errysen 2018-02-281722314二星级
UBS global real estate outlook
Key investor questions and our answers
Investment market robust despite political uncertainty
Tenant demand stronger than GDP growth implies
Real estate returns more reliant on yield
Asset values - absolutely expensive, relatively cheap
Listed real estate valuations fair
The pace of earnings growth fades
Listed real estate from an asset allocation perspective
Listed real estate and 10-year treasury yields
Listed real estate vs equities
Listed real estate vs physical real estate
Listed real estate and the Fed (or other central banks)
Implications: higher bond yields on physical property
Restructurings, M&A, IPOs and more
Credit markets relatively stable to improving
Country positioning
UBS global economic outlook
REITs and interest rates
REITs in inflationary or deflationary times
Death of the mall – Reality or hype?
Back to fundamentals
Investor positioning: 14th annual investor survey . 102
Balance sheets & financing
Fund flows, short interest & positioning
The case for global real estate
The REIT revolution
Australia
New Zealand
Hong Kong
China
Japan
Singapore
Europe: UK and the Continent
United States
Malaysia
Philippines
Thailand
Indonesia
Mexico
Appendix
UBS Global Real Estate Team Contact List
本报告收集全国309家商场2023年销售额与客流量等经营数据,并结合其运营情况进行分析,洞察实体商业的最新发展趋势,为行业提供参考。
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报告从购物中心的客流量、开业量、开关店、首店、大宗交易、资产证券化、拟增量七大纬度,回顾2023年商业地产行业的发展情况,及对最新行业趋势进行深度分析。
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