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Six Alternative Property Assets — What To Watch In China

Shaun Brodie • 10/11/2022
China Think In Report 2022
 
 
The rise of alternative property assets in China has been shaped by a number of factors, not least by:
 
  • Macro-economic trends
  • Evolving population dynamics
  • Technology
  • New ways of working and living
  • A greater awareness of sustainability
  • The COVID-19 pandemic
 
This report considers these what-to-watch factors and more and how they have affected and stimulated a general market interest in the following six key alternative property assets:
 
  • Life sciences commercial real estate
  • Experiential retail shopping centers
  • Cold storage logistics warehouses
  • Data centers
  • Long-term rental housing
  • Hotels

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Overall logistics market demand was relatively active in Q2 2024, although new supply also rose q-o-q. Consequently, leasing pressure in the premium logistics warehouse market remained significant. In some city markets, the strategy of trading volume for price saw rents and vacancy rates both trending downwards. In the investment market, overall activity in the logistics sector picked up slightly compared to Q1.
 
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