Hong Kong property recovery faces new risk as Beijing widens offshore tax net
Potential taxation of offshore property income could curb mainland demand, while weaker insurance activity hits decentralised office markets

The immediate issue is a reported 20 per cent personal income tax on certain returns earned by mainland residents from offshore assets, including gains from Hong Kong insurance policies.
The potential impact would extend beyond property investors. A slowdown in Hong Kong’s insurance business could weigh on office demand, particularly in decentralised districts where insurers have a larger presence, while a broader tax on offshore property income could reduce investment returns for mainland buyers.
Financial services firm UBS has estimated that a 20 per cent tax on Hong Kong residential investment income would reduce net rental yields from about 2.2 per cent to 1.8 per cent, bringing them broadly in line with yields in mainland tier-one cities.
Insurance companies occupied about 6 per cent of Hong Kong’s grade A office stock as of October 2025, according to real estate and investment firm CBRE.