China Real Estate Four Years into the Great Adjustment
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…
What’s Happening with All the Excess Office Space inShanghai?
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…
China Commercial Property Investors’Newfound Powers of Innovation
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…
Greening China’s Built Environment: Urgent and in Progress
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…
Property Market Outlook 2025
The trillion-dollar question at this point in time is whether China's residential property market has reached bottom or not. The million-dollar questions include: How is current market demand for office and industrial…
In today’s China, it’s compete head-on or head on out
Foreign business leaders in China have in recent years noted that it is becoming more difficult to compete against local enterprises. Some point to what they consider unfair subsidies or business practices,…
Bolstering Strength by Staying Real-Estate-Lean
Professor Hermann Simon (founder of Simon Kucher and Associates), who coined the term ‘Hidden Champions’ for medium-sized businesses that dominate their niche, shared an interesting observation at a recent talk in Shanghai. He…
The Multi-Factor Drag on China Property Values
U.S. Office MarketThe past year or so has seen more and more transactions in the United States where office buildings are being sold for less than half of what they were bought…
Buy vs. Rent Calculus for Different China Property Types
In Shanghai an apartment that costs USD 1 million typically rents for around USD 1,900 per month, while an office unit that costs the same typically rents for around USD 3,800 per…
Dubious Dealings in China’s Billions-dollar REIT Space
After two decades of waiting, Real Estate Investment Trusts (REITs) were finally approved and rolled out in China in 2021. For some it didn’t take long before getting into trouble. REITs are…
