CBRE 蔡咏嘉 科技将会如何重新定义商业地产

CodeWarrior

2019/07/08 发布于 编程 分类

GIAC2019 

文字内容
3. HOW TECHNOLOGY WILL REDEFINE REAL ESTATE
4. APAC IN THE DIGITAL AGE
6. MAJOR TECHNOLOGIES IMPACTING BUSINESS % of Total Respondents 0% 10% 20% 30% 40% 50% 60% 70% Smartphones Automation Big Data Cloud computing Artificial Intelligence Social Media Internet of Things Others 3D Visualisation and Data Analytics, Building Info modelling Contactless payment services Virtual Reality /Augmented Reality 3D-printing Source: CBRE Tech Survey Postive 5
7. TECHNOLOGY IS ACCESSIBLE AND AFFORDABLE Alexa Oculus Drone US$129 US$449 US$499 IoT, AI VR IoAT 6
8. LOCATION IS NO LONGER EVERYTHING Yesterday Real Estate Technology Individual
9. LOCATION IS NO LONGER EVERYTHING Today Technology Individual Real Estate
10. CHANGING THE WAY WE WORK Expect headcount to decrease Expect headcount to increase IT Professionals Offshoring/ outsourcing Front office Back office Source: CBRE Research 9
11. DIFFERENT LOCATIONAL PREFERENCE 35% 33% % of net take-up 30% 25% 27% Financial 21% 21% 20% 23% 19% 15% Tech, Media, Telecom (TMT) 10% 5% 0% CBD Source: CBRE Leasing Database Note: Include Asia Pacific gateway cities only Major Business Districts Decentralised areas 10
12. MI LLENNIALS’ PREFERRED WORKI NG LOCATI ON 68% are appealing to 58% are appealing to 46% are appealing to City or large town – in the center Suburbs / On the outskirts of city / Large town 33% are appealing to Medium / Small towns Out of town locations (Business Park / Campus) 21% are appealing to Rural location Source: CBRE Millennial Survey 2016 11
13. DI FFERENT WORKPLACE REQUI REMENTS TECH LEARNING WELLNESS Houhai, Shenzhen Opened 2017 12
15. % of Occupier Respondents FUTURE WORKFORCE WI LL … 85% 52% 49% 49% 31% Source: CBRE Research 14
16. ACTI VI TY BASED WORKI NG BECOMES THE NEW NORM Fixed Desk 55% 16% NOW Activity Based Working NEXT 3 YEARS 26% 53% Source: 2017 APAC Occupier Survey, CBRE Research 15
17. FUTURE WORKFORCE WI LL … % of Occupier Respondents Occupiers 85% 52% 49% 49% 31% 61% 60% 72% 56% 1% Millennials Flexible workplace Time off for personal development or travel Working relationships are important Regularly work in different teams Salary is NOT important when taking a new job Source: CBRE Research 16
19. START WI TH UNDERSTANDI NG HOW PEOPLE I NTERACT WI TH SPACE Work becoming more mobile Better understanding of space usage Deeper analytics on CRE strategy Workplace that enhance individual experience 86% want to enable mobile working 63% use sensors 47% use apps 42% use wearables 54% embrace big data analysis in asset & portfolio planning 53% want a more customised workplace environment Source: CBRE Research 18
20. MORE ACCURATE ESTIMATION OF DEMAND Asia Pacific new supply outstripping demand Occupiers New supply 70 expect decline in office demand Landlords 32% expect decline in office demand 50 Million Sq ft 50% 60 40 Net absorption 30 20 10 0 2013 Source: CBRE Research 2014 2015 2016 2017 2018 2019 19
21. LOW OFFI CE RENTAL GROWTH FOR LONGER 15% Recovery in 2018 10% 5% 0% -5% -10% Forecast Rental Growth, 2017 Perth Brisbane Singapore Bangalore Hong Kong Tokyo Shenzhen Shanghai Beijing Kuala Lumpur New Delhi Seoul Taipei Ho Chi Minh City Auckland Mumbai Hanoi Bangkok Guangzhou Melbourne Sydney -15% Forecast Rental Growth, 2018 Source: CBRE Research, August 2017. Note: The rental growth is based on effective Grade A rent in the CBD/ core location of each market 20
22. MORE USE OF CO -WORKI NG SPACE Profitability of co-working centres globally Occupiers Landlords 52% expect increased use of third-party space 26% 39% 68% 39% are profitable expect increased use of third-party space 35% Profitable Source: CBRE Research Break-even Non-profitable Source: Deskmag’s Global Co-working Survey 2017 21
23. CASE FOR INVESTMENT Equity stake Asset conversion Revitalization Cheung Kong Electronic Building $33M LKF Hotel, Hong Kong Part of the tenant mix The Wave 2009 2017 US$23 mn US$170 mn 30,000 sq ft Taikoo Place 22
25. EXPECT THE RISE OF SMART BUILDINGS Occupiers Landlords 56% expect the rise of smart buildings 84% expect the rise of smart buildings Source: CBRE Research 24
26. SMART BUILDING IS A TECHNOLOGICAL ECOSYSTEM 25
27. …AND A COMMUNITY Non-millennials Millennials Source: CBRE Research, March 2017; Asia Pacific Millennials: Shaping the Future of Real Estate 26
29. SLO WER RESPONSE TO TECHNOLOGY CHANGES Very High/ Very Quick 5.00 Significance 4.75 4.50 Rate of Response 4.25 High / Quick 4.00 3.75 3.50 3.25 Neutral 3.00 TMT Banking & Finance Professional Services Industrial & Commerce Landlords Source: CBRE Tech Survey 28
30. LANDLORD STRATEGIES: SMARTER BUILDINGS Restructuring tenant portfolios Traditional Tenants Co-working space Incorporating tech components Energy efficiency measures Adaptive energy systems Wireless Technologies Remote monitoring Building management systems Data gathering devices Amenities Source: CBRE Research 29
31. TECHNOLOGY WORKPLACE JOBS : KEY MESSAGES Location is no longer everything Mobility is rewriting office demand Technology is placing people at the centre of the workplace Buildings are coming to life
32. THANK YOU