APREA C-REITs Roundup
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APREA C-REITs Roundup (July 2025)
- C-REITs returns fell marginally by 0.3% M-o-M in July to underperform the region’s REITs, as well as the SSE Composite, which rose 3.7% in the same period. Offshore listed Chinese REITs also rose by over 6% for a second consecutive month.
- Chinese stocks have bounced off their April lows, with ample domestic liquidity sustaining the rally. Markets are reacting positively to recent government moves to curb excessive price wars and overcapacity in some sectors, which could ease deflation and boost corporate earnings. The increase in risk appetite have likely prompted a rotation out of more defensive stocks, like REITs.
- The major REIT sectors corrected, with rental housing suffering the largest drop of over 3%. Industrial parks and logistics sectors remained relatively resilient.
APREA C-REITs Roundup (June 2025)
C-REITs returned 1.4% in June, which brought total gains in H1 2025 to 14.2%.
Among the top performing sectors, Affordable Housing REITs have continued to post strong returns on supportive policies. Highway REITs have also appealed to investors due to the stable and long-term cash flows it offers while consumer-focused REITs attracted renewed investor interest amid signs of an economic recovery.
Ten new public REITs were launched in the same period with total issuance reaching RMB15.3 billion.
The Shanghai and Shenzhen Stock Exchanges issued detailed guidelines on REIT expansions, enabling multiple equity financing channels through allotments to existing holders, private placements or sales to cornerstone investors.
Source: China Securities Index
APREA C-REITs Roundup (May 2025)
C-REITs returns bounced back after April’s drop to rise 3% in May, as Chinese authorities unveiled a raft of stimulus measures to cushion the economy from US trade tensions.
The PBOC lowered its benchmark seven-day reverse repo rate – a key interest rate – by 10 bps to 1.4%. Reserve requirements were also lowered by 50 bps to 6.2%.
58 of the 67 listed REITs saw month-over-month gains, with affordable rental housing, consumer infrastructure, and industrial parks stocks outperforming.
Shanghai Lingang Holdings received official approval from China’s securities watchdog to inject an additional asset – Caohejing Science and Technology Oasis Kangqiao Park Project – into Guotai Junan‘s Lingang Innovation Park REIT.
APREA C-REITs Roundup (April 2025)
Stay ahead of the curve with APREA’s exclusive monthly update tracking the performance of China REITs.
APREA C-REITs Roundup provides the latest info and developments in C-REITs. Available for APREA members only, this important resource is your key to navigating the landscape of C-REITs.
APREA C-REITs Roundup (March 2025)
Stay ahead of the curve with APREA’s exclusive monthly update tracking the performance of China REITs.
APREA C-REITs Roundup provides the latest info and developments in C-REITs. Available for APREA members only, this important resource is your key to navigating the landscape of C-REITs.
