The commercial real estate market in Greater China has been influenced by a number of factors over the last couple of years, not least by the macro economy, relevant policies, domestic demand, technological progress and environmental sustainability. Our report generally examines the real estate industry in Greater China and looks to provide an understanding of the aspects that will influence new business opportunity generation in the region in 2025. In particular, the report focuses on the following aspects.
The Macro Economy
A number of policies rolled out in 2024, will help boost domestic demand and will help stabilize the real estate market on the Chinese mainland in 2025.
Hot Themes and Alternatives
Sustainability will continue to be a key trend in the real estate market on the Chinese mainland in 2025. Affordable long term rental housing and data centers are alternative real estate assets which will draw further investor interest on the Chinese mainland in 2025.
Office Sector
Office supply will continue to surge in 2025, but this supply will be offset by leasing demand from new and emerging industries as well as landlords willing to further optimize their office assets to remain competitive.
Retail Sector
Domestic market demand enhancing stimulus measures, a rise in the number of overseas travelers, and a new era in consumption and the growth of “white brand” goods sales will be a big positive for the retail property market on the Chinese mainland in 2025.
Industrial Logistics Sector
Industrial factory space upgrading and transformation will augment overall activity in the industrial investment market on the Chinese mainland in 2025.
Real Estate Investment
Overall, real estate investment activity is expected to recover in 2025 in Greater China, however, in the short-term, pricing pressure will remain.
