Everyone Has Problems - Real Estate Edition

Flood of discounted auction homes deepens China’s property slump - Asia Times

One wonders what will be the longer-term ramifications of this decline in property prices – in a country that has a declining population and no meaningful social security safety net? One thing is for sure – China needs to keep exporting to maintain jobs and incomes.

China’s residential property prices kept falling this year as a surge in court-ordered auction homes flooded the market with steep discounts, deepening buyer wariness and stalling any signs of recovery in the world’s second-largest economy.

Data from China Index Academy, a real estate research institute, showed the number of properties listed for court-ordered auction across 355 Chinese cities reached 539,000 in the first seven months of the year, up 23.7% from a year earlier. …

“As of April 2026, 8 million people nationwide were officially listed as loan defaulters after they missed mortgage payments,” says a columnist who writes under the pen name Property Observer. “About 60% of these mortgage defaulters are under the age of 35.”

Nationwide, 245,000 residential properties were listed for court auction in the first seven months of 2026, and 89,000 of them found buyers – a clearance rate of 36.2%. …

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