Feb 19, 2026

Summary and Investment Opportunities in APAC Real Estate (2025-2026 Outlook):

Market Highlights:

– Logistics rents in APAC grew modestly, led by Singapore.

– Mumbai’s prime retail leasing surged dramatically by 82%, fueled by international retailer demand.

– Seoul’s office market remains stable with new prime office towers expected in 2026.

– Adelaide CBD office vacancy declined, with strong net absorption.

– Bengaluru office leasing hit record highs, with an 18.6% increase in Q4 2025.

– Tokyo mid-market residential rents rose by 7.1%, driven by broad ward-level growth.

– Ho Chi Minh City saw the opening of a new luxury boutique hotel, indicating hospitality sector growth.

– Singapore’s residential market is recovering with new condo launches reversing seasonal slowdowns.

– The Singapore-Johor Special Economic Zone (SEZ) is attracting increasing international investment interest.

– Leadership changes at JLL highlight ongoing focus on Australia-New Zealand commercial real estate growth.

Recommended Investment Opportunities:

1. Mumbai Prime Retail:

   The exceptional 82% surge in retail leasing signals robust demand. Investing in prime retail spaces or mixed-use developments here can yield strong returns, especially as international brands expand.

2. Bengaluru Office Space:

   With record office leasing volumes, Bengaluru remains a top market, particularly for tech and IT sector-related office space. Opportunities exist in leasing, development, and build-to-suit projects.

3. Seoul Prime Office Sector:

   New prime office towers completing in 2026 present chances for early leasing or investment before supply saturates the market. Monitor for potential rental growth and capital appreciation.

4. Singapore Residential Market:

   New launches near transit hubs and the market’s recovery offer attractive entry points. Focus on well-located residential developments with strong connectivity to capitalize on demand.

5. Singapore Logistics Sector:

   Despite modest rent growth, Singapore leads APAC logistics. Investment in modern, sustainable logistics facilities aligned with smart building trends can benefit from long-term demand.

6. Ho Chi Minh City Hospitality:

   The luxury boutique hotel opening reflects rising tourism and hospitality potential. Consider acquisitions or developments in boutique and upscale hotel segments.

7. Singapore-Johor SEZ:

   This SEZ is gaining traction internationally, providing opportunities for cross-border investments, industrial parks, and logistics hubs supported by favorable policies.

Conclusion:

Target investments in high-growth urban centers—Mumbai (retail), Bengaluru (office), Seoul (prime office), and Singapore (residential and logistics). Additionally, emerging hospitality prospects in Ho Chi Minh City and strategic developments in the Singapore-Johor SEZ offer promising diversification options. Prioritize assets with strong fundamentals, connectivity, and government support to maximize returns.

Stay Well!