Women have made great strides in business, and in the real estate industry, but women infrequently reach the highest echelons of real estate investment.

One of the key issues facing real estate investors is the ability to separate cyclical changes from long-term structural ones when assessing the future potential of any particular asset class. We have already seen this play out in the retail sector as the impact of technology and online retail continues to permanently reshape the landscape.

China’s current housing market seems contradictory at first glance. On one hand, official statistics show accelerating price growth. But on the other hand, analysts and major developers warn of a “coming winter”, a recession for residential property and tough times for developers. How can investors reconcile these seemingly-competing views of the market?