market report

"While macro uncertainty continues to weigh on sentiment, capital is returning to APAC commercial real estate with greater selectivity. Investment activity is expanding, but performance is increasingly uneven across markets and sectors. The strongest opportunities are being driven by capital rotation, pricing dislocations, and structural shifts in the supply/demand outlook."

"APAC Living works, but selectively. Market and sector selection needs to be paired with right mode of entry."

"Indonesia’s full-year growth in 2025 reached 5.11%, marking its strongest performance in three years and underscoring resilient domestic demand despite weak global trade conditions."

"A broader investor base will likely keep the office investment market firm in 2026."

"Domestic investor share set to rise amid active core asset transactions."

"Japan's logistics sector has been resilient despite challenges in recent years, and is poised to reap the benefits in the midterm. As such, logistics assets have kept popular among investors, with large transaction volumes seen in 2024. While new supply will be elevated this year, the noticeable decline in new supply beyond 2025 will create more breathing room and support leasing activities among existing properties with vacant space. Additionally, many logistics operators have continued to enhance operational efficiency in response to chronic labour shortages, which should further strengthen the sector’s resilience and longer-term outlook."