Hines' Thielke on China Single's Day Retail

The video discusses the current market sentiment in China, highlighting the impact of the COVID-0 strategy on consumer behavior and real estate opportunities. Despite challenges, there are strong fundamentals and investment opportunities in areas like life sciences, logistics, and retail. The video also explores the resilience of consumer behavior during lockdowns and the potential for investment in health and wellness. As restrictions ease, there is a renewed interest in community and retail activities, particularly during major shopping seasons.

In what ways are people adapting to the ongoing restrictions?

What factors are influencing the demand for life science and lab space?