"The foundations for APAC’s next real estate investment cycle are taking shape. Investment volumes reached nearly US$200bn in the first nine months of 2026, up 27% on YTD Q3/2025."

"Australia's retail investment activity remains elevated, with capital recycling and ownership transition continuing to support transaction volumes as investors compete for a limited pool of institutional-grade opportunities."

"While macro uncertainty continues to weigh on sentiment, capital is returning to APAC commercial real estate with greater selectivity. Investment activity is expanding, but performance is increasingly uneven across markets and sectors. The strongest opportunities are being driven by capital rotation, pricing dislocations, and structural shifts in the supply/demand outlook."

"Occupiers and buyers alike are more selective than ever, rewarding quality and well-positioned assets across every sector."

"The recent sharp increase in the 5-year Korean government bond yield has intensified upward pressure on cap. rates compared to the previous quarter."

"Australia’s industrial market is transitioning into a more balanced phase, with stronger leasing activity and investment deal flow supporting greater alignment between buyers and vendors."

"APAC Living works, but selectively. Market and sector selection needs to be paired with right mode of entry."

"Indonesia’s full-year growth in 2025 reached 5.11%, marking its strongest performance in three years and underscoring resilient domestic demand despite weak global trade conditions."

"Domestic investor share set to rise amid active core asset transactions."

"A broader investor base will likely keep the office investment market firm in 2026."