思想領導

亞太地區資料中心市場正經歷快速成長，這主要得益於雲端運算、5G以及日益增長的數位化需求。該地區目前擁有12.2吉瓦的營運容量和14.4吉瓦的在建容量，其中中國、日本、澳洲和印度處於領先地位。超大規模資料中心供應商和永續發展措施是關鍵發展趨勢，私募股權投資也持續保持著濃厚的興趣。德里和台北等新興市場也蓬勃發展。.

Rebound in tourist arrivals sparks investor interest in hotel assets amid limited supply in the region. Tokyo leads as the top city for hotel investment, followed by Sydney, with Seoul and Bangkok tied for third, and Singapore and Osaka both in fifth place.

Logistics rents in the Asia-Pacific region saw a modest 0.2% year-on-year increase in H2 2024, with Melbourne experiencing the strongest growth at 6.7%, while Beijing and Shanghai faced declines due to oversupply. Vacancy rates are expected to remain stable in 2025.

本報告對新加坡、香港、東京、雪梨和孟買等主要城市的辦公大樓市場表現進行了全面分析。儘管宏觀經濟形勢不明朗，但租戶正在積極適應不斷變化的辦公室動態。報告提供了關於租金趨勢、空置率和新興市場機會的全面數據，為投資者和租戶提供了寶貴的參考。.

重塑房地產：面向未來的框架 該框架為建築業打造更宜居、更永續、更具韌性且更經濟適用的建築提供了途徑。框架強調，穩健且富有韌性的資本市場是實現這一願景的關鍵，並探討了技術、基礎設施以及以人為本的發展理念如何共同驅動長期價值。.

呼籲公共和私營部門採取行動，強調在日益複雜的全球情況下開展合作的必要性，案例研究表明了合作的可能性。.

飯店業績穩定復甦 泰國; 創造力對投資者至關重要。 澳洲, 隨著澳洲人出國旅行人數超過國際入境人數，經濟成長放緩。國際需求推動了業績成長。 韓國; 投資者尋求營運協議的靈活性。.

Improved leasing demand sees incentives stabilise in 澳洲. Tenant’s market in Mainland China prompts landlords to offer more incentives and CapEx subsidies. Tight supply and robust demand in the 阿聯酋 ensure the market continues to favour landlords.

零售租賃勢頭改善 香港特別行政區, 受強勁的餐飲需求支撐。強勁的需求和有限的供應。 日本 東京及週邊城市零售市場持續呈現此一特徵。市場情緒 泰國 市場依然樂觀，房東和房客都在積極擴張。.

Momentum remains strong in 新加坡 as volume recovers from last year’s low base. Investment remains upbeat in 印度 as office transactions gain momentum. Investment volume picks up in 韓國 but market liquidity remains a challenge.

Demand remains weak in 新加坡 but could improve in 2025 amid growing business confidence. Subdued market in Mainland China prompts landlords and tenants to seek cost-saving cooperation. In 韓國, leasing remains thin as limited space, political turmoil and cost saving weigh on demand.