China's Real Estate Market has erased all gains from the last 20 years

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China’s Real Estate Market has erased all gains from the last 20 years :fearful: :fearful: :fearful:

Bank for International Settlements (BIS) data show that China’s real residential property prices (inflation-adjusted) back near 2006 levels after peaking in 2021, fully erasing 20 years of gains amid a prolonged sector slump.

The FRED chart depicts prices rising from ~88 in 2006 to over 112 by 2021 before falling sharply to ~86, reflecting overbuilding, weak demand, and policy shifts impacting one of China’s key economic pillars.

Roughly $18–20 trillion USD in perceived household wealth has been erased from China’s residential property sector since the 2021 peak. For comparison, China’s 2025 GDP is $19.6 trillion.

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This is India’s

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What the axes mean:

  • X axis (horizontal): year, plotted quarterly from 2005 through early 2026.
  • Y axis (vertical): the real (inflation-adjusted) residential property price index, set so that 2010 = 100. A value of 150 means prices are 50% higher in real terms than they were in 2010; a value of 85 means prices are 15% lower than in 2010. It’s an index, not an actual price — it’s built to compare growth/decline over time, not absolute rupee or yuan values.

The above data analysis was done using Claude