Core Viewpoint - Shenzhen is entering a prime period for real estate investment, with multiple high-quality property events scheduled to cater to diverse housing needs and support the stable development of the real estate market [1][10]. Group 1: Event Overview - The series of real estate events includes various themed showcases across key districts such as Futian, Luohu, and Nanshan, featuring nearly 100 quality properties available for sale [1]. - The events aim to provide a convenient and efficient platform for residents to explore housing options, with a focus on enhancing the home-buying experience [10]. Group 2: Specific Events - Event 1: "Vibrant Shenzhen, Livable Future" Holiday Special - Date: October 1-8 - Location: Qianhai Ice and Snow World Exhibition City - Featured Projects: Nearly 30 projects including Zhongjian Guanyue Mingdi and Hongrongyuan Jiayu Mansion [1]. - Event 2: "Gathering Future, Creating Prosperity Together" Futian Property Appreciation Meeting - Date: September 29 - Location: Shenye Shangcheng Cloud Lounge - Featured Projects: Notable properties such as Excellence Manyue and Jindi Huanwan City [3]. - Event 3: "Nanshan Has a Home" Nanshan Good House Festival National Day Special - Date: October 1-8 - Location: Nanshan Museum - Featured Projects: Various properties including Shenye Shijishan Valley Garden and Tianjian Bay Times Mansion [5]. - Event 4: "Golden Autumn Good House, Double Festival Joy" Luohu Golden Autumn Good House Festival - Date: October 1-8 - Location: Main venue at Luohu Yitian Holiday Plaza - Featured Projects: Properties such as Jingji Huayue and Jingji Jingyu Mansion [7][8]. Group 3: Innovative Features - The events will utilize a hybrid model combining online and offline services, allowing residents to access project information online and engage directly with developers at the event [10]. - Participating developers will offer limited-time purchasing discounts and gifts for visitors, aimed at lowering the barriers to home ownership and enhancing the purchasing experience [10].

Core Insights - Caliber has completed and submitted construction documents for its joint venture development, PURE Pickleball & Padel, marking the start of the building permitting process for a 196,726-square-foot facility [3][8] - The facility aims to be the largest indoor pickleball and padel venue globally, featuring a 1,200-seat pro arena and various amenities [8][14] - The project is expected to attract around 500,000 annual visitors and is designed to enhance community engagement with the sports [6][9] Company Overview - Caliber is a diversified real estate and digital asset management platform with over $2.9 billion in managed assets, specializing in private equity real estate investments [13] - The company has launched a Digital Asset Treasury strategy in 2025, bridging real and digital asset investing [13] Project Details - The PURE facility will include 40 indoor pickleball courts, 8 indoor padel courts, a sports performance and recovery fitness center, and a restaurant by Wolfgang Puck Catering [8][14] - The project is located in the Riverwalk Development Project within the Talking Stick Entertainment District, covering an 11+ acre site [8] Partnerships and Services - DAVIS, a Phoenix-based architectural firm, has been selected to design the facility, while RICK will provide engineering and planning services [5][6] - The Pickleball at Riverwalk Fund has been created to facilitate investments in the project, targeting accredited investors and opportunity zone funds [11]

Core Insights - Sunrise Realty Trust, Inc. has committed $35.0 million to a $370.0 million first mortgage loan for the Lofty & Standard condominium development in Miami, Florida [1] - The project features two towers with a total of 784 luxury units and high-end amenities, indicating strong demand in the Miami real estate market [2][3] Company Overview - Sunrise Realty Trust, Inc. is an institutional commercial real estate lender focusing on transitional CRE projects in the Southern United States [4] - The company aims to provide flexible financing solutions that facilitate near-term value creation, primarily targeting established and rapidly expanding markets [5] Project Details - The Lofty tower will have 362 luxury units, while the Standard tower will have 422 units, both offering premium amenities [2] - The project is a joint venture between Two Roads Development and Newgard Development Group, highlighting collaboration with leading developers in the region [1][3]

北京进深 徐迪预申请20多天后，大兴区西红门镇DX04-0102-6038地块于9月29日正式挂牌出让。 将于11月4日开拍，起始价19.04亿元。 保证金3.81亿元，最小递增幅度200万元。 | | | 基本信息 | | 2050-08-53 | | --- | --- | --- | --- | --- | | 交易文件编号: | 京士储挂(兴)[2025]035号 | 土地面积: | 27592.846平方米 | | | 用地性质: | R2二类居住用地 | 规划建筑面积: | 建筑控制规模 s63463.546平方米 | | | 土地开发程度: | 六通一平 | 位置: | 大兴区西红门镇 | | | | | 交易信息 | | | | 挂牌竞价起始时间: | 2025-10-21 | 起始价: | 190400 万元 | | | 挂牌竞买申请截止时间: | 2025-11-03 | 固定交易价格: | | | | 挂牌竞价截止时间: | 2025-11-04 15:00 | 最小递增幅度: | 200万元 | | | 保证金: | 38100万元 | 其他文件下载: | | | 地块为二类居住用地， ...

Core Viewpoint - The new real estate policy implemented in Shenzhen has significantly increased the demand for new homes, with a notable rise in both pre-sale and current sale registrations in September 2025 [1]. Group 1: Policy Impact - Shenzhen's housing and construction bureau, along with the People's Bank of China Shenzhen branch, issued a notification to optimize real estate policies, effective from September 6, 2025 [1]. - The new policy has led to a marked increase in the number of pre-sale and current sale registrations, with a total of 2,282 registrations for new homes in September [1]. Group 2: Market Activity - From September 1 to 28, there were 1,482 pre-sale registrations and 800 current sale registrations for new homes in Shenzhen [1]. - The second-hand housing market also saw activity, with 4,323 registrations by the end of September, and the total is expected to exceed 6,000, marking a recent high [1]. Group 3: Upcoming Events - A series of high-quality real estate events are scheduled to take place in Shenzhen, coinciding with the National Day and Mid-Autumn Festival, aimed at facilitating home purchases [1]. - The "Vibrant Shenzhen, Livable Future" holiday event will occur from October 1 to 8, featuring nearly 30 projects [3]. - The "Futian Good House Appreciation Meeting" is set for September 29, showcasing various projects in the Futian area [4]. - The "Nanshan Good House Festival" will also take place from October 1 to 8, highlighting available properties in the Nanshan district [6]. - The "Autumn Good House, Double Festival Celebration" event in Luohu will run from October 1 to 8, featuring multiple projects [7].

Gresse Street CGIGreat Portland Estates plc (GPE) has secured planning for the refurbishment of 15 Gresse Street and 12/13 Rathbone Place in London W1.Located in Fitzrovia, less than 200 metres from the Elizabeth line station at Tottenham Court Road, the scheme will provide 43,000 sq ft of premium fully managed workspace across five floors. Designed by DMFK Architects, proposals include the retention and refurbishment of the existing buildings together with small extensions to the rear upper floors to creat ...

Hong Kong Real Estate Equities Where could the next opportunities come from? Hong Kong Housing market recovery expected to continue. The housing market has been recovering largely as we had anticipated (The tide is about to turn, 19 September 2024) – price growth has resumed modestly (YTD: +1.3%), though at a softer-than- expected magnitude, while the transaction volume is improving steadily. Based on the current run rate, primary volume could exceed our expectations and grow 13% y/y to 19k units, hitting a ...

Core Insights - The new residential land parcel QT030501-47-2 in the Xia Sha area is set to be auctioned on October 28, with a total area of 19,734 square meters and a buildable area of approximately 45,388 square meters, featuring a floor area ratio of 2.3 [1][2] Group 1: Land Parcel Details - The land parcel has a minimum building height of 12 meters and cannot include villa-type products, with a minimum of 4 floors and a maximum height ratio of 3:1 between the highest and lowest parts [1] - The starting floor price for the land is set at 10,500 yuan per square meter [2] Group 2: Market Context - The listing of this land parcel marks a significant opportunity for the Qiantang River Bay area, which has seen no new land offerings for residential development in 15 years [3] - The area has a history of development since the completion of the Jiangdong Avenue in 2006, attracting various real estate companies and becoming a popular residential area [3] Group 3: Target Demographics - The new land parcel is expected to attract young families and those looking to upgrade their living conditions, especially if the pricing is reasonable and the new developments offer improved quality and layout [4] Group 4: Local Amenities - The land's proximity to established residential communities and commercial areas provides immediate access to mature amenities, including parks, shopping centers, and educational institutions [7] - The area is surrounded by quality educational institutions, offering a full range of educational opportunities, which enhances its appeal to potential residents [7]

Summary of the Conference Call on China's Property Sector Industry Overview - **Industry**: China's Property Sector - **Focus**: Transformation and upgrade during the 15th Five-Year Plan (2026-2030) aimed at establishing a new development model to enhance living standards and stabilize the property market [1][7] Core Points and Arguments New Development Model - The property sector will transition from construction to providing full life-cycle property services, emphasizing quality over scale [1][9] - Key features include: - Establishing a three-pronged housing system: commodity housing for affordable buyers, rental housing for urban migrants, and social housing for low-income classes [1][9] - Optimizing production factors (people, housing, land, capital) through Hukou and land reforms [1][12] - Urban renewal initiatives to enhance city capacity and promote high-quality homes [1][9][23] Housing Supply and Demand - Land sales revenue is projected to stabilize at approximately RMB 4 trillion annually from 2026 to 2030, reducing local government reliance on land sales for fiscal revenue [1][2] - The government aims to increase annual investments in social housing and urban renewal to around RMB 0.9-1 trillion, with a focus on rectification and upgrades rather than full demolitions [2][50] - Supply-side measures include revitalizing existing lands, controlling new land supply, and enhancing the quality of property supply [3][26] Urbanization and Market Dynamics - Top-10 cities are expected to outperform in property sales, land sales, and rental markets due to urbanization and population concentration [4][65] - The new urbanization policy aims to reshape the value of satellite cities, enhancing their attractiveness through improved logistics and infrastructure [67] Policy Support and Financial Measures - The government is implementing supportive fiscal and monetary policies, including special bonds for social housing and urban renewal projects [68][71] - Local governments are encouraged to repurchase idle land and housing inventory to stimulate the market [68][69] Important but Overlooked Content - The shift in focus from "having a home" to "having a good home" reflects changing consumer preferences and the need for better living conditions [8][9] - The integration of building information modeling (BIM) technology and energy-saving innovations in housing construction is emphasized as part of promoting good-quality homes [24][23] - The expected decline in new supply due to the transition to selling completed properties may lead to cautious land purchases by property firms, impacting cash flow [22][21] Conclusion - The 15th Five-Year Plan outlines a comprehensive strategy for the transformation of China's property sector, focusing on quality, sustainability, and social equity. The emphasis on urban renewal, affordable housing, and policy support indicates a proactive approach to addressing the challenges faced by the industry.

Core Insights - Akropolis Group has successfully completed the acquisition of Galio Group, becoming the sole owner of the company, which is expected to enhance revenue growth and development opportunities [1] Group 1: Acquisition Impact - The acquisition has increased the value of Akropolis Group's real estate portfolio by approximately 30%, rising from EUR 1.1 billion to EUR 1.4 billion [3] - The number of income-producing properties managed by Akropolis Group has expanded significantly from 5 to 60 following the acquisition [3] - The concentration of shopping centers within the portfolio has decreased from 96% to 73%, indicating a diversification across different asset classes [3] Group 2: Company Background - Galio Group has been involved in the development of commercial and residential real estate projects in the Baltic region for nearly 20 years, managing assets valued at over EUR 300 million [2] - Akropolis Group currently manages five shopping and entertainment centers, including three in Lithuania and two in Latvia [4] - Post-acquisition, Galio Group will continue to develop real estate projects in the Baltic States, including ongoing residential projects like reVINGIS and Mosso in Vilnius [4]