Britain’s high-street lenders green-lighted the largest number of home loans since the end of 2024, a sign that housing demand is stabilizing https://t.co/lNXZm0lLyd ...

Hamilton Lane, which oversees more than $986 billion in assets, is stepping up its investments in Toronto’s apartment market to seize on the demand for more housing https://t.co/QRJPr18rWN ...

US mortgage rates rose for the first time in five weeks, thwarting a budding recovery in housing demand and abruptly halting a recent flurry of home refinancing https://t.co/AIfjhAQOCc ...

Uh, let's stick with housing. Our next guest says this week's rate cut will spike housing demand, particularly from first-time buyers, but warns that could also drive prices back up. Joining us now is Noble Black, real estate broker at Cork Noble.Great to have you with us. >> Thanks for having me. >> Um, are you expecting rates to resume a downward sort of trajectory even though we saw a spike right after the Fed meeting.>> Who knows, right. I mean, I I think we're certainly not going to see them fall drama ...

RT Ilena (@ilenapeng)A hike in American duties on Canadian wood was meant to protect prices for US producers. It still hasn't been enough to stop futures prices from plunging to a 7-month low as housing demand falls.🪵🔗: https://t.co/NPWRB8G5g1 via @business https://t.co/9uv7l2ZzGA ...

Core Viewpoint - Goldman Sachs reports that China's demand for new homes will remain low, with annual new demand expected to be slightly below 5 million units from 2025 to 2030, a 75% decline from the peak of 20 million units in 2017, driven by demographic changes, policy shifts, and a reversal in investment demand [1][14][42]. Demographic Changes Impacting Housing Demand - China's population peaked in 2021 and is projected to decline, leading to a negative contribution to new home demand, shifting from an average of 1.5 million units per year in the 2010s to -0.5 million in the 2020s and -1.4 million in the 2030s [2][15]. - Urbanization is slowing, with the urbanization rate expected to increase by only 0.5 percentage points annually from 2024 to 2030, contributing an average of 3.8 million units per year in the 2020s, down from 6.4 million in the 2010s [2][18]. - The trend of shrinking household sizes is partially offsetting the negative impacts of population decline and urbanization, with contributions to new home demand expected to rise from 1.4 million units in the 2010s to 1.8 million in the 2020s [2][19]. Declining Demolition and Renovation Demand - The average demolition demand is projected to decrease from 4.7 million units per year in the 2010s to 2.7 million in the 2020s due to improved housing quality and a shift in government focus from demolition to renovation [3][27]. - The government’s shanty-town redevelopment program (2015-2018) accelerated demolitions, leading to a front-loaded demand that will result in fewer demolitions in the coming years [3][35]. Investment Demand Reversal - Investment demand, which was a significant driver of housing demand in the 2010s, is expected to turn negative, with an average of -1.8 million units per year from 2025 to 2030 and -1.2 million in the 2030s, as owners are likely to sell vacant apartments [4][39]. - The urban housing vacancy rate was approximately 20% in 2020, indicating a substantial number of empty apartments that could suppress new construction [4][41]. Overall Housing Demand Outlook - Overall, urban demand for new properties in China is expected to remain slightly below 5 million units per year, reflecting a combination of declining population, slowing urbanization, reduced demolition needs, and a fundamental shift in investment demand [4][42].