知識中心

資料中心：全球經濟的重要基礎設施：基金經理的成長機會與營運挑戰
SS&C 的白皮書

世界充斥著數據。據估計，人類每天產生 2.5 百萬億位元組的資料。據報導，世界上的資料量每兩年就會增加一倍，而全球現有的資料中，估計有 90% 是在過去兩年中產生的。.

所有這些資料都需要居住和工作的地方，這有助於解釋全球資料中心迅速激增的原因。根據分析公司 Synergy Research 的資料，截至 2019 年底，全球共有超過 500 個「超大型」資料中心，而且這個數字還在持續攀升。據房地產服務公司 JLL 估計，截至 2020 年年中，全球共有 6,340 萬英呎的數據中心面積，另有 430 萬英呎在建。.

SS&C 透過簡化作業、降低風險、改善客戶體驗和提高可見度來幫助客戶管理其投資。SS&C 在全球擁有 500 多家房地產和私募基金客戶，管理的資產總額超過 $754B，在服務開放式和封閉式房地產、基礎設施、硬資產、債務和混合基金方面擁有豐富經驗，專長於複雜的基金管理、中間辦公室和數據服務以及虛擬數據室。我們的技術可實現並確保資訊的流通，使我們的客戶能夠更有效率地工作，並對我們充滿信心。我們擁有全球最大的 GPs 和 LPs 社群，共有來自 57,000 多個捐贈基金、基金會、退休金、顧問和諮詢師的 240,000 多人使用 Intralinks。.

到 下載 點擊下方查看完整白皮書。.

在此下載

Hong Kong Island Grade-A office leasing demand remained soft in December amid weak economic conditions and the traditional offseason, but the overall market was buoyed by the professional sector, particularly the finance and legal service industries, which took up space in premium buildings in the CBD area. Two Chinese Mainland financial companies, the Bank of Dongguan and FountainVest Partners, leased an entire floor in Two IFC, which was previously occupied by Nomura Holdings. Medical companies also expanded their footprint in the core districts. A medical centre leased the entire top floor of 9 Queen’s Road Central to meet the increasing demand for healthcare and wellbeing. Given the weak economic situation, some tenants gave up more office space. With the current high vacancy rate of 7.8% on Hong Kong Island, we expect some landlords to soften their approach and be more willing to negotiate.

Kowloon Leasing activity in Kowloon continued to slow down in December. New lease transactions dropped by 20% on a monthly basis. Most of the leasing activity was in Kowloon East, at monthly rents below HK$25 per sq ft. While most industries have been largely affected by the COVID-19 pandemic, the logistics industry has remained strong and is one of the winners. Some logistics companies have taken advantage of this golden opportunity in the downbeat market to expand and upgrade their work environment and location. A recent notable example was the relocation of logistics giant DHL. It moved out of Megabox and took up a 91,015 sq ft space in the premium Grade A office International Trade Tower in Kwun Tong, making it the largest new lease acquisition in the market so far in 2020.After reviewing its office requirements, DHL chose to reconfigure its work pattern and adopt agile work practices to achieve workplace size optimisation. Curtailed by the pandemic and economic uncertainty, tenants will continue to be cost-sensitive and seek cost-effective options in Kowloon. Given the approach of the traditional festive season and the continuing unstable COVID-19 situation, we expect leasing demand to remain soft and the current low-level leasing volume to last until at least Lunar New Year.

In this January 2021 issue, we take a look at the latest updates on the local commercial real estate market as well as share an outlook for the sector in 2021.

• While the gradual return to office is expected this year, the office segment may not immediately return to its pre-pandemic vibrancy as the uncertain global business environment may continue to affect expansion decisions of businesses over the short to medium term. The office segment, however, is seen to benefit from the anticipated growth of the IT-BPM sector with the United States’ less protectionist policies under its new administration.
  
• The new COVID-19 variant has caused renewed anxiety and further stalls the resumption of international travel. It is also seen to discourage domestic travel as the country extends the more stringent community quarantine qualification in major urban areas and tourist destinations, thus, further blurring the tourism industry outlook.

Q4 2020 was a crucial quarter as it marked a recovery momentum with leasing indicators trending favourably compared to the previous couple of quarters. In a time of change with COVID upending the workplace playbook, the leasing trends and occupier strategies are undergoing a rapid shift and will have a bearing on market activity. Even as the COVID scenario was evolving and occupiers continued with evaluating their real estate portfolios and charting their space requirements, almost all the cities saw heightened levels of market activity with expansion driven demand making a comeback of sorts as well.  Mumbai, Pune, Delhi NCR, Ahmedabad, and Kolkata have witnessed higher fresh leasing activity for expansion and consolidation during the last quarter of the year. This augurs well for the leasing momentum in 2021, which is likely to get broad-based across cities with introduction of a vaccine and a gradual return to the workplace providing the much-needed push to market activity. 

In this report, we analyse the Indian office markets’ performance in Q4 as well as during the full year of 2020.  

Although office leasing activity was generally more muted in Q4 compared to other quarters in the year, it was broadly similar to Q4/2019 levels.

• Demand for office space largely emanated from tenants looking for replacement space because of the need to move out of older buildings to be redeveloped, as well as tenants with office leases due for renewal.

• Owing to the uncertainties arising from the pandemic, tenants are continuing to adopt a wait-and-see approach and looking for clarity on trends to emerge on future workplace practices before deciding on future office space requirements.

• In Q4, the office market saw relatively significant leasing deals from technology companies. These companies are expected to continue expanding their presence in Singapore, which they deem as an attractive base due to its political stability, strategic position and strong economic fundamentals.