Investor

Cross-border activity has come to define inbound and outbound Asia Pacific real estate investment over the past decade. In little over 10 years, Asia Pacific-domiciled capital has transitioned from an emerging source to the dominant source of real estate investment globally. This theme accelerated over the past 12 months, with committed capital from Asia Pacific outpacing other individual regions by over 30%.

The resumption of economic activity is underway across Asia Pacific and conversations within corporate and real estate circles have pivoted towards re-entry.

The latest trends in office markets for Q3 2019 across Asia Pacific

After lacklustre leasing performance in the first three quarters of 2019, Asia Pacific volumes finished of high notes.

This report showcases the Japan capital flows and investment trends for Q2 2020.

This report showcases Tokyo Retail Market as of Q2 2020.

This report showcases Industrial Logistics market in Tokyo as of Q2 2020.

Highlights from the report include: Retailers focus on restoring business profitability as consumers return to stores Rents for premium locations in shopping centres remain under strong pressure as impact of the pandemic continues to be felt across the region Retailers are cautious about committing to leases amid challenging conditions and uncertain outlook

Highlights from the report include: Subdued leasing activity caused rents to decline 1.3% in aggregate, however Seoul, Manila and Osaka shine as bright spots Economic uncertainty, and softening demand coupled with large supply volumes are likely to maintain downward pressure on rents Fiscal and monetary policies across the region coupled with investors’ long-term view will provide support to capital values

Highlights from the report include: Rents affected by slow leasing activity and price growth generally muted in the wake of the pandemic Stronger sales performance as pent-up demand is relieved in several markets Loose monetary policies in response to ongoing risks related to the pandemic and weak economy may prop buyer sentiment

Keep your fingers on the pulse with JLL’s new Asia Pacific’s Capital Tracker. Find out what’s happening with active capital in the region as well as the comparison of themes in both the private and public markets

Trends include diversification, using external managers, going defensive, a wider margin of safety and remembering that the same trends, accelerated, still apply.