Tour Blog

Ridiculus sociosqu cursus neque cursus curae ante scelerisque vehicula.

Logistics logistics real estate market began to accelerate reshuffle how domestic enterprises to break through?

 Wanlian REVIEW

 
 
      Logistics real estate in China this piece of blue ocean 2 trillion to ProLogis as the representative of international companies already in the country gain a firm foothold, most of the market tightly in hand, domestic enterprises how to successfully break through, even from behind?
 
      In logistics real estate, last year should be a shuffle node start, the most important signal is Vanke, peace march logistics real estate market.
 
 
      Greenland Group, Vantone Holdings, China Fortune, Hopson and other traditional residential developers in recent years are starting to enter the logistics real estate. In addition, Alibaba, Jingdong, Suning, represented by the electricity supplier companies are also stepping up staking their claims.
 
 
      Papadopoulos predicted that the next 15 years, China's logistics and warehousing area will reach 2.4 billion square meters, including modern logistics facilities market size will exceed $ 2.5 trillion. Information: ProLogis currently as the benchmark in international logistics real estate market still occupy the lion's share, of which ProLogis to more than 55% market share lead.
 
      Started late, scarce land resources, the lack of operational experience and other factors will restrict China Vanke, the industry leader in safety catch them. Domestic enterprises want to be near-monopoly of foreign logistics real estate industry to make a difference, you need more than money and experience more cognitive and thinking patterns.
 
 
Status of domestic investment in the modernization of logistics
 
        Currently, in addition to ProLogis as the representative of the international logistics enterprises, domestic enterprises to go on this road has been quite ring true, but since last year, China Vanke, peace, rookie including Jingdong and many other enterprises are involved have, attempts to erode trillion piece of cake.
 
 
        Among these, more Vanke said, because with more professional investment team, the wider layout, large-scale real estate synergies. Compared with the electricity supplier, Vanke's platform will be more open, more professional focus to develop operational capabilities.
 
        In the most representative Vanke logistics, for example, to do the logistics real estate Vanke thinking more westernized, into the United States Blackstone, as well as the possibility of cooperation with Tishman Speyer to integrate upstream and downstream resources in the future. 2016 January to May, China Vanke new logistics real estate projects 7, the new logistics real estate built surface 528,000 square meters, more than the 2015 level of the year, housing prices in more is second to none. In addition to the land reserve, Vanke management also draws Papadopoulos to take to build a house as the basis, the Fund introduced upstream and downstream businesses stabilize, with the brand to do service providers.
 
Vanke logistics real estate projects built surface comparison
 
        While developers are gearing up to try it, but it still can not change the status quo of China's logistics real estate development, the data show that in the United States per capita commercial area of ​​only two square meters, but the per capita storage area of ​​5 square meters. And now China's per capita storage area of ​​only 0.4 square meters, less than 1/10 of the United States. With the future of retail consumption upgrade, the rapid development of the electricity supplier, the huge Chinese demand for logistics real estate development, but the lack of a more efficient means, measures and developers.
 
 
Investors are currently the greatest problem
 
       Throughout 2015, the overall performance of China's logistics market, showing increasing participants, so that further increase competition in logistics real estate market trends. Tier cities logistics projects in short supply, but the land supply crunch;
 
        In contrast, the second and third tier cities to become the focus of market participants to invest investment choices, but a large downward pressure on rents, vacancy risk gradually increased. Then, in the new competitive situation, the domestic enterprises in the end how to regain the competitive advantage?
 
 
Tier cities the rate of return logistics real estate trends
 
        1. Government Awareness
 
        Several years ago, the domestic logistics real estate done quite messy, no taxes, and low rents, cheap to sell a lot of land, resulting in most local governments logistics real estate arm's length. Therefore, the government must first get through this threshold, the government realized only bring logistics real estate industry to promote, to motivate, more willing to deploy land logistics real estate industry and promote its development.
 
         2. To get to the bottleneck
 
         It should be said that this is the plight of all domestic logistics real estate companies are facing. Logistics real estate is different from the commercial real estate, a substantially fixed every enterprise distribution needs. Scale development requires more land, in some irrational supply of industrial warehouse space in the city, has been generally very difficult to get to, it is better to first-tier cities is hard to find.
 
        3. Misconceptions
 
         Compared with foreign mature logistics system, logistics domestic real estate development presents dot layout, is far from a certain scale of logistics real estate network. Due to the instability of investment management, and different enterprises to enter the industry focus is different, different levels of development will affect operations. only logistics real estate developers, logistics, marketing and logistics operations closely, do research and analysis of market demand, the market segments in order to understand the whole market to operate effectively.
 
        4. Capital extermination
 
        Compared to other industries, real estate, logistics, real estate risk lower earnings stability, a lot of the capital side did not mind. So how professional capital operation of the product realization is the ultimate tool for major companies to compete. To obtain a flexible and effective operation of capital sufficient funds to provide financial support and financial security, to use its own capital to achieve a certain scale of the development of the capital chain, to achieve the desired benefits.
 
to sum up
 
         Although the development time is not long, but because of the huge profit margins and growth prospects, domestic logistics real estate will face many opportunities and difficulties, if it is thought by rental income to live, it would be wrong, or the final competition operation in the capital. By operating multiple items packaged into a package of assets, after generating a stable cash flow, asset package to form a virtuous state capital by way of the realization of the real estate industry, this is the best path. Therefore, China Vanke, peace and other logistics real estate developer, to build a high-quality asset management team is an extremely important thing.

Sign In