Global Scans · Real Estate · Weekly Summary

• [New] China's manufacturing activity expanded faster than expected in June, with high-tech production climbing on demand tied to the global artificial-intelligence investment boom while real estate development and consumer goods production remained under pressure. CNBC
• [New] BCG projects tokenised real-world assets will reach roughly $9.4 trillion by 2030, which is why real estate innovation money is flowing here. Acquaint Softtech
• [New] Between 2026 and 2030, PropTech will be reshaped by seven forces: agentic AI for property operations, blockchain and tokenization of real estate, smart building IoT, digital twins, SaaS property platforms, construction technology, and ESG sustainability tracking. Acquaint Softtech
• [New] The residential segment is the anticipated to grow at a fastest CAGR of 4.5% from 2026 to 2034 owing to the ongoing housing shortage and the shift towards single family home construction. Market Data Forecast
• [New] Homebuilding is an important indicator of a housing ecosystem because it signals how affordable homes will be over time. Business Insider
• [New] A new Sembawang housing site will be scaled back to protect wildlife and preserve remnants of freshwater swamp forest, one of Singapore's most endangered ecosystems. ST
• [New] For both quantitative and qualitative reasons, investors (including real estate fund managers) have started to look beyond the US for opportunities for long-term value creation. OBSERVER RESEARCH FOUNDATION ( ORF )
• [New] As an estimated US$ 90 trillion of wealth is transferred across generations, and an ever-growing share of portfolios is dedicated to alternative assets, fund managers will need compelling insights to attract capital into real estate. OBSERVER RESEARCH FOUNDATION ( ORF )
• [New] As several speakers underlined, if resilience is not built into transport, housing, infrastructure, water management and public investment rules, Europe will continue to default to repairing damage after disasters strike. Eurocities
• [New] Wellness real estate has more than doubled in size in five years and is projected to surpass US$ 1.1 trillion by 2029. Morningstar, Inc.
• [New] By 2040, 51% of households aged 60 and over could benefit from accessing their housing wealth in retirement through later life lending. FCA
• [New] The housing downturn could drain 2 to 4% of China's annual economic output from consumer spending. tippinsights
• [New] Evidence shows that living in cold homes is associated with poor health outcomes and an increased risk of morbidity and mortality for all age groups; furthermore, studies have shown that more than one in five (21.5%) excess winter deaths in England and Wales are attributable to cold housing. Institute of Health Equity
• [New] Monterey Park becomes the first U.S. city to ban data centers outright as voters approved a permanent prohibition with 88% support, signaling growing pushback on land use decisions that could impact housing supply, infrastructure, and neighborhood quality of life. Churchill Mortgage
• [New] As housing demand and economic conditions continue to shape lending activity, top-rated mortgage lenders in 2026 are expected to maintain a focus on accessibility, digital application processes, and flexible qualification standards. GlobalFinTechSeries
• [New] While artificial intelligence, interest rates, and housing affordability continue attracting investor attention, trade policy developments are increasingly emerging as one of the most significant economic risks facing Canadian households and investors in 2026. Kalkine
• [New] The budget names six specific Canada Post properties across Quebec, British Columbia, and Alberta that are being assessed for housing development potential, along with dozens of additional postal sites identified as potentially suitable for future residential use. Brookings
• [New] Billions of dollars in announced investments in Mexican industrial real estate, semiconductor packaging facilities, and automotive supply chains are predicated on the assumption that North American trade preferences will survive. Mexicanist
• Tokenized real estate could reach 7% of all property transactions, roughly AED 60 billion, by 2033. RHK Properties
• From the Dubai Land Department putting title deeds on blockchain and launching real estate tokenization from as little as AED 2,000, to the Dubai 2040 Urban Master Plan reshaping where value will grow, innovation is becoming a real driver of long-term appreciation. RHK Properties
• Lower mortgage rates could provide support for housing activity, while energy markets remain an area to watch closely as the second half of 2026 unfolds. FTR | Transportation Intelligence
• Loan growth in Australia's banking sector will reach 6.6% y-o-y at end-2026, up from an estimated 6.3% at end-2025, supported by effective monetary policy transmission, sustained demand across housing, commercial and government lending and favourable economic conditions. Fitch Solutions

Last updated: 04 July 2026