2020.08.07 关于投资报道的分享

[upwind66]

作者：三马3ma

今天房地产投资相关报道合集，重点如下。预祝大家周末愉快：

1. Cushman Wakefield CEO expects US office market to fully recover after 2.5-3 years，but between this period will see office Vacancy rate increase to 15-18% rent drop by 5-15% in next 6-12months，so more pain before gain.
2. Although residents are leaving due to tax hike+pandemic，but NYC office leasing activities picking up，per Rudin NY RE Board Chair. 脸书过去一年租下近300万平方尺办公楼，但小扎在季度收益会上说预期未来一段时间里有一半员工会选择WFH，两点相左没办法统一
3. 最近一年海外买家购买美国房地产数额是2013年来新低
4. Aspen Institute 报告又给无限期延长禁止逼迁造势，说预期到年底前会有43%租客，就是4000万租客被逼迁，几天时间从之前预测2800万跳到4000万，这个完全BS
   我们自己经验是目前湾区需要考虑逼迁的是0%，异地从二月开始到现在都维持是5%，都是合理范围内，全国来看了不起10-15%
5. NAIOP members Report more deal flow，but CRE sentiment drop to 45，lowest since 2016，due to concern about long term negative impact of Pandemic.
6. Home remodeling are booming，75% homeowners done improvement projects during Pandemic，lumber price hike 木材价格大升