Recovery Without a Rebound
How can a market with office vacancy around 25% also record its strongest first-half commercial property investment volume in 10 years? That apparent contradiction captures where China’s commercial real estate…
How can a market with office vacancy around 25% also record its strongest first-half commercial property investment volume in 10 years? That apparent contradiction captures where China’s commercial real estate…
In 2016 China's leader Xi Jinping famously stated that houses are for living, not for speculation. Now, through a regulatory reform pilot program in Shanghai, Beijing is signaling that industrial…
The Shanghai office market ended 2025 in a position that would have been difficult to predict five years ago. Vacancy sits at 24.3%, rents fell 11.6% year-on-year, and the city…
Shoes off. Phone in hand. A few idle taps, and groceries, dinner, or an impulse buy you didn’t know you wanted are already on their way. Multiply that moment across…
For ensuring your overseas property dream doesn’t turn into an investment fiasco If you’re a regular investor with global outlook, you’ve almost certainly thought about it: Buy a property in…
Last newsletter we gave an update on the status of China's national real estate market, so in this newsletter we’ll zoom in on recent residential market policy changes in Shanghai,…
The August 2021 start of the Evergrande financial meltdown was a momentous turning point in China’s real estate market. It marked the beginning of the end to the steep decades-long…
The vacancy rate in the Shanghai office market has dramatically increased in recent years, with the city now having enough vacant space to fill 34 fifty-story skyscrapers. One might easily…
Business innovation is often driven by necessity, which at times takes the form of desperation, and the real estate industry is no exception to this rule. Investors in multi-million dollar commercial real…
China emits more than twice as much carbon as the US or any other nation (i), and China’s built environment – including all aspects of its construction and operation and not including…