[기로에 선 건설산업]
▶️ <상> 원가부담에 수익성 비상
- 매출 22% 뛴 건설사, 영업이익률은 2%대 추락
https://www.sedaily.com/NewsView/2D5CUFZA51
▶️ <중> 미분양 우려에 선별 수주
- 건설사 올 수주 목표액 최대 20% 하향…주택 '흐림' SOC '맑음'
https://www.sedaily.com/NewsView/2D5DRZM3VP
▶️ <하> 다각화로 활로 모색
- 건설업계, 주택·토목서 수소·SMR로 사업 영역 넓힌다
https://www.sedaily.com/NewsView/2D5FKC1LVH
#건설사
▶️ <상> 원가부담에 수익성 비상
- 매출 22% 뛴 건설사, 영업이익률은 2%대 추락
https://www.sedaily.com/NewsView/2D5CUFZA51
▶️ <중> 미분양 우려에 선별 수주
- 건설사 올 수주 목표액 최대 20% 하향…주택 '흐림' SOC '맑음'
https://www.sedaily.com/NewsView/2D5DRZM3VP
▶️ <하> 다각화로 활로 모색
- 건설업계, 주택·토목서 수소·SMR로 사업 영역 넓힌다
https://www.sedaily.com/NewsView/2D5FKC1LVH
#건설사
▶️ GTX-B 착공, 2030년 개통 목표
https://www.newsis.com/photo/graview/?id=NISI20240307_0001496122&cid=photo&page=1
#인프라, #철도, #GTX
https://www.newsis.com/photo/graview/?id=NISI20240307_0001496122&cid=photo&page=1
#인프라, #철도, #GTX
▶️ 서울 상권 월 임대료 평균450만원, 북창동 1087만원 '최고'
https://www.newsis.com/photo/graview/?id=NISI20240306_0001494917&cid=photo&page=1
#상업용부동산, #리테일, #상가
https://www.newsis.com/photo/graview/?id=NISI20240306_0001494917&cid=photo&page=1
#상업용부동산, #리테일, #상가
▶️ 1월 서울 아파트 거래 소폭 증가
https://www.newsis.com/photo/graview/?id=NISI20240306_0001494741&cid=photo&page=1
#부동산, #매매, #거래량
https://www.newsis.com/photo/graview/?id=NISI20240306_0001494741&cid=photo&page=1
#부동산, #매매, #거래량
▶️ HEDGE FLOW Hedge funds bet on U.S. real estate rebound
https://www.reuters.com/markets/us/hedge-flow-hedge-funds-bet-us-real-estate-rebound-2024-03-04/
#상업용부동산, #리츠
https://www.reuters.com/markets/us/hedge-flow-hedge-funds-bet-us-real-estate-rebound-2024-03-04/
#상업용부동산, #리츠
▶️ AI is fueling a gold rush in new data centers, the hottest buildings in real estate
https://finance.yahoo.com/news/ai-fueling-gold-rush-data-104400344.html?guccounter=1
#상업용부동산, #데이터센터
https://finance.yahoo.com/news/ai-fueling-gold-rush-data-104400344.html?guccounter=1
#상업용부동산, #데이터센터
▶️ REIT Allocations in Pension Funds Increase
https://www.reit.com/news/blog/market-commentary/reit-allocations-pension-funds-increase
#리츠
https://www.reit.com/news/blog/market-commentary/reit-allocations-pension-funds-increase
#리츠
▶️ U.S. Cap Rate Survey H2 2023
https://www.cbre.com/insights/reports/us-cap-rate-survey-h2-2023
#상업용부동산
https://www.cbre.com/insights/reports/us-cap-rate-survey-h2-2023
#상업용부동산
▶️ NAV Monitor: US REITs end February at lower discount to net asset value
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/nav-monitor-us-reits-end-february-at-lower-discount-to-net-asset-value-80716691
#리츠
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/nav-monitor-us-reits-end-february-at-lower-discount-to-net-asset-value-80716691
#리츠
▶️ '투자 열풍' 지식산업센터, 부동산 부실뇌관 됐다
https://www.donga.com/news/Economy/article/all/20240304/123811497/1
#상업용부동산, #지식산업센터
https://www.donga.com/news/Economy/article/all/20240304/123811497/1
#상업용부동산, #지식산업센터