FY 2025 Results Investor Presentation The information contained in this presentation has not been independently verified. In all cases, interested parties should conduct their own investigation and analysis of the information. No representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, reasonableness, accuracy, completeness or correctness of such information or opinions contained herein. In particular, no inference of any matter whatsoever shall be ...

2025年上半年，大湾区大宗交易市场迎来显著变化。南都·湾财社记者从戴德梁行获悉，上半年大湾区大宗交易单宗成交均价金额降至5亿元，市场主流 需求加速向小总价资产转移。 从区域表现来看，广州、深圳呈现出不同的驱动因素。其中，广州各区属平台招商引资及企业自用需求是推动工业（产业）类与非核心区办公成交的主 要引擎；深圳受企业自用需求推动，上市企业及国企购置占据交易主体地位。 深圳大宗交易主力成交物业类型。 具体到深圳市场，上半年，深圳办公类物业成交总额近80亿，多为自用买家成交。这一数据充分彰显出深圳自用办公需求的旺盛活力，工业及商业类资 产受关注度持续提高。上市公司及国企自用买家仍然是深圳写字楼市场成交主力，如京东方、国泰君安、泸州老窖、玉禾田、爱尔眼科等均在近3年于 深圳购置写字楼作为自用办公或经营场所。 展望未来，戴德梁行华南区资本市场部主管及董事陈俊儒表示，市场参与的各方可以把握政策利好节点，抓住降息、优先政策等窗口，优选政策导向明 确的板块。 陈俊儒强调"没有卖不掉的资产，只有卖不掉的价格"，随着价格持续调整，投资价值逐步显现，私人投资者或将更为积极地参与市场，通过企业处置物 业的契机，低价收购优质物业。 ...

企业 腾云筑科与浪潮智慧建筑签署战略合作协议 本期关注 龙湖龙智造签约无锡项目设计服务、合肥西项目代建代销服务 绿地智造成功中标泰国芭提雅未来海岸项目 润地管理&华润文体联合中标宁波奥体中心咨询服务 项目 金地管理「清岚」产品品牌暨金地「清岚颂」项目首发 企业动态 技术与产品的推广复制，共同培育以智慧建筑和智慧生活服务为核心的合作模型。 融合了物联网、AI、BIM及空间计算技术，实现对物理空间的全面感知、理解与实时响应，打造全生命周期管理的智能化空间系统。千丁数科表示，未来将继续深化以"A 项目获取 •龙湖龙智造签约无锡XDG-2024-93号地块数字化设计服务 龙湖龙智造官微6月30日发布，龙湖龙智造签约无锡惠山高科集团，为XDG-2024-93号地块商业综合体提供数字化设计总承包服务，智造城市商业综合体新标杆。 约59.7亿，包括贵宾区、媒体区、包厢层（4层）及观众服务区和地下停车场等多个功能区。 叠墅、联排等产品。最终，绿城管理&苏州新高城市发展联合体以底价竞得，成交楼面地价20500元/平方米。 代销项目。中标项目类型丰富，助力建发更新建设构筑全链条综合服务商。 产研发、文化创意及旅游服务"综合功能区 ...

CRIC preliminary sales data show that contracted sales of 30 major developers we track recorded a deeper decline in June, dropping 32% y-y on average. We expect their sales to stay sluggish in 3Q owing to weakened resident sentiment, reduced landbank, and reactive policy rollout. Developers posted deeper sales decline in June, as expected: The top 50 and top 100 developers' attributable sales recorded declines of 26% and 26% y-y (vs. -9% and -10% in May), widening the YTD sales decline to -11% and -11% y-y ...

Hong Kong developer New World Development is returning to the spotlight this month as investors’ focus turns to its plan to raise as much as $2 billion through a new loan https://t.co/HFc3EYPOOh ...

据RealEstate网站7月3日报道，澳洲房地产市场经历了两年的起伏不定后，如今我 们正目睹一场重大的 市场再平衡，这为买家创造了新的机遇。 最新数据显示，由于负担能力限制，最热门的市场开始降温，而之前表现较弱的市 场则由于价值愈加 明确和诱人，开始走强，加上利率下调的助力，更多买家得以获 得融资进入市场。 （图片来源：RealEstate） 过去两年表现最火热的市场——昆州、南澳和西澳，价格增长正在放缓。 布里斯班、阿德莱德和珀斯 的买家仍然活跃，但竞争不再如以往激烈，价格增幅依 旧为正但呈减速趋势。 过去三个月中，这些城市的房价分别上涨了1.6%、1.3%和1.6%，而去年同期则为 3.9%、4.3%和6.1%。 同时，他们也有更好的机会保持储蓄增长与房价增长同步，以便在找到心仪的房子 时有足够的首付 款。 另一方面，在过去两年中表现落后的市场，尤其是维州和塔州，房价开始重新上 涨。在过去三个月 中，墨尔本和霍巴特的房价分别上涨了1.2%和0.9%， 与去年同期 墨尔本的0.2%下跌及霍巴特的0.3%上涨形成鲜明对比。 （图片来源：RealEstate） 维州的偏远地区城镇也呈现出类似趋势。 Geelo ...

Domain网站7月3日报道，一份最新新报告揭露了澳洲部分买房比租房更便宜的城 区，为首次置业者带 来了机遇。不过，如果你想在首付城市买房，可能就要失望了。 在全澳范围内，只有6%的城区平均独立屋月供低于租金。公寓的情况略好一些，为 22.8%。 在偏远地区，这一比例有所提高，分别为14%和31.3%。 就买房而言，珀斯是澳洲最实惠的首府城市，尤其是公寓。 在珀斯，82.9%的城区 买比租更便宜。 悉尼、墨尔本和阿德莱德对购房者来说是最具挑战性的，在所有接受调查的城区 中，租比买更便宜。 （图片来源：Domain） 布里斯班的情况也差不多，94.6%的郊区租房更便宜。 这些数据来自Domain的Domain Rent vs Buy Report，该报告比较了全澳数千个郊 区的月供和租金情况。 Domain的Alice Stolz表示，这些数据凸显了买房之路日益艰难，但也可以通过发 掘价格合理的城区来缩 小买家的寻房范围。 她说："虽然在我们最大的城市里拥有自己的家越来越难，但这些数据证明仍有机 会，尤其是对于愿意 考虑公寓或偏远地区的首次置业者来说。" "随着预期的进一步降息和对首次置业者的更多支持，潜在买家 ...

Group 1 - The Macerich Company (MAC) shares have increased by 15.8% over the past three months, outperforming the industry's growth of 7.4% [1][8] - The company focuses on premium shopping centers located in affluent U.S. markets, which provides a solid opportunity for generating cash flows [2][8] - Macerich is enhancing asset quality and customer relationships through the adoption of an omnichannel retail model, which is crucial for fulfilling orders from mall-based stores [3] Group 2 - The company is implementing an aggressive capital-recycling program that involves divesting non-core assets and using the proceeds to invest in higher-growth properties, which will also reduce leverage [4][8] - The strategic plan includes business simplification through selective consolidation of joint ventures over time [4] - The positive trend in MAC's stock price is expected to continue in the near term due to these factors [5] Group 3 - The growing trend of online shopping may negatively impact Macerich's market share for brick-and-mortar stores [9] - Tenant bankruptcies, such as those filed by Forever 21 and Express, could affect the company's performance in upcoming quarters [9] - An elevated interest rate environment may lead to higher borrowing costs, impacting the company's ability to purchase or develop real estate [9]

As many of my readers on Seeking Alpha know, I was a developer for over two decades, during which I built a variety of properties for clients such as Walmart, O’Reilly Auto Parts, Sherwin-Williams, Dollar General, PetSmart, and others.Introducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.We ...

Key Takeaways ORC offers a 20.3% dividend yield and has increased payouts three times over five years. Improving loan demand and lower rates may drive stronger returns for ORC's RMBS portfolio. Earnings for 2025 are projected to rise 394.4%, but shares trade at a P/S far above industry average.Orchid Island Capital, Inc. (ORC) has a record of paying out regular dividends, currently yielding a staggering 20.3% compared with the industry average of 12.4%. The company has increased its dividend three times o ...