The latest analysis and updates on global property/real estate. Hong Kong, China, and the rest of the world.
Hong Kong, Real Estate. 18 March, 2011, 8:02 Hong Kong Property: 5 Reasons Why Home Prices Will Drop
Following up my “beginning of the end” call, here are 5 reasons why I am turning bearish on Hong Kong Property Market.
Hong Kong, Real Estate. 15 March, 2011, 12:21 Hong Kong Property: The Real Supply Situation
Here is just some more evidence to show why there is no supply shortage in Hong Kong Residential Real Estate Market
Hong Kong, Real Estate. 4 March, 2011, 14:03 Hong Kong Property: A Few Observations On Grade A Office Yields
Office Yield has been compressed to a level which is lower than US 10-year Treasury yield.
Real Estate, World. 3 March, 2011, 21:27 Global Real Estate: Office Vacancy Rates
Out of curiosity, I looked at the vacancy rates of various office markets around the world.
China, Real Estate. 2 March, 2011, 23:27 Real Estate Prices And Demographics: Implication For China
The rapid ageing of Chinese population does not bode well for China real estate sector in a long-run (20 years+ horizon).
Real Estate, World. 22 February, 2011, 22:27 United States: S&P/Case-Shiller Home Prices Index Continued to Drop
The latest S&P/Case-Shiller Home Prices Index confirm the acceleration of a housing double dip.
Hong Kong, Real Estate. 21 February, 2011, 18:03 Hong Kong Property: The Fallacy of Low Interest Rates
Be aware that interest rates in Hong Kong can rise even interest rates in the United States are still close to zero.
Hong Kong, Real Estate. 21 February, 2011, 15:19 Hong Kong Budget 2011: What Not To Expect As Far As Property Market Is Concerned
Hong Kong Government has very little credibility left in managing the property market.
China, Real Estate. 18 February, 2011, 12:47 China: Home Prices in January 2011
The latest home prices index data from the National Bureau of Statistics still point to a general rise in home prices across China.
Real Estate, World. 17 February, 2011, 3:03 Global Real Estate: Effectiveness of Government Intervention in General
I am not convinced that governments’ interventions in real estate markets produce desirable results, with very few exceptions I can think of.
China, Real Estate. 16 February, 2011, 18:52 China: Beijing announced their real estate prices curbing measures
Beijing announced its own set of measures aiming to curb home prices after the central government announced the 8 measures.
China, Real Estate. 11 February, 2011, 14:48 China Real Estate: New Curbing Measures to be implemented in Beijing
Rumour: Beijing is coming up with an even tougher set of rules to curb home prices, and they will be announced over the weekend.
Hong Kong, Real Estate. 8 February, 2011, 16:19 Hong Kong Property: Why Supply-Shortage Hypothesis is Nonsense
Even doubling annual supply will not make any difference.
Real Estate. 28 January, 2011, 18:48 Yes, Hong Kong Property is a bubble, so?
There are no shortage of stories these days on how expensive Hong Kong homes are. Yes, it is a bubble, but it doesn’t mean it will burst tomorrow.
China, Real Estate. 27 January, 2011, 11:12 China: eight new measures to curb home prices
China came up with 8 new policies to curb home prices. But none of them is going to really work, in my view.
Real Estate, World. 25 January, 2011, 22:57 United States: Housing Double-Dip Accelerates
The further drop of S&P/Case-Shiller index came as no surprise to me. It took 6 years on average for real estate market to recover from a burst of bubble.
Real Estate. 24 January, 2011, 18:54 Congratulations: Hong Kong Home Prices are the most expensive on earth
Hong Kong Property Prices are the most expensive on earth. However, it doesn’t mean the government should be doing something to curb prices.
Real Estate. 17 January, 2011, 1:47 30-year History of Hong Kong Property Market in One Chart
This Hong Kong Property Price Chart is plotted along side with major global events and government housing policies
Real Estate, World. 14 January, 2011, 22:27 Hong Kong vs. Singapore: managing liquidity driven property market
After Hong Kong learned from Singapore in curbing home prices(and failed), Singapore is doubling the effort.