德勤-2018长租公寓市场：房地产企业竞速布局的挑战与应对策略-2018.1-12页.pdf

长租公寓市场?略2思略特北京单小虎?+86-10-6533-2166tiger.shan 上海唐海燕?+86-21-2323-单小虎先生(Tiger Shan)?思略特?20?唐海燕女士(Petrel Tang)?思略特?略?郑重先生(Joseph Zheng)?思略特?略?略?略?作者简介联系方式3思略特随着中央对房地产市场提出“房住不炒”定位?2.4?2?2016?1?2030?4?1?2012-2016?99?68?阅读要点?思略特?+?REITs?特?概述4思略特?30?1/3?4%-5%?2%-3%?项目寻源环节?/?30?8000?13?28?2000?5?15?房企布局长租市场面临巨大挑战5思略特?运营管理环节?2018?45?5?20?3?10?资产证券化退出环节?REITs?2012?REITs?2017?5?REITs?REITs?REITs?REITs?;?REITs?CMBS?6思略特?REITs?REITs?REITs?REITs?思?7思略特?REITs?特?轻重资产并举?3?REITs?+?+?+?PPP?数字化运营管理?SaaS?挑战下房企多维度的初步应对策略8思略特?SaaS?B?SaaS?SaaS+?30?SaaS?SaaS?SaaS?开拓“公寓+”延伸服务?+?+?+?+?D2D?40?2?9思略特?+?REITs?借助金融化实现有效退出?REITs?REITs?2017?REITs?20?REITs?8.10%?(?2017?12?21?)?REITs?7?EQR?REITs?Equity Residential?77,498?Equity Residential?2017?12?21?234.49?7%-8%?REITs?ABS?CMBS?REITs?REITs?EQR?65%?EQR?10思略特?REITs?REITs?多方合作盘活存量?2016?2018?1?8?BAT?SaaS+?略?SaaS+?2017?650?11思略特?650?思?契合“前REITs”时代中国特色需求?特?特?REITs?REITs?2016?1500?REITs?PPP?REITs?REITs?REITs?2017?7?REITs?特?REITs?思?略?略?158?23.6? 2018?/?