Real estate operation era big screen open Noah wealth Real Estate Investment Summit perspective real 含苞欲放的意思

The era of real estate operation taimukaiqi Noah wealth Real Estate Investment Summit perspective new opportunities – real estate investment Sohu finance for a long time, the real estate has been one of the high net worth population against inflation and wealth of the best investment tools, and even a lot of high net worth assets, real estate investment accounted for long-term firmly occupy the first position. However, with the recent relevant departments continue to overweight regulation policy, coupled with housing prices continue to rise, the real estate investment can continue to maintain the value of high net wealth group? Although the current multi city land auction process "the most expensive land are frequent, high net worth population of real estate investment enthusiasm will continue? Real estate investment will really become tasteless? In August 27th, Noah wealth will be held in the real estate investment forum in Beijing, will join the well-known economist, real estate finance chiefs and other senior people in the industry, invite you to explore new investment value of industrial upgrading, integration of resources city, sharing across the economic cycle and market fluctuations in the real estate investment wisdom. It is reported that the real estate investment forum will invite insite Asset Management Ltd. CEO Hugo Mao Daqing, founder of acute hearing workshop, BlackRock Chinese estate director Peng Lei, tongchangsheng industry founder Tang Yao and other real estate industry experts, together with you to hold the new change the real estate industry, and in advance before the layout of the new change the real estate investment opportunities. Real estate operation era, institutional research found that over the past few years to win the money M2 about 14% growth rate of only two investment products: one Shanghai car license, two is the core area of the first tier cities housing prices rose. This is also driven by the large number of high net worth population will be the main wealth to invest in the real estate sector, in addition to direct holdings of real estate, they will purchase all kinds of financial products linked to real estate development, the real estate developers building houses, or with considerable investment income. However, with the cost of land getting higher and higher, the real estate enterprises simply "land – Development – sales" model can continue to create a huge wealth effect, is becoming an unknown. Data show that in July, the supply of commercial housing in key cities in China decreased by the same time. Among them, the first tier cities decreased by nearly 20% last month, down 25%. The two or three tier cities fell by about 20% and three cities in the same period, respectively, and the supply of over 70% cities was lower than the average level of last year. This means that the real estate "land – Development – sales" model is facing new regulatory pressure, may not be completed on time to repay the principal interest of investors. More importantly, with the real estate regulation policies continue to overweight, more and more institutions worried that prices may be high down, so that the corresponding real estate behavior and real estate financial products investment is facing higher risks. "This means that the real estate investment aura is fading." Insiders pointed out that, in fact, a large number of real estate development companies are also aware of the advent of the industry change, is being transformed into real estate operations management company. Compared with the traditional with the development of sales, real estate operations more test managers management capabilities, but it also brings to real estate companies sustainable profit model and the ability to create wealth. Shuo

地产运营时代大幕开启 诺亚财富房地产投资峰会透视地产投资新机遇-搜狐财经  长期以来,房地产一直是高净值群体抵御通胀并获取财富的最佳投资工具之一,甚至在不少高净值人群的资产组合里,房地产投资占比长期牢牢占据首要位置。  然而,随着近年相关部门持续加码调控政策,加之房价持续攀升,房地产投资还能否持续为高净值群体财富增值保驾护航?尽管当前多个城市土地拍卖过程“地王”频现,高净值群体对房地产投资热情是否将持续?房地产投资难道真的会沦为鸡肋?8月27日,诺亚财富将在北京举办房地产投资高峰论坛,届时将携手知名经济学家、房地产金融投资大佬等资深业内人士,邀您共同探讨城市升级、地产业资源整合的新投资价值,分享穿越经济周期与市场波动的地产投资智慧。  据悉,此次房地产投资高峰论坛将邀请盈石资产管理有限公司执行总裁司徒文聪、优客工场创始人毛大庆、贝莱德地产中国区负责人彭磊、同昌盛业创始人唐耀等房地产业内专家,与您一起把握地产行业新变革,并在变革来临前提前布局新的地产投资机遇。  地产运营时代来临  有机构调研发现,过去数年跑赢货币投放M2年化约14%增速的只有两项投资产品:一是上海汽车牌照,二是一线城市核心地段房价涨幅。  这也驱使大量高净值群体将主要财富投向房地产领域,除了直接持有房地产,他们还会购买各类挂钩房地产开发的理财产品��通过炒房,或者借助开发商建房售房获得可观的投资收益。  但是,随着拿地的成本越来越高,房地产企业单纯的”拿地-开发-销售”模式还能否持续创造巨大的财富效应,正成为一个未知数。  有数据显示,7月份国内重点城市商品住宅供应量同环比大减。其中,一线城市较上月减少近20%,同比下跌25%。二、三线城市同、环比分别下跌约两成和三城,超七成城市供应量低于去年月平均水平。这意味着房地产传统的”拿地-开发-销售”模式正面临新的调控压力,未必能按时完成销售回款给予投资者本金利息。  更重要的是,随着房地产调控政策持续加码,越来越多机构担心房价可能会出现冲高回落,令相应的炒房行为与房地产理财产品投资面临较高的风险。  “这意味着,房地产投资的保值光环正在消退。”有业内人士指出,事实上,一大批房地产开发公司也意识到行业变革的来临,正在转型成为地产运营管理公司。  相比传统的拿地开发销售,地产运营更考验管理人的管理能力,但它同样给地产公司带来可持续性的盈利模式与创富能力。  在歌斐资产人士看来,地产运营已经成为地产公司转型的新发展路径,其中蕴藏着巨大的财富效应。  综观欧美地产行业发展历程,全球知名投资机构、基金管理人在成熟市场写字楼资产的配置比率超过30%,尤其是世界前20的保险公司房地产直接投资组合里,写字楼资产占到了48%,明显高于商业与物流等其他地产类别资产。这背后,是这些机构对地产投资有了新的认识��即通过对现有具有投资价值的物业进行高效的运营管理,获得稳健可观的租金收益稳步提高投资回报率,再择机趁着经济发展高峰阶段高价出售,一次性获得巨大的投资回报。  “可以说,地产运营的盈利模式,是让每个地产项目拥有自己的独特价值,比如我们会看到更多学校旁边就是创业园,养老院旁边就是大医院,这让地产逐步脱离单纯的物理空间概念,而是融合人性化与社区化,向更为广阔的精神领域发展,从而给地产项目创造新的溢价空间,成为地产公司获取利润的新增长点。”上述歌斐资产人士指出。  专业房产投资基金有望脱颖而出  在多位业内人士看来,随着近年股票投资风险依旧高企,传统理财产品收益因降息等因素持续下滑,不动产投资(尤其是优质写字楼等存量地产运营项目投资)的高安全性与收益性将逐渐凸显出来。  中金证券报告也认为,到2020年,存量房交易占新房成交比例将提升至70%水平。而目前政策“去杠杆”的趋势越来越明显,以前拿地�开发�销售的模式越来越难赚钱,炒房的空间已经不大,随着存量房产时代的到来,存量房交易市场全面爆发将是大势所趋。  不过,如何找到拥有足够投资价值的存量房产,尤其是写字楼等商业地产,同样考验着房地产经营公司的运作能力高低。  多位业内人士坦言,只有具有足够丰富地产资源、以及精准投资眼光,高超物业经营经验的机构才有可能在激烈竞争的存量房产交易市场脱颖而出,为投资者创造理想的收益。  上述歌斐资产人士表示,这些脱颖而出的机构,除了部分率先转型并有房产运作经验的地产开发机构,还有专业的投资机构。其中包括两类房地产投资基金,一是存量资产收购基金,他们原则上会瞄准北京、上海、深圳等一线城市核心地段的、具有投资价值的商业地产项目,通过精准运营物业获取稳健租金收益,给投资者带来理想回报;二是房地产私募股权投资基金,他们通过投资一些优秀的轻资产型房地产运营公司,由后者通过改造经营一些被低估的地产项目获得不错的回报。  “目前,上海与北京是中国最具投资力的城市。从GDP来看,到2025年上海有望成为全球第三大城市经济体,而北京则有望成为全球第五大城市经济体。但根据2015年12月世界各地CBD甲级写字楼净租金收益率的统计,上海与北京的商业地产租金收益率位于世界级城市的中位数,这意味着两个城市核心地段优质商业资产的价值还有望进一步得到挖掘及提升。”他表示,地产运营模式的兴起,正令房地产投资的保值时代重新来临。  作者:张硕相关的主题文章: