China Commercial Real Estate at a Crossroads: BI Replay

New World's proposed Shanghai K11 REIT brings into focus the new set of structural issues confronting landlords of China assets -- looming land lease expiries and increasingly challenging exit via the REITs market which faces a crowded listing pipeline and softening investor demand. Meanwhile, elevated logistics and office vacancy and changing retail consumption patterns further compound the fundamental outlook. How will the logistic market outlook affect GLP's earnings? Which landlord wins as leasing flees to quality? Can a China-Hong Kong REIT Connect revive demand? Join us as Shaun Brodie, Head of Research Content for Greater China at Cushman & Wakefield, shares his perspective on the key forces reshaping China's commercial property landscape and the trends investors should watch over the coming years.