PGIM:利率上升推高日本地产交易成本 投资策略更加严格

格隆汇
Sep 10
美国保德信金融集团旗下资产管理部门PGIM房地产公司正对日本房地产收购采取更为挑剔的策略,因利率上升推高了该国的交易成本。该公司亚太区房地产主管戴维·法斯本德表示:“我们正处于一个收购资产成本显著上升的阶段。”他表示,PGIM在评估中正考虑更高的债务成本。“因此,我们现在比两年前更加挑剔。”日本国债与房地产之间收益率溢价收窄也提高了投资门槛,尤其是在写字楼等竞争激烈的领域。他表示:“历史上较大的收益率利差已被侵蚀,在某些情况下甚至完全消失。这通常是一个信号,表明某些方面需要作出调整。”

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