This year has seen China’s real estate market come up against some of its most significant challenges to date. The covid-19 pandemic has had far-reaching consequences for the industry, including a fall in commercial real estate activity as footfall ground to a near halt in shopping malls, hotel occupancy declined and office workers began working remotely.
The real estate market had already been facing headwinds in the form of the US-China trade war, Hong Kong protests and the impact of financial de-risking measures.
China-focused closed-ended fundraising dropped from $2.83 billion in 2018 to $1.64 billion in 2019, according to PERE data. Meanwhile, Real Capital Analytics data show that Chinese outbound investment volumes fell from $31 billion in 2017 to $4.1 billion in 2019.
Despite this, the growth of China’s middle class, consumption-driven economy, its high urbanization rate, the development of city clusters, the growth of e-commerce and associated demand for last-mile logistics, as well as ongoing investment in traditional and digital infrastructure, are just some of the factors that highlight the market’s long-term potential.
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