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During H1 2021, private equity (PE) inflow in Indian real estate was noted at USD2.9 billion, more than a two-fold increase from H1 2020. Over the next three years, we expect more capital to be deployed in build-to-core mixed-use, office and logistics assets as more investment platforms are formed between global private equity funds and local developers. We estimate total PE inflows to reach USD5 billion in 2021.

Some of the key highlights from the latest flash report by Colliers Research – ‘Investments Turbocharged with Focus on Alternate Assets Classes’ are:

• Investors continue to scout for either land or assets in under-construction stage, as they look to build their portfolio for a future REIT listing. About 86% of the total investments in the office sector were in land or projects under-construction.
• Investments in retail assets accounted for 29% of the total investments in H1 2021 as investor appetite remained intact for exposure to stabilized retail assets as well as for investments in ground-up developments in partnership with selective developers.
• The increased demand from e-commerce companies for logistics space has in turn resulted in continued interest from institutional investors with inflows of about USD775 million in H1 2021.

In this edition of The Reimagined Workplace Q&A series, we collaborate with Patrick McCreery, Global Head of Commercial and GM for Southeast Asia at Keppel Data Centres, to focus on disaster recovery – also known as business continuity planning – and discuss how the work ‘place’, ‘space’ and ‘pace’ are evolving within the data centres sector, as well as the opportunities for both occupiers and asset owners, going forward.

Q&A Highlights:

• How has occupier demand for disaster recovery changed in the past 12 months?
• How is cloud adoption transforming occupiers and why are operators following suit?
• What are the long-term outlook for disaster recovery and demand, and the opportunities in this space?
• How do data centres support business continuity planning and the disaster recovery business?

The Asia Pacific office demand declined from 103 million sf in 2019 to 53 million sf in 2020 as occupiers sought to limit cost exposures during the COVID-19 pandemic.
In line with this decline in demand, vacancy has increased, and rents have softened across most markets, pushing them towards greater tenant-friendly status and providing occupiers with a window of opportunity in negotiating any forthcoming lease commitments.

However, corporate occupiers need to be aware that these changes may not bring the cost savings that they might expect – some markets may see tenants having to pay more on a new lease than they were paying on the last year of an expiring lease.

In our Asia Pacific Office Rental Variability Index we take a closer look at:

• The current state of play in 36 key office cities across Asia Pacific
• The extent of, and variability in, rental change over the duration of average lease terms at the city level
• Strategies that occupiers might wish to explore to help navigate the impacts of this rent variability

新冠疫情為昆士蘭州經濟和商業房地產市場帶來了高度不確定性。然而，工業和物流（I&L）產業卻成為明顯的贏家，尤其是在過去18個月裡，電子商務的滲透率迅速提升，成為推動辦公空間需求的關鍵因素之一。投資者紛紛響應，尋求增加在該行業的投資，昆士蘭州2020年的投資銷售量創歷史新高。.

本報告將詳細介紹推動布里斯班工業和物流市場發展的一些關鍵趨勢，並深入分析工業用地的供應和吸收。.

• 2021年第二季度，隨著經濟持續復甦以及城市疫苗接種計畫的啟動，商業房地產投資勢頭加快。.
• 房地產基金共投入$54億港元，佔本季總額的21%，所有收購均涉及工業資產。.
• 香港經濟復甦、與中國內地重新開放邊境的前景改善以及低融資成本將確保投資市場在 2021 年下半年保持樂觀。.

大多數應對氣候和ESG投資組合風險的舉措都涉及減少持有受這些風險負面影響的股票，並增加持有受正面影響的股票。專業管理的ETF和共同基金一直是投資者調整投資組合以匹配其目標的自然起點，但指數衍生品作為全球最大的市場之一，在金融體係以及風險管理和轉移中扮演著重要角色，因此它們可能發揮關鍵作用。我們研究了衍生性商品在幫助市場參與者有效率地調整投資組合以符合其目標，同時促進透明度、價格發現和市場效率方面的潛力。.

• 投資銷售額連續第五季成長，第二季較上季成長62.013兆新元，達到61.8億新元。與去年同期相比，投資銷售額較新加坡「阻斷措施」期間的低基數增加了近三倍。.

• 住宅投資銷售額佔本季總投資銷售額 48.6% 的最大比例，成長 60.0% 至 $30 億新元。.

• 商業領域的投資銷售額持續成長 57.5%，達到 $22.4 億新元，成長主要歸功於辦公室投資銷售額因大宗交易增加而成長 75.7%。.

• 由於製造業表現強勁，以及電子商務和物流行業的成長，2021 年第二季工業部門近 9.24 億新元，比上一季成長 882.1 兆新元。.

隨著疫苗接種計劃的推進以及新加坡新冠肺炎疫情得到控制，投資者情緒預計將保持強勁，這可能促使投資銷售額在不久的將來恢復到疫情前的水平。隨著資金湧入數量有限的可投資資產，收益率將進一步下降。.

下載Yardi最新報告了解詳情