Skip to main content Skip to footer

September 2021 | 한국 물류 시장

Download Report
Korea Logistics Market

물류 투자 트랜드와 주요 물류 임차인의 전략방향

 

Insights & recommendations

코로나로 인해 촉발된 전자상거래 시장확장에 따른 물류센터에 대한 투자자의 관심은 작년 뿐 만 아니라 올해에도 지속되고 있다. 대형 물류센터의 주요 임차인인 이커머스 사업자, 택배업자, 유통업자 모두가 풀필먼트와 라스트마일을 위한최적화된 물류센터 인프라 구축에 사활을 걸고있다. 신선식품 배송을 위한 저온물류창고에 대한 투자자의물류시설 투자가 확대되면서 물류센터 운용 효율화를위해 AI 기술도입등 임차인의 요구수준은 더 높아지고있다.

 

  • 개발 인허가 여건은 더 악화되면서 개발 가능한 부지에대한 경쟁은 더 치열해 짐에 따라, 부지 매입가는 지속적으로 상승할 것 으로 전망된다.
  • 개발단계부터 임차인의 요구조건에 맞는 물류센터를 개발할 수 있는 능력이 투자자들에게 더 요구 될 것으로보인다.
  • 앞으로 물류센터 개발 인허가가 더 어려워 질 것으로 보임에 따라, 이미 인허가가 완료된 노후화된 물류센터를활용한 밸류애드 전략을 적극적으로 활용할 것을 추천한다.
  • 투자자간의 매물 확보 경쟁으로 물류센터 매매가는 지속적인 상승이 예측되며 캡레이트는 4% 초반대를 형성 할 것으로 전망된다.

 


Korea Logistics Market

September 2021 | 한국 물류 시장

Download Report
Related Experts

Judy Jang

Director

Research

Korea

Judy Jang has joined Colliers Korea as Associate Director of Research & Advisory Services in March 2018. 
She is responsible for research outputs and play a major role to drive a more client-oriented research approach to support business win rate.

Judy has over 15 years of experience in real estate business and 6 years in IT industry. Prior to joining Colliers, she has served as a Head of Research for 7 years in Cushman & Wakefield Korea. She also had worked at Golden Bridge Property Management (Vanguarz Asset), Polaris HQ, LAN bird Technology Company, and Alibaba Korea.

 

View expert

Robert Wilkinson

Managing Director

Korea

As Managing Director of Colliers International, Rob is responsible for the strategic direction of the Korea business, to lead the growth and diversification initiatives and develop leadership talent. He oversees all service lines as well as shared services including investment sales, office leasing, project management, valuation and advisory, research, marketing and communications, human resources and finance.

Rob is also a member of the Colliers International Asia Leadership team.

View expert

Harold Lee

Senior Director

Capital Markets & Investment Services

Korea

Harold Lee has been active in the Korea and Overseas capital & investment sector for over 14 years and his professional experience in the market includes real estates and other real assets.

Prior to joining Colliers, He was a managing director at investment banking group of Hana Financial Investment where he played a key role in growing Hana's overseas real estate business. He led over $1 billion of real estate transactions globally.

Before joining Hana, he was a portfolio manager at major asset management companies in Korea such as Korea Investment Management and DB Asset Management, where he was responsible for managing funds with combined AUM of over $1 billion with a focus on overseas investments.

He was also a director of Financial Advisory Services division of Deloitte Korea where he advised Korean institutional investors on their overseas alternative investments including real estates.

View expert

Jay Cho

Senior Director

Office & Industrial Services

Korea

Jay is currently the Head of Colliers’ Office & Industrial Services team in Korea. he has over 17 years of real estate market experience in Seoul for many years he has been focused on Office & Industrial Services. Strong experience in working on a range of both Korean domestic firms. With a proven track record in real estate field as a Senior director, He has successfully nurtured and developed lasting business relationships with a wide range of clients from institutional investors to individual landlords, developers and local conglomerates. Based on the well-maintained relationships, he has successfully closed multiple deals with various projects as indicated on the right, including financial services clients.

View expert