房託領展 (0823) 宣布業績，中期派息1.5959元，如能保持，以收巿價70.4元計，股息率約4.5厘，可說相當吸引，而早幾日商舖投資者蔡志忠伙拍陳秉志以4.55億元購入新世界 (0017) 的一批舖位，其租金回報率約3.69厘，相比下，一般小投資者買入領展收入也不錯。
領展同時宣布以58.2億元購入位於香港的兩幢停車場 / 汽車服務中心及倉庫大廈，收購價較該等物業於2021年10月22日的估值總額60.81 億元折讓4.3%。賣家為Jardine Matheson集團 (怡和) 之成員，兩幢物業將全部出租予在香港獨家代理平治汽車的汽車經銷商仁孚行。
領展將同時與租戶就目標物業訂立租約，由成交翌日起計為期五年 (就柴灣物業而言，現有租約將於2022年6月30日屆滿)，並附帶可由租戶行使之三次續租權，以重續連續以三年為期限的租約。根據柴灣物業租約，租金將為每月7,313,854元直至2022年6月30日，自2022年7月1日起則為每月7,935,000元，而根據紅磡物業租約，首年租金為每月7,962,000元，惟於每份租約期限內每年遞增4%，於成交翌日之每個周年日生效。
粗略計算，領展購入這兩幅物業的起始租金回報率約3.15厘，不過每年可加租4%，在複利效應下，租金回報率會持續改善，相較一般小業主買人住宅收租，現租金回報率約2厘左右，還隨時要付辣招稅呢。
(明報)
代理表示，九龍灣企業廣場三期39樓全層，面積約1.6萬方呎，業主意向租金約37萬元，呎租約23元。
該代理指出，上述物業間隔方正實用，屬罕有極高層全層放租，外望全海景觀，光猛開揚，用戶可承租4468方呎至全層物業，極具彈性。
企業廣場三期設有14部載客電梯及1部載貨電梯，上落方便。
(信報)
更多企業廣場寫字樓出租樓盤資訊請參閱：企業廣場寫字樓出租
更多九龍灣區甲級寫字樓出租樓盤資訊請參閱：九龍灣區甲級寫字樓出租
鴨脷洲大街鋪2.2億成交 呎價達8.8萬 46年升值243倍
疫情持續平穩，帶動鋪位交投轉活，市場再錄大手成交。市場消息指，香港仔鴨脷洲大街地鋪以2.2億成交，呎價約8.8萬，原業主持貨46年，帳面獲利2.19億，期間升值約243倍；據業內人士指出，是次成交不排除發展商購入作重建用途。
市場消息指出，香港仔鴨脷洲大街84號興富樓地下A至L號鋪連閣樓，面積約2500方呎，以約2.2億易手，呎價約8.8萬。據悉，上址原業主於1975年以約90萬購入，持貨46年帳面獲利約2.19億，升值約243.4倍。
業界：料為發展商收購
盛滙基金創辦人李根興指出，上述成交價較市價為高，料為發展商收購作重建用途，該街道近期有不少新盤落成，推動區內發展迅速，料區內將來勢現「大變天」。
地鋪連閣樓 面積約2500呎
有代理評論指，上述成交價屬進取價，資深投資者亦難以負擔，事實上，近期傳統核心區亦罕見呎價高見逾8萬元，證明上述買家看俏區內發展前景。
據業內人士指出，上述租金屬一般水平，惟該鋪鄰近港鐵站，交通配套理想，故發展潛力不俗，料發展商購入作重建用途。
筲箕灣鋪2350萬售
該街道早前頻錄大手買賣，其中，由恒基持有的鴨脷洲大街68號倚南一籃子地鋪，涉11間鋪位，總樓面約5228方呎，獲本地投資者以2.25億承接，平均呎價43037元，以月租33.48萬計，料回報率約1.8厘。
另一方面，鋪位市場亦頻錄成交，消息指，筲箕灣道241至249號萬康大廈地下單號鋪，面積890方呎，附設入則閣約780方呎，總樓面約1670方呎，以2350萬售出，呎價約1.4萬，原業主於1971年以20萬購入，持貨50年帳面獲利約2330萬，物業期間升值約116.5倍。
此外，消息指，深水埗美居中心地下單號鋪，面積約200方呎，以約780萬售出，呎價約3.9萬，據悉，該鋪由小食店以約1.327萬租用，料買家享租金回報約2厘水平。
(星島日報)
新蒲崗工廈一籃子貨1.27億沽
工廈於疫市下表現「硬淨」，市場再錄大手成交。消息指，新蒲崗啟德工廠大廈2期一籃子物業，以約1.27億售出，呎價約3330元，買家以富臨集團呼聲最高。
市場消息指出，新蒲崗啟德工廠大廈2期5樓C及D室、6樓C及D室及11至12樓全層，總樓面約38354方呎，以約1.27719億成交，呎價約3330元。據業內人士指出，成交價屬市價水平，並指買家以富臨集團呼聲最高，該集團早前已持有多層樓面，有機會增購該廈物業統一業權，以作重建用途。
富臨集團等購入呼聲高
據代理資料顯示，該工廈近期頻錄成交，其中，高層C室，面積約4200方呎，於本月以1399萬售出，呎價約3330元；另該工廈高層D室，面積約2720方呎，以906萬售出，呎價約3330元。
涉逾3.8萬呎 每呎3330元
事實上，富臨集團等近期頻頻入市，資料顯示，豐展資產旗下觀塘駿業街46號低層全層，建築面積6371方呎，於今年4月以6380萬成交，呎價約10014元，買家為富臨集團主席兼執行董事楊維。
此外，工廈市場亦頻錄承接，消息指，九龍灣南豐商業中心低層10室，面積約1029方呎，以597萬售出，呎價約5801元；荃灣皇廷廣場高層6室，面積約1105方呎，以510萬易手，平均呎價約4615元。
(星島日報)
更多南豐商業中心寫字樓出售樓盤資訊請參閱：南豐商業中心寫字樓出售
更多九龍灣區甲級寫字樓出售樓盤資訊請參閱：九龍灣區甲級寫字樓出售
Wheelock property on Mt Nicholson reclaims title for the most expensive flat in Asia in terms of square footage
Flat 16D and three car parking spaces on Mount Nicholson sold for HK$639.796 million, or HK$140,800 per square foot, a record in Asia.
The bumper price came right after news that Hong Kong’s border with mainland China will likely reopen as early as next month.
A flat in Wheelock’s ultra luxury residential property Mount Nicholson at The Peak has sold at a new record price per square foot in Asia, with analysts saying an expected reopening of Hong Kong’s border with mainland China will likely boost the city’s real estate market.
The developer sold flats 16C and 16D at phase three of Mount Nicholson for a combined HK$1.2 billion (US$154 million) to the same buyers, Wheelock said in a statement on Tuesday, without disclosing the identity of the buyers.
Flat 16D and three car parking spaces at Mount Nicholson were sold for HK$639.796 million, or HK$140,800 per square foot, breaking the record held by a flat in CK Asset Holding’s 21 Borrett Road luxury resident project, which also came with three parking spaces and was sold for HK$459.4 million – or HK$136,000 per square foot – in February.
The price for flat 16C stood at HK$560.92 million, or HK$134,000 per square foot, which was only slightly lower than the previous record at Borrett Road.
The bumper price indicates Hong Kong’s luxury properties remain extremely sought-after by buyers even though the overall economy has not recovered from the impact of the pandemic last year and months of social unrest since mid-2019.
“The record-breaking price came right after the news report that Hong Kong’s border could reopen as early as next month. This has given hope to wealthy mainlanders from the Greater Bay Area to come across the border and buy luxury homes in the city,” a mortgage broker said.
Hong Kong’s land border with the mainland will reopen fully to quarantine-free travel by June at the latest, official sources told the South China Morning Post this week.
The scheme will entail a small pilot programme involving daily quotas in Guangdong province in December, followed by an expansion in February to allow “mass events”, a source said, reaffirming what Chief Executive Carrie Lam Cheng Yuet-ngor had suggested last week. A full border reopening will happen in June, or earlier, if all goes smoothly.
“In addition, interest rates remain at their lowest levels on record while inflation pressure is looming. This has led those who can afford to pay the price to buy properties now, particularly luxury ones as supply remain limited. The outlook for the luxury market remains bullish,” the broker said.
Mount Nicholson was developed by Wharf Holdings along with Nan Fung Development and comprises 19 detached houses and 48 flats in three phases. It has some of Asia’s most expensive homes in terms of square footage. Its location, reputation for build quality and celebrity buyers, has made it a much sought-after address for Hong Kong’s wealthy set.
In May, Mount Nicholson broke another world record by selling a single parking space for HK$11.9 million, the highest price ever seen worldwide.
(South China Morning Post)
Link distributable income rises 14pc to $3.3b
Link Real Estate Investment Trust (0823) said its total distributable amount increased 14.2 percent year-on-year to HK$3.34 billion in the six months before September 30, and the interim distribution per unit for the period increased by 12.7 percent to HK$1.6 billion.
Link also said that it has acquired 100 percent interest in two institutional-grade car park and car service centers in Hong Kong for HK$5.82 billion combined, after buying 50 percent stakes in three retail properties in Sydney for AUD$538.2 million (HK$3.1 billion) on Sunday.
Chief executive George Hongchoy Kwok-lung said in an online conference that the vendors will lease these two properties for long-term use after the sales, and that Link views the deals as long-term investments.
The gearing ratio stands at a "comfortable" level after the acquisitions, he emphasized in the meeting. The ratio of debt to total assets increased to 23.6 percent from 21.6 percent.
Upon completion of the deals, Link will become the owner of the two properties.
One property is located at No. 60 Ka Yip Street in Chai Wan, and is a 9-story godown building with a gross floor area of approximately 438,351 square feet which has been repurposed into a full-service building hosting an automotive showroom, car servicing and repair workshops, godowns and ancillary offices.
The Hung Hom one at No. 50 Po Loi Street is a 13-story mixed-use car park building with a GFA of approximately 421,401 sq ft.
It has also been repurposed to a full-service building hosting an automotive showroom, car servicing and repair workshops, as well as a car park with 932 private and public parking spaces.
It also said it acquired 75 percent interest in two recently-developed modern logistics assets in Dongguan and Foshan for 754 million yuan (HK$918.72 million) on October 27.
(The Standard)