高力国际：2022年全球投资者展望报告（44页）.pdf

1、2022 Global Investor Outlook Report Global Capital Markets Global Capital is back Global capital is back as pandemic-related uncertainty and travel restrictions remain in flux. In 2021, real assets - across all property asset classes - played an increasingly prominent role in global investment strat

2、egies in a show of impressive resilience. Looking ahead, property will continue to demonstrate a strong investment trajectory amid less-than-ideal conditions, with investment volumes set to match the 5 year average. As investors race to deploy capital in 2022, they face an increasingly complex and c

3、ompetitive marketplace, buoyed by multiple growth opportunities in expanding economies and populations. New regulations and legislation - particularly regarding ESG will continue to shape the investment landscape and decision-making process. The key trends shaping global real estate investment marke

4、ts in the year ahead include: Investing with intent. Social and environmental trends are a clear priority, increasingly woven into long-term investment strategies and performance targets. We expect environmental attributes and asset performance to drive market turnover as investors re-calibrate thei

5、r assets under management. Three quarters of investors surveyed globally are taking action, with at least 25% in advanced planning stages on whether to hold or dispose assets. Social trends point to affordable housing as a significant growth opportunity globally when expertly managed. The race to co

6、re assets. As investors upgrade and future-proof their portfolios, the race to core will impact asset pricing. An estimated 1% of global office assets meet Net Zero standards, yet core-plus offices in major cities top the global strategy pick, with 60% of investors confirming this as preference. Thi