As the opening year of the 15th Five-Year Plan, the development of commercial real estate in Greater China in 2026 will be influenced by multiple factors including macroeconomic conditions, industrial layout, market supply, and consumer evolution. This report examines recent trends in the real estate market and explores key areas that may shape future market opportunities in 2026.
The Macro Economy
2026 will remain a year of adjustment for economic restructuring, with expanding domestic demand and boosting consumption serving as the primary drivers of economic growth in the coming year.
Hot Themes and Alternatives
Data centers powered by artificial intelligence will continue to attract investor attention; amid intense market competition, asset management will increasingly demonstrate its critical role in enhancing real estate value.
Office
The development of new-quality productive forces will drive significant growth in TMT industry demand in 2026, with supporting facilities having become and continuing to serve as the core differentiating advantage for property owners.
Retail
Fierce market competition has propelled the rapid rise of Chinese retail brands, shifting their focus from “scale expansion” to “value creation.” The consumer market is evolving from satisfying material needs to delivering experiential value and emotional resonance.
Industrial Logistics
By 2026, the integration of logistics and manufacturing facilities will continue to strengthen supply chain resilience and competitiveness across Greater China. The reshaping of global industrial chains will create investment opportunities for factory space relocation.
Capital Markets
The expansion of C-REITs to include office buildings and hotels will significantly boost investor interest in these sectors.
