Beijing, China, 17 August 2026 – Foreign investment is returning selectively to parts of China’s property market, with international funds focusing on shopping centres, logistics facilities and other income-producing assets after a prolonged valuation reset.
The renewed activity does not amount to a broad call that the residential downturn has ended. Five years after the failure of a major indebted developer triggered a wider crisis, home sales, developer balance sheets and consumer confidence remain under pressure. Instead, investors are separating individual assets with visible cash flows from the larger sector’s structural weaknesses.
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