This year's commercial office market is stuffy. The leasing and trading markets are looking strong.
Weekly News Highlight
1. This year's commercial office market is stuffy. The leasing and trading markets are looking strong.
2. The two major gateways in the "East and West" of North City will have an office supply of 736,000 ping by 2030.
3. 79% of Gen Z workers don't want to go back to the office JustCo promotes flexible workplace
1. This year's commercial office market is stuffy, and the leasing and trading markets are looking strong.
2024.04.08 自由時報 I 記者蔡惠芳／台北報導
今年商辦市場在第1季繳交出亮眼的成績單，儼然處於悶燒中，據仲量聯行今（8）日統計，國內經濟持續復甦，景氣燈號自開春連兩綠，帶動商用不動產交易額回溫。第1季商用不動產買賣交易額達360億元，比去年同期激增181％。其中自用比例佔43％，約達154億元。
仲量聯行董事總經理侯文信指出，第1季由於央行升息政策進一步提高壽險業不動產最低投資收益率達2.97％，預期將使壽險公司不動產投資決策更加謹慎。
依據仲量聯行的觀察，2024年自用型買方將繼續為市場主要需求來源，尤其正向看待今年商辦買賣市場 。
侯文信表示，以產品別分析，第一季辦公類型產品交易額表現優異，除自用剛性需求強勁外，商辦及廠辦總交易額更受大型交易影響，佔第一季總交易金額的七成。單以商辦產品買賣便佔第一季總交易額五成，而璞永建設等購入「芙蓉大樓」一案，更使辦公室交易額由去年同期 之14億上升至178億，同期市場交易額占比上升39％。
本季買家組成分析，開發商占比43.1％，交易額達到155億。
開發商取得用地方式改變，帶租約之建物亦成為置入標的，錨定未來可都更及再開發價值，如璞園聯盟購入「芙蓉大樓」、國盟開發購入基隆安樂區物流倉儲、誠邑築建設購入「德成大樓」及郡都入手「中正飯店」。
第二大買家類別為科技業，受AI、車用電源等科技需求影響，促使科技大廠如台達電、耀華等積極購置廠辦、廠房，科技業交易額來到95億，占整體交易額之26.4％。
土地市場方面，本季累計交易額達493億，季增率達39％。市場自去年第一季起逐季回溫，與基期較低之去年同期相比，增幅達163％。
就土地交易市場買方分析，以開發商買家最積極購入土地存貨，佔市場交易總額之58％，達285億。究其原因，主要為去年第四季住宅市場回溫，進一步帶動建商購買土地增加庫存。開發商購地轉趨積極的現象也可從交易案土地分區分析，住宅用地以212億居冠，工業用地則以161億次之，交易額較去年同期增幅約126％。本季住宅用地較去年同期交易額大幅上升194％。
其餘產業買家以自用型工業土地為主，交易額達69億，推動工業用地交易額整體上升，市場交易占比則因住宅用地強勢，微幅下降五個百分點至33％。
而在土地交易地區，交易額超過百億之地區為新北及台中。以117億拔得頭籌之新北土地交易額分布大致符合總體交易額走向，住宅用地為大宗，超過五成，工業用地則以34％次之。台中則以市政府土地標售之住宅、商業土地為主，合計之103億交易額居次。
侯文信表示，綜觀市場雖然目前通膨疑慮尚存，然台灣市場資金充裕，使第一季交易狀況熱絡，預期未來投資市場表現正面。另除民間私部門交易外，政府聯開案及公辦都更亦將續熱。近幾年投資人對高鐵土地開發、捷運聯開案件等TOD軌道經濟開發商機深具信心，日前左營高鐵科技之心更完成招商，吸引民投資將近188億元，使高鐵沿線車站近五年累積民間投資金額已逾千億元。仲量聯行持續與各地方政府交通建設合作，積極推動土地開發案件，為2024年台灣不動產市場開啟明亮新局。
2. The two major gateways in the "East and West" of North City will have an office supply of 736,000 ping by 2030.
2024.04.08 自由時報 I 記者徐義平／台北報導
未來台北市頂級辦公室雙核心將落在台北車站、南港站等東、西兩大門戶。根據商仲業者統計，2030年時，南港為主的東區門戶預計辦公室總量體將達到49.9萬坪，而以台北車站為主的西區門戶則可達23.7萬坪，兩大門戶合計提供73.6萬坪辦公空間。
仲量聯行董事總經理侯文信指出，日本是全球TOD（大眾運輸導向型發展：Transit-oriented development）開發相當成熟的國家，以東京辦公商圈交通樞紐丸之內、品川為例，兩站透過捷運連通、車程在20分鐘內，若要連結成田機場，車程約40至50分鐘。
而台北車站、南港站是台北市少數具有高鐵停靠的站點，兩站的車程以及至桃園機場的車程，其實與丸之內、品川的現況雷同，尤其南港站附近還有許多大型開發案，像是潤泰南港大樓、南港之心、台壽C3、以及昆陽站附近的國泰南港調車場及富邦大南港等。
而台北車站所在地的西區門戶計畫，區位條件及空間規劃和丸之內有著高度相似。兩地皆緊鄰傳統政經文化中心，在站前廣場、大面積綠地、歷史建物活化、建築立面保留重新開發、商辦廊帶皆平行鐵道橫向發展等特色。
除硬體上的相似，未來西區門戶計畫金融及行政重鎮集結，北門郵局證券金融大樓的證交所、櫃買中心，期交所、集保結算所，以及冠德行二行三公辦都更的國家及行政園區，預計將進一步帶動西區門戶計畫金融業的入駐。
侯文信表示，傳統車站商圈在永續議題TOD開發模式主導下，舊城復興將成為城市發展核心；而台北西區除傳統政經中心外更有國門交通樞紐加持，未來大範圍都市更新後及相關金融機關進駐後，對跨國企業金融集團選址更具吸引力。
3. 79% of Gen Z workers don't want to go back to the office JustCo promotes flexible workplace
2024.04.02 Business Times I By Huei-Fang Tsai/Taipei
JustCo, a world-renowned shared office brand, will celebrate its 5th anniversary since its official "debut" in 2019, and the average occupancy rate of its 4 major office locations in Taiwan has been maintained at the level of 75~80%; the latest survey shows that after the epidemic, many enterprises have asked their employees to return to work in the office, but as many as 79% of the employees in the Z generation do not want to return to work in the office! JustCo Shared Office has also proposed a solution to this problem by launching the flexible "SuperPass" program, which provides enterprises with the ability to charge employees according to the number of days they work within a certain quota, exploring more possibilities of hybrid office to increase customer retention.
JustCo, Asia's leading shared office space brand, officially debuted in Taiwan in 2019, and has set up four locations in Taipei City, namely "Pointstone Building", "Minsheng Building", "Hongtai Financial Building", and "Cathay Chubei Building" in Hsinchu, and has maintained an average occupancy rate of 75-80%.
Among the member industries, more than 40% are from the technology industry, which is several times ahead of other industries.
In addition to the provision of comprehensive facilities and flexible leasing programs, many technology companies have indicated that their reason for moving in is to capitalize on JustCo's growing international community in the Asia-Pacific region, and hope to expand their business network through member-only activities to identify new international business opportunities.
JustCo said that the bright performance of the technology industry in the past year is obvious to all, and has become a key driver of the global economic recovery, JustCo Vice President and Taiwan responsible person Chen Zhaoqing said, JustCo is not only a shared office space industry, for all kinds of technology industry to plan flexible office solutions, but also to help enterprises to develop business opportunities, and to promote the exchange of cross-country communities of business platforms.
According to Colliers research data, Taiwan's commercial office rents will rise by 2.5% in 2023, with the average rent for Grade A commercial offices reaching NT$3,600 per ping per month.
Under such a market environment, large enterprises can enjoy greater flexibility in terms of space and leasing by locating specific departments in JustCo, reducing fixed leasing costs and enhancing operational efficiency, which is particularly valuable to the fast-changing technology industry. If we look at the demand side, new enterprises planning to enter overseas markets rely more on JustCo's internationalized distribution and social network. With JustCo's international presence and social network, start-ups, no matter how small, can set up an office in any of JustCo's 50 or so locations across Asia Pacific to run their business.
In the wake of the outbreak, companies are asking employees to return to the office, and according to a survey by Clarify Capital, a New York City-based financial credit services firm, 68 percent of employees say they would rather find a new job than return to the office, and that figure is as high as 79 percent for Generation Z employees.
For JustCo, which specializes in flexible solutions, nature-friendly design and international platforms, dedicating itself to creating an office space that corporate employees are willing to, and even want to, come back to has become an added value that enhances member adhesion. Therefore, in addition to launching the "SuperPass", which allows corporations to charge for the number of days that an employee is on the clock, and exploring more possibilities for hybrid office space, JustCo continues to build a healthy and positive work environment through regular social activities and cross-industry cooperation, so that JustCo members can not only complete their work more efficiently during the nine hours they clock in, but also get to know other professionals. In addition to the introduction of "SuperPass", which allows companies to bill employees according to the number of days they work within a certain quota, we also continue to build a healthy and positive working environment through regular social activities and cross-industry cooperation, so that JustCo members can not only complete their work more efficiently, but also get to know other professionals, expand their interpersonal networks, and inspire more creativity in the 9 hours they spend at work.
The General Manager of Autodesk Taiwan, Hong Kong and Macau, Ms. Chiu Hui-Fen, said that the most important reason for choosing JustCo is the location in the heart of the business district, and the second reason is that it is large enough to flexibly lease the required office space according to the needs of the rapid expansion of the enterprise, eliminating the need to constantly relocate the office and the long term lease, and in addition to this, the overall environment has a very good sense of design, so that partners can enjoy excellent productivity and quality of work. In addition, the overall environment has a very good sense of design, so that all partners can enjoy excellent work efficiency and quality.
Over the past 10 years, most shared office space operators have adopted a one-way leasing model to obtain the right of use from landlords. However, many shared office space operators have begun to adopt an asset light operation model, joining hands with property owners to inject new vitality into their office buildings and introducing shared office space that can provide flexible working patterns to create a win-win situation.
JustCo has been working with several major developers in Singapore and Thailand over the past few years under the co-management agreement model," said Chen. Although this type of partnership is not yet prevalent in Taiwan compared to traditional leases, JustCo plans to seize the opportunity to be the first to introduce this type of partnership to the Taiwan market as more commercial buildings are completed in the coming years.