James MacDonald, Senior Director and Head of China Research at Savills based in Shanghai, shares first-hand experience and observations on the country’s residential, commercial, and industrial real estate markets. Through his professional lens as an 18-year industry veteran, James discusses the key structural changes in China’s real estate market and the broader economy.
- (00:00) - Introduction
- (02:00) - China’s residential market condition
- (03:27) - Policy direction and stimuluses
- (07:15) - China’s commercial property market condition
- (10:42) - Oversupply risk in commercial property
- (14:00) - Investment trends in the office market
- (16:22) - Multinational companies’ China strategy shift
- (20:36) - China’s consumer market outlook
- (23:01) - “New Economy” real estate assets
- (25:48) - Growth potential for C-REITs
- (30:20) - Closing Remarks