{"id":409031,"date":"2021-12-22T23:31:11","date_gmt":"2021-12-23T07:31:11","guid":{"rendered":"https:\/\/nai500.com\/?p=409031"},"modified":"2021-12-23T17:09:52","modified_gmt":"2021-12-24T01:09:52","slug":"2022%e5%b9%b4%e5%8c%97%e7%be%8e%e6%88%bf%e5%9c%b0%e4%ba%a7%e6%8a%95%e8%b5%847%e5%a4%a7%e9%a2%84%e6%b5%8b","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/12\/2022%e5%b9%b4%e5%8c%97%e7%be%8e%e6%88%bf%e5%9c%b0%e4%ba%a7%e6%8a%95%e8%b5%847%e5%a4%a7%e9%a2%84%e6%b5%8b\/","title":{"rendered":"2022\u5e74\u5317\u7f8e\u623f\u5730\u4ea7\u6295\u8d447\u5927\u9884\u6d4b"},"content":{"rendered":"

\u65b0\u51a0\u75ab\u60c5\u8fd8\u5728\u4e0d\u65ad\u6f14\u8fdb\u4e2d\uff0c\u4f46\u4eba\u4eec\u5bf9\u4e8e\u98df\u54c1\u548c\u4f4f\u623f\u7b49\u57fa\u672c\u9700\u6c42\u5fc5\u987b\u5f97\u5230\u6ee1\u8db3\u3002\u65e0\u8bba\u662f\u75ab\u60c5\u8fd8\u662f\u6b64\u524d\u53d1\u751f\u7684\u5176\u4ed6\u91cd\u5927\u4e8b\u4ef6\uff0c\u968f\u7740\u793e\u4f1a\u9010\u6b65\u9002\u5e94\uff0c\u603b\u80fd\u5f00\u542f\u65b0\u7684\u623f\u5730\u4ea7\u6295\u8d44\u673a\u4f1a\uff0c2022\u5e74\u4e5f\u4e0d\u4f1a\u662f\u4e00\u4e2a\u4f8b\u5916\u3002<\/p>\n

\u4ee5\u4e0b\u662f2022\u5e74\u5317\u7f8e\u623f\u5730\u4ea7\u6295\u8d44\u76847\u5927\u9884\u6d4b\uff1a<\/p>\n

1. \u5229\u7387\u4e0a\u5347\u5c06\u7ed9\u4f4f\u623f\u5e02\u573a\u964d\u6e29<\/h2>\n

\u8fc7\u53bb1\u5e74\uff0c\u7f8e\u56fd\u4f4f\u623f\u5e02\u573a\u7684\u623f\u4ef7\u9010\u6708\u521b\u65b0\u9ad8\uff0c\u4f4f\u623f\u9500\u91cf\u4e5f\u5904\u4e8e15\u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u4e0d\u8fc7\uff0c\u7f8e\u8054\u50a8\u5df2\u7ecf\u91ca\u653e\u51fa\u660e\u5e74\u52a0\u606f\u7684\u4fe1\u53f7\uff0c\u7f8e\u56fd\u5168\u56fd\u5730\u4ea7\u7ecf\u7eaa\u5546\u534f\u4f1a\uff08NAR\uff09<\/a>\u9884\u6d4b30\u5e74\u671f\u56fa\u5b9a\u623f\u8d37\u5229\u7387\u5c06\u5347\u81f33.5%\u3002\u8fd9\u4e00\u5229\u7387\u6c34\u5e73\u4f9d\u7136\u5f88\u4f4e\uff0c\u4f46\u5229\u7387\u7684\u5347\u9ad8\u5c06\u8fdb\u4e00\u6b65\u52a0\u5267\u8d2d\u623f\u538b\u529b\uff0c\u4ece\u800c\u6291\u5236\u9500\u91cf\u589e\u957f\u3002\u56e0\u6b64\uff0c\u6295\u8d44\u8005\u8981\u505a\u597d\u8d2d\u623f\u8005\u6570\u91cf\u51cf\u5c11\u7684\u5fc3\u7406\u51c6\u5907\u3002<\/p>\n

2. \u4f4f\u5b85\u5efa\u7b51\u5546\u660e\u5e74\u7684\u65e5\u5b50\u4f1a\u597d\u8fc7<\/h2>\n

\u7f8e\u56fd\u666e\u67e5\u5c40\u6700\u8fd1\u62a5\u544a\uff0c11\u6708\u65b0\u5c4b\u5f00\u5de5\u603b\u6570\u521b\u51fa1970s\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u540c\u65f6\u8425\u5efa\u8bb8\u53ef\u603b\u6570\u540c\u6bd4\u7ee7\u7eed\u589e\u957f\u3002\u60f3\u8981\u53c2\u4e0e\u8fd9\u6ce2\u7e41\u8363\u671f\u7684\u6295\u8d44\u8005\u53ef\u4ee5\u4e70\u5165\u8bf8\u5982PulteGroup Inc\uff08NYSE: PHM\uff09<\/a>\u548cLennar Corp\uff08NYSE: LEN\uff09<\/a>\u7b49\u5927\u578b\u5efa\u7b51\u5546\u7684\u80a1\u7968\u3002<\/p>\n

3. \u72ec\u6237\u4f4f\u5b85\u79df\u8d41\u4f9d\u7136\u662f\u6295\u8d44\u70ed\u70b9<\/h2>\n

\u623f\u4ef7\u7684\u4e0a\u6da8\u5f88\u5927\u7a0b\u5ea6\u4e0a\u8981\u5f52\u529f\uff0c\u6216\u8005\u8bf4\u662f\u5f52\u548e\u4e8e\u673a\u6784\u6295\u8d44\u8005\uff0c\u5176\u4e2d\u5f88\u591a\u8d44\u91d1\u6d41\u5165\u4e86\u72ec\u6237\u4f4f\u5b85\u79df\u8d41\uff08SFRs\uff09\u5e02\u573a\u3002\u53bb\u5e74\u6295\u8d44\u8005\u4e70\u5165\u7684\u72ec\u6237\u4f4f\u5b85\u6570\u91cf\u5360\u603b\u9500\u91cf\u7684\u6bd4\u4f8b\u5347\u81f318%\uff0c\u800c\u8fd9\u4e9b\u4f4f\u5b85\u9884\u8ba1\u591a\u6570\u90fd\u5c06\u6210\u4e3a\u79df\u8d41\u623f\u4ea7\u3002<\/p>\n

\u8fd9\u4e00\u9886\u57df\u7684\u73a9\u5bb6\u5305\u62ecAmerican Homes 4 Rent\uff08NYSE: AMH\uff09\u548cInvitation Homes Inc\uff08NYSE: INVH\uff09\u3002\u53e6\u5916\uff0c\u9ed1\u77f3\u8fd1\u65e5\u5ba3\u5e03\u6536\u8d2dBluerock Residential Growth REIT Inc\uff08AMEX:BRG\uff09\uff0c\u800c\u5206\u62c6\u51fa\u6765\u7684\u8d44\u4ea7\u5c06\u65b0\u7ec4\u5efa\u4e3a\u4e00\u5bb6SFR\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\uff08REIT\uff09\u3002SFR\u80a1\u7968\uff0c\u81f3\u5c11\u662f\u8fd1\u671f\u7684\u8868\u73b0\u5982\u4f55\uff0c\u8fd9\u4e00\u5206\u62c6\u7684\u7ed3\u679c\u5c06\u4f1a\u662f\u5f88\u597d\u7684\u4e00\u4e2a\u6307\u6807\u3002<\/p>\n

4. \u591a\u6237\u4f4f\u5b85\u5e02\u573a\u5c06\u4fdd\u6301\u5f3a\u52b2\uff0c\u5c24\u5176\u662f\u5728\u9633\u5149\u5730\u5e26\u548c\u8fdc\u90ca<\/h2>\n

\u9ed1\u77f3\u6536\u8d2dBluerock\u7684\u8d44\u4ea7\u5f53\u4e2d\uff0c30\u5ea7\u591a\u6237\u79df\u8d41\u793e\u533a\u4e3b\u8981\u4f4d\u4e8e\u8bf8\u5982\u4e9a\u7279\u5170\u5927\u3001\u51e4\u51f0\u57ce\u3001\u4f5b\u7f57\u91cc\u8fbe\u5dde\u5965\u5170\u591a\u3001\u4e39\u4f5b\u3001\u5fb7\u514b\u8428\u65af\u5dde\u5965\u65af\u4e01\u7b49\u589e\u957f\u8fc5\u901f\u7684\u9633\u5149\u5730\u5e26\u5e02\u573a\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u7f8e\u56fd\u666e\u67e5\u5c40\u6700\u65b0\u7684\u65b0\u5c4b\u5f00\u5de5\u62a5\u544a\u663e\u793a\uff0c\u5168\u7f8e\u591a\u6237\u4f4f\u5b85\u65b0\u5c4b\u5f00\u5de5\u6570\u8ddf\u72ec\u6237\u4f4f\u5b85\u4e0d\u76f8\u4e0a\u4e0b\uff0c\u800c\u4e14\u5c0f\u57ce\u5e02\u6b63\u5728\u5927\u5e45\u4fb5\u8680\u5927\u578b\u90fd\u5e02\u533a\u7684\u5e02\u573a\u4efd\u989d\u3002\u672a\u67651\u5e74\uff0c\u8fd9\u4e9b\u5730\u533a\u6216\u8bb8\u80fd\u591f\u63d0\u4f9b\u6700\u597d\u7684\u6295\u8d44\u673a\u4f1a\u3002<\/p>\n

5. \u529e\u516c\u623f\u5730\u4ea7\u5f62\u52bf\u4f9d\u7136\u4e0d\u4e50\u89c2<\/h2>\n

\u539f\u672c\u5e02\u573a\u9884\u6d4b2022\u5e74\u4f1a\u662f\u529e\u516c\u623f\u5730\u4ea7\u7684\u4e0a\u6da8\u5e74\uff0c\u4f46\u5965\u5bc6\u514b\u620e\u53d8\u5f02\u6bd2\u682a\u7684\u8513\u5ef6\u5c06\u8fd9\u4e00\u9884\u6d4b\u7684\u65f6\u95f4\u63a8\u8fdf\u3002\u82f9\u679cApple\uff08NASDAQ: AAPL\uff09\u6700\u8fd1\u8868\u793a\uff0c\u516c\u53f8\u5e76\u672a\u8bbe\u5b9a\u5458\u5de5\u8fd4\u56de\u529e\u516c\u5ba4\u7684\u65e5\u671f\uff0c\u76f8\u4fe1\u5f88\u591a\u516c\u53f8\u5c06\u4f1a\u8ddf\u968f\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u751f\u547d\u79d1\u5b66\u7c7b\u529e\u516c\u623f\u5730\u4ea7\u7684\u9700\u6c42\u4f9d\u7136\u65fa\u76db\uff0c\u8fd9\u5bf9\u4e8e\u7c7b\u4f3cAlexandria Real Estate Equities Inc\uff08NYSE: ARE\uff09\u8fd9\u6837\u7684REITs\u662f\u4e00\u4e2a\u5229\u597d\uff0c\u4f46\u5bf9\u4e8e\u767d\u9886\u5de5\u4eba\u4ee5\u53ca\u4f9d\u8d56\u4ed6\u4eec\u7684\u623f\u4e1c\u6765\u8bf4\uff0c\u660e\u5e74\u53ef\u80fd\u53c8\u662f\u96be\u71ac\u7684\u4e00\u5e74\u3002<\/p>\n

6. \u5de5\u4e1a\u623f\u5730\u4ea7\u5c06\u5448\u73b0\u591a\u5143\u5316\u7684\u589e\u957f\u673a\u4f1a<\/h2>\n

\u5de5\u4e1a\u623f\u5730\u4ea7\uff0c\u5c24\u5176\u662f\u504f\u7269\u6d41\u7c7b\u7684\u5de5\u4e1a\u623f\u5730\u4ea7\u70ed\u5ea6\u5c06\u4e0d\u51cf\u3002\u5de5\u4e1a\u623f\u5730\u4ea7\u706b\u70ed\u80cc\u540e\u7684\u9a71\u52a8\u529b\u5305\u62ec\u865a\u62df\u8d2d\u7269\u548c\u7535\u5546\u7684\u5feb\u901f\u53d1\u5c55\uff0c\u4ee5\u53ca\u4f9b\u5e94\u94fe\u95ee\u9898\u9a71\u52a8\u7684\u4ed3\u5e93\u4f7f\u7528\u91cf\u7684\u589e\u957f\uff0c\u800c\u4e14\u75ab\u60c5\u4e0d\u7ed3\u675f\uff0c\u8fd9\u4e9b\u9a71\u52a8\u56e0\u7d20\u5c31\u4e0d\u4f1a\u6d88\u5931\u3002\u5de5\u4e1a\u623f\u5730\u4ea7REIT\u7684\u6295\u8d44\u673a\u4f1a\u5305\u62ec\u5b89\u535aPrologis\uff08NYSE: PLD\uff09\u8fd9\u6837\u7684\u5927\u578b\u516c\u53f8\uff0c\u4ee5\u53ca\u8bf8\u5982Terreno Realty Corp\uff08NYSE: TRNO\uff09\u7b49\u6700\u540e\u4e00\u82f1\u91cc\u6cbf\u6d77\u4e13\u5bb6\u3002<\/p>\n

7. \u5143\u5b87\u5b99\u623f\u5730\u4ea7\u4ece\u6982\u5ff5\u8d70\u5411\u73b0\u5b9e<\/h2>\n

\u5143\u5b87\u5b99\u7684\u8bf8\u591a\u8fed\u4ee3\u5f53\u4e2d\uff0c\u865a\u62df\u623f\u5730\u4ea7\u7684\u8d2d\u4e70\u3001\u5360\u6709\u4ee5\u53ca\u51fa\u79df\u5907\u53d7\u5173\u6ce8<\/a>\uff0c\u751a\u81f3\u6709\u52a0\u5bc6\u8d27\u5e01\u4ea4\u6613\u5e73\u53f0\u8fd8\u4e0a\u7ebf\u4e86\u5168\u65b0\u7684\u5143\u5b87\u5b99\u623f\u5730\u4ea7REITs MetaSpace Real Investment Trust\uff08MREIT\uff09\u3002\u5bc6\u5207\u5173\u6ce8\u865a\u62df\u6e38\u620f\u884c\u4e1a\u7684\u6210\u719f\u516c\u53f8\u4ee5\u53ca\u65b0\u6765\u8005\uff08\u5305\u62ec\u4f20\u7edf\u623f\u5730\u4ea7\u53ca\u5176\u4ed6\u975e\u865a\u62df\u516c\u53f8\uff09\uff0c\u6301\u7eed\u7814\u7a76\u5143\u5b87\u5b99\u623f\u5730\u4ea7\u7684\u673a\u4f1a\u5e76\u4e0d\u65ad\u52a0\u5927\u8fd9\u4e00\u65b0\u5174\u865a\u62df\u9886\u57df\u7684\u6295\u8d44\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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