赵朗：需求现结构转变 买楼收租年代已过

物业投资市场淡静，投资者赵朗认为，由于投资市场资讯发达，港物业已失优势，买楼收租年代已过，认为要发展高增值产业才可。他指，近日投资医疗行业，将购入物业作营运。

近期整体投资市场仍较为淡静，赵朗认为，在高息持续下，市况难免淡静，通关后商铺市况理应转好，但赵朗称，看不到有很大转变，旅客消费模式有变，他们来港志在感受香港文化及特色，而不是豪花数以万元购物，商铺租金反弹未必多。

高息环境下 获利难度提高

至于写字楼方面，现时空置率高，他认为香港融入大湾区，大型国企仍会来港开办公室，长远来说甲厦有一定需求，但他指出，写字楼需求始终出现结构上转变，「近3年疫情大家习惯在家工作，新投入职场的人，觉得不一定要返办公室工作，跨国企业、银行亦有收缩楼面。试想想，现时年轻人觉得不需要返办公室，20年后他们变了管理层，更加不需租用。事实上人人有手机，比起公司的电脑更强，根本不需一个固定办公点，因此我不特别看好。投资分层商厦，除非可增值，否则不会投资。」

高息环境下，投资物业要获利难度提高。港人一向喜欢买楼收租，提供稳定回报之餘，亦同时享受价格升值。他认为，当物业价格升至全球最高价，在资讯流动下，投资者选择多，「买楼收租有砖头及享回报率，但能否像以前般赚很多钱，可以养一代人，我觉得未必。现今资讯发达，资金流通，在东南亚市场如缅甸、柬埔寨及越南，钱可以轻易进出，30年前根本没有如此投资机会。」

看好医疗业务 购物业发展

赵朗认为，必须把物业与用户及业务配合，进行高增值才值得发展，故此最近开始投资医疗业务。早前全仁医疗集团及赵朗成立价值1亿美元的合资公司，该合资公司的第一宗房地产交易，收购铜锣湾罗素街8号英皇鐘錶珠宝中心面积4,718平方呎的商业单位，涉及9,628万元。

赵朗指，投资该机构是看好该集团提供的一站式医学影像诊断及医疗服务企业，「跟全仁医疗集团创始执行主席刘仲恒医生认识及交流，发现放射科 (Radiology) 在香港是严重不足，非紧急病人要等一至两年，因此私营医疗市场可以填补空缺。」他指出，该业务的入场门槛高，机器每部3,000万至4,000万元，业主方面必须提供极长租约以配合，但业主亦因对方迁出机会低，加租幅度高，认为最好持有物业自用，可作长远发展。

他指，啟动1亿美元资金，希望首两年开6间分店，换言之会寻找相应物业，「长远会成立基金，而之前需要有基本资产，故两年会物色物业用作医疗中心，希望两年内注入基金，让机构、专业投资者包括家族办公室、富二代等投资，终极目标是业务可以上市。」

(星岛日报)

更多英皇鐘錶珠宝中心写字楼出售楼盘资讯请参阅：英皇鐘錶珠宝中心写字楼出售

更多铜锣湾区甲级写字楼出售楼盘资讯请参阅：铜锣湾区甲级写字楼出售

SHKP's Novo Land maintains prices in new list

Sun Hung Kai Properties (0016) unveiled the second price list of its new project in Tuen Mun yesterday, keeping the price of the latest batch of Phase 2A of Novo Land largely same as the last one.

This came as the property market remained lackluster with only four units sold in the 10 major housing estates over the weekend.

SHKP's latest release includes 93 flats priced HK$13,888 per square foot after discounts on average. This is 2.1 percent above the HK$13,598 of the first batch, taking into account different views and levels.

The batch comprises units from studio flats to three-bedroom apartments with sizes ranging from 245 to 667 sq ft. They are being sold for HK$3.49 million to HK$8.5 million after discounts, or between HK$12,728 and HK$14,775 per sq ft.

More than 30,000 people have visited the showrooms, according to the developer. It expected to receive some 3,000 checks by yesterday, that would make the 279 units in the two batches nearly 10 times oversubscribed.

Sales are expected to take place at the weekend at the earliest.

In the secondary market, a property agency recorded only four transactions in the 10 blue-chip housing estates over the weekend, a 20 percent drop from the previous week.

It was the fifth consecutive week with single-digit sale results. There was no transaction in six estates.

An agent said market sentiments remained weak amid interest rate hikes and volatile stock performances.

"There's no positive news for the market for now," the agent said.

However, the agent believes property prices would start picking up in the second half of the year once the financial market stabilizes.

In a related development, the Hongkong and Shanghai Banking Corporation was reported to have increased the cash rebates to 3 percent - the highest since 2007 - for the mortgage loans of certain customers in order to compete with other money lenders.

With a view to increasing its market share, HSBC is reportedly offering a 3 percent rebate for selected customers who apply to borrow mortgage loans of at least HK$5 million. The loan size should also account for 90 percent of the value of the property concerned.

Peers like Hang Seng Bank (0011) and BOC Hong Kong (2388) have also introduced similar promotions to boost their mortgage business.

However, mortgage advisors said the incentives may be temporary and a further increase in rebates is unlikely given the slim profit margin.