Despite the current subdued mood in mainland China, optimism is building for an eventual recovery. Several major brands have been seen seeking opportunities to optimise store networks in what is still a tenant-favoured market. Many retailers are looking to operate in a network emphasising one major flagship store per city.
Korea continues to witness a solid rebound in international visitor arrivals, which is driving up consumption and leasing demand. More demand for pop-up stores has been observed in emerging commercial districts including Seongsu, Hannam, and Dosan Park due to tight availability.
Vietnam continues to attract strong interest from foreign brands, particularly those from mainland China. More shopping malls are undergoing renovations to create space for new market entrants and provide a more memorable experience for shoppers by utilising new designs such as bigger atriums.
Download the Report Read MoreMixed signs of economic recovery in mainland China weighed on investment activity this quarter. Transactions mainly focused on small lump sum assets, the bulk of which were sized at between RMB 100-500 million. Discounted assets, especially in the retail and office sectors, are expected to drive investment in the coming months.
Investment sentiment in Singapore is less negative compared to six months ago, with value-add capital turning more active since the turn of the year. Retail and hospitality properties are expected to offer more opportunities in the coming months, underpinned by solid fundamentals.
India’s investment market continues to see buoyant activity. Strong consumption is translating to solid fundamentals in the retail sector, boosting investor interest. Investment demand in the office sector has also picked up over the past six months, with domestic office funds and Singaporean capital being most active.
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Stay ahead of the curve with APREA's exclusive monthly update tracking the performance of China REITs.
APREA C-REITs Roundup provides the latest info and developments in C-REITs. Available for APREA members only, this important resource is your key to navigating the landscape of C-REITs.
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Download the Report Read MoreAmidst recent challenges in China's property market, REITs are emerging as key players offering stable returns and growth potential. This shift is supported by strategic sectoral growth, particularly in affordable rental housing and commercial real estate in core cities, benefiting from government support and low interest rates.
With regulatory frameworks maturing and new investment avenues like Pre-REITs and private REITs developing, the long-term outlook for China's REIT market is increasingly optimistic, providing investors with opportunities for stable income and capital growth.
Find out more about long-term investment opportunities in our latest issue of APREA TrendWatch.

There is a growing emphasis on sustainability and environmental footprint in the transportation and logistics industries worldwide, with nearly 70% of companies from these sectors in the Fortune 500 having set a net zero carbon target, and around half aiming to achieve this objective by 2030 or earlier. This growing trend is also influencing logistics occupiers’ real estate decision-making worldwide.
In Asia Pacific, an increasing number of logistics occupiers are seeking more environmentally friendly warehouses and distribution centres. CBRE’s June 2024 Asia Pacific Leasing Market Sentiment Index found that energy-related features, particularly renewable energy supply and energy efficiency management, are most preferred. Many survey respondents indicated that occupiers also have a preference for facilities that possess some form of green certification, and that provide charging infrastructure for electric vehicles.
With more occupiers embedding sustainability into their real estate strategy, landlords and investors must accelerate the greening of their Asia Pacific logistics portfolios.
This Viewpoint explores occupiers’ most sought-after green features and explains how asset owners in the region should respond to rising demand for environmentally friendly logistics real estate.
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