Cushman & Wakefield Ltd. · NYSE:CWK
Cushman & Wakefield — Asia Pacific Capital Markets Outlook & Supply Chain Management Webinar (March 2022)
16 slides from Cushman & Wakefield's conference presentation, Mar 3, 2022
Slide 1: Asia Pacific Capital Markets Outlook & Supply Chain Management
This live webinar will begin shortly… AS I A PAC I F I C CAPITAL MARKETS OUTLOOK & SUPPLY CHAIN MANAGEMENT March 3rd , 2022
Slide 2: Agenda
AGENDA 1. INTRODUCTION & ASIA PACIFIC CAPITAL 3. PANEL DISCUSSION MARKETS OVERVIEW Catherine Chen Kevin Lee Director, Capital Markets Research, Head of Real Estate Solutions, Asia Pacific APAC at DHL Supply Chain Dennis Yeo 2. SUPPLY CHAIN Head, Investor Services Asia Pacific MANAGEMENT Tim Foster H
Slide 3: Record High Transaction Volume
RECORD HIGH TRANSACTION VOLUME Australia and Singapore saw the biggest increase ASIA PACIFIC TRANSACTION VOLUME (EXCLUDING LAND) TOTAL TRANSACTION VOLUME (EXCLUDING LAND) US$ bn Mainland China +19% 200 Australia +107% 150 Japan -13% South Korea +37% 100 Hong Kong, China +39% 50 Singapore +179% Taiwa
Slide 4: Cross-Border Investment
CROSS-BORDER INVESTMENT Australia saw the highest growth in overseas investment CAPITAL INVESTMENT CAPITAL INVESTMENT SOURCE DESTINATION SOURCE DESTINATION Within APAC Outside APAC Japan $5.6 bn Australia Australia $3.9 bn Total $15 bn Total $17 bn $5.2 bn SINGAPORE US Singapore China ML $2.2 bn $4.
Slide 5: Transaction Volume by Asset Class
TRANSACTION VOLUME BY ASSET CLASS Strongest growth in industrial investment US$ bn Apartment 3% Others Hotel 1% 100 6% 88 Retail 20% Office 43% 80 2021 Industrial 60 55 27% Apartment Others 41 7% 0.4% 40 Hotel 6% Retail Office 17% 20 2020 48% Industrial 0 22% 2015 2016 2017 2018 2019 2020 2021 Offic
Slide 6: Industrial Capital Raising Reached Record High
INDUSTRIAL CAPITAL RAISING REACHED RECORD HIGH Asia Pacific attracts the most logistics capital The amount of PE capital raised (globally) Fundraising for industrial funds has more Capital raised for logistics assets by recovered in 2021 than tripled since 2019 geography focus in 2021 ($bn) Capital
Slide 7: Increasing Diversification
INCREASING DIVERSIFICATION Growing investment in alternative sectors PERE Global Survey (2022): How will you approach your investment strategy in the following sectors? (%) Invest more capital Invest the same amount of capital Invest less capital Do not invest 0 20 40 60 80 100 Healthcare Digital re
Slide 8: 2022 Investment Strategies
2022 INVESTMENT STRATEGIES Increasing share of value-add and opportunistic strategies Asia-Pacific Capital Raised by Strategy (%) STRATEGY THEME WHERE / WHAT? Singapore, Seoul, Sydney, Tokyo, Osaka, large Urban logistics mainland China cities, India Tier 1 cities Gateway city offices Seoul, Tokyo, S
Slide 9: Supply Chain Management
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Slide 10: Unprecedented Scale of Supply Chain Disruption
UNPRECEDENTED SCALE OF SUPPLY CHAIN DISRUPTION DISRUPTION IS IMPACTING SUPPLY CHAINS IN ASIA-PACIFIC AND IS FUELING IMMEDIATE DEMAND FOR LOGISTICS & INDUSTRIAL REAL ESTATE Supply-chain stress has eased Supply-Chain Stress Index, Oct 2019=100 150 China U.S. 140 130 More stressed than pre-pandemic nor
Slide 11: Growth in Asian Intra-Region Trade
GROW TH IN ASIAN INTRA -REGION TRADE GLOBAL TRADE HAS PEAKED AND RISING URBANISATION AND MIDDLE-CLASS INCOMES IS FUELLING GROWTH INTRAREGIONAL TRADE ACROSS ASIA-PACIFIC $4,000 60% $3,500 55% $3,000 $2,500 50% $2,000 45% $1,500 • Rising middle-income level across Asian markets, powering $1,000 40% in
Slide 12: ESG Is a Key Factor in Supply Chain Design
ESG IS A KEY FACTOR IN SUPPLY CHAIN DESIGN THE PRESSING NEED TO ADDRESS SUPPLY CHAIN CARBON EMISSIONS IS HAVING A STRONG INFLUENCE ON SUPPLY CHAIN OPTIMISATION DECISIONS Do you think sustainability will become part of supply chain professionals core responsibilities over the long term? Yes, it No, i
Slide 13: Impact on Logistics & Industrial Real Estate
IMPACT ON LOGISTICS & INDUSTRIAL REAL ESTATE THE BUILD-OUT AND OPTIMIZATION OF SUPPLY CHAINS ACROSS ASIA-PACIFIC WILL POWER STRONG DEMAND FOR MODERN LOGISTICS AND INDUSTRIAL REAL ESTATE Asia Pacific markets rankings in the Manufacturing Risk Index (baseline scenario) Top Second Third Fourth Quartile
Slide 14: Supply Chain Management Takeaways
SUPPLY CHAIN MANAGEMENT TAKEAW AYS FACTORS SHAPING SUPPLY CHAINS IN ASIA Focus on supply Growth in Asia ESG targets must Redesign of Asian Demand for modern chain resilience intra-region trade factor in to supply supply chain facilities chain design networks • Leveraging networks • Growing middle •
Slide 15: Moderator and Panelists
MODERATOR: Catherine Chen Director, Research Greater China PANELISTS: Kevin Lee Dennis Yeo Head of Real Estate Solutions, APAC at DHL Head, Investor Services Supply Chain Asia Pacific Gordon Marsden Regional Director Asia Pacific Capital Markets Please click on the Q&A icon on the top right-hand Q&A
Slide 16: Thank You
THANK YOU ABOUT CUSHMAN & WAKEFIELD Cushman & Wakefield (NYSE: CWK) is a leading global real estate services firm Catherine Chen that delivers exceptional value for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with approximately Director, Rese