Sentiment I Investors continue to focus on in-favour assets Investment Strategy
Which sector will be most resilient over the next 12 months
Where is the pricing bottom for APAC assets?
From a capital markets/liquidity perspective, how far is office from the “bottom” in APAC?
40%
Living
28%
31%
30%
26%
16%
17%
Logistics
21%
Q2 2024 Q3 2024 Q4 2024 H1 2025 H2 2025+
20%
20%
16%
15%
Retail
20%
10%
23%
7%
Hotels
17%
0%
29%
End of 2024
1H 2025 2H 2025 and beyond
Only way is up
Catch a falling knife
Office
14%
Living continues to be the favored sector among respondents. As capital continues to flow into multifamily, nascent markets - such as Australia and China – are expected to grow.
Roughly a third of respondents expect pricing for APAC assets (all sectors) to be at the bottom only in the first half of 2025.
Highest share of respondents (29%) expects office liquidity to be at the market bottom in Q4 2024, followed by Q3 2024 (23%).
(survey conducted in May 2024)
(survey conducted in Jun 2024)
(survey conducted in Mar 2024)
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