Real Estate Foresight (REF), an independent research firm specialising in China housing markets since 2012, launches the 14th edition of the China Property Outlook. The 2026 theme '10 Distinctions' follows 'Snake-Shaped Recovery' from 2025 and 'Support not Stimulus' from 2024.
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).
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.
"China housing is shrinking into a smaller, 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)
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
ABOUT REAL ESTATE FORESIGHT (REF)
Real Estate Foresight (REF), established in 2012 and based in Hong Kong SAR, specialises in research on China housing markets, helping foreign investors, fund managers, lenders, and developers form a finer and data-driven view on the sector.
Real Estate Foresight (REF) services include China Forecast research subscription, a Signallium(TM) China Property web-based market intelligence 'terminal', and bespoke research projects, ranging from due diligence on specific projects/developers' portfolios to strategy and thematic papers.
Connect on LinkedIn: Contact the Founder, Robert Ciemniak
Contact: [email protected]
Website: https://www.realestateforesight.com
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Media Contact
Robert Ciemniak, Real Estate Foresight Ltd, 1 6464620090, [email protected], https://www.realestateforesight.com
SOURCE Real Estate Foresight Ltd
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