北美实时股市股票

[观雨]

关公你对商业房地产怎么看，macys和bay这种手里拿着各种零售业旗舰地产的公司，地产的股价到底会不会受疫情影响？我一直觉得这次疫情会成为对未来地产估值和商业模式造成永久性影响的大事件，但是不知道这些手里攥着全球最好的商业房产的公司受影响是不是少点。我手里还有ppy

Honestly, I'm not familiar with commercial real estate market. Vicky is the master on this topic.
My unprofessional opinion is that the price of urban center/downtown commercial property should go up due to the unique location and prevailing easing monetary policies around the world for the next 3-5 years. The suburban commercial property price will likely remain flat due to the death of traditional retailers in shopping malls during pandemic. But, overall, I don't think any RE price will decline substantially for the next 3-5 years, given the current unprecedented super duper easing macro environment.

The problem is that it might be hard to efficiently benefit from this trend, particularly for the commercial RE. While the property value is definitely a material bottom for the stock price of Macy's and The Bay, the M share price will only fly when the retailing business improves.

On the other hand, if you want to invest in this market via REIT, you will have to forego the advantage of leveraging which is the crucial edge when you directly buy residentail properties yourself.

 

[dukett]

谢谢。所以对于M和ppy这种公司手里的旗舰商业地产来说印钞带来的正面影响>疫情和隔离带来的负面影响。很有可能

 

[dukett]

关于viac，媒体行业竞争激烈啊。这些传统电视台现在得和亚马逊和迪斯尼竞争，怕怕

 

[观雨]

关于viac，媒体行业竞争激烈啊。这些传统电视台现在得和亚马逊和迪斯尼竞争，怕怕

Right. Many of them will very likely fail.
When they do fail, chances are they will be bought by one of the media giants, based on their NPV value.
As a matter of fact, VIAC itself came from the merger of Viacom and CBS less than a year ago.

 

[vickyzyd]

Honestly, I'm not familiar with commercial real estate market. Vicky is the master on this topic.

别给我扣帽子哈，商务楼狐狸姐一点不懂，虽然以前买过一栋，不过赔钱卖了，是我在房产投资里的唯一一次失败，赔的不多，就相当于10多年的活都白干了。我现在只投资residential, 算是给自己买了份养老保险。

最近在市场上大量涌现商务楼，我也有点心动，但是不敢买，上百万的资金，如果租不出去，那真的是上火睡不着觉啊，我觉得我自己没有那么大的承受力，没有金刚钻不揽瓷器活

 

[dukett]

关于viac，媒体行业竞争激烈啊。这些传统电视台现在得和亚马逊和迪斯尼竞争，怕怕

别给我扣帽子哈，商务楼狐狸姐一点不懂，虽然以前买过一栋，不过赔钱卖了，是我在房产投资里的唯一一次失败，赔的不多，就相当于10多年的活都白干了。我现在只投资residential, 算是给自己买了份养老保险。

最近在市场上大量涌现商务楼，我也有点心动，但是不敢买，上百万的资金，如果租不出去，那真的是上火睡不着觉啊，我觉得我自己没有那么大的承受力，没有金刚钻不揽瓷器活

恩，现在这个环境，自己买实体商务楼风险太大，还不如在股市上挑几个高质量的reit

 

[犀牛]

老头清仓也是有可能的。

巴菲特退意已决 继续大幅减持富国银行股票 提供者 财联社

巴菲特退意已决 继续大幅减持富国银行股票

cn.investing.com

 

[eflee]

Honestly, I'm not familiar with commercial real estate market. Vicky is the master on this topic.
My unprofessional opinion is that the price of urban center/downtown commercial property should go up due to the unique location and prevailing easing monetary policies around the world for the next 3-5 years. The suburban commercial property price will likely remain flat due to the death of traditional retailers in shopping malls during pandemic. But, overall, I don't think any RE price will decline substantially for the next 3-5 years, given the current unprecedented super duper easing macro environment.

The problem is that it might be hard to efficiently benefit from this trend, particularly for the commercial RE. While the property value is definitely a material bottom for the stock price of Macy's and The Bay, the M share price will only fly when the retailing business improves.

On the other hand, if you want to invest in this market via REIT, you will have to forego the advantage of leveraging which is the crucial edge when you directly buy residentail properties yourself.

我觉得博主对O的趋势看法不够全面

 

[dukett]

On the other hand, if you want to invest in this market via REIT, you will have to forego the advantage of leveraging which is the crucial edge when you directly buy residentail properties yourself.

这倒是，买reit缺了贷款这一块，不能从现在的低利率中获利，这也一定程度上失去了投资房地产的意义

 

[vickyzyd]

这倒是，买reit缺了贷款这一块，不能从现在的低利率中获利，这也一定程度上失去了投资房地产的意义

完全正确，其实很多人说买楼没有股市投资收益好，其实不然，房市的投资可以理解marginal投资，用50万可以贷出1百50万，即使每年只有5%的收益，在你投入资金50万的基础上却是20%的收益，再加上房市的上涨，就是你投入的2百万可能在每年收5%收益的同时，一年还要增值5%而，那么总收益就是40%，且稳赚不赔，所以房市是最稳定可靠，收益也最可观的投资方式，可惜的是现在的楼盘都涨出了天，一入市场就被哄抢，所以想找靠谱的房地产投资比登天还难。

5%算是比较保守的收益计算，就是说如果加上银行贷款你有2百万的资金，你可以期待每年10-15万的收益，当然前3年还会有一些投入，基本上3年之后就会比较稳定

 

[dukett]

蒙特利尔这边房价翻着翻的网上涨啊。。。真不得了。狐狸姐手里的房没有疫情影响吗？

另外 有人关注gm和nikola的合作吗

 

[vickyzyd]

蒙特利尔这边房价翻着翻的网上涨啊。。。真不得了。狐狸姐手里的房没有疫情影响吗？

另外 有人关注gm和nikola的合作吗

Montreal的房价真的是很恐怖

我投资的房产在岛外，今年一个租都没缺，感觉挺好，什么市场都是很稳的

 

[dukett]

不考虑往岛上买吗？毕竟地皮就那么多

 

[vickyzyd]

不考虑往岛上买吗？毕竟地皮就那么多

你这么算，岛上一个condo要40w, 租金一个月1500-1600，岛外南岸离Montreal半个小时之内一个condo可以买在25w+，租金一个月可以要1200，哪个划算，当然我买的时候价格还没那么高

 

[dukett]

能不能问一下你买的condo在哪个地区？如果你不介意分享的话。我也不是想买房，就是纯粹的好奇

 

[vickyzyd]

能不能问一下你买的condo在哪个地区？如果你不介意分享的话。我也不是想买房，就是纯粹的好奇

不好意思，介意
你如果想找岛外投资的话，半个小时车程之内都可以考虑

 

[wgwt]

不好意思，介意
你如果想找岛外投资的话，半个小时车程之内都可以考虑

投资房子是买在华人区好，还是白人区好？（非downtown）？

 

[vickyzyd]

投资房子是买在华人区好，还是白人区好？（非downtown）？

只要有钱投资，买哪里都好
时间多可以做做华人的生日，时间少可以做做白人的生意

 

[vickyzyd]

最近挺喜欢这个姑娘的分析，分享一下

 

[dukett]

蒙特利尔的在线付费公司nuvei刚刚ipo了，从我收到td邮件到我打开电脑等进我的银行账户一共五分钟，登进去以后发现已经卖完了