Research

We pride ourselves on our in-depth property research. Our specialist teams offer insight into current market trends and predictions for the future to help you make the right property decisions.  

China Spotlight

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

china outlookchina report

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 Q4/2025

Q4/2025 leasing activity improved noticeably, but the market remains structurally oversupplied, and further vacancy pressure is likely as new projects come online in 2026.

china briefingsshanghai office

Shanghai Office Q4/2025

Abstract

Q4/2025 leasing activity improved noticeably, but the market remains structurally oversupplied, and further vacancy pressure is likely as new projects come online in 2026.

Retail

Shenzhen Retail Q4/2025

Shenzhen saw an eight-year high in new retail supply in 2025, yet vacancy remained low. Strong pre-leasing and proactive asset management helped landlords navigate changing consumer preferences.

Shenzhen Retail Q4/2025

Abstract

Shenzhen saw an eight-year high in new retail supply in 2025, yet vacancy remained low. Strong pre-leasing and proactive asset management helped landlords navigate changing consumer preferences.

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.

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