2019年五庄最大的不动产交易
交易数量也许有所下滑，但是交易额却节节攀升
随着机构投资者捕获更高的收益（相对于债券所能提供的）和创纪录的低利率，市场上竞争有限的资产变得更加激烈
以下是2019年五庄最大的商业不动产交易
1. 祈福利塔，悉尼
2019年是动力火车房地产管理人查特郝收获颇丰的一年。查特郝在2019年发行了创纪录的权益资本且迎来了基金增值。这也多亏其对悉尼祈福利塔50%权益的收购，净值9亿。
此集团管理的两个机构机构基金和新加坡国家基金管理人GIC联手买了这个建立在租赁土地之上的祈福利塔2这个线下交易的回报率低于4.5%。查特郝花了9850万在2018年对此带地场址的收购为此次交易铺平了道路。CIG保留了一半的权益。
2. 西田马荣，阿德雷德
这是一个能够把业界每个人都被粘在了凳子上交易。即使人们把对零售物业估值的信心送上了西天，这个最大的商场交易也足够吸睛。
四月份，伦理集团最先把澳洲排名第11位的阿德莱德购物中心西田马荣一半的权益放到市场上。7个月后买了6.7亿，比森特集团一半权益的7.375亿低了相当多。这比账面资产低了9%。
买家是新加坡印刷控股的一只基金。其地产生意一直在增长，可是其主营印刷出版业务一直在缩水。
和此笔交易相关的人士说人们低估了这种防守型资产对海外投资者的吸引力尽管分析人士觉得这种大型购物中心的利润率很薄。他们预期零售业物业的估值会在2020年继续下降。
3. 80 考林街，猫本
2019年机构和散户的投资人都没办法拿到A级的商业地产，但是基金管理公司和不动产基金却搞定了（记者脑袋被门挤了吧？-译者评）。
这是发放权益资本的一年，其中，最大的一笔当属本国最大的写字楼地主，德克萨斯，发行的一笔9亿的权益资本。此次发行是为了完成其对猫本中心商业区新开发的80号考林街的收购。这是金融风暴后最大的单比权益资本发行。
交易完成后，德克萨斯只少于变卖混合区域的昆士兰金巨头QIC14.76亿，并且将基金对猫本中央商务区地产的权重从9%吹到了17%。
4. 400号乔治街，布里斯班
2019年布里斯班经历了史无前例的大变卖。随着悉尼猫本的需求，昆士兰首付写字楼市场由阴转晴，且资产相对价廉物美（纯粹扯淡 – 译者评）。2019年卖出的高于5百万的写字楼创了自2012年的新低，可是36亿总交易额却闯了新高，据CBRE说。
布里斯班最大的一笔交易是35层的400号乔治街。卖家是美帝地产巨头黑石和德国集团HSBC穷考死，买方是澳洲上市集团烤亡，花了5.25亿。
5. 特尔斯啦交换站投资组合
这是一个非地产玩家玩的最大的一笔。
8月份卖了拥有37个最高价值的交换站物业的基金的49%的权益后，电信巨头特尔斯啦解锁了7亿的权益资本。
这个卖后转租赁的交易构成了上市基金管理人查特郝和查特郝长租上市地产基金和本地养老金合作的另一笔牛逼的交易。
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转自AFR
https://www.afr.com/property/com ... 019-20191209-p53i66
原文
Five of the biggest real estate deals of 2019
Ingrid Fuary-Wagner
Ingrid Fuary-Wagner
Reporter
Jan 8, 2020 — 12.00am
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Transaction numbers might have been down in 2019 but the size of real estate deals just kept getting bigger.
With institutional investors on the hunt for strong yields (relative to what bonds had to offer) and interest rates at record lows, there was strong competition for the limited assets on the market.
Here are five of the biggest commercial real estate deals of 2019.
Chifley Tower, Sydney
It was a big 2019 for powerhouse property funds manager Charter Hall, which had a record year in terms of equity raising and fund growth, thanks in part to its acquisition of a half stake in Sydney's Chifley Tower, worth $900 million.
A Sydney landmark: The Chifley Tower deal was sealed in August.
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The off-market deal, struck on a yield of below 4.5 per cent, was sealed in August when two of the group's wholesale funds partnered with Singapore Sovereign wealth fund GIC to buy the leasehold of Chifley Tower 2. Charter Hall's earlier acquisition of the freehold site in 2018 in a $98.5 million deal paved the way for this transaction. GIC has retained the remaining half stake.
Westfield Marion, Adelaide
This was the deal of the year that had everyone in the industry glued to their seats. Given that a confidence hit to the retail sector had sent valuations of some shopping centres southwards, the biggest sale of the year was bound to attract attention.
Lendlease first put its half stake in Adelaide shopping mall Westfield Marion, the 11th largest shopping centre in the country, on the market in April and sold it seven months later for $670 million, well below the $737.5 million valuation of Scentre Group's half share, translating to a 9 per cent discount to book value.
Westfield Marion
The buyer was a fund held by Singapore Press Holdings, whose property business is growing as revenue from its core business of publishing newspapers and magazines declines.
Those involved in the deal said it underscored how offshore investors remained attracted to "fortress style" retail assets but analysts said it showed buyers for such large malls were spread thin. They predicted retail property values would decline over 2020.
80 Collins Street, Melbourne
Investors, institutional and retail, couldn't get enough of A-grade commercial property and in 2019 fund managers and real estate investment trusts made the most of it.
An artist's impression of 80 Collins Street, Melbourne. Supplied
It was a year of capital raising, the biggest of which was undertaken by the country's largest office landlord, Dexus, in a $900 million placement to back its acquisition of a new development at 80 Collins Street in the Melbourne CBD. It was the biggest single capital raising in the sector since the global financial crisis.
The sale set Dexus back $1.476 billion after Queensland funds giant QIC offloaded the mixed-use precinct and boosted the REIT's portfolio weighting to the Melbourne CBD office market from 9 per cent to 17 per cent.
400 George Street, Brisbane
400 George Street, Brisbane. Attila Csaszar
Brisbane experienced an unprecedented run of big ticket sales in 2019. The Queensland capital's improving office market soaked up an overflow of investor demand from Sydney and Melbourne, while offering relatively better value. The number of office properties to sell above $5 million in 2019 was the lowest since 2012 but the total value, $3.6 billion, hit a record high, according to CBRE.
Topping the list of deals in Brisbane was the sale of a 35-level building at 400 George Street by US property giant Blackstone and German group HSBC Trinkaus to ASX-listed Cromwell Property Group for $524.75 million.
Telstra exchange portfolio
This was a big real estate play from a non-real estate player.
Telecommunications giant Telstra unlocked $700 million of equity in August with the sale of a 49 per cent stake in a new property trust that comprises a portfolio of 37 of the company's higher value exchange properties.
The sale and leaseback deal was yet another huge acquisition for listed fund manager Charter Hall, which bought the stake in a partnership with Charter Hall Long Wale REIT and a local super fund.
评论
奇怪，我为啥看不了新闻版呢？
说只有特定用户可以看？
那大家如何看新闻呢？
不合理啊
评论
在国内？
评论
在澳洲啊？
不过用的.co的网址
有区别么？
评论
.co不显示新闻版
评论
我去
谢谢版主
评论
这翻译的读起来太累，有些专有名词完全没必要英译，Telstra特尔斯啦
评论
谢谢反馈
译者的目的是把简单的名词通过音译或意译搞复杂
这样也鼓励读者结合原文看，所以把原文全部贴出来，实乃用心良苦
AFR并非免费新闻小报儿，参考一下也是值得的
无论如何感谢提出宝贵意见
评论
这个翻译看得我好累，直接去看原文了。
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