【Colliers】製造業商用不動產交易為主力支撐，土地市場持續保守
全球經濟前景不明、關稅及貿易政策不明朗、地緣政治風險升溫與國內信用政策緊縮等因素交互影響，導致商用不動產與土地投資氛圍保守，依據高力國際發布最新「2025年第二季暨上半年台灣商用不動產與土地投資市場報告」指出，2025年連續兩季商用不動產的單季成交金額均未達300億元，上半年合計僅572億元，為2021年同期、5年來最低，而上半年土地交易額約845億元、年減約2.5%。
【信義全球資產】2025/07 信義全球資產│商用不動產月報
觀察上半年商用不動產市場，雖受國際地緣政治、美中貿易戰等因素干擾，交易表現持續穩健推進。據統計6月上市櫃法人購置商用不動產交易量為45億元，其中辦公室交易額為27億元、工業地產交易額為18億元；上市櫃法人土地市場交易量為36億元。總計上半年商用市場交易量為613億元，其中辦公室交易額為229億元、工業地產交易額為384億元；土地市場交易額為662億元。
【信義不動產評論】2025年第一季
持續受到2024年9月央行實施第七波信用管制的影響，房貸資金仍然緊縮，房市動能壓抑，買氣持續下滑，但房價開始有點 鬆動，Q1逐步走向「量縮價緩跌」的局面。不過國內經濟仍穩健，預計住宅價格短期內雖往修正的方向，但幅度有限。
【CBRE】2025 Asia Pacific Real Estate Chief Sustainability Officer Survey
【Zillow】The National Housing Deficit Grew by 159,000 Homes in 2023, Reaching 4.7 Million
- America’s housing deficit grew to nearly 4.7 million homes in 2023—an increase of 159,000 homes from the previous year
- The total number of homes in the United States increased by 1.4 million homes, but this wasn’t enough to meet demand from 1.8 million new families formed each year
【Zillow】Zillow: CPI Shelter Forecast, June 2025
We now forecast seasonally adjusted Owner’s Equivalent Rent (OER) will increase by 0.30% in June, a modest uptick from the 0.27% gain in May. We continue to forecast a 3.5% year-over-year increase in OER by the end of 2025, with an additional 2.3% increase anticipated in 2026.
Similarly, seasonally adjusted Rent of Primary Residence is projected to rise 0.28% in June, up from 0.21% in May. We forecast a 3.2% year-over-year increase in Rent of Primary Residence by year-end, followed by a 2.0% increase in 2026.
房市降溫後住宅政策之挑戰：對社會住宅、租金補貼及都市更新等影響不容忽視
【BBC】House prices see biggest monthly fall for over two years
UK house prices recorded their biggest monthly fall for more than two years in June, according to mortgage lender Nationwide.
Prices fell by 0.8% last month, the sharpest decline since February 2023, which the building society said may reflect weaker demand following the changes to stamp duty in April.
Over the year, prices were up 2.1%, although that was the slowest annual growth rate for nearly a year.
【CNBC】Homebuyers could soon use crypto to help get a mortgage under new Trump admin plan
Homebuyers in the US may soon be able to use cryptocurrency assets to strengthen their mortgage application, according to Bill Pulte, who oversees housing giants Fannie Mae and Freddie Mac.
【World Property Journal】Top 10 Things to Know About the U.S. Housing Market Mid-2025
The U.S. housing market is entering the second half of the year on uncertain footing, according to Cotality's latest midyear market analysis. While price growth is slowing and inventory is rising--offering a glimmer of hope to buyers--high home prices, property taxes, and borrowing costs continue to challenge affordability. Mortgage performance remains largely stable, but signs of regional divergence and evolving buyer behavior hint at deeper structural shifts ahead.
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