高端改善型住宅
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猛!今年沈阳众多“烂尾楼”和闲置楼宇原地复活!
Sou Hu Cai Jing· 2025-11-15 03:43
年初以来沈阳房地产市场一直在释放积极信号,新房企首进沈阳、众多新项目亮相,同时沈阳也在盘活城市"老家底",激发发展新动力。 医大一院旁闲置楼宇变医院? 今天,栋察就带大家看一下今年沈阳有哪些烂尾楼重生、闲置楼宇被盘活! 广告 塔湾闲置近十年的商业楼宇变酒店 近日,为加快闲置楼宇盘活利用,沈阳自然资源局拟将南京北街192号地块由商务用地(B2)调整为医疗卫生用地(A5)。 今年8月,沈阳塔湾希尔顿欢朋酒店的开业,项目所在的沈阳腾鹰科技数字产业大厦,其前身是闲置近十年的商业楼宇,曾一度陷入沉寂。 这座闲置楼宇的盘活,不仅填补了皇姑西部板块高品质商务接待载体的空白,更以"央地合作标杆配套"的身份,成为皇姑区推进产城深度融合、激活区域 经济活力的又一支点,为区域建设注入强劲活力。 该地块位于南京北街与北五马路交汇处,地理位置较好。据悉,这里原为中国人民银行沈阳分行,后来闲置了。此次地块用地性质调整,不免让人联想到 是否会被医大一院"收入麾下",毕竟地块离医大一院很近,同时对面就是中国医科大学附属口腔医院。 国发大厦开始拆除 国发大厦位于南顺城路以南、小南街以西,地理位置优越,该楼宇长期闲置,曾作为沈阳物业管理中心使用 ...
南京8幅地块顺利成交 2幅溢价拍出,单日“揽金”超36亿
Yang Zi Wan Bao Wang· 2025-11-07 11:29
扬子晚报网11月7日讯(记者马祚波)南京土地市场再传捷报。在11月7日举行的土拍中,全市共计成交8幅地块,其中有2幅溢价拍出,覆盖城南卡子门、 江宁百家湖、栖霞山片区等多个板块,成交总金额超36亿元。 此次推出的地块中,城南卡子门板块的G45宅地最为惹人关注,该地块位于配套成熟的老城南洪家园片区,2公里内可达老门东历史文化街区与雨花台 国家级风景名胜区,周边教育资源丰富,有秦淮实验小学、南京市第十八中学等多所优质学校。记者注意到,G45地块不但面积不大,不到1.6万平方 米,且容积率仅为1.2,适合打造高端改善型产品,最终被杭州北谷以底价3.91亿元拿下,成交楼面价为20397元/㎡,这也是杭州北谷在南京拿下的第3 个项目。据了解,该地块周边近十年无新房上市,因此片区内有较为丰富的改善需求,未来或建成"洋房+小高层"的房源组合供应市场。 本次土拍中唯一的1幅商办地块G79来自江宁百家湖,最终由南京东方景志置业有限公司以12.8亿元的底价竞得。地块出让面积超10万平方米,坐落在 双龙大道以东、蓝帜路以北,与景枫中心隔街相望。有市场人士表示,该地块将建成景枫中心二期项目,其250米的建筑限高,建成后将成为江宁的新 ...
Tri Pointe Homes(TPH) - 2025 Q3 - Earnings Call Transcript
2025-10-23 15:00
Financial Data and Key Metrics Changes - In Q3 2025, the company closed 1,217 homes at an average sales price of $672,000, generating $817 million in home sales revenue [4][12] - Adjusted homebuilding gross margin was 21.6%, excluding $8 million of inventory-related charges, while adjusted net income was $62 million or $0.71 per diluted share [4][12] - The company ended the quarter with $1.6 billion in total liquidity, including $792 million in cash, and a debt to capital ratio of 25.1% [6][14] Business Line Data and Key Metrics Changes - Home orders in Q3 were 995 with an absorption pace of 2.2 homes per community per month [13] - The absorption pace varied regionally, with the West at 2.3, Central at 1.8, and East at 2.8, indicating stronger performance in the DC Metro and Raleigh divisions [13] Market Data and Key Metrics Changes - Market conditions remained soft, with homebuyer interest muted due to slow job growth and economic uncertainty [6][10] - The company anticipates that home shoppers will reengage when conditions stabilize, leading to more normalized absorption rates [6][10] Company Strategy and Development Direction - The company is focused on inventory management, disciplined cost control, and increasing the mix of to-be-built homes over time [7][10] - TRI Pointe is investing in core and expansion markets, aiming for a community count growth of 10% to 15% by 2026, primarily in Central and East Regions [10][12] - The company targets premium move-up buyers, emphasizing strong income profiles and financial stability among its customer base [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term outlook despite near-term uncertainties, highlighting the company's operational discipline and financial strength [12][18] - The company is optimistic about community count growth and expects modest contributions from new market expansions in Utah, Florida, and Coastal Carolinas starting in 2027 [9][10] Other Important Information - The company repurchased $51 million worth of shares in Q3, totaling $226 million year-to-date, reducing the share count by 7% [5][12] - The company was recognized as one of the Fortune 100 Best Companies to Work For in 2025, reflecting its strong corporate culture [18] Q&A Session Summary Question: Can you provide some color on the monthly cadence of your orders and incentives through the quarter? - The monthly cadence was consistent, with September performing slightly better than August, and incentives on deliveries were 8.2% for the quarter [20][21] Question: Is there an absolute floor that you want to maintain on your sales pace? - The company is aiming for an absorption pace between 2 and 2.5 homes per community per month, with expectations for strong community count growth in 2026 [21][22] Question: How much of the 8.2% incentives were financial incentives? - About a third of the incentives were financing-related, including closing costs [26][27] Question: What is your strategy regarding spec homes? - Approximately 75% of orders are running as specs, with a focus on burning through excess inventory before moving to a more balanced approach [44][45] Question: How do you think about pricing strategy for new communities? - The company maintains a premium brand proposition and will price products appropriately based on market value, without significant material pricing changes [50][52]
8.4万/平!深圳诞生新单价地王
财联社· 2025-07-15 00:57
Core Viewpoint - The recent land auction in Shenzhen has set a new record for residential land prices, with a floor price of 84,180 yuan per square meter, marking it as the new price king in the city [1][2]. Group 1: Land Auction Details - The land parcel located in the Qianhai Shenzhen-Hong Kong Cooperation Zone attracted intense competition from 12 major real estate companies, ultimately being won by China Merchants Shekou for a total price of 2.155 billion yuan [1]. - The auction saw a total of 158 rounds of bidding, with a premium rate of 86.1% over the starting price of 1.158 billion yuan [1][2]. - The land has a total construction area of 25,600 square meters and does not have requirements for affordable housing or restrictions on maximum selling prices [1]. Group 2: Market Analysis - Analysts attribute the high bidding to the scarcity of residential land in the area, as there has been no land supply for four years, and the small size and low total price of the parcel align with developers' performance-oriented strategies [2][3]. - The flexible conditions of the land transfer, including the "land transfer equals certificate transfer" model, require construction to start within one year and completion within four years, making it attractive for developers [2][3]. Group 3: Future Market Outlook - The land is expected to be developed into low-density, high-end residential products, catering to the demand for premium housing in Shenzhen, which remains strong despite a lag in incentive policies compared to cities like Shanghai and Hangzhou [3]. - The overall real estate market in Shenzhen has shown stability, with a slight increase in new residential sales in June and significant year-on-year growth in transactions for the first half of 2025 [3][4]. - Upcoming land auctions are planned, with three more residential plots set to be released, indicating a steady supply in the market [4].
地产经纬丨宅地供应缩量,上海各区新房去化压力如何?
Zhong Guo Jin Rong Xin Xi Wang· 2025-07-10 08:40
Core Insights - The high-end residential market in Shanghai has seen significant activity, with over 2,530 transactions of new homes priced above 30 million yuan in 2024, accounting for 61.6% of the national total [1] - Despite the strong performance of high-end projects, the overall new housing market in Shanghai is facing challenges, with some projects experiencing zero subscriptions and others transitioning from new to quasi-existing status [1] - As of July 10, 2023, the new housing inventory in Shanghai exceeded 60,000 units, indicating a static de-stocking cycle of 12 months, nearing the upper limit of a healthy de-stocking period [1] Inventory Analysis - The total new housing inventory in Shanghai is 60,208 units, covering an area of 731.57 million square meters, with 143,762 units of ordinary residential properties [2] - Inventory distribution varies significantly across districts, with Pudong New Area accounting for nearly 25% of the total inventory, while several districts like Jinshan, Jiading, Qingpu, and Fengxian also have inventories exceeding 5,000 units [3][4] - The outer ring of Shanghai holds 48,124 units, representing 79.9% of the total inventory, indicating a supply-demand imbalance in these areas [4][5] Market Dynamics - The oversupply of new homes in the outer ring is closely linked to the ongoing construction of five new towns, which have dominated land supply in recent years, contributing to a significant increase in new housing supply [5] - The land supply in these areas has started to decrease in 2024, with only 11 plots being released, accounting for 20% of the city's total, suggesting a shift in focus towards the central urban areas [5][6] - The supply of land in central districts like Yangpu, Xuhui, and Hongkou remains robust, primarily through redevelopment projects, while suburban areas are experiencing a decline in housing land supply [6]
35500元/㎡锦江茶厂地块成交,成都第二高价地诞生!
Sou Hu Cai Jing· 2025-06-19 06:17
Core Insights - The recent auction of the 38-acre tea factory land in Jinjiang District was won by Guotai with a transaction price of 35,500 yuan per square meter, marking a premium rate of 75.7%, making it the second-highest land price in Chengdu [1][5][20] - The land attracted significant attention, with a starting price of 20,200 yuan per square meter, the highest starting price for any land in Chengdu to date [3][5] - The competitive bidding involved 10 major real estate companies, indicating strong market interest in prime urban areas despite a cooling market sentiment [3][7] Land Characteristics - The tea factory land has a net area of approximately 25,695.87 square meters (about 38.54 acres) and a floor area ratio of 2.55, with a maximum building height of 80 meters and a building density not exceeding 25% [9][5] - The location is strategically positioned at the intersection of major urban arteries, enhancing its value [9] - The area is well-served by public transport, being close to two metro lines, and has access to key commercial and educational resources [9][11] Market Dynamics - The successful auction reflects a collective affirmation from real estate companies regarding the value of core urban areas, positioning the tea factory land as a critical asset in their strategic planning [3][7] - The auction results contribute to the formation of a new high-end market landscape in Chengdu, with several other high-value land transactions occurring recently [18][20] - The competitive nature of the auction suggests a robust demand for high-quality residential projects in the region, with expectations for innovative product offerings [15][16] Future Implications - The tea factory site is expected to yield high-end residential products, likely targeting larger units over 200 square meters, which aligns with the current market trend towards premium living spaces [15][16] - The auction results may intensify competition in the Chengdu high-end market, as developers seek to capitalize on the area's growing desirability [20] - The land's characteristics and location are anticipated to set a new benchmark for future developments in the region, potentially influencing pricing strategies across the market [15][18]
南沙4月份二手住宅网签数据出炉!最好卖的还是滨海新城
Sou Hu Cai Jing· 2025-05-20 13:44
Core Insights - The second-hand residential transaction data for Nansha District shows a significant increase in both signed area and transaction volume in April, with a year-on-year growth of 37.20% in signed area to 67,800 square meters and a 37.77% increase in the number of transactions to 569 [1]. Group 1: Market Performance - The top-performing properties include Yuexiu Binhai New City and Nansha Country Garden, both with 19 transactions, although Yuexiu Binhai New City experienced a month-on-month decline of 17.39% [4]. - Zhongjiao Blue Bay saw a remarkable surge in transactions, with a 116% increase, totaling 13 transactions, indicating a potential shift in buyer sentiment [4][5]. - The overall market is witnessing a shift towards high-end properties, as evidenced by the strong sales performance of projects like Lin Yu Jing, which sold 320 units, accounting for over 40% of its total inventory [5]. Group 2: Market Trends - The recent data suggests a trend where high-end and improved housing products are becoming more popular, while entry-level housing is struggling to sell in Nansha [5]. - Developers are likely to continue focusing on high-usage rate housing types, as reducing prices to cater to first-time buyers could harm the overall market [5]. - The competitive landscape indicates that differentiation through high-end offerings may be the key strategy for developers in the Nansha region moving forward [5].
“五一”上海楼市掀起“改善潮”,房企卷品质带来新盘高认筹率
Di Yi Cai Jing· 2025-05-05 09:42
Market Overview - The Shanghai new housing market has seen a significant increase in activity ahead of the May Day holiday, with 11 new residential projects approved, totaling 1,577 units, primarily high-end improvement products [1] - Despite many residents traveling during the holiday, the market remained active, with several projects experiencing high levels of pre-sale interest, triggering restrictions and point systems [1][5] Sales Performance - The first batch of units at the Feiyun Yuefu project in Pudong sold out in just over three hours, and the second batch achieved a remarkable 318% subscription rate [1][6] - The "Green City Tide Ming Oriental" project, known for its high price of 19.5 million yuan per square meter, attracted over 200 groups of buyers for its 120 units, which were all released at once [1][5] Buyer Behavior - Many buyers are looking for improvement-type homes, with average prices ranging from 7 million to 13 million yuan, indicating a trend of "selling old for new" [3][4] - The influx of visitors to sales offices has been notable, with sales staff often managing multiple groups of clients simultaneously due to high demand [3][4] Product Quality and Competition - Developers are increasingly competing on product quality, with features like large living rooms, smart home installations, and high-end kitchen appliances becoming standard [6][7] - The trend towards higher quality homes is evident, with some projects offering kitchen appliances valued at over 80,000 yuan, reflecting a shift in market expectations [7] Future Outlook - The influx of new projects, particularly in high-demand areas, is expected to lead to a significant increase in transaction volumes [7] - Analysts suggest that the market's focus on quality improvements will continue to shape the competitive landscape among developers [7]
意外!126亿北京朝青“巨无霸”地块为何爆冷底价成交?
Bei Ke Cai Jing· 2025-04-28 13:49
Core Viewpoint - The recent land auction in Beijing's Chaoyang district resulted in the sale of the Huangshanmu store and Sunhe combination plot for a base price of 12.6 billion yuan, with a residential floor price of 54,500 yuan per square meter, indicating a significant interest despite only one bidder ultimately participating [1][2][3]. Group 1: Land Characteristics - The Huangshanmu plot is the only new residential land in the Chaoyang area in the past decade, highlighting its scarcity and unique market value [5]. - The total land area for the combined plot is 14.83 hectares, with a total building area of 282,700 square meters, and the Huangshanmu plot alone has a building area of 224,000 square meters [2][3]. - The plot's height limit was increased from 60 meters to 80 meters, allowing for taller buildings and improved spatial comfort [3]. Group 2: Developer Participation - Four major real estate companies participated in the bidding, including Poly Development, China Merchants Shekou, and China Overseas Property, but only one consortium made a bid [3][4]. - The winning consortium consists of China State Construction, Guangzhou Yuexiu, and Beijing Fangxing Yicheng, indicating strong backing from state-owned enterprises [3][4]. Group 3: Market Implications - The Huangshanmu plot is expected to cater to high-quality residential demands, appealing to buyers from Chaoyang and neighboring districts [9]. - The project is anticipated to leverage the strengths of the participating developers and the advantageous position of Chaoyang City Development, potentially leading to a successful market entry [8]. - The area is characterized by a mature high-end residential atmosphere, which is likely to meet the needs of families seeking quality living environments [8][9].