Nov 27, 2025

Summary:

The APAC real estate market in 2025 shows mixed trends: prime office rents declined slightly overall but grew notably in Australia, especially Brisbane. Singapore’s industrial and retail sectors are poised for moderate rent and price increases, driven by innovation and sustainability initiatives. Vietnam’s market gains momentum with strong public investment and foreign direct investment. There is rising demand for co-living spaces, encouraging adaptive reuse of buildings. Singapore’s residential market highlights strong demand in public housing and dual-key condos, while mixed-use developments show varied performance. Cross-border partnerships and hospitality asset transactions indicate ongoing institutional interest in the region.

Recommended Real Estate Opportunities:

1. Industrial and Logistics Properties in Singapore and APAC:

   Invest in industrial/logistics assets, especially those linked to sustainable, low-carbon infrastructure projects in Singapore (e.g., Jurong Island) and the broader APAC region, given expected rent growth and government support.

2. Digitally Integrated Retail Spaces:

   Focus on prime retail properties in Singapore (Orchard Road, suburban malls) and other APAC hubs that combine physical and digital retail experiences, capitalizing on the region’s leadership in retail innovation.

3. Office Markets in Australia and Select APAC Cities:

   Target prime office spaces in Australian cities like Brisbane with strong rental growth. Exercise caution in Southeast Asia, favoring markets or niches (e.g., flexible workspaces) with potential recovery.

4. Co-Living and Adaptive Reuse:

   Convert existing buildings into co-living accommodations to meet growing demand, reduce construction costs, and appeal to young professionals and transient workers.

5. Residential – Dual-Key Units and Public Housing:

   Invest in dual-key condominiums in Singapore for strong rental and resale potential. Also consider mature public housing estates (e.g., Bishan) for stable returns.

6. Cross-Border and Mixed-Use Developments:

   Explore partnerships and developments in regional SEZs, like Malaysia’s, to leverage cross-border growth. Approach mixed-use projects with careful market due diligence.

7. Hospitality Sector:

   Monitor acquisitions and sales of hotel assets in key Asian and international gateway cities, as institutional interest remains high, presenting strategic investment opportunities.

Conclusion:

For 2025-2026, prioritize sustainable industrial/logistics properties, digitally integrated retail, and adaptive reuse for co-living in APAC. Invest selectively in Australian office markets and emerging markets like Vietnam. Residential dual-key units and public housing offer solid returns in Singapore. Cross-border ventures and hospitality assets provide diversification and growth potential.

Stay Well!