Economy
Tariffs and related policy uncertainty will result in slower growth and renewed inflationary pressures in the second half of 2025, but a recession will be avoided. We expect that policy—both in terms of trade and Fed rate cuts—will shift favorably by year end, laying the groundwork for a stronger economic rebound in 2026.
Capital Markets
Despite base-rate volatility, improved buying conditions and stable debt costs are boosting investor confidence, driving more transactions and support for future valuations.Industrial
Industrial demand will remain subdued in 2025 as supply chains react to shifting trade policies, but long-term trends like e-commerce growth and increased manufacturing position the sector for resilience and growth.Multifamily
Demand remains strong, with net absorption expected to match pre-pandemic averages over the next three years, showing the sector's stability amid weaker economic cycles.Office
Although aggregate vacancy rates have not yet peaked, the office market is showing early signs of recovery, with sublease availability improving and flight-to-quality trends helping stabilize a growing portion of the market.Retail
Tariffs will have a net negative impact on tenant demand, but limited new construction and consumer resilience will mitigate disruptions to the fundamentals beyond the next several quarters.Alternatives
Demand is growing in alternative sectors like senior housing, data centers (especially in emerging markets) and built-to-rent, driven by structural demographic and economic shifts.Insights
Research
Global Capability Centers: Key Hotspots and India’s Rise as the GCC Capital
Unlock Global Insights: Optimize Your Global Capability Centre Strategy Today
21/11/2024
Research
The operational capacity of Asia Pacific’s* data centre markets has surpassed the 10GW mark, with ~800MW of new supply added in H2 2023 bringing the total regional live capacity up to 10.6GW. We continue to witness a robust development pipeline with 3.9GW under construction throughout the region and 9.4GW in planning stages, which is an increase of ~900MW since our last update.
15/02/2024
Research • Workplace
Rethinking the office sector in Asia Pacific
Our report takes a deeper dive into the underlying dynamics and drivers across The APAC region’s major markets and provides a roadmap for asset optimisation.
Dominic Brown • 21/06/2023
Insights • Sustainability / ESG
Most buildings around the world were not designed and constructed with sustainability in mind. The vast majority of commercial properties are ageing, brownfield structures needing an urgent uplift in green credentials. Find out how you can embark on the journey from brown to green.
Matt Clifford • 19/06/2023
Research • Economy
Where Do U.S. Property Values Go From Here?
In this two-part series, we take an in-depth look at how the shifting economic outlook and interest rate environment will impact the future trajectory of property values.
Kevin Thorpe • 24/05/2022
Research
Across the commercial real estate (CRE) investment landscape, ESG-focused funds have been growing in popularity across institution types.
29/03/2022
Insights
Japan's Pharmaceutical Cold Chain is Facilitating the Supply of New Drugs and Vaccines
The pharmaceutical cold chain has experienced increasing demand in recent years due to rapid developments in biopharmaceuticals and regenerative medicine, a trend that looks set to grow with the rollout of vaccines and other treatments for COVID-19.
Video • Workplace
Webinar Essential Asia Pacific Insights From The Recovery Readiness Guide
The "Recovery Readiness: A How-To Guide for Reopening your Workplace" outlines some of the best thinking and practices on how businesses can safely and responsibly return to the workplace following the COVID-19 outbreak.
Anshul Jain