MSCI(US:MSCI) 智通财经网·2025-11-25 13:27Core Insights - The MSCI report indicates a 25% year-on-year increase in commercial real estate investment in the Asia-Pacific region, reaching $50.4 billion by Q3 2025, driven by a surge in portfolio and entity transactions, which accounted for half of the total transaction volume [1] Group 1: Investment Trends - Major markets including South Korea, Australia, Singapore, Hong Kong, and India have seen a decrease in financing costs, coupled with reduced trade-related uncertainties, leading to improved investment momentum in the region [1] - There is a growing interest among investors in large acquisitions, particularly in growth sectors such as data centers, multi-family housing in Japan, and warehouses in Australia, indicating a renewed confidence in structurally resilient assets [1] Group 2: Market Sentiment - Despite lingering uncertainties regarding global economic growth and the impact of tariffs on various markets, market sentiment has become significantly more optimistic compared to the beginning of the year [1] - Investment returns have returned to positive territory, and commercial activity in most major markets has resumed, with a healthy transaction pipeline expected for Q4 [1] - Overall, the market is anticipated to improve by the end of 2025 [1]