Cbre Group Inc · NYSE:CBRE
Cbre — Investor Presentation (2023)
8 slides from Cbre's investor presentation, 2023
Slide 1: Market figures Q4 2022
Note: Arrows indicate y-o-y change. ‒ ‒ ‒ ‒ ‒ ‒ ‒ ‒ ‒ ‒
Slide 2: Office net absorption, rent and vacancy
50,000 Net Absorption 30,000 (sqm) 10,000 (10,000) (30,000) Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2019 2020 2021 2022 Grade A Grade B 80 40% 60 30% (US$/sqm/month Average Rent Vacancy rate (%) 40 20% 20 10% 0 0% 2019 2020 2021 2022 Average Asking Rent - Grade A Average Asking Rent - Grade
Slide 3: 90,000 60,000 30,000 - -30,000 -60,000
90,000 60,000 30,000 - -30,000 -60,000
Slide 4: Figures 2022: Condominium
FIGURES | HO CHI MINH CITY REAL ESTATE MARKET | 04 2022 Condominium New supply was the lowest in 10 years except for pandemic years In Q4 2022, only 1312 new condominium units were launched in HCMC, the record lowest new supply within a quarter over the recent ten years except for the two pandemic y
Slide 5: Primary price
1,500 No. of units 1,000 500 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2019 2020 2021 2022 Villa Townhouse Shophouse 16,000 (US$ psm land) Primary price 12,000 8,000 4,000 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2019 2020 2021 2022 Villa Townhouse Shophouse
Slide 6: Industrial land and occupancy rate
18,000 100% Industrial land (Ha) Occupancy Rate (%) 15,000 95% 12,000 90% 9,000 85% 6,000 80% 3,000 75% - 70% Ho Chi Minh Dong Nai Binh Duong Long An City Total industrial land area Total leasable area Occupancy rate (%) 400 (US$/sqm/remaining Asking asking rent 300 leasing term) 200 100 0 HCMC Binh
Slide 7: Terminology
FIGURES | HO CHI MINH CITY REAL ESTATE MARKET | Q4 2022 Terminology Grade A, B (Office): Although no formal classification system exists, grades are generally understood as follows: Grade A Buildings: Highrise buildings, located within the CBD, with column free floor plates of over 1,000 5g. m., cei
Slide 8: Contact
URES | HO CHI MINH CITY REAL ESTATE MARKET | 4 2022 Contact Dung Duong AnNguyen Executive Director, Research & Consulting & Consulting CBRE Vietns CBRE Hanoi Branch Director +84 28 6284 7668 ext. 403 +84 24 6288 6379 ext. 4508 dung.duong@cbrecom annguyen@cbre.com © Copyright 2023. All rights reserve