上半年，拿地排名TOP100房企在土拍市场共耗资5065.5亿元，同比增长33.3%，自2022年以来出现罕见的正增长。 但金额的同比增长，是靠各城上架了大量城市核心区优质地块换来的。如果以住宅用地成交面积计算，中指研究院统计的300城住宅用地成交面积仍在继 续缩量。 同时，房企也在进一步向重点一二线城市聚焦，尤其是北上广深、杭州、成都等几个热门城市。 未来，楼市的基本盘在头部20-30个城市。上半年，TOP20城市出让金在全国的占比已经超过65%，其它所有城市之和才占到1/3。 对于房企，楼市"战场"空间变小了，在这些城市的土地市场上正面交锋、硬碰硬不可避免。 一方面，头部房企之间的竞争加剧，是频频推高优质地块的溢价率高企的主要原因，后果是：企业做项目的成本越来越高； 另一方面，"资金+操盘"实力稍弱，会很快被挤出第一梯队。能让房企跑赢的已经不是某一年的爆发力，而是持续的资金续航和产品升级能力。 值得注意的是，TOP100房企权益拿地金额的中位数只有约20亿元，TOP1的权益拿地金额，已经达到了第30位的14.8倍。现在及未来，还有能力在多个城 市群全面深耕的房企也就20家左右，在全国热门城市多点开花已经和 ...

NEW YORK, July 01, 2025 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (“GNL” or the “Company”) (NYSE: GNL / GNL PRA / GNL PRB / GNL PRD / GNL PRE) announced today that it declared a dividend of $0.190 per share of common stock payable on July 16, 2025, to common stockholders of record at the close of business on July 11, 2025. Dividends authorized by the Company’s board of directors and declared by the Company are paid on a quarterly basis in arrears during the first month following the end of each fiscal quar ...

Buying high-yielding dividend stocks is an easy way to generate some extra income. Several companies pay their investors each month, which provides them with recurring streams of passive dividend income. A monthly dividend experience EPR Properties is a real estate investment trust (REIT) focused on experiential real estate. It owns movie theaters, eat-and-play venues, casinos, fitness and wellness facilities, attractions, and other properties. The REIT leases these properties to companies that operate the ...

昨日，成都进行了6月最后一场土拍，也完成了上半年的收官土拍。主城金牛区茶花板块一宗土地，创 下了20200元/㎡的成交楼面单价，成为金牛区首宗破2万元/㎡的地块。至此，成都传统五城区的最高地 价均完成了2万元/㎡的超越。 值得一提的是，今年上半年成都土地市场吸金440亿元，比2024年上半年同比增幅超100%。其中，高新 大源和锦江区金三的两场土拍，为成都市场定下了重要的基调。今年3月11日，招商蛇口以总价约27亿 元，成交楼面地价31700元/㎡，成功竞得高新区大源地块约63.88亩容积率为2.0的纯住宅地块，溢价率 70.43，一举突破了3万元/㎡的地价天花板；随后，3月27日，成都住宅用地成交楼面价的最高纪录再次 被刷新，正式进入地价4万+的时代。 经过213轮竞价、一个多小时的拉锯战后，建发房产以41200元/㎡成交楼面价，竞得锦江区金融城三期 板块49亩地块。该地块是一块容积率2.5的纯住宅用地，起始楼面价2万元/㎡，吸引了10家房企及联合 体参拍，最终以溢价率106%成交。 去年金茂、贝壳在林家坝、金三创下的单价成交记录，已经被远远甩在身后。在成都楼市价值回归主城 的逻辑下，锦江区、青羊区、武侯区 ...

Company Overview - Alexandria Real Estate (NYSE: ARE) is a leading US REIT company specializing in life sciences, pharmaceuticals, and medical research laboratories with nearly 30 years of experience in the sector [1] Client Portfolio - The company has a portfolio of major international clients, indicating a strong market presence and credibility in the industry [1]

Group 1: Company Overview - CP Center is a landmark building in Beijing, recognized as the preferred office space for global enterprises due to its international business appeal and exceptional operations [1][3] - The building features two twin towers standing 238 meters high, with a total gross floor area of 317,000 square meters, including 198,000 square meters of office space and 43,000 square meters of retail facilities [5] Group 2: Business Environment - Beijing CBD is highlighted as one of the world's premier central business districts, providing a dynamic business ecosystem and access to international resources, making it ideal for multinational corporations [3] - CP Center serves as the headquarters for CP Group in China and integrates business, commerce, culture, and community, fostering an international business ecosystem [3][7] Group 3: Occupancy and Tenants - CP Center has an office occupancy rate nearing 90%, hosting notable enterprises in sectors such as "Great Health" and "Great Future," including Roche Pharmaceuticals, IBM, and PayPal [6] - The commercial spaces within CP Center have achieved a 100% occupancy rate, with the dining sector accounting for over 60% of the offerings [8][9] Group 4: Social Responsibility and Innovation - CP Center has implemented innovative technologies for social responsibility, including an AI-powered intelligent fire management platform and energy-efficient systems to enhance ESG performance [10] - The property utilizes a professional team and an ISO management system to create a comfortable, human-centric environment, offering extensive support through a one-stop service system [11] Group 5: Cultural and Culinary Significance - CP Center showcased its brand strength at the Beijing CBD International Cuisine Tasting and Cultural Festival, attracting exceptional enterprises and talents for collaboration [12]

27 Jun 2025 17:07:58 ET │ 26 pages V i e w p o i n t | US Economics Weekly Summer of dove CITI'S TAKE Our base case for rate cuts to resume in September appears to have rapidly become the Fed official consensus. Two-year Treasury yields declined to reflect the likely upcoming cuts. We project the unemployment rate to rise from 4.2% to 4.4% next week, following continuing jobless claims higher. A sharper weakening in the job market (4.5% unemployment) could lead officials to bring forward the next cut to Jul ...

China Real Estate Equities Debt detox III: The dawn of turning the tide China More good news from the second round of debt restructuring. On 4 June, CIFI announced the approval of its offshore debt restructuring scheme, which involves debt reduction of USD5.3bn or a 66% haircut to offshore debt. Country Garden and Logan also revised their restructuring proposals to facilitate the progress in early- June. With progressive housing delivery supported by whitelist, we think creditors are restoring confidence in ...

Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan's primary focus is on value and income stocks but he covers growth occasionally. Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar ...

Final trade time, Lori. Uh, materials. Um, cheap.My analysts love it and benefits from the weaker dollar. Great to have you, Lori. Tim, great to have Lori here.Melco, I I think that trade in Macau is alive and well. Karen. Yeah.So, if rates go lower, this is great for the re for real estate trade. ZG, the the Aclass of Zillow. Dan.Yeah, I was surprised Apple rallied on that headline here. I'd be probably more excited to hear them buying perplexity, but I'd fade Apple here. ...