Logistics Portfolio Investment Transactions Gain Attention, Neighborhood Retail Assets Becoming Sought After

• Greater Bay Area (GBA) cities continued to extend property-related easing policies from last year through the 1H 2025 period, with a focus on alleviating financial pressure on the supply side and supporting overall residential market sentiment
• However, transaction activity slowed from April 2025, impacted by uncertainties from the trade tariff war, with 1H 2025 GBA primary residential sales numbers growing slightly at 3% y-o-y
• Total investment volume in the GBA commercial real estate (CRE) market reached RMB24.7 billion in 1H 2025, accounting for more than 31% of the overall Chinese mainland investment market
• The industrial/logistics sector's share of total GBA CRE investment expanded notably with several large-sized logistics portfolio deals recorded, while neighbourhood retail malls also captured interest

HONG KONG SAR - Media OutReach Newswire – 29 July 2025 – Global real estate services firm Cushman & Wakefield today published its Greater Bay Area Residential and Commercial Real Estate Investment Market 1H 2025 Review and 2H Outlook.