城市土地学会与安永联合发布《大湾区房地产科技白皮书》
English follows Chinese (后附英文版)
存量时代，大湾区房地产科技创新与数字化转型
城市土地学会与安永联合发布《大湾区房地产科技白皮书》
• 约44%的企业已采用了至少一种房地产科技解决方案，资产和投资组合管理工具是主流应用领域
• 36%的受访企业表示采用房地产科技解决方案为了提效降本，但在使用时仍然面临多个阻碍
• 71%的受访房地产企业表示，新旧系统的整合问题是技术实施过程中的首要挑战
2022年9月8日，城市土地学会（ULI）与安永企业财务服务有限公司（安永）共同发布《大湾区房地产科技白皮书》（白皮书），以粤港澳大湾区（大湾区）房地产行业的科技创新与数字化转型为主题，呈现房地产科技行业的发展现状和未来机遇，助力传统房地产行业从业者在存量时代下实现数字化与智能化变革。
本白皮书受访行业涉及广泛领域，分别有投资与金融、房地产开发商、领先的科技公司及初创创新型公司、城市规划、咨询顾问、政府和非营利组织等，受访行业的多样性拓宽了白皮书内容的广度与丰富度。
房地产业面临各种挑战也迎来新商机
在中国内地「稳住房」的政策管控以及成本上升双高压下，企业需要从管理和营运方面寻求新的增长点；与此同时，后疫情时代企业和人们需要重塑运作方式，室内防疫、远程办公、在线线下数据融合等需求有了新的增长，为房地产科技的高速增长带来了更多的催化因素。在这种新常态下，企业有了更大的数字化转型动力。
包括香港、深圳和广州等在内的大湾区中心城市，是以房地产行业为推动力拉动内需收益最早的一批城市，在地产业发展史中开发早、发展快、存量大。目前，大湾区城镇化率已超70%，在中国「碳中和」、「碳达峰」等政策号召下，大湾区迫切需要降低新建筑碳排放，适应低碳发展要求也成为行业转型的重要外部驱动力。因此，如何利用科技营运好房地产存量资源、提升建筑可持续发展性成为行业重要议题。
安永香港资深顾问、城市土地学会大湾区组委会以及香港执行委员会委员-许德之表示，大湾区肩负着驱动科技创新的政策使命，新技术和新理念在这里紧密结合与落地，在人工智能、物联网、区块链等新兴科技应用的浪潮之下，科技与房地产行业的结合将创造巨大机遇。
房地产科技成为企业管理层的热点话题
79%参与调研的企业回应称，房地产科技对企业的战略重要性很高，其中在受访的企业最高级管理层中，认为房地产科技重要性很高的比例达88%。通过横向比较调研结果，发现在房地产科技应用方面越是领先的企业，高层的主导和推动作用都明显比其他企业更深入。
近半数受访企业实施至少一种房地产科技
受访的企业中，大约44%的企业已采用了至少一个房地产科技解决方案，资产和投资组合管理工具是主流应用，还有约23%的企业处于就绪阶段，正在进行技术方案评估或者试行阶段，科技工具和解决方案正获得行业广泛接受，但还没有过度到大众市场的全面采用阶段。
从大湾区企业主要的科技应用领域来看，60%的受访企业应用了企业管理工具，反映了科技对于企业内部流程自动化以及优化资产和投资组合管理的明显作用。但另一方面，在诸如建造施工、楼宇管理等，分别只有39%和38%的受访企业采用了相关技术工具，显示房地产项目管理领域的科技渗透稍仍不足，企业还未完全发力。
从技术实施方式来看，主流方式依然是基于痛点进行单点解决方案采购，超过五成的受访企业表示采用此方式。此外，约23%的企业选择内部研发技术解决方案，以解决企业个性化需求并布局趋势市场。原因包括满足企业个性化需求、公司的高级技术人才推动着更先进的技术方案，以及更好地把握市场先机。
新旧系统整合和相关人才短缺是企业目前面临的主要实施挑战
安永大湾区战略与交易服务合伙人陈恒泽表示，36% 的受访企业表示采用房地产科技解决方案为了提效降本，但实施时存在多个阻碍：34%的受访企业强调他们面临着系统整合的相关问题，27%表示他们缺少房地产科技相关的内部人才，22%表示房地产科技并不是最优先的企业战略，14%反映内部现有企业文化并不支持变革等。
其中71%的受访房地产企业表示，将新系统与现有系统的整合问题列为他们在技术实施过程中的首要挑战，例如，需要对信息技术或业务流程进行重大改变以实施新技术。由于目前市场上还缺少明确的行业标准以及包容性强的产品，新旧系统如何整合成为了各大企业的实施难题。
对于房地产科技人才需求，在科技创新和数字化转型的浪潮中，受访企业高管期望能有更多诸如科技与商业复合型人才、项目管理人才的加入，共同推进房地产行业转型升级。
「信息及网络安全」和「数据管理」是大湾区企业最重视的数字化组织能力
约有85%的受访企业表示，信息及网络安全对于实现房地产科技应用起重要作用，其次是数据管理能力，有78%的企业认可其高度重要性。然而对比现状水平，在这两项组织能力上，仅有约四成（信息及网络安全）和三成（数据管理）的企业认为自身达到了高于行业平均水平的竞争力。这说明大湾区企业在建设数字化转型的过程中，除了技术基础设施外，还需积极提升企业软实力，以保障房地产科技的顺利实施。
未来五年，人工智能技术、大数据分析以及5G技术将持续影响房地产行业变革
在技术层面，大部分企业预计人工智能技术、大数据分析和5G技术将在未来五年内对房地产行业产生重要影响。结合大中华区房地产科技投资市场情况，人工智能和大数据技术在投资市场的热度在近年来也保持着领先位置，尤其是人工智能技术，近三年来相关投资力度持续加速。
大部分企业期待通过房地产科技实现营运提效和优化商业决策
普遍受访企业对于科技对房地产行业带来的影响持积极态度，约有46%的企业期待科技未来能够进一步推动营运效率的提升，实现更好的资产管理效益。还有约22%的企业表示得益于大数据分析技术，未来商业决策将基于广泛的市场信息和用户行为数据洞见而被优化。
城市土地学会大湾区主席王承伟表示，除了市场因素以外，企业在实践数字化转型与科技创新发展，还需要拥有九项关键的企业组织能力：科技领导力、开放的企业文化、企业创新管理、敏捷开发、数据管理、高级数据分析、信息及网络安全、新兴科技利用及外部联盟。企业组织能力的培养必须与时俱进，才能为数字化转型与科技应用提供内部支持。
白皮书在推动房地产科技发展及应用，提出了四个建议，包括制定完善的数字化创新战略、重塑与创新战略适配的组织营运模式、建立广泛的科技合作生态圈，并对趋势领域进行提前布局。
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Innovation in the inventory era – digital transformation of the real estate industry in the Greater Bay Area
EY and ULI co-launch GBA prop-tech white paper
► About 44% of the interviewed companies adopted at least one prop-tech solution; with asset and portfolio management tools as a mainstream application
► 36% of the interviewed companies regarded efficiency improvement and cost reduction the main reasons for adopting prop-tech despite several hindrances
► 71% of the interviewed property companies indicated that integration of new and legacy systems is a major challenge
8 September 2022 – The Urban Land Institute (ULI) and Ernst & Young Transactions Limited (EY)have co-developed the “GBA prop-tech white paper” (the white paper) around the theme of technology innovation and digital transformation of the real estate industry in the Guangdong-Hong Kong-Macau Greater Bay Area (GBA). This white paper addresses the current status and future opportunities of the prop-tech industry in the GBA. With a hope to inform traditional real estate participants in their efforts to meet the needs of the inventory era by undergoing digital transformation.
The study has a wide coverage of industry sectors, including investment and finance professionals, real estate developers, leading technology companies and start-ups, urban planning companies, consultants, government bodies and non-profit organizations. The diversity of the respondents’ background imparts a broad spectrum of views and richness of experience in the white paper.
The real estate industry is facing both challenges and business opportunities
Under the dual pressures of the China's tightening housing policy and rising operation costs, real estate enterprises must break new ground for growth, entailing new approaches in management and operation. Meanwhile, demands from epidemic control, remote work and the overall trends in data integration have catalyzed the rapid growth of prop-tech. This new normal has given the impetus for enterprises to undergo digital transformation.
The GBA comprises the core cities of Hong Kong(SAR), Shenzhen and Guangzhou.It is one of the most developed areas, with established experience in leveraging development of the real estate industry to boost domestic demand. The rapid development of the real estate industry has resulted in large inventory. At present, the GBA is 70% urbanized and is ready for more construction projects. Under China’s “dual carbon” policy, it is imperative to reduce the carbon emissions resulting from future construction in response to the call for sustainable development in the GBA. The sustainable development is becoming a key external driver for industrial transformation. As such, the management of existing inventory and improvement of sustainability have become an industry-wide concern.
Harvey Coe, Senior Advisor of EY Hong Kong，Committee Member of the ULI Greater Bay Area Organizing Committee and ULI Hong Kong Executive Committee, said that the GBA is envisioned to drive technology and innovation. Where new ideas emerge and technology develops, the GBA presents tremendous potential for the real estate sector with the increasing applicability of artificial intelligence (AI), internet of things (IoT), blockchain and other emerging technologies.
Prop-tech has become a hot topic within corporate management
79% of the surveyed companies stated that prop-tech is of high strategic importance to them, with 88% of the interviewed top management replying that prop-tech is pivotal. Horizontal analysis of the survey results has yielded the conclusion that, the more advanced a given company is in the use of prop-tech, the more pronounced role its senior management has in leading and driving such transformation.
Nearly half of the surveyed companies have adopted at least one type of prop-tech
About 44% of the surveyed companies have adopted at least one prop-tech solution, with the main application areas consist of asset and portfolio management tools. About 23% are in the early stage of evaluating or piloting solutions. Technological tools and solutions are gaining widespread industry acceptance but have not yet transitioned from early adoption to full incorporation by the market.
In respect of the main technology application areas among the GBA corporates, 60% of the interviewed companies have applied management tools, a reflection of the crucial role of technology in automating internal processes and optimizing asset and portfolio management. However, construction and building management are slightly behind, with only 39% and 38% of the surveyed companies having implemented the technology solutions, the penetration rate of technology remains insufficient, showing that enterprises are not yet fully committed.
Survey results show that more than 50% of the interviewed companies adopted point solutions to address the pain points identified as the way they implement prop-tech. Moreover, about 23% of companies develop in-house technology solutions to address the needs and capture trending markets. Possible reasons for these companies to develop in-house technology solutions includes meeting enterprises’ customization needs, the companies’ senior technical staff are driving more advanced technology solutions and deploying new business segments to capture opportunity.
Integration of legacy and new systems and talent shortages are the main implementation challenges
Chris Chan, Partner, Strategy & Transactions, Greater Bay Area, EY, said that 36% of the interviewed companies have adopted prop-tech strategy to improved operational efficiency and reduce costs. However, there are hindrances in the actual implementation. 34% of the interviewees highlighted the challenges associated with system integration, 27% of them said they lack in-house talent, 22% of them said prop-tech strategy is not of the highest priority among all corporate strategies, and 14% of them reported that existing corporate culture is not open to change.
71% of the interviewed real estate companies indicated that the integration of new and legacy systems, such as the significant changes to IT or business processes to implement new technologies, is a major challenge results from the lack of clear industry standards and integrated products in the market.
Regarding the demands for real estate technology talent, leaders of the interviewed enterprises expect more interdisciplinary talent with business, technology and project management backgrounds to participate in the industry transformation.
“Information and cybersecurity” and “data management" are most valued by enterprises in the GBA
About 85% of the surveyed companies indicated that information and cybersecurity are crucial in prop-tech applications, while 78% of them consider data management capabilities to be of high importance. However, based on the self-assessment of organizational competencies and competitiveness, only about 40% (information and cybersecurity) and 30% (data management) of the interviewed companies believe that their organizational competencies are higher than the industry average. This shows that, in the process of digital transformation, enterprises in the GBA must look to enhance their soft capabilities and technical infrastructure in order to ensure a successful implementation of prop-tech.
AI, big data and 5G will continue to impact the real estate revolution in the upcoming five years
The majority of the interviewed companies expect that AI, big data analytics and 5G will significantly impact the real estate industry in the next five years. As there is a rising trend in the prop-tech investment market in the region, AI and big data analytics have been the leading investments in recent years. Particularly in AI technologies, there has been a sustained acceleration in investments over the past three years.
Most companies expect to utilize prop-tech to further improve operational efficiency and optimize business decisions
The surveyed companies express an upbeat attitude towards the impact of technology on the real estate industry. About 46% of them expect emerging technologies to further improve operational efficiency, thereby raising the effectiveness of asset management. About 22% of them agree that big data would enable more insightful business decisions through extensive market intelligence and user behavior analytics.
James Wong Jr., Chair, Urban Land Institute Greater Bay Area Sub-committee, said that apart from the market circumstances, there are nine key organizational capabilities that affect digital transformation and technology innovation of enterprises, namely prop-tech leadership, open culture, innovative corporate management, agile development, data management, advanced data analytics, information and cybersecurity, availability of emerging technology and external alliances. Enterprises need to improve these organizational capabilities to get internal support for digital transformation.
The white paper made four recommendations in driving the development and application of prop-tech, which included the development of a systematic digital innovation strategy, reshaping operating model to complement the innovation strategy, the establishment of a broad technology partnership ecosystem and investing in the future to capture early market opportunities.
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About Urban Land Institute
The Urban Land Institute (ULI) is a nonprofit education and research institute supported by its members. Its mission is to shape the future of the built environment for transformative impact in communities worldwide. Established in 1936, the Institute has more than 45,000 members worldwide representing all aspects of land use and development disciplines. For more information on ULI, visit uli.org or follow us on Facebook, Instagram, LinkedIn and Twitter.
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