Wall Street expects a year-over-year increase in earnings on higher revenues when CBRE Group (CBRE) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 12 ...

智通财经APP获悉，根据世邦魏理仕《2026亚太区投资者意向调查》，在企业租户基本面改善、供应减 少及融资环境逐步宽松的带动下，亚太区投资者正准备于2026年向商用房地产市场投入更多资本。去年 未能登上十大跨境投资目的地之列后，香港今年重返跨境投资目的地，并排名第五。此外，写字楼板块 在六年来首次成为最受欢迎投资类别。 调查显示，亚太区大部分市场的购买意向较去年进一步改善，超过57%的受访者表示希望在2026年购买 更多房地产。 世邦魏理仕亚太区研究部主管蔡咏嘉表示："2026年最突出的，是复苏过程中的选择性。投资者正集中 于价格更清晰、营运需求更具韧性、而融资环境逐步改善的市场。此组合正促使信心温和回升，并提高 投资者向高质素、收入稳定资产部署资本的意愿。" 调查显示，REITs、机构投资者及大型基金将于2026年更为活跃，延续2025年已出现的回暖趋势。相 反，私人投资者及发展商则可能因回收资本及处置早年于价格调整时购入的资产，转为净卖方。 投资者主要挑战为:1)劳工及建筑成本上升自调查开始以来首次成为投资者面临的首要挑战。2)地缘政治 紧张持续引发关注，尤其在中国内地及印度市场。3)利率风险重新浮现，特 ...

尽管整体市场仍以净出售为主导，但不同类型投资者的意向呈现分化趋势：机构投资者与地产基金的净 投资意向有所回升，开发商受限于流动性压力，净出售意愿较上年进一步走强。分内外资看，在机构投 资者和地产基金的推动下， 2026 年内资投资者净投资意向由负转正，而外资继续呈现净出售意愿。 2026年中国大宗物业投资市场有望在谨慎情绪中迎来复苏 CBRE世邦魏理仕近日发布《2026年中国投资者意向调查》专题报告指出，尽管中国商业地产大宗交易 市场投资者情绪仍保持谨慎，但选择"更积极投资"与"更积极出售"的受访者比例均录得小幅增长。内资 净投资意向在机构投资者与地产基金推动下由负转正。资产价格的回调及预期改善，加之融资成本的降 低，将进一步推升市场活跃度。 世邦魏理仕中国区总裁李凌表示："2026年中国大宗物业投资市场有望在谨慎情绪中迎来复苏。尽管短 期内宏观经济和租赁市场的调整仍将延续，资产价格回调后的估值优势，以及最近并购贷款与公募 REITs分派率新规所带来的更宽松的融资环境将进一步增强多元化资本对优质商业地产的配置需求。我 们建议投资者持续深耕具备抗周期韧性的租赁住宅与零售物业，并捕捉高品质物流设施的周期性窗口； ...

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. All the strategies of Vulcan Value Partners delivered positive results in the year. The Large Cap Composite (Net) returned -1.5% in Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% in Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% in Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% in Q4 and 6.2% YTD and the All-Cap Composite ...

随后，北京商报社社长兼总编辑李波涛作为联合主办方代表发表欢迎致辞。他指出："在多项政策背景下，商业地产有机遇更有挑战。不论零 售物业，还是写字楼、公寓、仓储物流用地，商业地产已经从增量扩张转向存量运营，从把场地租出去转向把场地运营好。商业地产的核心价 值将是精细化运营、人性化服务、商业与生活融合业态的创新。围绕商业地产和商业变革，北京商报社、深蓝媒体智库将持续与世邦魏理仕这 样的专业机构保持沟通，也致力于搭建各方交流与合作的平台。" 适逢"十五五"开局之年，商业地产行业正站在由质而盛的转折点。1月22日，CBRE世邦魏理仕北京2026年度论坛质盛新篇 · 载阳——暨深蓝智 库年度论坛系列活动在浓缩京城商业历史与城市更新活力的地标——隆福文化中心隆重举行。 本次论坛汇聚了政府领导、权威媒体、学术专家及商业领袖，共同探讨未来五年中国商业地产的变革趋势，借《诗经》中"春日载阳，有鸣仓 庚" 对未来充满希望的温暖期许中开启行业新篇章。 向阳而升：开启"十五五"新征程 活动伊始，世邦魏理仕中国区总裁李凌发表开场致辞，深度诠释了本次论坛主题"载阳"的含义，表达了对商业地产穿越周期、破局成长的信 心。李凌表示："'载阳'不 ...

Strategic Decarbonization Planning: Turning Vision into Value in Commercial Real Estate How real estate investors can increase asset value and accelerate sustainability Report / January 2026 Authors RMI Tamara Grbusic George Manager, Buildings tgeorge@rmi.org Ellie White Senior Associate, Buildings ewhite@rmi.org Howard Branz Director of Science and Impact howard.branz@galvanizeclimate.com Hines Benjamin Rodney Managing Director, Design and Construction benjamin.rodney@hines.com CBRE Brett Bridgeland Senior ...

Core Insights - Fashion consumption is becoming a significant driver of economic growth and urban vitality, characterized by a dialectical unity of "change and permanence" [1][4] - The current fashion consumption landscape has expanded beyond traditional categories like apparel and jewelry to include lifestyle products and services such as smart wearables, automobiles, home goods, entertainment, sports, and beauty [1][4] Industry Trends - The upgrade in fashion consumption is leading to two major transformations: 1. Cross-industry integration through composite business models like "retail + dining" and "retail + exhibitions," fostering deeper connections between brands and consumers [3][5] 2. Rapid expansion of health and self-care service consumption, with new store openings in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen projected to grow by 25% to 55% by the third quarter of 2025, significantly outpacing traditional retail and dining [3][5] Market Opportunities - The Chinese consumption market presents two structural growth opportunities: 1. Significant room for service consumption upgrade, with current service expenditure as a percentage of total consumption lagging behind developed economies by 10-20 percentage points [7] 2. Potential for increased spending by international tourists, with a 50% year-on-year increase in foreign visitors since the expansion of visa-free policies, indicating a growing market for inbound consumption [7] Consumer Behavior - Traditional fashion consumption was limited to categories like fashion and jewelry, but rising income levels and changing consumer demographics are driving a shift towards a more lifestyle-oriented approach [4][5] - The establishment of flagship stores serves as a barometer for fashion consumption trends, with first-tier cities like Beijing and Shanghai accounting for 55% of new flagship stores in the first half of 2025 [6]

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox.One year ago, commercial real estate behemoth CBRE acquired Industrious, a flexible office company that opened its first space in 2013 and grew ...

Core Insights - Fashion consumption is becoming a significant driver of economic growth and urban vitality, characterized by a dialectical unity of "change and constancy" [1][2][3] - The current fashion consumption landscape has expanded beyond traditional categories like apparel and jewelry to include lifestyle products and services such as smart wearables, automobiles, home goods, entertainment, sports, and beauty [1][3][4] Industry Trends - Two major transformations in fashion consumption are emerging: 1. The integration of mixed-use formats, such as "retail + dining" and "retail + exhibitions," which deepens the connection between brands and consumers [1][4] 2. Rapid growth in health and self-care service consumption, with new store openings in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen projected to increase by 25% to 55% by Q3 2025, significantly outpacing traditional retail and dining [1][4] Market Opportunities - The Chinese consumption market presents two structural opportunities: 1. Significant room for service consumption upgrade, with a 10-20 percentage point gap compared to developed economies in service expenditure [2][6] 2. Potential for increased spending by international tourists, with a 50% year-on-year growth in inbound visitors following the expansion of visa-free policies [6] Consumer Behavior - The definition of fashion consumption includes both changing trends and the enduring essence of leadership in consumer preferences, with a shift towards lifestyle-oriented consumption as income levels rise and consumer demographics evolve [3][5] - The establishment of flagship stores serves as a barometer for fashion consumption trends, with first-tier cities like Beijing and Shanghai accounting for 55% of new flagship stores in the first half of 2025 [5] City-Level Insights - Fashion consumption in China can be categorized into three tiers: 1. First tier: Beijing and Shanghai, which attract high-net-worth families and international tourists [5] 2. Second tier: Cities like Shenzhen, Chengdu, and Guangzhou, which are economic hubs with high consumer spending potential [5] 3. Third tier: Smaller cities where e-commerce and social media are driving fashion consumption among middle-income groups [5]

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