【即時頭條】李錦記集團將購買倫敦「對講機」大廈
據兩位知情人士透露,以生產蠔油而聞名的香港李錦記集團接近達成協議,購買倫敦被稱為「對講機」(Walkie Talkie)的摩天大廈。
因未獲授權公開談論此事而要求不具名的知情人士稱,買方正在談判整體購買Fenchurch街20號的這棟大樓。最初是持有該樓50%權益的一群投資者打算出售股權。知情人士說,雖然該交易依然可能泡湯,但各方最近幾周在加緊談判。李錦記的發言人沒有立即評論。
CoStar News在3月報道稱,Canary Wharf Group Plc、卡達投資管理局、中投公司、Morgan Stanley Real Estate Investing和Brookfield Property Partners LP委托地產經紀公司幫助他們出售50%股權。Land Securities Group Plc持有另外50%權益,李錦記希望一併買下。
藉著英國退歐公投之後英鎊貶值的機會,亞洲的房地產投資者在倫敦大筆投資,購買簽有長期租約的樓盤,這種投資比政府債券的回報率更高。香港投資者中渝置地在2月同意以11.5億英鎊(15億美元)的代價,購買倫敦被稱為「乳酪刨」的大樓,比9月的估值溢價26%。
Canary Wharf、摩根士丹利、Brookfield、卡達投資管理局和Land Securities拒絕回應;中投公司沒有回覆尋求回應的電話和電郵。Eastdil Secured和世邦魏理仕擔任經紀。撰文/Jack Sidders
#李錦記 #WalkieTalkie #摩根士丹利 #世邦魏理仕
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[趨勢] 美國零售業地產
美國快速成長的零售業, 幾乎都是專攻低收入消費者的折扣店(discount retailers). 例外是Ulta以及Forever 21. 電商在美國的滲透率持續增加. 而消費者也花越來越少的時間去逛購物中心, 這樣會繼續影響到以購物中心為基地的零售業者的生意.
"Recent retail leasing activity has been dominated by discount retailers targeting relatively dense locations and average to below-average income levels. Exceptions to this trend are cosmetics retailer ULTA and young adult apparel purveyor Forever 21, which have targeted above-average incomes. "
"E-commerce penetration of retail sales (excluding auto and gas) has risen rapidly in recent years, increasing to 10% in 2015 from approximately 5% of sales in 2010. Fitch expects online penetration to expand further, potentially to the 15%-17% range by 2020. This suggests that half of retail sales growth is expected to come online, as opposed to physical retail locations. "
"Consumers are spending less discretionary time shopping at enclosed malls. This factor has exacerbated brand declines at a number of mall-based retailers and is expected to lead to further defaults. "
costar group 在 「C4」 Cosplay Group Facebook 的精選貼文
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