Insight & Opinion

Insight & Opinion is our hub for residential, commercial articles and research from experts offering industry-leading advice and analysis.

China Spotlight

Breaking the Cycle:Back to Basics - China Property Outlook 2026

China’s real estate market enters 2026 in a state of deep reassessment. Four years of subdued leasing, soft sales absorption, weaker footfall, rising vacancies,cautious capital, and persistent debt strain have pushed every asset class into a defensive posture. The old model—relying on scale, momentum, and rising prices—no longer offers a path forward. What the sector faces today is not simply cyclical weakness, but a structural shift in expectations, business models, and economic purpose. The only sustainable response is to break the cycle of decline: the cycle in which cost-cutting erodes service quality, eroded service quality weakens demand, and weaker demand triggers yet more cost-cutting. This downward spiral has reached its limit.

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Commercial

Shenzhen Office Q4/2025

Tech occupiers continued to expand in Shenzhen in 2025, supporting office leasing demand, with Nanshan standing out as the leading submarket and net absorption expected to remain strong into 2026.

china briefingsshenzhen office

Shenzhen Office Q4/2025

Abstract

Tech occupiers continued to expand in Shenzhen in 2025, supporting office leasing demand, with Nanshan standing out as the leading submarket and net absorption expected to remain strong into 2026.

Retail

Tianjin Retail Q4/2025

Tianjin’s retail market is gradually stabilising, with format upgrades and new consumption scenarios helping to rebuild footfall and support tenant performance.

china briefingstianjin retail

Tianjin Retail Q4/2025

Abstract

Tianjin’s retail market is gradually stabilising, with format upgrades and new consumption scenarios helping to rebuild footfall and support tenant performance.

Sales & Investment

Beijing Investment Q1/2025

The Beijing en-bloc investment market witnessed a stable start in 2025, with several significant acquisitions completed during the quarter. Office assets continued to be the preference for investors. Educational organizations, listed companies and joint ventures acquired assets that aligned with their specific demand.

beijing investmentchina briefings

Beijing Investment Q1/2025

Abstract

The Beijing en-bloc investment market witnessed a stable start in 2025, with several significant acquisitions completed during the quarter. Office assets continued to be the preference for investors. Educational organizations, listed companies and joint ventures acquired assets that aligned with their specific demand.