JANUARY 2026 Insert title here Breaking the Cycle: Back to Basics China Property Outlook 2026 Breaking the Cycle China's real estate market enters 2026 in a state of deep reassessment. Four years of subdued leasing, soft sales absorption, weaker footfall, rising vacancies, cautious capital, and persistent debt strain have pushed every asset class into a defensive posture. The old model—relying on scale, momentum, and rising prices—no longer offers a path forward. What the sector faces today is not simply cy ...