When you ask a fund manager in Asia where to find the standout investment opportunity, there is one answer you never expect: Japan.
在亚洲,如果你问一名基金经理,到哪里才能找到出色的投资机会,有一个答案你绝对想不到:日本。
But for John Saunders, who runs the Asian end of MGPA, an $11bn property-focused private equity firm, the land of the rising sun presents golden opportunities – and, perversely, it is the country’s shrinking economy that is the reason.
但对于麦格理环球房地产投资顾问(MGPA)亚洲业务的主管约翰·桑德尔斯(John Saunders)而言,这个日出之国提供了绝好的机会,反常的是,其原因在于该国日益收缩的经济。MGPA是一家专注于房地产领域的私募股权投资(PE)公司,资产管理规模为110亿美元。
“Japanese yields are phenomenally high, he says. “People have got so used to falling rents, so they have been driving yields higher. The whole market is priced very, very cheaply, it needs a catalyst to spark a change in perceptions. I think that will come with a bit of recovery in Tokyo – but only in Tokyo.
“日本地产领域的收益率非常高,他表示,“人们对于租金下滑已经习以为常,因此他们一直在推高收益率。整个市场的定价非常低,这需要一种催化剂来促成观念上的转变。我认为,随之而来的将是东京楼市的略微回暖,但只是东京。
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