在北京，位于国贸核心板块的"梵悦108"项目，物业费高达30元/平方米/月，整个小区面积段在120～472 平方米之间，每年物业费4万～17万元不等。 另一方面，存量房物业费稳中有降，多地出现物业费降价潮，不少物业企业甚至主动撤出小区。中物智 库高级研究员宋子谦在接受采访时表示："新盘物业费上涨，核心不是'物业公司敢收这么高'，而是产 品升级使得长期运营成本显性化了。" （文章来源：21世纪经济报道） 据每日经济新闻报道，核心城市新盘物业费定价越来越高。以上海为代表的核心城市豪宅项目（含公 寓），物业费屡创新高，如海泰北外滩物业费已达到36元/平方米/月。 公开资料显示，海泰北外滩项目面积段在370～1500平方米，物业费达到36元/平方米/月，这也意味着 该楼盘业主一年最低物业费为16万元，最高则达到了65万元。 ...

01 前段时间，我在三亚出差。 在海棠湾的一家奢华度假酒店，我见到了朋友老赵，他是这家酒店总经理，也是酒店圈摸爬滚打二十年 的老兵。 原本，我以为大家会聊聊最近还算不错的酒旅市场，没想到他一脸愁容。 我问他，最近集团给的KPI压力很大吗？ 他摇摇头说，KPI都还好，现在让他难做人的，是住在酒店隔壁的那群人。 业主。 确切地说，是当年买了这家酒店配套海景别墅的房东们。 老赵指着窗外那片极具禅意的枯山水庭院，苦笑着给我讲了几个段子。 前两天，一位大爷穿着宽松汗衫，提着一瓶高度白酒走进了必须着正装的西餐厅，服务员刚想劝阻，大 爷把钥匙往桌上一拍，说这酒店的地皮都有他一份，喝口酒怎么了。 还有更魔幻的。 这家酒店大堂中央设计了一个非常昂贵的镜面水池，前段时间，老赵刚巡店到大堂，就看见一位业主大 妈正蹲在水池边，无比自然地撩起池水洗她的丝巾。 保安站在旁边，手足无措。 大妈却神色坦荡地说，这水是循环水，不洗也是浪费，物业费里包含了这一项。 老赵叹了口气，他说，天天碰上这些大神，你让我怎么办？ 听上去像个笑话，但他的遭遇一点都不孤独。 这几年，我和不少国内酒店总经理聊过，大家都在说同一件事：中国特色的地产配套酒店，正慢慢 ...

【菲龙网专讯】尽管政策利率持续下调，大马尼拉住宅房地产市场仍显疲软。受可负担性限制影响，购房者正从新建公 寓转向二手市场，而此前在菲律宾离岸博彩（POGO）热潮中入市的投机者则加速抛售资产。 Leechiu地产顾问公司表示，大马尼拉住宅市场正在经历"大洗牌，在POGO溢价推动下形成的租金与需求扭曲逐步消退， 租金水平回归正常。 Leechiu指出，整体供应已趋于稳定，但可负担性压力和偏低的租金回报率持续影响购房行为。目前成交主要集中在二手 市场，以及提供针对性促销的开发商项目。 数据显示，2025年前11个月，大马尼拉住宅新推项目数量及需求均降至2020年以来最低水平，尽管开发商通过限时优惠 和激励措施推动一手销售。同期，大马尼拉公寓存量达到77.54万套，其中现房（RFO）已售出96%，预售房售出62%。 欢迎查阅菲龙网更多精彩报道： POGO泡沫后遗症！马尼拉地产持续低迷创5年新低 Leechiu研究、咨询与估值总监戈莱斯（Roy Amado Golez Jr.）表示，这一情况凸显了更广泛中等收入群体面临的可负担 性缺口正在扩大。 他指出，一手市场需求仍然低迷，投机性购房尚未恢复，而自住买家越来越多转向价 ...

Core Insights - The real estate market in Richmond is experiencing significant price declines, with properties that were once highly valued now selling for much less than their purchase prices [4][7] - A recent listing in Richmond offers a three-bedroom property for under CAD 600,000, which is considered an attractive deal given its location and amenities [2] - The trend of decreasing property values is evident across various types of housing, including newly built homes and independent houses, indicating a broader market correction [4][7] Summary by Category Property Listings - A three-bedroom, two-bathroom property in Brighouse South, Richmond, is listed for under CAD 600,000, with a government valuation of CAD 635,000, reflecting a significant discount [2] - A newly built property purchased for CAD 868,000 in 2022 is now pending sale at CAD 700,000, indicating a loss of CAD 168,000, which could exceed CAD 200,000 when accounting for taxes and interest [4] Market Trends - Independent houses in Richmond are also seeing price drops, with one property purchased for nearly CAD 2 million in 2022 now being offered for around CAD 1.6 million, reverting to prices seen a decade ago [7] - The overall sentiment among potential buyers is negative, with many expressing doubts about the investment value of condominiums in Canada, citing rising management fees and overall costs [9]

房子除了居住属性外，还有投资属性。刚需买房不算。出现哪些情况你会考虑投资买房？ 1、房价连续两年上涨，每年涨幅超过5% 2、每年租金收入达到5%以上 3、零首付，贷款贴息。 鼎级外星人 从纯粹投资的角度来说，就我个人的想法而言，就根本不会考虑房子。 假如证券市场里面有这样一个股票或基金， 每次交易佣金2%到3%，其他税费2%到5%， 随着时间推移，它的交易价格相对大盘指数会出现越来越大的折价， 每次交易你要自己寻找买家或卖家，一对一慢慢撮合成交。 平均每次成交周期6个月甚至2年以上（有些城市要两年以后才能再交易）。 很难轮动，也很难有独立行情。 从纯粹投资的角度来说，这样一个股票或基金，你敢买吗？ 而房子相当于就是这样的股票。 当然，对于不搞证券投资的人来说，只考虑购买房子的话， 如果不是刚需，投资房子要等潜在的接盘侠变多以后才稳当。 比如这种情况：人口出生数量回升，或者至少不再继续下滑。 孔曼子 1. 只买好租地段的公寓，即使扣除装修折旧并托管给第三方，租金也已超过5%。 2. 只有在股市赚钱的情况下，才会拿出盈利的一部分购买公寓，不强求，不多买。 3. 家庭流动资产占比较高，公寓占总资产比例较低，中短期不 ...

Core Viewpoint - The recent housing rush in major Vietnamese cities, particularly Hanoi, is driven by a combination of genuine demand and speculative rumors, leading to soaring property prices and significant market interest [3][4][10]. Group 1: Housing Market Dynamics - In Hanoi, new property projects are selling out quickly, with a notable example being "Sunshine Legend City," which saw 1,000 units attract 4,000 registrants, leading to immediate sell-out [6][7]. - The average primary sales price in Hanoi reached 80 million VND per square meter (approximately 21,000 RMB), marking a 5.6% increase from the beginning of the year and a 33% increase year-on-year [6][9]. - High-end properties in Hanoi are priced between 150 million to 300 million VND per square meter (approximately 40,000 to 80,000 RMB), reflecting a significant price surge [6][7]. Group 2: Speculative Behavior and Market Concerns - There are reports of individuals reselling social housing for profits ranging from 2 billion to 5 billion VND (approximately 54,000 to 134,000 RMB), indicating speculative activities in the market [7][10]. - The Vietnamese Ministry of Construction has highlighted that much of the recent price increases are based on unverified rumors regarding administrative adjustments, with some areas experiencing price hikes of 20-30% in a few months [10][11]. - The market is characterized by a structural mismatch, with a lack of affordable housing for low-income groups, leading to long queues for social housing applications [12][13]. Group 3: Foreign Investment and Market Outlook - Vietnam's real estate market is attracting significant foreign direct investment (FDI), with 6.3 billion USD in 2024, accounting for 16.5% of total investment, a 35% year-on-year increase [13][14]. - The legal framework improvements and infrastructure upgrades have made Vietnam's real estate market appealing to foreign investors, particularly from Singapore, Japan, and South Korea [13][14]. - Despite the positive outlook, there are concerns regarding the sustainability of price increases and the potential for market stabilization as more commercial and social housing projects enter the market [14].

捡漏吗 尽管目前澳洲房价普遍高企，但最新研究显示： 澳洲各大城市距市中心20公里范围内， 仍有一些兼具宜居性和相对可负担性的城区可供购房者考虑。 不过，随着多家机构预测明年房价将上涨， 这些 "捡漏" 机会恐怕不会长久。 PRD房地产公司周三发布的Smart Moves: Capital City Edition 2025下半年报告指出： 在澳洲的几大城市中，一些拥有良好基础设施、生活便利、租金回报， 和空置率表现不输城区平均水平的 "低价宜居区" 仍在市场中存在。 报告筛选的城区需满足以下几个条件： 房价低于本市平均水平、周边五公里范围内有学校、公共交通、商场、医疗设施及绿地， 同时具备未来基础设施或商业开发计划，以及新的住房供应。 以悉尼为例： 位于Parramatta附近的Merrylands（独立屋中位价131万澳元）、Chester Hill（130.5万澳元）和Granville（116.5万澳元）成为入选城区。 墨尔本方面： 西区的St Albans（68.5万澳元）和Sunshine North（75.6万澳元），以及东北区的Heidelberg West（76万澳元）入榜。 布里斯班方面： ...

Core Viewpoint - Meiyingsen (002303) announced on November 14 that its investment properties mainly consist of leased office buildings, factories, and apartments, and any potential impairment in the future will be determined based on evaluation results [1] Summary by Category - **Investment Properties** - The company’s investment properties include leased office buildings, factories, and apartments [1] - **Future Impairment Assessment** - Future impairment of these properties will depend on the results of evaluations [1]

Core Insights - 华夏幸福 reported significant declines in revenue and net profit for Q3 2025, with total revenue of 979 million yuan, down 87.76% year-on-year, and a net loss attributable to shareholders of 3 billion yuan [1][2] - The company is actively pursuing a debt restructuring plan, with a total of 2,192 billion yuan in financial debt, of which approximately 1,926.69 billion yuan has been restructured [5][6] Financial Performance - Q3 2025 revenue was 979 million yuan, a decrease of 87.76% compared to the same period last year; net profit attributable to shareholders was -3 billion yuan, with a net profit excluding non-recurring items of -2.47 billion yuan [1] - Year-to-date revenue reached 3.88 billion yuan, down 72.09% year-on-year; net profit attributable to shareholders was -9.83 billion yuan, with a net profit excluding non-recurring items of -10.18 billion yuan [1] Asset Impairment - The company recognized an asset impairment provision of 613 million yuan, impacting Q3 2025 total profit by the same amount and net profit attributable to shareholders by 454 million yuan [2] - Total assets decreased by 9.81% year-on-year to 274.52 billion yuan, while equity attributable to shareholders fell by 215.69% to -4.738 billion yuan [2] Sales Performance - Total sales for Q3 2025 amounted to 1.004 billion yuan, down 55.34% year-on-year; equity sales were 932 million yuan, a decline of 54.56% [3] - Sales in the industrial new city park business dropped 89.68% to 58 million yuan, while real estate development sales fell 62.29% to 250 million yuan [3] Rental and Delivery Status - As of September 30, 2025, the company had 1.1009 million square meters available for rent, with a rental rate of 44.96% [5] - The company has completed the delivery of all residential projects since the end of 2020, with four apartment projects pending delivery, involving 8,551 units and 662,000 square meters [5] Debt Restructuring Efforts - The company has initiated a trust plan to offset up to 240.01 billion yuan of debt through the transfer of equity interests [6] - The "Happiness Selected Platform" has facilitated debt compensation of approximately 174.54 billion yuan, with creditors receiving about 43.00% equity in the platform [6]

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Views - The company's revenue and net profit have slightly declined, with a year-on-year revenue decrease of 4.39% to 2.821 billion yuan and a net profit decrease of 7.69% to 940 million yuan as of Q3 2025, primarily due to lower average rents and occupancy rates in office buildings and shopping malls [1][2]. - Despite the pressure on rental income and occupancy rates, the company's performance remains better than the overall market in Beijing [2]. - The hotel industry is facing operational pressures, but recent government guidelines aimed at promoting high-quality development in the accommodation sector may provide a positive outlook for recovery [3]. Summary by Sections Revenue and Profitability - As of Q3 2025, the company achieved a revenue of 28.21 billion yuan, down 4.39% year-on-year, and a net profit of 9.40 billion yuan, down 7.69% year-on-year [1]. - The increase in marketing and management expenses contributed to the decline in net profit, with sales expenses rising by 7.15% and management expenses by 2.11% [1]. Rental Performance - The average rents for the company's office buildings, shopping malls, and apartments as of Q3 2025 were 613 yuan, 1308 yuan, and 363 yuan per square meter per month, respectively, showing declines of 4.96%, 2.02%, and 1.09% compared to the same period in 2024 [2]. - The average occupancy rates for these properties were 92.3%, 95.5%, and 90.4%, with slight declines in office and shopping mall occupancy rates, while apartment occupancy increased by 1.1 percentage points [2]. Future Projections - The company is expected to achieve revenues of 39.36 billion yuan, 40.07 billion yuan, and 40.90 billion yuan for the years 2025 to 2027, reflecting growth rates of 0.6%, 1.8%, and 2.1% respectively [4]. - The projected net profits for the same period are 12.90 billion yuan, 13.47 billion yuan, and 14.04 billion yuan, with growth rates of 2.2%, 4.4%, and 4.3% respectively [4].