海德拉巴已穩步晉升為全國前三大辦公樓市場之一。就寫字樓租賃量而言，海德拉巴在短短三年內已從遙遙領先的第六位晉升至目前的位置。2019 年，該市錄得約 950 萬平方英尺的創記錄交易活動，僅次於班加羅爾和國家首都地區 (NCR)。.
商業租賃活動的增加可歸因於多種因素。這些因素包括政府透過...
海德拉巴已穩步晉升為全國前三大辦公樓市場之一。就寫字樓租賃量而言，海德拉巴在短短三年內已從遙遙領先的第六位晉升至目前的位置。2019 年，該市錄得約 950 萬平方英尺的創記錄交易活動，僅次於班加羅爾和國家首都地區 (NCR)。.
商業租賃活動的增加可歸因於多種因素。這些因素包括政府通過投資者友好政策和基礎設施增長的方式提供的支持，以配合城市群的擴張；以及有利的人口結構創造了一個豐富和熟練的人才庫。此外，過去二十年來，跨國企業的大量湧入也有助於在城市中建立大型校園和辦公大樓。在最近具有里程碑意義的立法中，州政府宣佈了一個單一窗口入口網站，方便在特定大小的地塊上進行房地產建設時，能夠更快地完成審核和自我認證。這些有利的法規為該市的房地產產業提供了重要的推動力。.
While sentiment is weak, the lack of concluded transactions across the market makes it difficult to quantify rental movements. Most landlords have left asking rents at their previous level, however many are willing to discuss higher incentives once they are sure a potential tenant is serious. We have observed that there are requests from…
While sentiment is weak, the lack of concluded transactions across the market makes it difficult to quantify rental movements. Most landlords have left asking rents at their previous level, however many are willing to discuss higher incentives once they are sure a potential tenant is serious. We have observed that there are requests from occupiers / prospects for a more flexible lease term (less than three years) and have seen landlords considering exploring amortization of fit-out costs over a reasonably long lease term.
In June 2020, IGB Bhd announced the proposed establishment of a pure-play office asset REIT which is targeted to be completed by the end of 2020 / early 2021. The proposed IGB Commercial REIT is reported to involve the sale of ten properties, seven of which are in Mid Valley City and three in the Golden Triangle. This is the second REIT by IGB Bhd since the establishment of IGB REIT in 2012, comprising two prime retail assets; Mid Valley and The Gardens.
The online retail industry is expected to continue its upward trend, resulting in related companies introducing new growth strategies such as M&A and strategic partnerships.
Amazon, a global leader in online retail, has partnered with…
The online retail industry is expected to continue its upward trend, resulting in related companies introducing new growth strategies such as M&A and strategic partnerships.
Amazon, a global leader in online retail, has partnered with domestic telecommunications services provider SK Telecom to ship products directly to Korea. A subsidiary of SK Telecom, 11Street, will store selected products most purchased by Koreans in its own storage facilities to allow for direct shipping. While Amazon has been reluctant to enter Korea due to intense competition from local E-commerce platforms, it will indirectly establish a new base through the partnership.
Corporations are expected to reshuffle their logistics portfolios in response to shifting market trends. Any redundant centres will be put up for sale, while pursuing new development projects or signing long-term leases in core strategic locations. Higher activity levels in the leasing and investment markets are expected to continue for the foreseeable future.
Data centres are a vital part of ICT infrastructure for any digital economy. They provide a catalyst for the development of new content and applications and support the sustainable growth of more traditional pillar industries including financial services, trading and logistics. Given the city’s…
Data centres are a vital part of ICT infrastructure for any digital economy. They provide a catalyst for the development of new content and applications and support the sustainable growth of more traditional pillar industries including financial services, trading and logistics. Given the city’s reliable power supply, rich network connectivity, low climate risk, and strong data protection, Hong Kong is well positioned to serve as a regional data centre hub.
Hong Kong is among the best globally in terms of internet connectivity and bandwidth, with over a 270% mobile subscriber penetration rate1 , and has been one of the top three fastest cities in terms of average internet download speed over the past few years. There are three major players driving demand for data centres. First, cloud service providers such as Alibaba, Amazon and Microsoft are expanding as most enterprise users have started adopting cloud solutions in response to the COVID-19 pandemic if they weren’t before. Secondly, internet companies and application developers such as multimedia content providers or e-commerce players demand ample data storage capacity and plenty of data processing power given the growing importance of Big Data, industry 4.0, the Internet of Things and 5G.
For prime street retail landlords the debilitating effects of COVID-19 were immediate. With most tenants being small to medium enterprises, they were more affected by sudden revenue loss, than larger scale retailers. The pandemic has forced the major street retail chain tenants to alter their business strategies. Many F&B and fashion chains closed…
For prime street retail landlords the debilitating effects of COVID-19 were immediate. With most tenants being small to medium enterprises, they were more affected by sudden revenue loss, than larger scale retailers. The pandemic has forced the major street retail chain tenants to alter their business strategies. Many F&B and fashion chains closed underperforming outlets which led to further vacancies. Tourism focused street retail in the CBD was hit hardest by travel bans adding to existing Metro related disruptions.
Since early February, many street retailers have not renewed their leases. Those wanting to retain prime locations after the pandemic are either temporarily closed or seeking rent reductions. A recent Savills survey found tenants sought up to -40% discounts compared to the maximum -20% offered.
總體而言，澳洲房地產市場仍屬具吸引力的資產類別，尤其當其收益率與債券利率相較，再加上當前低利率環境的影響。隨著澳洲儲備銀行於十一月將官方現金利率下調至0.101%的歷史低點，並推出進一步的量化寬鬆措施，我們將看到……
總體而言，澳洲房地產市場仍屬具吸引力的資產類別，尤其當其收益率與債券利率相較，再加上當前低利率環境，更顯其優勢。 隨著澳洲儲備銀行於11月將官方現金利率下調至0.101%的歷史低點，並推出進一步的量化寬鬆措施，我們將看到債券收益率進一步逼近零。COVID-19疫情在某種程度上影響了澳洲的所有房地產資產類別，帶來了正反兩面的結果。 受店鋪關閉、人流減少及消費支出疲軟的影響，零售業遭受的衝擊最為嚴重。.
無論從投資者或租戶的角度來看，我們持續觀察到「追求優質資產」的趨勢日益明顯。租戶正尋求具備更靈活租賃條款的優質辦公空間，我們預期這將導致空置率出現分化，次級物業將難以與之競爭。 投資者持續尋求平均租期長且租戶結構多元化的優質資產，這類資產的收益率與資本價值均創下歷史新高。隨著全國各地有多宗大型交易即將問世或正處於盡職調查階段，我們預期今年將以強勁表現收官，並延續至2021年。.
The central government unveiled the new ‘comprehensive reform plan (2020 – 2025)’ (hereinafter referred to as the ‘new plan’) in October as a continuation of Shenzhen’s mission of being ‘Pilot Demonstration Zone of Socialism with Chinese Characteristics’ announced in 2019, providing greater…
The central government unveiled the new ‘comprehensive reform plan (2020 – 2025)’ (hereinafter referred to as the ‘new plan’) in October as a continuation of Shenzhen’s mission of being ‘Pilot Demonstration Zone of Socialism with Chinese Characteristics’ announced in 2019, providing greater autonomy and a higher level of all-round opening-up. Given that the new plan came at a meaningful time—the 40th anniversary of the establishment of the Shenzhen Special Economic Zone (SEZ)—Shenzhen is expected to embrace a new chapter of development.
Additionally, the new plan reinforces Shenzhen’s core engine function and central city position in the Guangdong-Hong Kong Macao Greater Bay Area (GBA). Therefore, the real estate industry is forecast to obtain new development opportunities, with demand for land, office, retail and residential sectors improving.
Beijing government developed multiple plans to help boost the ‘First-Store’ economy, consumer demand and upgrade retail projects in response to COVID-19:
Beijing government developed multiple plans to help boost the ‘First-Store’ economy, consumer demand and upgrade retail projects in response to COVID-19:
在這個不確定性增加的時期，各級企業架構對成本的審查從未如此嚴格。高纬环球的《亚太区写字楼装修成本指南》是协助企业在装修和恢复办公空间方面进行房地产决策的重要工具。.
今年，我們增加了三個城市的指南，使我們的覆蓋範圍增加到...
在這個不確定性增加的時期，各級企業架構對成本的審查從未如此嚴格。高纬环球的《亚太区写字楼装修成本指南》是协助企业在装修和恢复办公空间方面进行房地产决策的重要工具。.
今年，我們在指南中增加了三個城市，使我們的覆蓋範圍擴大到亞太地區的 31 個主要城市。無論是低、中或高品質規格的裝修需求，本指南均可協助用戶確定其資本規劃和搬遷預算。.
本指南包含全面的裝修成本部分，涵蓋傢俱、機電 (M&E) 工程、建築工程、視聽/資訊科技 (AV/IT) 及其他雜項成本。.
儘管未明言的暫停，新階段的開發仍在繼續，幾個主要的雲端服務都增加了其本地平台
儘管新加坡非官方暫停了新場地的開發，但其在數據中心創新方面仍然領先於大亞太地區，並經常成為區域性市場進入的首選市場。分階段的建設仍在繼續...
儘管未明言的暫停，新階段的開發仍在繼續，幾個主要的雲端服務都增加了其本地平台
儘管新場地開發已經非官方暫停，但新加坡在數據中心創新方面仍然領導著整個亞太地區，並經常成為區域性市場進入的第一個被審查的市場。分階段的建設仍在繼續，Digital Realty、Equinix 和 Iron Mountain 都在增加容量，而新加入的 AirTrunk 則繼續其最初的本地園區。主要的全球雲端服務繼續將新加坡視為新產品發布的第一線地點，Google Cloud、阿里巴巴和甲骨文都在未來幾個月內進一步擴張，騰訊最近成立了新加坡辦事處，專注於區域擴張。.
每個平台的獎勵不僅在於新加坡的業務，也在於讓當地的能力能夠服務大型跨國公司在東南亞和大亞洲的區域部署。隨著對當地基礎建設的需求日益增加，新加坡是否會將工作負荷轉移到發展中的低成本市場，無論是雅加達、吉隆坡或其他地方，仍有待觀察。這樣做的代價是失去連通性和可用的服務，但如果本地能力無法發展，這可能會證明需要轉移。儘管未來可能會出現這種轉變，但就目前而言，新加坡很可能會吸引那些關心區域政治問題的公司，Naver 從香港遷移到新加坡就說明了這一點。坊間報導指出，通訊、媒體和金融機構正醞釀進一步遷移，這表示對於少數有幸擁有可用能力的公司而言，這是一個重大的機會。.
總括而言，這幾個月來新加坡的經濟表現良好，未來可能會有更多好消息。.
Kemmu Kawai 於 2022 年 9 月加入 Longevity Partners Japan 擔任國家總監。他以東京為基地，負責監督日本、亞太地區及其他地區的所有營運和活動。他擁有超過16年的金融經驗，專門從事房地產和信貸投資。在加入 Longevity Partners 之前，他曾在 Norinchukin Bank 擔任投資組合經理，並在 Center Point Development 擔任投資經理。.
Kemmu Kawai
董事總經理
長壽夥伴
