outside Japan. The resulting imbalance, combined with a challenging development environment, is pushing capital towards alternative routes to market, with 73% actively considering repositioning or change-of-use strategies.
  • Australia/New Zealand 和 日本 rank clearly ahead of other APAC markets for prospective investment, reflecting the combination of institutional scale in Japan and housing undersupply underpinning growth potential in Australia.
  • Market opacity remains a constraint on investment. The buyer-seller pricing gap is the leading investment challenge, identified by 44% of respondents, followed by development viability (29%). Limited transaction evidence and inconsistent transparency are making it harder for investors to price assets and deploy capital.
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Data centres have become a core pillar of infrastructure investment across Asia Pacific.

Driven by AI adoption, cloud expansion, enterprise digital transformation, and digital sovereignty initiatives, the sector continues to attract significant capital. At the same time, constraints around power, land, and development capacity are reshaping how investors, operators, and developers identify and secure growth opportunities.

As competition intensifies across the digital infrastructure sector, access to reliable market intelligence and robust investment benchmarks remains limited in many Asia Pacific markets. Understanding the forces shaping performance, risk, and long-term value creation has never been more important.

The latest edition of the Asia Pacific Data Centre Investment Landscape 2026 provides a comprehensive analysis of the trends transforming the region’s data centre sector, with insights spanning 14 key markets.

Download the report to gain insights into:

  • Where capital is flowing across Asia Pacific’s data centre markets
  • Which locations are emerging as the region’s next digital infrastructure hubs
  • The key drivers shaping investment decisions and market performance
  • Trends that will define future growth and value creation opportunities
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Goh Wee Ping on

Leadership, Discipline and Real Assets Growth

In APREA’s Real Assets, Real People, we speak with leaders shaping the future of Asia Pacific’s real assets industry, exploring the ideas, decisions and leadership principles behind their organisations’ growth. In this edition, Goh Wee Ping shares his perspectives on the shift from real estate assets to operating platforms, the growth of PBSA, the role of AI, and what it takes to build resilient businesses beyond market cycles.

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“Asia Pacific remains a key growth engine for branded residences, but its next chapter will be defined by the breadth of its markets,
not the scale of its leading ones.”

Asia Pacific is currently the second most established branded residential region globally, accounting for approximately 23% of all completed schemes worldwide. Whilst the region continues to demonstrate impressive momentum, with a further 187 projects expected to be delivered by 2032, the nature of its growth story is evolving. Although substantial in absolute terms, this growth rate of 97% is level with the Americas and falls behind both Europe and, most notably, the Middle East and Africa, which has emerged as the industry’s fastest- growing region.

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