沙特阿拉伯房地產(chǎn)市場前景及投資研究報告-培訓(xùn)課件外文版2024.4萬達(dá)萬科恒大碧桂園

INDUSTRIES

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MARKETSRealestateinSaudiArabiaCHAPTER

01OverviewSizeoftheglobalrealestatemarketin2021,withforecastsfrom2022to2030(inbillionU.S.dollars)Realestatemarketsizeworldwidein2021,withforecastsupuntil2030161414.61413.512.912.411.91210811.310.7109.5642020212022202320242025202620272028202920303Description:Therevenueofrealestatecompaniesworldwidewasvaluedat9.5billionU.S.dollarsin2021andispredictedtoincreaseintermsofCAGRby4.8percentbetween2021and2030,accordingtoareportbyNextMoveStrategy.Withagrowingdemandforindustrialandcommercialinfrastructureandtherecoveryoftheglobaleconomyfromthecoronavirus(COVID-19)pandemic,by2030,thesizeoftherealestatemarketisexpectedtoreach14.6billionU.S.dollars.Accordingtothesource,other[...]

ReadmoreNote(s):Worldwide;2021Source(s):NextMoveStrategyConsultingLeadingpublicrealestatecompaniesworldwidein2022,bymarketvalue(inbillionU.S.dollars)Leadingrealestatecompaniesworldwide2022,bymarketvalueMarketvalueinbillionU.S.dollars020406080100120140Prologis(U.S.)AmericanTowerCorporation(U.S.)CrownCastleInternationalCorp.(U.S.)126.34119.4984.0780.94BrookfieldAssetManagement(Canada)SunHungKaiPropertiesLimited(HongKong)PolyDevelopments&HoldingsGroupCo.,Ltd.ClassA(China)ChinaResourcesLandLimited(HongKong)LongforGroupHoldingsLtd.(China)34.8132.8132.4530.0527.9627.9225.1320.0419.42CBREGroup,Inc.ClassA(U.S.)ChinaVankeCo.,LtdClassB(China)CKAssetHoldingsLimited(HongKong)MitsuiFudosanCo.,Ltd.(Japan)ChinaMerchantsShekouIndustrialZoneHoldingsCo.,Ltd.ClassA(China)4Description:BrookfieldAssetManagement,theCanadiancompanywhichownsCanaryWharfinLondon,PotsdamerPlatzinBerlinaswellasbeingthelargestofficelandlordinbothLondonanddowntownLosAngeles,hadamarketvalueof81billionU.S.dollarsin2022andrankedhighestontheranking.Despitehavingthelargestmarketvalue,Prologistookspot524.ReadmoreNote(s):Worldwide;April2022Source(s):ForbesValueofcommercialrealestatemarketintheMiddleEastandAfrica(MEA)regionasofDecember2022,bycountry(inbillionU.S.dollars)CommercialrealestatemarketsizeinMEA2022,bycountryValueinbillionU.S.dollars050100150200250300350400450SaudiArabiaTurkeyUnitedArabEmiratesIsraelQatarSouthAfricaEgyptKuwait5Description:SaudiArabia,Turkey,andtheUnitedArabEmirateswerethelargestcommercialrealestatemarketsintheMiddleEastandAfrica(MEA)regionin2022.Asofthelastmonthof2022,thevalueofcommercialrealestateinSaudiArabiawasestimatedatover411billionU.S.dollars.InTurkey,thisfigurestoodatalmost253billionU.S.dollars.ReadmoreNote(s):Israel,Kuwait,Qatar,SaudiArabia,SouthAfrica,UnitedArabEmirates,Turkey,Egypt,MENA;December2022Source(s):EPRARetailgrossleasablearea(GLA)percapitaintheGulfCooperationCouncilin2021,bycity(insquaremeters)RetailGLApercapitaGCC2021,bycityAreainsquaremeters0.80.00.20.40.61.01.21.41.61.8AbuDhabiDubai1.71.3DammamDoha10.5Riyadh0.4Jeddah0.46Description:In2021,thelargestretailgrossleasablearea(GLA)percapitaamongtheGulfCooperationCouncilcountrieswasinAbuDhabiwith1.7squaremeters.Dubaicameinsecondwith1.3squaremetersofleasableareapercapita.

ReadmoreNote(s):MENA;2021Source(s):AlpenCapital;Cushman&Wakefield;IMF;JLLFastestgrowingluxurybrandedresidentialrealestatemarketsworldwidein2023Risingmarketsforluxuryresidentialrealestateprojectsworldwide202370%60%60%50%40%30%20%10%0%49%46%33%26%25%8%MiddleEastEuropeLatinAmericaNorthAmericaAsiaPacificCaribbeanAfrica7Description:TheMiddleEastwasthefastestgrowingluxuryresidentialrealestatemarketworldwidein2023,theprojectinthedevelopmentpipelineaccountingfor60percentofallprojectsintheregion.Europefollowedcloselyatnearly50percent.LatinAmericacamenextat46percent,whileNorthAmericaaccountedforone-thirdoftheprojectsinthepipeline.ReadmoreNote(s):Worldwide;2023Source(s):KnightFrankCHAPTER

02MiddleEastregionalcontextValueofcommercialrealestatemarketworldwidefrom2019to2022,byregion(intrillionU.S.dollars)Globalcommercialpropertymarketsize2019-2022,byregionAsiaPacificEMEANorthAmericaLatinAmerica1412.0311.341211.0310.9410.7710.6210.27210.1210.139.589.371086421.191.031.080.95020192020202120229Description:In2022,theestimatedvalueoftheglobalcommercialrealestatemarketwasapproximately35trillionU.S.dollars,upfromalmost34trillionU.S.dollarstheyearbefore.TheAsia-Pacificregionhadthelargestmarketsize,valuedatover12trillionU.S.dollars,slightlyhigherthanNorthAmerica.LatinAmericahadamarketsizeofjustoveronetrillionU.S.dollars.ExceptfortheEurope,MiddleEast,andAfrica(EMEA),thecommercialpropertymarketsgrewinallregions.

ReadmoreNote(s):Worldwide;2019to2022;AsofDecembereachyear.Source(s):EPRA;Distributionofluxurybrandedrealestateprojectsworldwidein2023,byregionShareofluxurybrandedresidentialrealestateprojectsworldwide2023,byregion45%39.4%40%35%30%25%20%15%10%5%19.5%12.7%10.3%9.6%4.5%4.1%0%NorthAmericaAsiaPacificEuropeMiddleEastLatinAmericaAfricaCaribbean10Description:Whenitcomestoluxurybrandedrealestateprojectsworldwide,NorthAmericawasthelargestmarketin2023.Thesourcedefinesthistypeofrealestateasresidentialpropertiesassociatedwithanestablishedbrand.Nearly40percentoftheprojectsinoperationorinthedevelopmentpipelinewereinNorthAmerica.TheAsia-Pacificregioncamenextatabout20percent,whiletheEuropeanregionaccountedforover12percentoftheprojects.TheMiddleEastandLatinAmericaboth[...]

ReadmoreNote(s):Worldwide;2023Source(s):KnightFrankValueoflistedrealestatemarketworldwideasofDecember2022,byregion(inbillionU.S.dollars)Globallistedrealestatemarketsize2022,byregionEmergingmarketsDevelopedmarkets1,4001,2001,0008006004002000NorthAmericaAsiaPacificEurope,MiddleEast&AfricaLatinAmerica11Description:AsofMarch2023,therewerelargedifferencesbetweenthesizeofvariouslistedrealestatemarketsworldwide.NorthAmericawashometothelargestlistedrealestatemarketwhichwasworth1.3trillionU.S.dollars.Listedrealestatereferstorealestatecompaniesthatarequotedonstockexchangesandreceiveincomefromrealestateassets.ReadmoreNote(s):Worldwide;December2022Source(s):EPRALeadingrealestatebrandsintheMiddleEastin2022,bybrandvalue(inmillionU.S.dollars)RealestatebrandsMiddleEast2022,bybrandvalue202120222,5002,0702,0001,5521,5001,00053544650002151671541788584EmaarAldarDarAlArkanDamacBarwa12Description:In2022,amongrealestatebrandsintheMiddleEast,thebrandvalueofEmaarwasthehighest,valuingatmorethantwobillionU.S.dollars.EmaarpropertiesisthemosttrustedrealestatebrandinDubaiaccordingtothesource.

ReadmoreNote(s):MENA;2022Source(s):BrandFinanceCHAPTER

03ResidentialrealestateShareofhomeownershipinSaudiArabiafrom2016to2030HomeownershiprateinSaudiArabia2016-203080%70%70%62%60%51.7%49.8%49.9%50%40%30%20%10%0%20162017201820202030*14Description:TheshareofhomeownershipinSaudiArabiaamountedto62percentin2020.TheshareofhomeownershipinSaudiArabiawasforecastedtogrowto70percentby2030inSaudiArabia.

ReadmoreNote(s):SaudiArabia;2016to2020;*Forecasted.ReadmoreSource(s):SidraCapital;SidranInstituteResidentialrealestatepriceindexinSaudiArabiafromQ42019toQ12021ResidentialrealestatepriceindexinSaudiArabia2019-20212.5%2.1%2.1%2.0%1.8%1.5%1.0%0.8%0.6%0.5%0.5%0.0%Q42019Q12020Q22020Q32020Q42020Q1202115Description:Intheoneyearperiodtillthefirstquarterof2021,theresidentialrealestatepriceindexinSaudiArabiaincreasedby0.6percent.DuetotheglobalCOVID-19pandemic,thecommercialrealestatepriceindexinSaudiArabiadecreasedby0.4percentduringthesameperiod.ReadmoreNote(s):SaudiArabia;Q42019toQ12021;year-on-yearchangeSource(s):GeneralAuthorityforStatistics(SaudiArabia);SidraCapitalValueofresidentialrealestatetransactionsinSaudiArabiafrom2017to2023,withaforecastuntil2028(inbillionU.S.dollars)ResidentialrealestatesalesvalueinSaudiArabia2017-2023,withforecastby2028161413.7413.1412.5411.951210811.3610.1810.2110.279.278.367.887.75642020172018201920202021202220232024*2025*2026*2027*2028*16Description:ThevalueofresidentialrealestatetransactionsinSaudiArabiaincreasedbymorethantwobillionU.S.dollarsbetween2017and2023andwasforecasttocontinuetoriseuntil2028.AccordingtodatabyMarketInsights,thevalueofhomesalesamountedto10.27billionU.S.dollarsin2023.By2028,thisfigurewasforecasttoreach13.74billionU.S.dollars.SaudiArabiaisoneofthe20countrieswiththehighestvalueofresidentialrealestatetransactions.

ReadmoreNote(s):SaudiArabia;2017to2023Source(s):Valueofresidentialrealestatetransactionsworldwidein2023,withaforecastfor2028,bycountry(inbillionU.S.dollars)Residentialrealestatesalesvalueforecastinleadingcountriesworldwide2023-2028TransactionvalueinbillionU.S.dollars20232,000202805001,0001,5002,5003,0003,5004,0004,500UnitedStatesChinaIndiaGermanyJapanSouthKoreaUnitedKingdomNetherlandsSpainIndonesiaItalyRussia17Description:TheUnitedStatesandChinawerethecountrieswiththelargestvalueofresidentialrealestatetransactionsworldwidein2023.AccordingtodatabyMarketInsights,theresidentialmarketsinbothcountrieshadanestimatedtransactionvalueofclosetothreetrillionU.S.dollars.Indiawasthethirdcountryintheranking,withatransactionvalueofapproximately254billionU.S.dollars.All20countrieswereforecasttoseetheirhousingmarketsgrowby2028,withtheU.S.reaching[...]ReadmoreNote(s):Australia,Brazil,Canada,China,France,Germany,India,Indonesia,Italy,Japan,SouthKorea,Mexico,Netherlands,Russia,SaudiArabia,Spain,Switzerland,Turkey,UnitedKingdom,UnitedStates;2023Source(s):CHAPTER

04NonresidentialrealestateProjectedgrowthoftheconstructionsectorinSaudiArabiafrom2019to2023ProjectedgrowthofconstructionsectorSaudiArabia2019-20239%8.4%8.3%7.7%8%7%6%5%4%3%2%1%0%7.1%6.7%2019202020212022202319/statistics/1127709/saudi-arabia-projected-growth-construction-sectorTheforecastedgrowthoftheconstructionsectorinSaudiArabiafor2019wasabout7.7percent.TheconstructionmarketwasundergoingacomebackafteraperiodofeconomicvolatilitythatfollowedthecollapseoftheDubairealestatemarket.

ReadmoreNote(s):SaudiArabia,MENA;2018;allvaluesareprojectionsSource(s):NoozzExistingsupplyofretailspaceinDammamfrom2018to2022(inmillionsquaremeters)SupplyofretailspaceDammam2018-20221.41.21.21.21.00.890.870.870.80.60.40.20.020182019202020212022*20Description:In2022,thesupplyofretailspaceinJeddahwasestimatedat1.2millionsquaremeters.ThiswasequaltotheexistingsupplyofretailspacerecordedintheSaudiArabiancityduringthepreviousyear.

ReadmoreNote(s):SaudiArabia,MENA;2018to2022;*E