IPD全球房地产业绩报告

©IPD2013ipd.com/asia2013年IPD泛亚洲房地产投资回报指标发布会DrKevinSwaddle,IPDAsiaBeijing,18June2013©IPD2013ipd.com/asia2013年IPD泛亚洲房地产投资回报指标发布会在以下七个城市或地区举行星期五6月14日上午9.00–下午1.30日本东京星期一6月17日下午2.00-下午5.00韩国首尔星期二6月18日下午3.00–下午5.30中国北京星期四6月20日上午8.00–上午10.00香港星期一6月24日上午8.00–上午11.00马来西亚吉隆坡星期二6月25日上午8.00–上午10.30新加坡星期五6月28日中午12.00–下午2.30菲律宾马尼拉The2013PanAsiaReturnsarebeinglaunchedinsevencitiesacrosstheregion©IPD2013ipd.com/asiaIPD非常感谢以下组织的支持IPDgratefullyacknowledgesthesupportofthefollowingorganisations©IPD2013ipd.com/asiaIPD介绍AnintroductiontoIPD每年评估资产市值超过$1.9万亿业务覆盖全球32房地产市场“IPD'smissionistoincreaserealestatemarkettransparencythroughindependentandcomparableperformanceanalysiswithinvestors,managers,consultantsandoccupiersglobally.”成立于1985©IPD2013ipd.com/asia新的里程碑Thestartofanewchapter2012年12月1日，IPD成为MSCI的一部分。以后，IPD独有的房地产投资数据库和投资业绩评价经验将成为全球范围内多资产类型投资分析、业绩报告和投资风险管理的重要补充。5©IPD2013ipd.com/asia20个国家29个城市超过2,400名员工Over2,400employeesin29citiesacross20countriesmsci.com©2012.Allrightsreserved.MSCI全球服务平台…enhancedbyMSCI’sglobalfootprint©IPD2013ipd.com/asia直接投资DirectProperty$非上市基金UnlistedFunds&Partnerships投资基金的基金FundofFunds$上市公司REITs&PropertyCompanies衍生产品DerivativesDifferenttypesofRealEstate…不同类型的房地产投资…BasedonIndicesIPDPropertyIndicesIPDFundIndicesandSyntheticBenchmarksIPDFundIndicesMSCIIndices…requiredifferenttypesofindicesandbenchmarks©IPD2013ipd.com/asia-30-20-10010203040501985198819911994199720002003200620092012AverageofExtantIndicesIPDGlobalIndex(since2000)Totalreturnbymarket,%paIPD全球投资指数始于2000IPD’sGlobalIndexbeganin2000AssetsworthUS$1.4trillionfrom25countries©IPD2013ipd.com/asiaOnly4marketsintheAsiaPacificareinTheIPDGlobalPropertyIndexIPD的全球房地产指数中只包括4个亚太地区的市场©IPD2013ipd.com/asiaAustraliaandNewZealandarenotincludedinPARI…butIPDhasamasseddataonassetsinafurthersevenAsiaPacificmarkets,andisworthintotalUS$418billion…但是IPD已经积累了超过7个国家或地区总价值4180亿美金的数据©IPD2013ipd.com/asia-16-12-8-4048121620242000200120022003200420052006200720082009201020112012IncomeReturnCapitalReturnTotalReturn全球房地产投资指数，从2000年至今GlobalIndexReturnssince2000TotalReturn,IncomeReturnandCapitalReturn,%pa7.3©IPD2013ipd.com/asiaIPD全球指数－市场组成IPDGlobalIndex-CompositionbyMarketUnitedStates38%Canada3%Germany7%France6%Netherlands3%Japan15%Australia5%UK7%Switzerland3%Sweden3%Eurozone22%OtherEMEA17%AsiaPacific20%Americas41%Eurozone/EMEA39%AsiaPacific20%Americas41%©IPD2013ipd.com/asia-6-30369121518IrelandPortugalSpainJapanNetherlandsItalyDenmarkBelgiumHungaryGermanyFinlandAustriaNorwayNewZealandSwitzerlandUKCzechRepublicFranceKoreaPolandSwedenAustraliaSouthAfricaUSACanadaYeartoDecember2011YeartoDecember2012TotalReturnbyMarket,%paIPD全球房地产指数所覆盖的市场MarketsinIPD’sGlobalPropertyIndex©IPD2013ipd.com/asia-9-6-30369121518SpainHungaryPortugalNetherlandsItalyIrelandUKBelgiumJapanDenmarkGermanyNorwayCzechRepublicFinlandKTIAustriaFrancePolandSwedenSwitzerlandKoreaNewZealandAustraliaUSACanadaSouthAfricaIncomeReturnCapitalReturnTotalReturnTotalReturn,IncomeReturnandCapitalReturn,%pa2012IPD环球房地产指数所包括的市场MarketsinIPD’sGlobalPropertyIndex,2012©IPD2013ipd.com/asia-14-12-10-8-6-4-20246810SpainHungaryIrelandPortugalItalyNetherlandsUKBelgiumCzechRepublicJapanNorwayDenmarkGermanyPolandFinlandKTINewZealandFranceAustriaSwedenKoreaAustraliaSwitzerlandUSASouthAfricaCanadaCPIInflationRealGrowthCapitalReturnRealandNominalCapitalReturns,%pa2012IPD环球房地产指数所包括的市场MarketsinIPD’sGlobalPropertyIndex,2012©IPD2013ipd.com/asiaInAsia,IPDhasdataonassetsworthUS$262.9billion在亚洲，IPD有价值近2629亿美金的数据©IPD2013ipd.com/asia0%25%50%75%100%Jun-07Dec-07Jun-08Dec-08Jun-09Dec-09Jun-10Dec-10Jun-11Dec-11Jun-12Dec-12IndonesiaTaiwanThailandMalaysiaChinaSingaporeHongKongKoreaJapanProportionofdatabank,%oftotalvalue亚洲数据库的演化EvolutionoftheAsiadatabase©IPD2013ipd.com/asia6%19%20%42%4%6%1%1%1%中国香港印尼韩国马来西亚新加坡台湾泰国日本5,705个资产2629亿美元220个投资组合按市场分布的亚洲数据库2012AsiaDatabankbyMarket,2012©IPD2013ipd.com/asia按物业类型的亚洲数据库，2012AsiaDatabankbySector,201228%48%7%17%商业办公楼工业其它5,705assetsUS$262.9billion220portfolios©IPD2013ipd.com/asia0510152025ChinaHongKongIndonesiaJapanKoreaMalaysiaSingaporeTaiwanThailandTotalReturn,%pa亚洲房地产投资回报（当地货币）ReturnsbyMarketinlocalcurrencyYeartoDecember2011YeartoDecember2012©IPD2013ipd.com/asiaSpainHungaryPortugalNetherlandsItalyIrelandUKBelgiumJapanDenmarkGermanyNorwayCzechRepublicChinaFinlandAustriaFrancePolandSwedenSwitzerlandKoreaSingaporeNewZealandAustraliaIndonesiaUSAThailandHongKongMalaysiaTaiwanCanadaSouthAfricaEuropeNewWorldAsia全球房地产业绩，2012Globalrealestateperformance,2012TotalReturnbyMarket,%pa©IPD2013ipd.com/asia6%19%1%20%1%42%1%4%6%ChinaHongKongIndonesiaKoreaMalaysiaSingaporeTaiwanThailandJapanIPDAsiaDatabank10%2%10%6%10%4%3%45%10%AdoptedWeights市场权重2012WeightsbyMarket,2012©IPD2013ipd.com/asia-4-20246810121416ChinaHongKongIndonesiaJapanKoreaMalaysiaSingaporeTaiwanThailandPanAsiaTotalReturn,%pa亚洲各市场投资回报（当地货币）2012ReturnsbyMarketinlocalcurrency,20126.7©IPD2013ipd.com/asia-4-20246810121416ChinaHongKongIndonesiaJapanKoreaMalaysiaSingaporeTaiwanThailandPanAsiaIncomeReturnCapitalReturnTotalReturnIncomeandCapitalReturns,%pa亚洲各物业类型投资回报（当地货币）2012ReturnsbyMarketinlo