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Despite rapid growth in inbound demand in recent years driven by a sharp increase in overseas visitors, Japan’s retail and hotel markets remain overwhelmingly driven by domestic demand.

Therefore, while a recovery in inbound tourism is still some time away, Japan can be said to have rapid recovery potential, should domestic demand return.

CBRE believes the return of domestic demand is imminent, with pent-up demand steadily accumulating due to restrained consumption and various benefits and incentives provided by the government. 

This demand is likely to materialise in the form of consumption for higher-end goods and services, trends that auger well for Japan’s retail and hotel sectors, especially the higher-end segments.

本文原載於 https://www.cbre.com/

H 1 2021 transaction volumes were close to the six monthly average observed over the past five years

Office and industrial sales lead the New Zealand market The top three largest sales above 100 million were office assets

Vacant land/development sites show a lift in sales volumes

Singapore based investors were the most active of the offshore groups, with a smaller proportion of investment by Malaysian and Australian buyers

Investment activity is dominated by private buyers 52 followed by institutions 34 and syndicates 7 However, privates are net sellers, while institutions and syndicates are net buyers

本文原載於 https://www.cbre.com/

• Compared with an average of over 3,500 units launched over the last three quarters, developers slowed down and launched a total of 2,356 private residential units in Q2/2021.
• With fewer new launches, the total new sales volume fell 15.1% quarter-on-quarter (QoQ) to 2,966 units in Q2/2021.
• The sales momentum in the secondary market continued to pick up in Q2, with total resale volume rising by 19.0% QoQ to a new record high of 5,483 units.
• The Urban Redevelopment Authority’s (URA) property price index of residential properties rose by 0.8% QoQ in Q2, slowing down from the 3.3% QoQ increase in Q1. This was largely because prices of landed homes ended their short-lived growth with a 0.3% QoQ decline, while non-landed homes saw a slower increase of 1.1% QoQ in Q2.
• The average prices of Savills’ basket of high-end non-landed private residential projects also saw a moderated increase of 0.4% QoQ to S$2,434 per sq ft in Q2.
• Unless there is serious contagion arising from China Evergrande, prices are expected to rise by 5.5% year-on-year (YoY) in 2021 with another 5% in 2022.

本文原載於 https://www.savills.com/

As residential prices increase across the world, so too do transaction volumes. Commercial residential transactions for multifamily increased to the largest sector by investment volumes, at 28% of all transactions, overtaking offices for the first time in the first half of 2021. End-user residential also returned to pre-pandemic transaction levels nearly as soon as property markets reopened. The strength of residential property markets shows that home isn’t just where the heart is. 

Global real estate investment underwent a major shift in the first half of 2021 as the multifamily residential sector overtook offices to become the largest sector globally for the first time since records began in 2007, when considering deals over $2.5 million. Over the first six months of 2021, $136 billion was invested in residential, 35% higher than the same period in 2020 and 4.1% higher than office transaction volumes. Growth was driven by the global interest in the strong fundamentals for the residential sector. Many locations remain severely undersupplied for appropriate housing, particularly to meet the demand from younger people moving to urban centres.

In the end-user residential market, there were converging factors driving increased transaction volumes in many locations. From the race for space to the shift to working from home, many buyers globally decided that their current homes weren’t working for them. As soon as they were able, buyers made the choice to move to new properties, assisted by record low interest rates and government support for property markets. Across the 15 cities analysed for this article, 80% of the locations have seen transaction volumes above 2019 figures. 

A significant number of properties that transacted were purchased by mortgaged homeowners as price growth squeezed out first-time buyers while boosting the buying power of current owners. Roughly 45% of UK new buyers put their plans to buy on hold in 2020, as Covid-19 landed a double blow of rising house prices and constrained personal finances. The number of first home buyers taking out new home loans in Australia dropped to its lowest level in eight months in June 2021 to 13,869, though the number of home loans for all owner-occupiers fell in June as well, as Australia battles a new wave of Covid-19. 

本文原載於 https://www.savills.com/

Will electric vehicles change the automotive world?

Electric vehicles (EVs) are steadily weaving their way into the fabric of our transportation. According to the International Energy Agency (IEA), over 10 million electric cars can now be found on the roads of the world; with over 125 million expected by 2030. Between 2010 and 2020, the cost of batteries has plummeted to close to a tenth of their original price and could halve again by 2030, only accelerating the adoption of the EV.

本文原載於 https://www.savills.com/

提供價格合理且有趣的工作空間對於確保城市處於科技和創意產業的前沿至關重要，從而吸引國內外人才。.

長期以來，價格低廉的城市邊緣辦公室一直有助於促進經濟成長和創造就業機會，為創業者和創意人士在創業初期提供空間。然而，隨著近年來全球大多數主要城市辦公成本的飆升，許多新創公司邁向「置業階梯」的第一步如今已不復存在。新冠疫情也使居家辦公在許多地區成為常態，這意味著新創公司、創意人士和創業者需要激勵措施才能重返城市。.

這不僅是企業尋找經濟適用辦公空間的問題：世界各地的城市都受益於新創公司、藝術機構和社會企業租戶為曾經破敗不堪、無人問津的地區帶來的活力和活力。然而，隨著開發商、投資者和高薪租戶被這些租戶所創造的活力所吸引，他們往往會先被不斷上漲的租金擠出去。. 

成功吸引並留住創意人才的城市通常擁有較低的辦公成本。例如，柏林憑藉其低廉的租金（儘管租金快速上漲，但柏林的平均租金仍比倫敦或紐約低301萬億歐元）、濃厚的創意氛圍以及對本地藝術家的支持體係而蓬勃發展。創意產業目前佔柏林經濟總量的101兆歐元，自2009年以來創造了約6.7萬個就業機會。.  

本文原載於 https://www.savills.com/

2020年，全球房地產總值達到$326.5兆美元，較2019年成長5%億美元，創歷史新高。其中，住宅地產是成長的主要驅動力，住宅地產是迄今為止最大的房地產板塊，佔全球房地產總值的79%億美元。其價值在2020年成長了8%億美元，達到約$258.5兆美元。.

房地產是世界上最重要的財富儲存形式，其價值超過全球所有股票和債券的總和，幾乎是全球GDP的四倍。相較之下，迄今為止開採的所有黃金的總價值僅為12.1兆英鎊，而全球房地產的價值卻高達413兆英鎊。.

本文原載於 https://www.savills.com/

租戶諮詢量沒有變化，但隨著 COVID-19 防控措施的重新實施，現場參觀次數有所下降，尤其是在澳洲、東南亞和日本。.

對彈性辦公空間的需求持續下降，但對傳統辦公空間的需求卻增加。.  

本月租金有所上漲，主要受中國大陸、新加坡和印度的市場推動。在此期間，政府加強激勵力度的壓力增大，尤其是在中國大陸和印度。.

大多數市場的情緒增強或保持穩定，其中中國大陸和印度表現最強勁。.

本文原載於 https://www.cbre.com/

儘管在美國和歐洲，多戶住宅長期以來一直被視為機構級資產類別，但亞太地區強大的住房所有權文化導致其可投資範圍相對較小。.

日本是唯一的例外，該國龐大、流動性強且具有韌性的多戶住宅市場在過去十年中吸引了國內外投資者的濃厚興趣。.

最近，城市化、住房負擔能力下降和監管變化等因素激發了投資者對亞太地區其他幾個市場（尤其是中國大陸和澳洲）多戶住宅的興趣。.

本觀點探討了亞太地區多戶住宅投資的成長驅動因素；介紹了該地區成熟和不斷發展的多戶住宅市場；並解釋了投資者如何進入這個日益有吸引力的行業。.

本文原載於 https://www.cbre.com/

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本文原載於 https://www.colliers.com/