（原标题：捷克房地产投资创四年新高） 截至6月底，捷克出现多笔超1亿欧元的大额交易，主要包括美国黑石集团收购Contera工业园区的 投资组合，捷信集团（PPF）收购布拉格的希尔顿酒店和四季酒店。从投资类型分布看，工业及物流地 产占总成交量的33%，酒店占23%，办公楼及零售物业各占12%，住宅租赁物业占10%。从投资来源 看，近80%的资金来自本国投资者。高力国际预计，捷克全年房地产投资额可达35亿欧元，全年有望创 十年来投资高峰。 根据8月25日捷通社信息，房地产咨询公司莱坊（Knight Frank）和高力国际（Colliers）数据显 示，2025年上半年，捷克房地产投资总额达21.2亿欧元，同比增长152%，交易数量增长约70%，超过了 前四年的全年交易量。 ...

买卖协议由EasvknitProperties(作为卖方)与公司(作为买方)于2025年10月10日作出。根据买卖协议，(其 中包括)公司有条件同意购买，而EasyknitProperties有条件同意出售所有出售股份。于完成后，卓益将不 再为永义的一间间接全资附属公司，而卓益将成为公司的一间直接全资附属公司。 格隆汇10月10日|高山企业(00616.HK)公告，于2025年10月10日，Easyknit Properties(永义的一间直接全 资附属公司)与公司订立买卖协议，据此，(其中包括)Easyknit Properties(作为卖方)有条件同意出售，及 公司(作为买方)有条件同意收购卓益(永义的一间间接全资附属公司)的全部已发行股本，代价为减去一 笔相当于卓益的最终控股公司及同系附属公司于完成日预计应向卓益支付的未偿还款项总净额约2.95亿 港元(按等额基准计算)。 卓益之重大资产为该物业，即九龙旺角花园街19号花园广场地下1、2、3号铺连地下橱窗、一楼1号铺及 二楼1号铺。该物业可出售面积为13,544平方尺。卓益之其他资产主要包括于香港上市之股本证券，包 括42,308,000股百福控股有限公 ...

当地时间10月6日，美国地产富豪榜排名第一的93岁商人唐纳德·布伦宣布与其33岁的私生子大卫·布伦断 绝关系，原因是大卫·布伦编造了一个虚假的豪华俱乐部项目，欺骗投资者超过200万美元。 据报道，大卫·布伦编造的虚假商业项目名为"地堡"，为一个豪华私人会员制俱乐部，他将其形容为 是"终极男人天地"。在其计划中，该俱乐部将为成员提供包括法拉利、布加迪和保时捷在内的超级跑车 车队使用服务，以及高端餐饮、专属葡萄酒服务和私人雪茄室服务。俱乐部的地址是在好莱坞富人区比 佛利山庄中心地区。俱乐部成员每月支付14500美元就可以享受各项服务。 但报道称，实际上这一项目根本不存在，大卫·布伦的目的是吸引投资者为自己的奢侈生活提供资金， 这一项目不过是精心制作的"幻灯片"。 一些受骗的投资者表示，大卫·布伦利用其父亲来吸引投资，他一直表现得好像随时都可以联系到其父 亲。 十几位投资者表示，他们都是被大卫·布伦举办的奢华活动吸引，就投入了六位数美元的投资资金。大 卫·布伦开着紫色的兰博基尼带他们参观豪华房产，还参加号称是与奢侈品牌路易威登联合举办的活 动。有一名投资者为该项目投入了数十万美元，最终被发现上吊自杀。 目前至少有四 ...

当都市的钢筋水泥森林将天空切割成无数碎片，当归家的路途沦为与陌生人在逼仄电梯里共享的沉默一 分钟，一群人却选择了一条截然不同的道路——他们宛如逆流而上的鱼群，悄然将目光从那些闪耀着现 代光辉的摩天大楼上移开，转而投向那些被时代浪潮冲刷至岸边的"老家伙"——市中心的步梯房。 起初，在大多数人眼中，这不过是一种带着几分矫情的怀旧病，是对于逝去岁月的无谓追忆。直到一位 在房地产投资领域深耕二十余年的资深人士一语道破天机，我才如醍醐灌顶般意识到：这绝非简单的感 性回归，而是一场极度理性，甚至可以说具有超前意识的战略布局。 真相一：他们买的不是房子，而是稀缺的城市股权 这位业内人士轻啜一口茶，缓缓说道："你以为他们买的是那几堵墙，那个简陋的水泥盒子吗？大错特 错！他们真正买下的，是整座城市最核心、最稀缺的'股权'。" 那些建造于上世纪八九十年代，甚至更早的步梯房，往往占据着城市中最寸土寸金、无法复制的"城市 脐带"位置。它们周围环绕着经营多年的菜市场，汇聚顶尖师资力量的学校，拥有深厚底蕴的医院，以 及绿树成荫、充满生活气息的街道。这种经过数十年岁月自然沉淀而形成的、充满烟火气息的生活网 络，是任何新区规划蓝图上都无法描 ...

Core Viewpoint - Xingkai Holdings (01166) expects a significant increase in losses for the fiscal year ending June 30, 2025, with estimated losses ranging from HKD 140 million to HKD 148 million, compared to approximately HKD 88.516 million for the fiscal year ending June 30, 2024 [1] Financial Performance - The company anticipates a rise in losses despite a reduction in the fair value losses of investment properties compared to the previous period [1] - The expected increase in losses is attributed to a decline in revenue and gross profit, impairment losses on mining rights, and a decrease in deferred tax credits [1]

Core Viewpoint - Xingkai Holdings (01166) expects a significant increase in losses for the fiscal year ending June 30, 2025, with projected losses between HKD 140 million and HKD 148 million, compared to approximately HKD 88.516 million for the fiscal year ending June 30, 2024 [1] Financial Performance - The company anticipates an increase in losses despite a reduction in fair value losses of investment properties compared to the previous period [1] - The expected increase in losses is attributed to a decline in revenue and gross profit [1] - The company has recognized impairment losses on mining rights during the period, contrasting with the previous period where impairment losses were reversed [1] - There is a decrease in deferred tax credits recognized during the period compared to the previous period [1]

Core Viewpoint - The company expects a loss of approximately HKD 17 million for the fiscal year 2025, contrasting with a profit of HKD 33.6 million for the fiscal year 2024 [1] Financial Performance - The anticipated loss for fiscal year 2025 is primarily attributed to a projected revenue decrease of about 22% compared to fiscal year 2024 [1] - For the fiscal year 2024, the company reported a profit attributable to shareholders of approximately HKD 33.6 million [1] Market Conditions - The decline in revenue is linked to global trade tensions that have weakened consumer sentiment in the Chinese retail market, negatively impacting local economic and employment growth [1] - The property markets in Hong Kong and mainland China are described as weak, leading to fair value losses on the company's investment properties [1]

Core Viewpoint - The resurgence of interest in older walk-up apartments, particularly top-floor units, is driven by their affordability and potential for future value appreciation through urban redevelopment and renovation projects [1][3]. Group 1: Market Dynamics - Older walk-up apartments are being purchased due to their significantly lower prices compared to newer developments, with examples showing prices as low as 200 million yuan for 60 square meters in Shenzhen and 10 million yuan for 80 square meters in Tonghua [3]. - The price difference for top-floor units can be substantial, with savings of 40-50 million yuan for a 100 square meter apartment in Shanghai compared to lower floors, creating a profit margin for investors [3]. Group 2: Investment Opportunities - Investors are betting on potential demolition and compensation, as compensation is calculated based on area rather than floor level, leading to high return rates if redevelopment occurs [5]. - Renovation of older apartments can significantly increase their value, with post-renovation price premiums of 15% and rental yields rising by 15-20%, making them attractive for rental income [6][7]. Group 3: Government Policies - Local governments are actively purchasing older properties for redevelopment, which boosts market confidence and provides a safety net for investors [9][11]. - Policies supporting the acquisition of older properties are making previously unsellable units more appealing, as they may be eligible for government buyouts [9]. Group 4: Location and Demand - The location of older walk-up apartments is crucial; those near public transport and essential services are more desirable, ensuring a steady demand for rentals and easier resale [12]. - Low total price points for small units are attracting budget-conscious investors, with quick turnover potential in markets like Weihai [14]. Group 5: Risks and Considerations - While top-floor units offer high potential returns, they also come with risks such as uncertain demolition plans and high maintenance costs due to aging infrastructure [16].

1.3万亿！这是什么概念？这么多钱，能修多少高速公路、建多少医院和学校啊？可现实是，它们都被"锁"在了一栋栋水泥楼里，牢牢被钉在了房地产 里。 这期我们不聊房价是涨是跌，也不分析政策怎么调，就来说说这个牵动千亿、万亿资金的庞大"炒房阵营"。 01. 很多人还单纯地以为，"温州炒房团"或者零散的有钱人是囤房主力，那就大错特错了。实际上，真正最大的"炒房团"，其实是一些上市公司。 根据资料显示，2019年，A股市场上所有上市公司中，有将近一半——1826家企业，都持有大量投资性房地产。这些房地产市值加起来，正好是1.3万亿！ 如果把它们罗列出来，几乎就是一个庞大的房地产"黑市"。 这些公司五花八门，做什么的都有：搞服装的、做科技的、甚至还有养猪的——几乎没有不"兼职"炒房的。 为啥行外企业对炒房如此情有独钟？ 用一位大佬的话说："炒房是来钱最快的路子。"所以你会发现，有些公司主业根本不赚钱，但手握一堆"金砖"——核心地段的房产。 你问它们，为啥炒房？原因很简单：拿房子来"保壳"、赚钱、让财务报表更好看… 有的公司，随便卖一两套房就能赚成百上千万，一下子公司就"扭亏为盈"了。典型的"靠房子续命"。 最大的"炒房团" ...

Core Insights - Japan's real estate investment reached 3.19 trillion yen in the first half of 2025, marking a 22% year-on-year increase and the highest level recorded since 2007 [1] - Tokyo led global cities with an investment of 16 billion USD, surpassing New York and London, indicating strong global capital confidence in Japan's real estate market [1] - The investment surge is driven by a low interest rate environment and rising rental expectations, particularly for office spaces in central Tokyo [1] Investment Trends - The investment share in the Osaka region dropped from 21% in the previous year to 10%, attributed to the conclusion of the hotel investment boom driven by the Osaka Kansai Expo [1] - This regional disparity highlights the structural characteristics of Japan's real estate market, with Tokyo solidifying its status as an international financial center while other areas depend on specific events for investment [1] Foreign Investment Impact - Foreign investors have become a significant force in Japan's real estate growth, with overseas capital investment surging to 1.09 trillion yen, a 3.7-fold increase, accounting for 34% of total investments [1] - If interest rates rise further, a slight increase in returns is expected, providing additional upside potential for investors [1]