Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Real Estate

The latest analysis and updates on global property/real estate. Hong Kong, China, and the rest of the world.

China new home prices rose in 35 cities in October
China, Real Estate. 18 November, 2012, 11:58 China new home prices rose in 35 cities in October
Real estate market remains resilient.
Some positive news for US housing
Real Estate, World. 9 November, 2012, 12:33 Some positive news for US housing
Recent data continue to point to improving housing market in the US.
China’s real estate investment slowed slightly in September
China, Real Estate. 18 October, 2012, 11:13 China’s real estate investment slowed slightly in September
Real estate investment growth slowed slightly in September.
China new home prices rose in 31 cities in September
China, Real Estate. 18 October, 2012, 9:46 China new home prices rose in 31 cities in September
New home prices rose in 31 cities in September.
Is the Chinese real estate market recovering? For real?
China, Real Estate. 9 October, 2012, 13:02 Is the Chinese real estate market recovering? For real?
Standard Chartered seems to think that the Chinese real estate market is coming back for real.
What “oversupply” actually means for China’s real estate
China, Real Estate. 9 October, 2012, 13:01 What “oversupply” actually means for China’s real estate
Vacant properties are also part of the supply.
The unsustainable rise of China’s property prices
China, Real Estate. 9 October, 2012, 13:00 The unsustainable rise of China’s property prices
Property prices have gone up in China much more than income.
China’s golden week is not very golden for real estate developers
China, Real Estate. 8 October, 2012, 15:56 China’s golden week is not very golden for real estate developers
The momentum of the “recovery” of the real estate market appears to be losing steam.
September home sales slowed in China
China, Real Estate. 24 September, 2012, 10:26 September home sales slowed in China
The peak season of real estate sales began with a slow start.
This time is different: post-bubble housing start of US vs. Japan
Real Estate, World. 18 September, 2012, 13:45 This time is different: post-bubble housing start of US vs. Japan
While post-bubble housing start in the US collapsed, the post-bubble housing start of Japan stayed remarkably resilient in the first few years.
China new home prices rose in 35 cities in August
China, Real Estate. 18 September, 2012, 10:48 China new home prices rose in 35 cities in August
New home prices in China rose in 35 cities in August, less than in July
Chinese real estate prices expectation on the rise, says Credit Suisse
China, Real Estate. 13 September, 2012, 18:30 Chinese real estate prices expectation on the rise, says Credit Suisse
More Chinese are now expecting property prices to rise.
China’s real estate investments picked up slightly in August
China, Real Estate. 9 September, 2012, 15:05 China’s real estate investments picked up slightly in August
Real estate investment growth picked up slightly in August.
Japan’s demographics and land prices revisited
Real Estate, World. 6 September, 2012, 14:39 Japan’s demographics and land prices revisited
Demographics only point to a possibility of rebound in land prices for Tokyo, but not ther rest of Japan.
China’s real estate developers are looking forward to peak season
China, Real Estate. 31 August, 2012, 11:18 China’s real estate developers are looking forward to peak season
As August is coming to an end, real estate developers in China look forward to the peak season.
Local governments in China sell land plots while foreign investors turn cautious
China, Real Estate. 29 August, 2012, 13:33 Local governments in China sell land plots while foreign investors turn cautious
Yesterday, we noted that the government of Wenzhou has put up 52 land plots for sale all in one go. A sign of desperation, as government’s revenue fell amid slowing economy and weak real estate market. Of course, this is not a unique phenomenon in Wenzhou. On the whole, land sales revenue for the whole [...]
Constructions at China’s most famous ghost city grind to a halt
China, Real Estate. 29 August, 2012, 2:36 Constructions at China’s most famous ghost city grind to a halt
Majority of construction works in Ordos City of Inner Mongolia have stopped
Wenzhou government puts up 52 sites for sales as revenue falls
China, Real Estate. 28 August, 2012, 15:26 Wenzhou government puts up 52 sites for sales as revenue falls
In a sign of desperation, Wenzhou puts up 52 pieces of land on sale in a promotional event.
China new home prices rose in 49 cities in July
China, Real Estate. 18 August, 2012, 17:07 China new home prices rose in 49 cities in July
New home prices increased on a month-on-month basis in 49 of 70 cities.
After warming up a bit, the real estate market is cooling again
China, Real Estate. 16 August, 2012, 16:45 After warming up a bit, the real estate market is cooling again
Activities of the real estate market has slowed in August after a rebound in the previous months.