思想領導

六大城市的寫字樓總吸納量約為 3,300 萬平方呎，較 2020 年增加 10%。本年度泛印度的總吸納量較 2016-2018 年間的年度總吸納量高出 7%，顯示佔用人信心強勁復甦。.

本文原載於 https://www.colliers.com/en-in

• 2021 年第四季錄得約 S$73 億美元的投資交易，使全年總額達到 S$258 億美元。與去年同期的 245 億美元相比，增長了 5.31TP3。.
• 第四季的投資額主要來自住宅銷售，金額約為 S$28 億新加坡元，因為市場對優質住宅的需求仍然健康。這包括十月底 Les Maisons Nassim 以 S$.75 億新加坡元（S$6,201 每平方呎）售出的頂樓單位，以及 Kilburn Estate GCB 區 (GCBA) 內的一棟優等級平房 (GCB)，據報導加密貨幣億萬富翁 Zhu Su 正在以 S$.488 億新加坡元（S$1,532 每平方呎土地）收購該獨立式住宅。.
• 在 2021 年第四季，集體銷售市場也開始增加動力，在 10 月至 12 月期間完成了五項集體交易。其中包括由 CEL Development、Sing-Haiyi Crystal 和 Ultra Infinity 組成的合資企業 (JV) 以 S$6.5 億新加坡元購入的和平中心 (Peace Centre) 和和平大廈 (Peace Mansion)，這兩項交易位居榜首。Watten Estate Condominium 以 $550.8 百萬新加坡元售予 UOL-SingLand 合資公司。儘管整體銷售活動令人鼓舞，且老化項目的業主對市場抱有越來越大的希望，但 2021 年 12 月 15 日實施的降溫措施令市場有所停頓。除了建築成本上升的風險外，發展商還必須面對實體額外買家印花稅 (ABSD) 稅率從 25% 調高至 35% 所帶來的壓力。.

本文原載於 https://www.knightfrank.com/

We’re excited to share CATCH ’22, our Asia Pacific Commercial Real Estate Outlook 2022 paper with you.​

With universal evidence supporting strong rebounds in business confidence and consumer sentiment, the Asia Pacific region is forecast to return to world leading growth in the second half of 2022.​

Our paper focuses on key drivers of recovery, to ensure you CATCH the potential and opportunities of ‘22.

本文原載於 https://www.cushmanwakefield.com/en/

Occupier confidence is improving after one-and-half years. Prices are recovering with evident growth of 21% in a span of three months in Q3 of 2021.

Future Flex – A hybrid & productive workspace approach

Strategic agreements for operators

Traditional leases are giving way to models such as:
•Revenue-share model 
•Management contracts
•Hybrid model (fixed minimum rent plus revenue share)
Apart from these, some operators are seen to explore the franchise model, 
although that can pose some risk of brand 

Choice-based model for occupiers
Occupiers are evaluating the concept of ‘work from near-home’ through 
satellite and hub-and-spoke offices. We foresee that these offices will be an 
amalgamation of traditional leases and flex spaces. 
With gig economy gaining traction, we also predict the need for on-demand 
spaces, as occupiers would require space by the hour/week/month for certain 
teams. Such space requirements can successfully be driven by flex spaces. 

Customized deals for Occupiers
Occupiers are opting for tailor-made mandates with operators for future 
expansion and leasing. Flex operators will take up spaces and customize 
them as per the occupiers’ needs. However, at the same time, operators are 
likely to also incorporate and offer some proportion of ready buildings for 
immediate absorption by start-ups and entrepreneurs.

Report by 高力國際 & Qdesq

本文原載於 https://www.colliers.com/en-in

該報告評估了印度至2030年的平價住宅需求與潛力，並闡述了利益相關者為滿足此需求應採取的必要措施。.

本文原載於 https://www.knightfrank.co.in/

主要住戶趨勢

• 倉庫需求依然堅挺；淨吸納量創下新紀錄
• 供應鏈中斷延遲新興市場的決策
• 線上零售商與第三方物流業者帶動需求；佔用者強化最後一公里能力
• 交通樞紐附近的物流空間炙手可熱

主要投資趨勢

• 採購活動持續強勁；現代物流業仍是主要焦點
• 更多投資者投入物流發展基金
• 物流資本價值持續攀升
• 位置優越的舊物業提供升級機會

本文原載於 https://www.cbre.com/

主要趨勢

• Purchasing activity continues to be strong
• Stabilised prime CBD offices remain sought after
• Solid demand for industrial assets drives further yield compression
• Selected investors display higher risk appetite for office, industrial and hotel value-added opportunities
• Banks in major markets remain accommodative; while those in Southeast Asia adopt conservative attitude

本文原載於 https://www.cbre.com/

Key trends

• 零售銷售成長放緩
• Many retailers push back expansionary plans to 2022
• F&B dominates leasing demand
• Leasing in CBD areas remains limited
• Pandemic-related risk remains major concern
• Recovery to regain momentum as festive season nears

本文原載於 https://www.cbre.com/

New Zealand’s recovery from the impact of Covid-19 got underway in 2021 however by this was derailed in August by the Delta variant, which returned the country into a nationwide lockdown, and resulted in the closure of the trans-Tasman bubble border.
 
Despite the Covid-19 challenges, transaction activity has remained buoyant with $300+ million sales YTD in 2021, characterised by firm yields, unsatisfied capital, and a scarcity of quality purchase opportunities.

本文原載於 https://www.cbre.com/

福岡的住宅市場保持彈性

• 福岡一直是日本主要區域城市中發展最快的城市。.
• 緊湊便利的城市佈局、年輕的人口結構，以及對新想法的包容態度，都吸引著學生、工人和企業家。.
• 在精通媒體的市長領導下，福岡正致力於以新創公司、數位轉型和再開發，成為亞洲的領導城市。.
• 天神和博多等中心區域的人口成長良好，而天神 Big Bang 和博多 Connected 等重建計畫應可進一步提升這些區域的吸引力。.
• 福岡在大流行病之前一直是入境旅遊的主要受益者，國際旅遊正常化的進展對福岡來說是一個可喜的進展。.

本文原載於 https://www.savills.co.jp/