Homepage > Real Estate Foresight (REF) Launches 14th Annual China Property Outlook
Real Estate Foresight (REF) Launches 14th Annual China Property Outlook
Posted: 26 January, 2026

From today's Press Release:

 

HONG KONG, Jan. 26, 2026 /PRNewswire-PRWeb/ -- Real Estate Foresight (REF), an independent research firm specialising in China's housing markets since 2012, launches its 14th Annual China Property Outlook - 2026, accompanied by small-group seminars in Hong Kong (January 29, 2026) and London (February 5, 2026).

 

This year's theme—'10 Distinctions'— follows "Snake-Shaped Recovery" (2025) and "Support not Stimulus" (2024).

 

"China housing is shrinking into a healthier, more rational market. The shift is painful, with no quick rebound. Our 14th Annual China Property Outlook, '10 Distinctions,' offers a higher-resolution, nuanced view." —Robert Ciemniak, Founder-Chief Analyst, Real Estate Foresight (REF)

 

The Real Estate Foresight research is intended for investors, fund managers and lenders, seeking differentiated and data-driven perspectives on China property.

 

2026 FORECAST

 

Real Estate Foresight forecasts new-home sales will decline 2.5% year-on-year in 2026, while new starts will fall 15%. By comparison, the full year 2025 recorded declines of 9.2% and 20%, respectively. 'New home sales' refers to the national 'commercial residential' new home sales in Gross Floor Area, using China's National Bureau of Statistics (NBS) data.

 

WHAT '10 DISTINCTIONS' EXAMINES

 

With the '10 Distinctions' theme, Real Estate Foresight takes a closer data-driven look at several divergences beneath headline statistics, such as:

 

-Primary vs. secondary market dynamics
-Pre-sales vs. completed-unit sales performance
-Delivery progress vs. new sales trends
-Differences between national aggregates and specific cities and market segments

 

The full presentation and seminar materials are available to REF subscribers. Media and prospective clients may request highlights and sample pages from REF.

 

SMALL-GROUP SEMINARS IN HONG KONG AND LONDON

 

As part of the 14th Annual China Property Outlook, Real Estate Foresight is hosting a series of small-group discussions with market participants in Hong Kong (January 29, 2026) and London (February 5, 2026) to share and discuss the outlook and key themes for China housing in 2026

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