世界最大资产管理公司黑岩表示，在看到中国房地产市场投资者信心显著回升及供需基本面改善之前，将暂不考虑增加对中国的房地产业投资。“现在投资那个市场感觉还太过遥远。”该公司的亚太地区房地产主管麦克唐纳在新加坡的新闻发布会上说，“目前我们的投资策略中没有包括中国，因为我们对于当前是否有深度和流动性退出渠道持怀疑态度。”
即便如此，麦克唐纳表示，在近期中国人民银行宣布推出一系列措施以提振经济及房地产业之后，中国并非被排除在外。他认为，市场信心恢复可能还需时日。“我希望看到离岸资本关注它，并且希望国内资金也积极参与投资。”他说，“然而眼下在这两个方面都缺乏买家。”
黑岩对澳大利亚、日本和新加坡等其他房地产市场的兴趣要大于中国市场。他指出，尽管客户正在审视亚太地区以分散全球资产组合风险，但他们不寻求增加额外的风险。
“黑岩澳大利亚”负责人本·赫基表示，公司计划在接下来的18个月内投资约6.85亿至10亿美元，在澳洲建立一个生命科学资产组合，并重点收购主要城市如墨尔本和悉尼周边区域的房产。麦克唐纳强调：“这个时期对我们的部署至关重要。”
这段话反映出了全球投资者对中国房地产市场的态度及其信心的现状，同时也体现了黑岩对于全球不同市场关注点的变化。
新闻来源：www.bloomberg.com
原文地址：BlackRock ‘Long Way’ From Investing More in China’s Real Estate
新闻日期：2024-09-24
原文摘要：
will refrain from investing more in China’s real estate market until it sees a significant return in investor confidence and an improvement in supply-demand fundamentals for the property sector there.“It feels like we are a long way away from actually investing in that market,” said , head and chief investment officer of Asia-Pacific real estate at the world’s largest asset manager. “China’s not part of our investment strategy at the moment because we are not convinced of a deep liquid exit right now,” he said at a news briefing Tuesday in Singapore. BlackRock has made commercial property investments in China in the past, including an , which it has sought to sell at a discount, Bloomberg News previously reported.MacDonald’s remarks, which came after China’s central bank announced a range of measures to boost the economy and real estate sector, underscore the struggle policymakers still face in regaining the confidence of global investors.Read More: “I want to see offshore capital focusing on it, and I want to see domestic capital also buying, and at the moment there’s not a lot of buyers in either of those two categories,” MacDonald said, when asked about the impact of the stimulus on the real estate market. While “China’s not off the table” and things can change quickly, BlackRock is more interested in other property markets such as Australia, Japan and Singapore, he said. Clients are looking at the Asia-Pacific region to diversify their global portfolio, but “they’re not looking for additional risk,” he said.Ben Hickey, BlackRock’s head of real estate in Australia, said at the same briefing that the firm is planning to invest about A$1 billion to A$1.5 billion ($685 million to $1 billion) to build a life sciences portfolio in the country, with a focus on acquiring assets in clusters at major cities like Melbourne and Sydney. The next 18 months will be “critical” for its deployment, MacDonald said.
