2025-05-14-莱坊-CRE_Sentiment_Index_Q3_2024_16页_485kb

报告摘要

Knight Frank Global Corporate Real Estate Sentiment Index

Q3 2024 Summary

Key Overall Findings

Sentiment Trend: The overall Global Corporate Real Estate (CRE) Sentiment Index rose by 1.98 points to 33.66, the highest level since Q1 2022, marking nine consecutive quarters of improvement.
Quarter-on-Quarter Change: Growth dynamics increased by 0.79 points, portfolio dynamics by 1.05 points, and workplace dynamics by 0.15 points.
Global Context: Occupiers show cautious optimism amid inflation, geopolitical tensions, and US policy changes post-Trump inauguration, but sentiment improved after a volatile period.

Sub-Index Performance

Growth Dynamics: Score of 11.55 (up 0.79 qoq), driven by positive sentiment on global economic growth and capital expenditure.
Portfolio Dynamics: Strongest rise (+1.05 points) to 2.45 average, with increased focus on sustainable buildings (score of 3.26, second-highest ever) and portfolio rationalization.
Workplace Dynamics: Lowest sub-index at 11.00, weak on post-pandemic occupancy return and densification concerns, though office services enhancements are favored.

Major Trends

AI Adoption: Growing steadily in CRE, with 32-48% of respondents expecting high adoption in the next year, but only 65-71% rate current use as low; AI viewed as marginally impactful on headcount and floorspace.
Sustainability: Emphasis on certified sustainable buildings, with aim to increase within portfolios over six months.
Occupier Priorities: Focus on portfolio optimization, outsourcing, and efficiency gains over expansion, with less optimism on AI's transformative effects.

Occupier Insights

Growth optimism returns, with positive sentiment on revenue and capital expenditure but cautious headcount growth.
Portfolio strategy involves consolidation and sustainability enhancements, while workplace dynamics emphasize amenity upgrades over densification.

Methodology Note

The index measures occupier sentiment on a five-point scale across three sub-indices, weighted equally; positive sentiment defined as scores above thresholds (e.g., 36/60 absolute or >60% percentage). Source: Knight Frank Q3 2024 survey, sample N=66.

展开完整摘要