APREA 標誌

知識中心

鑑於美國和歐洲正小心翼翼地徘徊在潛在衰退的邊緣,東南亞預計將成為全球經濟成長的主要動力之一。高緯環球最新發布的報告探討了在最新的經濟和房地產趨勢下,東南亞房地產市場的發展前景。該報告分析了中國經濟重啟和利率上升的影響,並就東南亞主要房地產市場的投資機會、租金和資本價值前景提出了我們的觀點。.

以下是GPR/APREA指數系列的再平衡結果,這些結果將於以下日期生效: 2023年3月20日 (開始交易):

  • GPR/APREA 可投資 100 指數
  • GPR/APREA 可投資房地產投資信託 100 指數
  • GPR/APREA 綜合指數
  • GPR/APREA 綜合 REIT 指數 (以星號標示)

GPR/APREA 可投資 100 指數

內容

澳大利亞NSR AT國家倉儲房地產投資信託基金
SGPLREIT SPLendlease 全球商業房地產投資信託基金
THASIRI TBSansiri PCL
THASPALI TBSupalai PCL

免責聲明

中國香港6158真洛地產集團有限公司流動性太低
日本3278 JTKenedix Residential Next Investment Corp流動性太低
日本3453 JTKenedix Retail REIT Corp流動性太低
VNMVRE VMVincom Retail JSC流動性太低

GPR/APREA 可投資房地產投資信託 100 指數

內容

SGPFHT SP弗雷澤斯酒店信託
SGPPGNREIT SPParagon REIT

免責聲明

KOR034830 KS韓國房地產投資信託股份有限公司.流動性太低
NZLGMT 紐西蘭古德曼財產信託流動性太低

GPR/APREA綜合指數 + GPR/APREA綜合REIT指數

內容

中國BHGREIT SPBHG零售房地產投資信託基金*
PHLRCR PMRL商業房地產投資信託基金*

免責聲明

世界正處於轉型期。我們正目睹經濟轉型為低碳經濟。這項轉型是對氣候變遷、技術創新以及人口結構變遷的回應。轉型為低碳經濟需要各界人士的通力合作,包括投資者、監管機構和消費者。.

在貝萊德,我們認為氣候風險也是一種投資風險。透過投資那些將財務上重大的物理風險和轉型風險以及其他資訊納入考慮的房地產項目,投資者可以建立更具韌性和價值的投資組合。這不僅支持負責任的商業實踐,還能在長期內帶來經風險調整後的財務效益。.

永續房地產投資可以有效地將積極的環境和社會效益與財務目標相結合。作為投資者,決策過程的一部分是將具有實質財務影響的環境、社會和治理 (ESG) 因素與其他資訊一併納入考量,以提高風險調整後的收益。.

難以減排產業的脫碳需要技術創新,需要部署清潔能源技術並實現重工業脫碳。政府政策和法規在低碳轉型中也發揮著重要作用,有助於激勵對清潔技術的投資。這是一項複雜而艱鉅的任務。.

改善物業設計和營運對於減少碳足跡至關重要,因為它們可以提高資源利用效率,並支持更健康、更宜居的社區。使用再生能源、節能設計、更優質的建築材料和智慧技術是資產所有者和管理者可以優先考慮的提升物業價值的途徑。智慧技術可用於監控能源使用、用水量以及建築運營的其他方面。在房地產領域使用再生能源是長期減少碳足跡和降低能源成本的最佳途徑之一。.

除了上述策略外,資產所有者還可以致力於打造更永續的社區。建築設計若能與大眾運輸和自行車道連接,並融入綠地等便利設施,能促進更健康的生活方式。.

總體而言,房地產在永續發展中扮演著重要角色,透過採用永續的做法和技術,房地產所有者可以減少對環境的影響,改善社區,創造更永續的未來,從而使他們的資產面向未來。.

溫塞爾·考夫曼

永續投資主管
亞太替代療法
貝萊德 ×

溫塞爾·考夫曼

永續投資主管
亞太替代療法
貝萊德

高緯環球的辦公空間裝修成本指南為全球主要城市的租戶提供了辦公空間裝修成本參考。無論租戶的需求是基礎型、協作型或高級混合型裝修,我們專案與開發服務團隊編制的這些指南都能幫助租戶制定資本規劃和搬遷預算。.

該指南包含一個全面的裝修成本部分,涵蓋家具、專業費用、機電工程、建築工程、視聽/IT 和其他雜項費用,以及恢復和改造費用。.

本指南中提供的預估成本是基於特定假設的市場平均值。特定專案的額外成本可能與預估成本有所不同—我們建議您聘請專案及開發服務專業人員,根據您獨特的施工需求提供精確的成本估算。.


2023年亞太地區指南亮點

大多數公司(如果不是全部的話)都已採用某種形式的混合辦公模式,這通常是為了回應員工對工作場所靈活性的更高期望。同樣,永續發展目標正日益成為常態,促進和推動多元化、公平性和包容性(DE&I)的措施也越來越普遍。科技的角色從未像現在這樣重要──它既是改變的推動者,也是衡量改變影響的手段。.

綜上所述,這些因素意味著辦公空間的裝潢不僅僅是空間的外觀,還包括空間如何為公司的財務、社會和永續發展目標做出貢獻,同時也要體現企業品牌和文化。.

該指南涵蓋亞太地區12個市場中的32個主要門戶城市:

  • 打造一流辦公室裝潢的四個關鍵要素:工作場所策略與變革管理、永續性、採購與技術
  • 針對後疫情時代勞動需求的不同裝修風格的成本估算
  • “「全包式」綜合裝修成本明細,包括家具、機電工程、建築工程、IT設備、視聽設備及其他雜項費用。
  • 辦公空間改造和恢復的平均成本

CDL的《2023年綜合永續發展報告》是其自2008年以來的第十六份永續發展報告。這份以「聚焦正面影響」為主題的電子報告闡述了CDL在實現其在《CDL未來價值2030》永續發展藍圖中製定的實質ESG目標方面取得的進展。外部認證對於提升資料可信度、增強讀者信心至關重要。 CDL自2009年起開始對其永續發展報告進行外部認證,並持續擴大認證範圍。 《2022年綜合永續發展報告》和《2023年綜合永續發展報告》的外部認證範圍進一步擴大,涵蓋了GRI標準、SASB標準以及TCFD和CDSB框架。.

本報告原刊登於 https://cdlsustainability.com/

本報告原刊登於 https://cdlsustainability.com/

APREA市場快訊旨在闡明產業最新動態。全球思想領袖解答重要且迫切的問題,分享他們對當前問題對實體資產投資界意義的見解和洞察。.

本期內容中,業界專家將解答以下問題:

近期銀行業危機、長期高利率環境和經濟成長放緩對房地產投資信託基金(REITs)有何影響?

如果利率持續上升,對您所在市場的商業房地產會有什麼影響?是否存在一些投資機會?

The growth of major life sciences companies has started to normalise after a period of significant growth during the height of the pandemic. Weaker revenue growth and capital funding in the face of slowing global economies is shaping a new competitive landscape for the life sciences sector and the need for companies to rethink their real estate strategy.

This report explores the latest life sciences real estate trends and their impact on real estate strategy. It also examines the latest developments in R&D Laboratory and Office portfolios, as well as investment demand.

Key highlights are below:

  • Office Portfolios: Most life sciences firms are seeking to keep costs under control and are therefore unwilling to add to their office portfolios. Workplace transformation and efficiency are a major focus.
  • R&D Laboratory Portfolios: As of the end of 2022, there was more than 100 million sq. ft. of R&D laboratory space in Asia Pacific. Solid leasing demand is driving the emergence of new life science hubs.
  • Life Sciences Real Estate Investment: Investment demand remains upbeat, with US$18 billion of funds raised for Asia Pacific life sciences real estate in the past five years. However, a shortage of assets for sale meant just US$717 million of direct investment was recorded in 2022.

本報告原刊登於 https://www.cbre.com/insights/reports/2023-asia-pacific-life-sciences-real-estate-trends

Released in December 2022, the Hong Kong Innovation & Technology Development Blueprint maps out the overall direction and key strategies for the city’s I&T development over the next five to 10 years with the objective of making the city more competitive and diversifying its sectors. This research paper provides the first in-depth review of the strategic plan towards developing Hong Kong into a world-leading hub for I&T and how it will bring valuable opportunities to the I&T sector and the city’s future development.

本報告原刊登於 https://www.colliers.com/en-hk/research/hong-kongs-i-and-t-future-and-its-property-implications

The office sector has shifted and while asset owners need to adjust so too do flexible workspace operators, otherwise flexible workspace operators, who were once seen as disruptors to the office market, will themselves be disrupted.

Shifting occupier profiles are leading to white space opportunities. We have seen an uptick in demand for enterprise solutions and turnkey offices. We believe this presents an opportunity for a managed suite product, which is a product yet to become mainstream in many Asia Pacific markets. The question is: who is best placed to deliver this?

Meanwhile, asset owners are aiming to placemake with holistic, integrated, hospitality-led amenity stacks to elevate the occupier experience. Is this an opportunity for a new type of operator?

This is an incredibly exciting time, with occupier trends driving innovation in how the market delivers the workplace of the future. This may be the dawn of Office 2.0; at the very least, it is the dawn of Flex 2.0.

本報告原刊登於 https://www.knightfrank.com/research/report-library/the-flexible-workspace-outlook-report-2023-2023-10012.aspx

Amid the current challenging times for the global economy, the Asia Pacific region remains a bright spot. This is in part due to new and compelling opportunities for investors, especially in asset classes that go beyond the traditional sectors of residential, commercial, and retail.

This issue of Knowledge Brief explores the case for investing in niche and emerging sectors, which have been outperforming traditional asset classes. These include multifamily housing, flexible office space, senior living, healthcare and life sciences, renewables, modern industrial parks, warehousing, data centres, and more.

What are the trends and opportunities in the regional investment landscape? How has technology, as well as changing lifestyles and working practices, caused investors to rethink their strategies?

The articles in this volume discuss how opportunities abound in the real assets industry, with robust prospects for the Asia Pacific.