Ada choi, CFA’s Post

Following the first US interest rate cut since the pandemic and more likely ahead, analysts are forecasting we're on the cusp of a healthy uptick in APAC commercial real estate investments. While Colliers is expecting Hong Kong's total investment volume to jump by $7 billion from 2024 and 2025, a "subdued" interest in the Chinese market and a slight interest rate rise in Japan mean that markets like Australia and Korea, rising contenders for capital share in the APAC region, are expected to benefit. #commercialrealestate #APAC #investors

Rates aren’t the only story. Shifting expectations towards higher-for-longer interest rates has sent ripples across global markets. While this may raise concerns for Asia's property sector, it's essential to recognize that borrowing costs aren't the sole factor influencing the market. The supply-demand imbalance plays a crucial role. There has been something of a standoff between buyers and sellers, not only due to the stronger fundamentals of Asian commercial real estate but also owners' reluctance to accept price reductions. However, some owners might become more amenable to price adjustments, potentially revitalizing investment activity. Asia's property sector resilience, demonstrated by Australia's housing market and Singapore's domestic demand, suggests that diverse factors will continue to shape the region's property landscape. Read more from my discussion with the South China Morning Post SCMP #CapitalMarketsatJLL #commercialrealestate #investors #cre #capitalmarkets #realestateinvestment Capital Markets at JLL

Real estate investors remain unfazed despite the conclusion of Japan's negative interest rate policy. There is a shift in investor preferences and strategies as the country moves away from the era of negative interest rates. Milan Khatri Phoenix Property Investors | Christie Ou #PERE #RealEstate #ValueAdd #Industrial #Managers #APAC

China is trying to rescue its property market. Prices are still plunging: https://buff.ly/4bkOtD3 Hong Kong CNN — Prices of new homes in China suffered their biggest fall in nearly a decade last month, in a sign that Beijing’s “historic” real estate rescue has not yet revived demand. Talk* to us about your first / current / next investment property today; we’ll help you evaluate your situation and connect you with the right people; call 0800890132 or visit EpsomTax.com for tax advice, strategy&structures and #investments, including #propertyinvestment cryptoinvestment nfts managed funds shares #investmentproperty #property #propertymarket #lending #rentalproperty #realestateinvestment #rentaltax #realproperty #investments #propertytax #propertytaxes #markets #shares #sharemarket #investment #investmentstrategies #investmentstrategy *我的中文说蹩脚，hablamos español, falamos português.

There's no time to delay: the investment indicators are present. In its February report, the German Bundesbank examined residential real estate and concluded that it remains overvalued by 10% to 15%. A stable recovery isn't on the horizon yet, as market prospects hinge on interest rate developments. Some may interpret this initial setback and opt to wait and observe for new projects. However, this cautious approach is a significant error. Anyone who has attempted to time the market's lowest point for stock investments knows it's nearly impossible. Even if prices drop another 10%, it's a clear investment signal. This is particularly true for real estate, where the timing of a shovel hitting the ground months or even years after the investment decision or contract signing renders timing the market's low point an illusion. Those who don't shy away from the Bundesbank report's initial paragraphs will find further details within. The Bundesbank's analysis of international real estate markets, reflecting experts' consensus, assumes no need for further interest rate hikes. Instead, Deutsche Bank anticipates "multiple interest rate cuts by central banks". This new interest rate environment is expected to buoy real estate prices in 2024. After 18 months, housing markets are projected to have largely absorbed the interest rate shock. We've recognized these signs in advance and are launching ten new construction projects in Germany (P&P Group), comprising over 1,500 apartments by the end of 2024. We're not waiting for the London (P&P London) market's lowest point either; acting boldly at that point would be too late. Clear indicators suggest an impending turnaround, as rents climb despite price pressure. Following this stabilization, there will likely be a resurgence in demand for real estate in the British capital. So, there's no room for procrastination! #bundesbank #Zinsen #deutschland #london #EZB # #realestate #residential #immobilien #investment #development #projektentwicklung #zukunft #expansion 

- What is the current economic and inflation context throughout Europe ? - What are the expected decisions / market anticipations on interest rates ? - What impacts will it have on the Real Estate markets ?   Those are some of the questions and topics I had the pleasure to discuss last week with our clients and partners along with Vincent Clapasson from Wüest Partner.   Real Estate trends of course vary depending on asset classes and localisation, but we observed throughout 2023 and early 2024 one common trend : a massive drop in transaction volumes. - On the Prime Residential Real Estate segment, prices are still holding well throughout Europe, but transaction volumes are at a very low point. Valuation experts report a clear lack of comparables to assess properly where the market is. - On the Commercial Real Estate side, where valuations are largely derived from investors yield expectations, we observe very significant drops in valuations, reflecting the increased risk premium. Just to give an idea : An increase in yield expectation from 5% to 7% mathematically triggers a -30% in asset valuation... We also see a clear trend for downsizing (work from home impact) and a decoupling in the market where central prime renovated assets hold well while larger peripheral assets with large capex needs to meet ESG standards suffer.   Last we also discussed the specific case of Switzerland, an exception in Europe where the Swiss political stability and strong currency are working as a solid buffer and still attract investors.   This complex environment definitely brings uncertainties, but also opportunities, and BNP Paribas in Switzerland will again be here in 2024 to accompany our clients.    Beat Bachmann Alexandre Liebmann Yusuf Savmaz Michael Bloem Laurène BESSON Chloe Franier Pierre Huvé Eloïse Lagarde Isabelle Pezzoni - Darricau

Please see some thoughts with regards to our Swiss and international real estate investment outlook Other topics also to be covered: - Structural inflation: Were/Are we wrong? - Re-introduction of “toxic” negative interest rates in Switzerland? It's a lengthy paper but hope you enjoy the read #internationalrealestate #negativeinterest #inflation #bayesian #realestateinvestment #swissrealestate #SNB #policyerrors #structuralinflation https://lnkd.in/eb7j6AaH

The $13.2 trillion real estate market is stabilizing, presenting new opportunities amid sticky inflation and structural demand changes, while Beijing's fiscal stimulus leads to an upgrade in Chinese stocks. Read this week's commentary here ➡️ https://lnkd.in/gHD--F24 #WeeklyCommentary #MeDirect #markets #financialmarket #marketupdates #marketviews MeDirect Bank (Malta) plc, company registration number C34125, is registered by the Malta Financial Services Authority and licensed to undertake the business of banking in terms of the Banking Act (Cap. 371). and the Investment Services Act (Cap. 370). MeDirect Bank (Malta) plc, The Centre, Tigné Point, Sliema, TPO 0001, Malta.

Market momentum - could we be shifting to a seller’s market? Emerging trends in South Africa's property sector may signal a transition from a buyers' to a sellers' market. We uncover whether or not there is a shift in the market pendulum and what this might mean for future real estate investments. Read more: https://shrturl.app/TxukQn Homes of Distinction CC holds a Fidelity Fund Certificate issued by the Property Practitioners Regulatory Authority (PPRA). #HomesofDistinction #RealEstate #MarketShift #RealEstateExperts #EconomicOutlook #BuyerBehavior #SellerStrategies #ComplianceConsiderations #PropertyMarketTrends #RealEstateInsights #MarketAnalysis #PropertyPrices #RegionalDynamics

𝗕𝗿𝗶𝗴𝗵𝘁 𝘀𝗶𝗴𝗻𝗮𝗹𝘀' 𝗮𝘁𝘁𝗿𝗮𝗰𝘁 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗶𝗻𝘁𝗼 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 The real estate market has begun to move faster, welcoming cash flow back. In the first 2 months of 2024, this is one of only two sectors achieving positive credit growth (along with stocks). Compared to the end of 2023, the new increase is modest (about 0.23%), according to the State Bank of Vietnam's report at the meeting to implement monetary management policy just held on March 14. However, compared to the end of 2022, this number reaches 6%, showing that confidence in the market is increasingly improving. #RealEstate #OverseasVietnamese #VietnamRealEstate #propertyinvestment #RemittanceInflows #LegislativeReforms #RealEstateRegulation #foreigninvestment