外资巨头与浙企联手投 30 亿抄底中国房地产，会带来什么影响？

Group 1 - Global asset management giants like Schroders Capital and local firm Xizi International have raised 3 billion to invest in discounted office buildings and shopping malls in the Yangtze River Delta region [1][3] - Foreign investment in commercial real estate has increased, with foreign capital accounting for 45% of the total transaction volume in Shanghai's property market in the first half of the year, despite a decrease in overall transaction value [1][3] - The auction of Taihe Building in Shanghai illustrates the trend, where the property sold for 660 million, significantly lower than its previous asking price of 1.6 billion [1] Group 2 - Recent policy changes allowing foreign investment in commercial real estate have prompted firms like Schroders to establish funds targeting properties with potential for improvement [3] - Foreign investors are focusing on consumer-oriented spaces, with significant purchases such as the 1.29 billion acquisition of four shopping centers by Canadian pension funds and others, driven by favorable policies for consumer REITs [3] - The collaboration between foreign and local firms is expected to enhance the liquidity of quality assets in the market, potentially leading to healthier developments in the real estate sector [5]