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

Shanghai Office Q1/2026

Alongside policy support for traditional occupiers, a new source of demand is emerging from more client-facing uses of office space. While this remains relatively limited in scale, it is helping support leasing activity in selected buildings.

china briefingsshanghai office

Shanghai Office Q1/2026

Abstract

Alongside policy support for traditional occupiers, a new source of demand is emerging from more client-facing uses of office space. While this remains relatively limited in scale, it is helping support leasing activity in selected buildings.

Retail

Beijing Retail Q1/2026

Beijing’s retail market has remained broadly stable under policy support. Consumption upgrading continues to drive activity, while the first-store economy and the integration of commerce, tourism, culture and sports are becoming key drivers of market renewal.

Beijing retailchina briefings

Beijing Retail Q1/2026

Abstract

Beijing’s retail market has remained broadly stable under policy support. Consumption upgrading continues to drive activity, while the first-store economy and the integration of commerce, tourism, culture and sports are becoming key drivers of market renewal.

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.