物流整租模式是“双刃剑”,京东加速扩张ESR私有化步入终局

观点地产网
Jul 09

观点指数在6月20日观点指数研究院发布的《“ 一带一路 ”赋能| 2025年6月 物流 仓储暨基础设施投资发展报告》中,我们发现,中外运REIT的整租模式可以推进其轻重资产分离后业务稳定运营,但若整租的经营主体出现提前终止协议、减少 租赁 面积、拒绝履行租约或拖欠租金、经营陷入困境等情况时,可能会对基础设施项目形成的现金流产生不利影响。6月17日,中银中外运 仓储物流 封闭式基础设施证券投资基金...

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