Content (40)
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White papersJapan Insights - Real estate markets: a watershed year in the making
Japan is at the critical juncture of breaking out from its three decades of stagnation. Nominal growth is returning. The outlook is not set in stone, but the current wage-price dynamics look promising and supportive. We expect any policy adjustments during this transition period to be slow and steady.
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White papersReal Estate Outlook – APAC, Edition November 2023: Navigating choppy waters
“Macro is likely to lose momentum further given restrictive monetary policy. More cap rate expansions are forthcoming with rates staying higher for longer. There are more risk factors to consider, and investors should stay selective in strong thematic plays.”
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White papersGoing global: Global real estate through a Japanese lens
Japanese interest rates on hold while they rise elsewhere means that hedging costs have risen for Japanese investors. Going global in real estate continues to bring benefits in terms of reducing concentration risk and tactically benefiting from markets in different phases.
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White papersReal Estate Outlook – APAC, Edition September 2022
“APAC economic growth outpaced other regions in 2Q22. Inflation is rising but still modest and central banks’ reaction is not as aggressive as their western peers. Cap rates stayed firm but could rise in the next 1-2 quarters. We still see bright spots in the region that offer good investment opportunities.”
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Research ReportReal Estate Outlook APAC, Edition 4 - 2021 - The air is wild with investment activity.
APAC economies slowed in the third quarter. Apart from China, countries are now looking to contain COVID-19 rather than eradicate it.
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White papersReal Estate in China: Sector Focus
Property has been a highly regulated sector within China for many years and in recent times has been the focus of new policy changes. In this article, we take a look at the sector in more detail.
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Research ReportReal Estate Outlook – APAC, Edition 3 - Navigating rough waters
While the stuttering pandemic situation will weigh on near-term growth, the outlook for real estate in APAC is more sanguine.
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White papersReal Estate Outlook – APAC, Edition 2 2021 - Moving sideways
Asia’s growth prospects have been largely based on the resumption of global demand. The key downside risk remains the rate of inoculation vis-à-vis sporadic infection waves.
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White papersReal Estate Outlook – APAC, Edition 1 2021: Stay circumspect
Most major APAC economies will bottom and reverse the growth decline by year-end. The general prognosis for 2021 is less negative but occupier performance will continue to face pressure.
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White papersSet to arrive - The rise of the Australian multifamily sector
Much awaited by investors and end-users, the Australian multifamily sector is poised to emerge, underpinned by compelling top-down fundamentals. The experiences of other markets offer many learning points and astute investors can navigate and succeed in this new asset class.
