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Asia Pacific Market Perspective Q4 2023
AEW's research-based analysis of Asia Pacific real estate market dynamics and investment opportunities across the region.
OfficeRetailIndustrial & LogisticsEuropeAsia-Pacific
Updated 1 month ago
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AEW's research-based analysis of Asia Pacific real estate market dynamics and investment opportunities across the region.
AEW research examines European borrowing cost trends and persistent refinancing obstacles in real estate capital markets.
AEW research economists examine the global debt funding gap across dynamic real estate markets in North America, Europe, and Asia.
AEW research whitepaper examining capital preservation strategies within the evolving private credit landscape for real estate investors across North America.
AEW economists present research-based analysis of anticipated real estate performance trends and investment opportunities across North American markets.
Q1 2026 Essential Housing Research Perspective covering the U.S. essential/affordable housing market.
Q1 2026 APAC economic and property market outlook.
AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.
AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.
AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.
AEW's European outlook across 20 countries projects prime all-sector returns of 8.4% p.a., with the UK ranked highest at 10.3% and office the best-performing sector, amid recovering transaction volumes.
Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.
AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.
AEW's second quarter 2025 Asia Pacific perspective reviews regional real estate fundamentals and capital markets activity as monetary conditions began to loosen across major markets.
Apartment leasing momentum accelerated through the first half of 2025 as elevated mortgage rates restrained both renter transition to ownership and sales by existing owners. Aggregate demand for retail property slowed materially amid heightened economic uncertainty, increased bankruptcies and store closures.
AEW projects European real estate investment volumes to recover to roughly 200 billion euros in 2025 from an estimated 170 billion euros in 2024. Eurozone industrial output growth is expected to gain momentum into 2025 and 2026 as consumer spending gradually recovers.
AEW's first quarter 2025 perspective assesses U.S. property fundamentals and pricing as the market entered a recovery phase. The report tracks institutional investor return expectations across the major sectors amid still-elevated interest rates.