AIAIG Overseas Property Investment Weekly Report | 2026 Week 1 (Part 2):...
Statistical period: December 29, 2025 – January 4, 2026. This article analyzes structural changes in property prices, rents, and liquidity in Southeast Asia, Japan, and Dubai from the perspective of the year-end 'transaction off-season + capital rebalancing', and provides AIAIG's reusable observation framework: using data anchors to identify trends, verifying demand with cash flow, and assessing transaction friction through systems and efficiency.
1. Market Conditions During the New Year Week: Slower Transactions Are Seasonal, Deepening Divergence Is Structural
The New Year's week (12/29–01/04) is naturally a slow trading season: property viewings, contract signings, and loan disbursements will all slow down. However, for investors, the more important aspects are the structural trends:
• Funds lean more towards "certainty": greater emphasis on clear rules and verifiable cash flows.
• The market leans more towards "differentiation": within the same city, high-quality assets are more resilient to volatility, while average assets have greater bargaining room.
• Strategies lean more towards "portfolio": using core holdings to hedge against volatility, using cash flows to navigate cycles, and using efficiency to reduce friction costs.
AIAIG Viewpoint: The New Year's week is not suitable for chasing rallies or selling off in panic; it is suitable for establishing an observation framework and screening system for the new year.
"When the market enters an era of differentiation, the greatest advantage is not predicting rises and falls, but using structure to position oneself on the more certain side."
II. Singapore: Understanding Trends with "Official Data Anchors" – Resale Index Quick Report and Supply Information
The most important trend information for Singapore's New Year week is the officially released "Data Anchor" (2025Q4 Resale Index Flash Report and Supply Information).
AIAIG View: For mature markets, the priority of trend judgment is usually:
• Official data (index, supply, transaction volume)
• Changes in rules and qualifications (affecting real demand)
• New project supply pace (affecting prices and absorption)
When the market discusses tightening supply and price expectations for 2026, it is recommended to use "official supply information + new project pipeline" as the core verification basis, rather than relying solely on intermediaries or market sentiment.
