新华财经北京7月7日电戴德梁行7日发布的《2025年二季度北京写字楼零售市场报告》显示，二季度北 京写字楼市场租金降幅持续收窄，零售市场在政策支持下迎来新项目集中入市与存量改造提速，外资机 构对中国内地公募REITs市场的布局亦显著加速。 写字楼市场：租金调整筑底续租与TMT行业为成交主力 数据显示，二季度北京写字楼市场没有新增供应入市，甲级写字楼总存量维持在1368万平方米，北京市 和五大核心商圈市场季度净吸纳量分别为39677平方米和-3984平方米。"本季度租赁活跃度受需求端收 缩影响显著，"戴德梁行北区项目及企业服务部主管邓姗姗指出，"企业扩张意愿减弱及退租和缩租现象 导致本季度租赁活跃度欠佳。" 上半年，北京市写字楼市场半年度净吸纳量达19.4万平方米，同比增长2.5%，空置率较2024年底下降 1.4个百分点至16.9%；五大核心商圈半年度净吸纳量11.1万平方米，同比增长9.0%，空置率降至 10.9%。租金方面，自2023年下半年开始，历经7个季度调整后，北京市租金环比下降2.3%至每月每平 方米人民币221.94元，五大核心商圈租金环比下降2.6%至每月每平方米人民币257.58元，降幅呈收 ...

转自：新华财经 新华财经北京7月7日电 （胡晨曦）A股三大指数7月7日涨跌不一，沪指全天窄幅震荡微涨；创业板指、 深证成指则低开低走。盘面上，电力、电网股逆势爆发，华银电力等10余股涨停；跨境支付、稳定币概 念反复活跃，中亦科技、京北方、信雅达等多股涨停；地产股盘中拉升，渝开发、沙河股份、南山控股 等涨停。下跌方面，创新药概念冲高回落，科兴制药跌超14%。 截至收盘，沪指报3473.13点，涨幅0.02%，成交4762亿元；深证成指报10435.51点，跌幅0.7%，成交 7325亿元；创业板指报2130.19点，跌幅1.21%，成交3465亿元。 热点板块 盘面上，电力、房地产、多元金融、中船系、跨境支付、足球等板块和概念股涨幅居前；生物制品、医 疗服务、能源金属、减肥药、创新药、存储芯片等板块和概念股跌幅居前。 机构观点 近日，由我国牵头制定的国际标准ISO 34505:2025《道路车辆 自动驾驶系统测试场景 场景评价与测试 用例生成》正式发布。新发布的《道路车辆 自动驾驶系统测试场景 场景评价与测试用例生成》国际标 准主要规定了自动驾驶系统测试场景的评价流程与试验方法，明确测试场景暴露率、复杂度、危险 ...

Summary of Conference Call Notes Industry Overview: China Property Key Points on Sales Performance - Top 100 developers' contract sales declined by **21% YoY** in June 2025, worsening from **-10% in May 2025** due to: 1. Higher base in June 2024 from policy easing in mid-May 2024 2. Lack of policy easing support [2][6] - On a **MoM basis**, contract sales increased by **17%**, lower than the average **30%** from 2020 to 2024 [2][7] - In the first half of 2025, combined sales for top 100 developers fell by **11% YoY**, compared to **-8% YoY** in May 2025 [2][6] Performance of Luxury Projects - Demand for luxury projects remained strong, exemplified by Sunac's Shanghai One Central Park selling out in **2 hours**, significantly boosting Sunac's contract sales in June 2025 [2][6] Regional Developer Performance - Regional developers (e.g., Jinmao, C&D International, Yuexiu Property, Greentown China) outperformed the sector average, focusing on tier 1 and core tier 2 cities, benefiting from resilient luxury demand [2][6] Future Outlook - Expectations for top 100 contract sales to improve YoY in **3Q25** due to a lower base effect [2][6] Secondary Market Insights - As of June 25, 2025, secondary listings in **50 cities** increased by **9.5% YoY** and **8.6% YTD**; Tier-1 cities saw a **4.4% YoY** and **5.3% YTD** increase [3][9] - Secondary transaction volume for **12 cities** increased by **4% YoY** on a 30-day moving average, down from **7% in May 2025** [3][9] Implications for Property Listings - The rise in secondary listings is attributed to: 1. Slowing secondary transactions 2. Upgraders selling existing homes to purchase luxury new homes [3][9] Developer Performance Comparison - SOE developers' contract sales in June declined by **23% YoY**, similar to the **21% YoY** decline of top 100 developers; semi-SOE and POE developers saw declines of **33%** and **11%** respectively [4][25] - Current market shares: SOE developers at **58%**, POE developers at **31%** [4][25] Sales Data Highlights - Top 100 developers' combined gross contract sales value dropped by **21% YoY** in June, compared to **-10% YoY** in May [18][20] - The combined attributable contract sales GFA decreased by **35% YoY** in June, worsening from **-20% YoY** in May [13][20] Risks and Opportunities Downside Risks - Government policies restricting demand and mortgage lending - Tight financing conditions for developers - Lower-than-expected residential growth in China's economy [31] Upside Risks - Potential policy loosening that could boost residential property sales and prices - Large-scale asset disposals at fair prices by developers to ease liquidity pressures [31]

Summary of J.P. Morgan Japan Equity Strategy Conference Call Industry Overview - The conference call primarily discusses the **Japanese corporate sector**, focusing on the findings from the **June BOJ Tankan survey** regarding business sentiment and corporate earnings forecasts. Key Points and Arguments Impact of US Tariffs - The June BOJ Tankan indicates that **US tariffs have not significantly dampened corporate sentiment**, with a business conditions diffusion index (DI) for large manufacturers remaining steady at **13 points**, surpassing the Bloomberg consensus of **10 points** [1][4] - However, corporate earnings forecasts predict a **10% drag on net profit**, particularly affecting the **manufacturing sector**, especially **automobiles** and other processing industries [1][4] Corporate Earnings Forecasts - The FY2025 net profit growth forecast for large enterprises is revised to **-5.3%**, down from **-1.3%** in the March survey, aligning with the broader TSE Prime constituents' forecast of **-5.8%** [1][4] - **Manufacturers** lowered their profit growth forecast to **-9.8%**, while **non-manufacturers** raised theirs to **-0.8%** from **-2.0%** [1][4] Sales and Capital Expenditure (Capex) - Both manufacturers and non-manufacturers have increased their sales forecasts, with capex plans revised sharply upward to **+11.5% YoY** overall for large enterprises, driven by investments in **semiconductors**, **automation**, and **power transmission/distribution** [1][5] - Capex growth for manufacturers is projected at **+14.3%**, while non-manufacturers expect **+9.9%** [5] Foreign Exchange and Inflation Outlook - The corporate forex estimate for FY2025 is set at **¥145/$**, indicating a **4% YoY strengthening of the yen**, which is expected to negatively impact EPS by approximately **2 percentage points** [5][30] - The inflation outlook has slightly decreased, with companies expecting general prices to rise by **2.4%** in one year, down from **2.5%** previously [5][31] Sector-Specific Insights - Business conditions DI worsened in sectors more exposed to US tariffs, such as **automobiles** and **machinery**, while sectors like **materials** (paper & pulp, steel, oil & coal) and **construction** showed improvement [4][5] - The market consensus appears more cautious than company outlooks in sectors like **steel**, **services**, and **paper & pulp**, while being relatively optimistic for **electric & gas utilities**, **real estate**, and **communications** [4][5] Overall Corporate Sentiment - Despite the challenges posed by tariffs, corporate earnings remain resilient, particularly in domestic non-manufacturing sectors, which aligns with the investment strategy focusing on domestic demand sectors and potential upside in **semiconductors** and **machinery** [1][5] Additional Important Information - The report highlights the **limited impact of tariffs** on business conditions, with a flat DI for manufacturers and slight deterioration for non-manufacturers, which was in line with market expectations [4][5] - The report also notes that the **FY2025 TOPIX consensus EPS** has seen downward revisions in overseas demand sectors, particularly **automobiles**, which have been lowered by **18%** over the past three months, yet still shows a modest **+3.3% YoY profit growth forecast** as of end-June [4][5] This summary encapsulates the critical insights from the conference call, providing a comprehensive overview of the current state of the Japanese corporate sector and its outlook amidst external pressures.

Nearly all of Pat Neal's $1.2 billion fortune is parked in his company Neal Communities. Here's why. https://t.co/u3RaSvW7tu (Photo: Guerin Blask For Forbes) https://t.co/gxBuFsXnxa ...

RealEstate网站7月6日报道，一处位于墨尔本华人区Glen Waverley的房产以170万 澳元的价格售出，这 得益于房产中介扮演西班牙斗牛士的独特宣传营销。 BigginScott的Ming Xu及其合作伙伴Eric Liu身着这些斗牛士和公牛的服装拍摄了 挂牌视频。 受该房产西班牙传教士风格外观的启发，视频中展现了斗牛士战胜公牛的场景。 他们在周末的拍卖会上再次穿上这些服装。最 终，这处位于2 Callaghan Ave的五 居室房产在3名注册竞拍者的竞争下，最终被一对年轻夫妇拿下。 （图片来源：RealEstate） Xu表示："我认为创意营销策略在很多方面都起到了作用，包括制作社交媒体视频 来吸引人们的关 注。" "当买家在网上浏览20、30处甚至更多的房产时，这样的营销手法会让我们的房源 在他们心中留下深刻 印象。" Xu表示，该房产的起拍价为165万澳元。 据悉，这并不是他第一次采取如此新颖的营销活动。 今年2月，他曾负责Mulgrave一处房产的销售，卖家是一名助理导演的家人，他们 认识好莱坞演员Liam Neeson。 （图片来源：RealEstate） 于是便邀请Neeson为该房 ...

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

In the case of REITs ( XLRE ), I think in the next few years, investors will see some nice price appreciation as the sector sees tailwinds from lower interest rates.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend ...

There are different ways to use dividends when it comes to selecting investments. Often, dividend investors focus all their attention on the highest-yielding stocks. But you can also buy stocks with a history of attractive dividend growth. And right now, you can purchase these two dividend growers with well-above-market yields of as much as 4.2%. Here's what you need to know.1. Prologis is a giant industrial REIT that's still growing quicklyWith a nearly $100 billion market cap, Prologis (PLD -0.25%) is one ...

RealEstate网站7月5日报道，最新数据显示，7月是悉尼多个地区购入房产的最佳 时机。 购房者有机会利用这一有利时机和本月可能的再次降息，在更有利的条件下 进入房市。 Ray White的分析衡量了过去10年内每月的平均价格，并与全年其它时间的销售情 况进行了对比，以确 定在各个城区买卖房产的最佳时机。 总体而言，秋季是卖家卖房的最佳时机，而夏季则对买家更为有利。不过，在一些 市场中，冬季也对 买家更有利。 其中包括悉尼127个城区——约占全市所有城区的七分之一。 在这些地方，7月的购房 者通常能以全年最低的价格成交，主要是由于买家竞争较少。 （图片来源：RealEstate） Ray White Economics的数据显示，其中有许多是悉尼最受欢迎的购房城区，如 Castle Hill、Blacktown、 Greystanes和华人区Epping。 其它值得关注的城区包括东区的Randwick、Bondi Junction和Paddington，北海滩 的Avalon Beach和 Newport，以及西南区的Liverpool。 （图片来源：RealEstate） 这些地区的季节性低价可能会因7 ...