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New wave of foreign investment

Changes to China's domestic policy may result in over $75 billion of additional foreign capital being invested in Australia’s property market, according to the predictions of a major property group.

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The loosening of China’s capital export restrictions may result in a fresh wave of Chinese money hitting Australia’s property market, according to property search giant Juwai.com.

The Chinese government’s scheme to begin allowing citizens to invest directly in overseas markets, including Australia, is known as QDII2 and was announced in May this year.

Whereas the first scheme was limited to institutions, QDII2 is open to individual investors and has the potential to significantly disrupt overseas property markets.

Juwai.com estimates QDII2 – if rolled out nationally – could theoretically deliver as much as US$2.3 trillion to international residential real estate markets alone.
“The likely amount is probably closer to US$661 billion,” Juwai’s co-CEO Simon Henry told Smart Property Investment’s sister publication, The Adviser.

“The latter figure depends on a reasonable estimate that wealthy Chinese individuals allocate approximately 10 per cent of their total assets to international real estate, both commercial and residential.”.

Juwai.com estimates that the United States will see the greatest share of new investment, with $109 billion, followed by Australia with $76 billion.

Mr Henry said that, according to data from Juwai.com, Chinese interest in Australian property is up 35 per cent month-on-month.

“There's a large degree of monthly variation in the data, but the trend seems pretty clear, and it shows a steady and stable increase over time,” he said.

"Chinese buyers are getting more and more comfortable. Some are seeking bargains by looking at Brisbane instead of Sydney and Melbourne. Others are doubling down on the two big cities. Overall, the market continues to grow as new Chinese buyers begin to participate in international property investment for the first time.

“There is huge growth ahead as China liberalises its capital export rules."

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