The Expanding Role of Chinese Capital

Chinese investors are rapidly expanding their reach and influence across global real estate markets. In the first half of 2015, China outbound flows to commercial real estate experienced year-on-year growth of approximately 46% to reach US$ 6.6 billion, accounting for more than a third of total Asian-sourced capital flows over the period. Gateway cities in

What does the China Rate Cut Mean for Real Estate?

This month the PBOC announced that it would cut its benchmark rate by 25 bps on 26 August and the reserve requirement ratio (RRR) by 50 bps on 6 September. This would be the fifth interest rate cut since November 2014 and the fourth RRR cut so far this year. In early August, the PBOC

Japan’s Negative GDP Growth a Temporary Blip

Real GDP growth declined by 0.4% q-o-q (down 1.6% annualised) in Q2 2015, a figure in line with consensus forecasts. The contraction came after three consecutive quarters of growth and was mainly due to a fall in exports as well as a drop in private consumption. Corporate capex was also down, albeit marginally, by 0.3%

Oil Price Slides Further – the Impact on the Middle East

Less than a month since the release of CBRE’s latest IN and OUT: Middle East report – in mid-August, we find that the latest Oxford Economics oil price forecasts revised down, both for the short and medium term. The revisions were made off the back of expectation of likely rise in Iranian oil supply, compounded

The Chinese Housing Market is Beginning to Stabilise

Recent improvements in the Chinese housing market suggests that policy measures being implemented by Beijing, taken well before the current stock market turbulence, are starting to work, leading us to believe that China’s economy is likely heading for a ‘soft landing.’ The last couple of weeks have seen concerns over the state of the Chinese

In and Out: Middle East

The last two years have seen a significant uptick in cross-regional capital flows into global commercial real estate.

Behind the Divergence of Global Capital

As we close the first half of the year, global investment activity to date has seen the polarization of capital at both ends of the risk spectrum, which is indicative of capital movement for the balance of 2015. While the U.S. and Europe is moving up the risk curve, Asia—which has traditionally been viewed as

Vietnam’s Changing Landscape

The July 1, 2015 amendment to Vietnam’s Housing Law now permits unlimited foreign ownership of properties for various

Senior Housing: Still the Best Long-Term Opportunity in Real Estate

In 2014, the senior housing industry experienced a phenomenal volume of M&A activity, with $25.7 billion of sales across 294 announced transactions. This figure represents a 130% year-over-year increase and the largest year in industry history, eclipsing the previous high of $22.6 billion in 2006. This nontraditional asset class represented 6% of domestic sales activity in commercial real estate, despite only accounting

A U.S. View on China’s Stock Market Turmoil

With much of the world’s attention riveted on Greece, the stock market correction in Shanghai and other Asian