New Zealand Investment Review and Outlook
The report is based on New Zealand’s Capital Markets investment year to date and provides a candid view of the market dynamics with predictions for investment outcomes.
New Zealand has been experiencing a strong recovery from the recent pandemic, with investment outputs providing a clear indication of investment demand. Up until the first Delta community case discovered on the 17th of August 2021, New Zealand was free of COVID in the community for six months.
The resilience of the country against COVID and stronger than expected economic recovery has seen an uplift in investor interest for New Zealand real estate market. While it is uncertain how long the latest Delta-related lockdown will last, investor confidence is expected to remain strong and the existing transaction pipeline continues to progress with minimal impact on investment decisions, particularly for those assets with strong tenant covenant.
All sectors (inclusive of traditional and alternatives) have been sought for direct investment across the country, with powder remaining dry from a tentative approach throughout 2020. Although some sub-sectors struggled, others have thrived, with investors focused on placing capital into trending sectors with long term growth and stability.
Download our latest report to learn more about some of the key New Zealand investment trends that we are watching for the rest of 2021 and into 2022:
- Despite strong retail spending, investors remain cautious towards the discretionary retailing and lean towards non-discretional retailing
- Industrial and logistics will remain the most sought-after asset class, with the majority of developments being pre-leased
- Office investor demand remains stable, however there is a divergence in grade and location from both an investor and occupier perspective
- There is increasing demand for reposition opportunities for value-add strategies in strategic locations
- Tenant covenant strength is increasingly more important for investors with investments made on case-by-case basis
- Interest for alternative assets such as medical centres, data centres, aged care, hotels, cold storage, and Build to Rent developments are picking up
- Investors are also increasingly conscious of the importance of ESG in investment decisions and strategies