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Core Insights - CAPREIT has made significant investments in the Canadian housing market, acquiring five rental apartment properties for a total of $214.0 million and disposing of two non-core properties for $82.5 million in 2025 [1][10] Acquisition Details - In the third quarter of 2025, CAPREIT completed the acquisition of three high-quality rental properties, including a 30-suite property in West Vancouver for $13.0 million, a 121-suite property in Montréal for $54.5 million, and a 31-suite property in Vancouver for $14.0 million [2] - CAPREIT has entered into agreements to purchase additional properties, including a 320-suite property in Regina for $76.3 million and 162 townhome suites in London for $56.2 million [2] Disposition Strategy - CAPREIT has executed a strategy of trading low cash flow yield properties for premium rental apartments in desirable neighborhoods, enhancing portfolio quality and cash flow [10] - The company has raised $357 million through non-core property dispositions to fund its acquisitions, totaling $366 million in investments in 2025 [10] Portfolio Overview - As of June 30, 2025, CAPREIT owns approximately 45,400 residential apartment suites and townhomes with a total fair value of approximately $14.5 billion [11]

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What's going on, guys. Today, we've got a very special treat for you. I've got an exclusive interview with Lance Lambert.He's the editor-in chief of Resi Club. He's the number one residential real estate reporter in the entire country. He's here to give us an update on US housing.Now, please make sure that you're subscribed on YouTube. We're trying to get to 1 million subscribers, and I need your help. Let's get into this conversation with Lance Lampert.All [Music] right, Lance, I thought a great place to s ...

Financial Data and Key Metrics Changes - The company reported a strong revenue growth with rental income increasing by 38% to €38,800,000 [4] - The EBIT reached €95,700,000, reflecting a solid performance [9] - The net profit stood at €80,000,000, excluding revaluation effects [22] - The company maintained a conservative loan-to-value (LTV) ratio of around 30% [4] - The NAV per share, excluding deferred tax, increased due to significant revaluation gains of €71,000,000 [10][26] Business Line Data and Key Metrics Changes - The company divested its service division and focused on its property portfolio, successfully replacing lost EBIT through organic growth and acquisitions [4] - The vacancy rate decreased to 1.4%, indicating strong demand for rental properties [20] - The like-for-like rental growth over the last five years was 2.1%, with expectations of 1% to 2% growth going forward [23] Market Data and Key Metrics Changes - The population in the Geneva region increased by 4,360 inhabitants in the first half of the year, contributing to strong demand for housing [10] - Construction activity remains insufficient, with only 1,800 new units added annually against an average of 6,000 new inhabitants [11] - The rental market is characterized by low vacancy rates and rising rents, with a projected continuation of rental growth in 2025 [10][12] Company Strategy and Development Direction - The company aims to create long-term value for shareholders by focusing on residential properties in the Lake Geneva region [7] - The strategy includes active asset management, renovations, and redevelopment opportunities while maintaining a low-risk profile [8] - The company plans to remain prudent in its acquisition strategy, focusing on properties that can be transformed into residential units [36] Management's Comments on Operating Environment and Future Outlook - Management noted that the acquisition environment has become more competitive since spring 2024, leading to a slowdown in portfolio expansion [6] - The outlook remains positive, with expectations to exceed the previously issued 21% full-year guidance for rental income growth in 2025 [31] - Management expressed confidence in the company's ability to navigate market cycles and maintain a strong balance sheet [7][29] Other Important Information - The company has a strong equity position of 62%, with financial debts amounting to €639,000,000 [29] - The dividend is well covered by recurring income, with potential for future growth [8] Q&A Session Summary Question: Details on the July acquisitions - The acquisition involved a commercial building purchased for €50,000,000, with a full occupancy rent potential of €3,800,000 [33] Question: Acquisition strategy regarding commercial properties - The company is open to acquiring commercial properties only if they can be transformed into residential units [36] Question: Potential purchases blocked by municipality rights - Currently, there are no signed acquisition contracts under review by the authority, and past acquisitions have generally received clearance within the deadlines [38]

Financial Performance - The company's portfolio grew to CHF 2.1 billion[10] - Rental income increased by 38%[10] - Revaluations resulted in gains of CHF 71 million[10] - EBIT reached CHF 95.7 million[10] - NAV per share excluding deferred taxes was CHF 121.69[10] - Gross rental income was CHF 81.3 million[47] Market Trends in Lake Geneva Region - Vacancy rates remain low due to construction lagging behind demand[14] - Strong demand is fueled by demographic trends and immigration[14] - Rental growth is projected to continue, especially in Geneva[14] - Vacancy rates in Vaud and Geneva are declining, standing at 0.89% and 0.34% respectively in Q2 2025[28] Portfolio and Strategy - The property portfolio is valued at CHF 2,124 million, comprising 203 buildings and 3,043 residential units[52] - The company aims for a 1-2% yearly like-for-like rental growth[50]

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在购房决策中，"一次性付清"与"还贷30年"的争论从未停歇。两种方式背后，是经济成本、资金流动性、心理压力的多重博弈。对于普通家庭而 言，这一选择可能直接影响未来数十年的生活质量与财富规划。 经济成本：利息与折扣的"天平" 一次性付清的最大优势在于"零利息"。以100万元贷款、年利率3.5%为例，30年需支付利息约61万元，相当于总成本增加六成。而全款购房者通常 可享受开发商2%-5%的折扣，部分二手房业主甚至主动降价。例如，北京某楼盘全款购房可享98折，一套500万元的房产可省10万元。 但贷款购房者可通过"时间杠杆"对冲通胀。30年间，货币购买力持续下降，月供的实际负担逐年减轻。若将剩余资金投入年化收益5%的理财产品， 长期收益可能覆盖利息支出。不过，等额本息还款模式下，前10年还款中利息占比超60%，需警惕"利息陷阱"。 贷款购房者则需承受持续压力。北京90后夫妻王女士坦言："每月2万元月供占收入60%，不敢辞职、不敢消费，甚至推迟生育计划。"不过，随着收 入增长，部分购房者逐渐适应还款节奏。某银行调查显示，贷款满5年后，76%的购房者表示"压力可承受"。 决策建议：量体裁衣是关键 专家建议，购房者需结 ...

1. 电梯困境：上下两难的日常 电梯问题堪称高层住宅的首要痛点。早晚高峰时段，漫长的等待令人烦躁。在一些设计不合理的高层塔楼中，两梯八户甚至两梯十户的配置更是加剧了拥 堵。有居民反映，上班高峰期从一楼到家竟需要花费十多分钟。更令人担忧的是电梯频繁故障带来的安全隐患。重庆巴南区某小区的电梯，自交付以来屡修 屡坏，甚至发生过从20层直坠至11层的惊险事故。即使物业积极维修，也往往只能治标不治本。停电或电梯维护时，高层居民只能依靠楼梯出行，对老人、 儿童和行动不便者而言，这几乎形同软禁。 2. 公摊面积：为空气买单的经济负担 曾经被誉为现代化生活象征的二三十层电梯房，如今却日益成为业主们想要逃离的"水泥牢笼"。这种转变，在房地产市场和居住体验上都引发了深刻的震 荡。 市场之变：高层住宅的价值迷途 最直观的体现便是高层住宅加速贬值的趋势。市场数据显示，一线城市电梯房均价在2025年同比下跌12%，而步梯房却逆势上涨5%。这种反差并非偶然。 年轻人更倾向于购买"老破小"，也不愿触碰高层二手房。银行对房龄超过20年的高层住宅贷款额度更是大幅缩减，全款购房几乎成为唯一选择。更有甚者， 中介坦言，去年挂牌的30套高层住宅，最 ...

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