Core Viewpoint - The Chinese real estate market is undergoing structural adjustments and paradigm shifts, transitioning from incremental expansion to stock optimization and moving from rapid growth to high-quality development [1][2][3] Group 1: Market Trends - The real estate market is expected to see a narrowing of declines by 2025, although issues such as high inventory and weak demand persist [3] - By 2026, policy support such as optimizing purchase restrictions in major cities and enhancing financing coordination mechanisms may help stabilize key market indicators [3] Group 2: REITs Impact - The launch of commercial real estate REITs marks a new phase for China's REITs market, offering significant development opportunities [2][3] - REITs can assist real estate companies in reducing debt and mitigating risks, fostering a virtuous cycle and promoting a shift towards "light asset operations" [2][3] - In a low-interest-rate environment, REITs can facilitate the revaluation of quality assets and provide new investment channels for investors [2][3] - Future efforts should focus on improving product structures and enhancing market development to promote high-quality growth in the REITs market [2]
2026中国不动产金融论坛举行：今年房地产市场主要指标跌势有望收敛
Xin Lang Cai Jing·2026-01-24 10:00