Golden Capital Commercial Real Estate 2026 Outlook: Seizing absolute return opportunities in core assets.

CICC released the Commercial Real Estate Outlook for 2026, believing that individual stocks mainly focusing on sustainable commercial real estate rental income profits are still high-quality options with both growth potential and dividend yield. CICC predicts that related stocks have the potential to achieve 5%-10% lease profit growth starting in 2026 for the next 2-3 years, while providing a 5%-6% dividend return. Stock prices of comprehensive real estate companies with a large proportion of development business volume in the short term are more dependent on development logic. From a long-term asset value perspective, some individual stocks have a certain revaluation space in their commercial real estate value compared to REITs and the primary market.