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CHANGING FACE OF CHINESE INVESTMENT INTO AUSTRALIA中國投資進入澳大利亞的改變

CBRE 世邦魏理仕FORUTNE FORUM 2015 – AUSTRALIA SUMMIT財富新經濟全世界論壇 - 澳洲峰會

高級總監 –世邦魏理仕 墨爾本汤冲云Senior Director – CBRE MELBOURNELewis Tong

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MELBOURNE CHINATOWN 1901 & 2015墨爾本唐人街 1901 & 2015

• 100+ Year History• 100+ 年歷史• Date back to Gold Rush• 追溯至淘金熱• Growing + Growing in

Momentum• 不斷地增長

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Australia Attracting More & More Asian Migrants澳洲吸引著更多，更多的亞洲移民

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OUR BIGGEST OPPORTUNITY!我們最大的機會！

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2010 年起，中國對墨爾本商業投資TOTAL $6.3 billion transacted since 2009! 自 2009 年，總計 63 億交易額

CHINESE COMMERCIAL INVESTMENT INTO MELBOURNE SINCE 2010

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EXAMPLES 實例

20102011

2012

2013

2014

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THE APPETITE HAS BEEN WIDESPREAD投資類型廣泛

Hotels酒店

Agriculture農業

Development Sites發展地皮

Wineries酒廠

Apartments 公寓

Housing住房

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AT A DOMESTIC LEVEL WHAT IS DRIVING INVESTMENT INTO INVESTMENT COMMERCIAL PROPERTY AT

PRESENT?

• LOW COST OF DEBT + ACCESS TO DEBT WITH BANKS COMPETING FIERCELY FOR

EXPOSURE TO INVESTMENT ASSETS

• 低成本借款 + 銀行激烈地競爭，從而吸引投資資產• PRICE ESCALATION / YIELD COMPRESSION FUELLED BY IMPROVED TENANT

• 價格逐步升級／更好的租客導致回報率壓縮• PERFORMANCE & ACCEPTANCE OF ‘LOW GROWTH’ ENVIRONMENT

• 接受’低增長’環境• HERD MENTALITY IS GROWING WITH INVESTORS ‘NOT WANTING TO MISS OUT’

• ‘ 不想錯過’的心理

目前，是什麼推動本地投資進入商業物業？

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WHY ARE CHINESE INVESTING IN AUSTRALIA?為什麼中國人會在澳洲投資？

Correction in Chinese stock market 中國股市調整Devaluation of Yuan 人民幣貶值

Attraction of Freehold Property 永久業權的吸引力

Longer Term Economic Uncertainty 較長期的經濟不確定性

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WHAT WE BELIEVE WILL FUEL THE SUSTAINED INTEREST IN MELBOURNE我們認為，對墨爾本投資興趣將持續的原因

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AND DON’T FORGET THE MILLIONAIRES….! 而且不要忘了百萬富翁 ...

“According to our study, the number of millionaire households in China will grow from 1,312,000 to 2,500,000 between 2013 and 2020, a growth rate of 91%.”

“ 根據我們的研究， 2013 年和 2020年之間，中國的百萬富翁家庭數量將從1,312,000 增 長至 2,500,000 。 91 ％的增長”

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AUSTRALIA UNDERSTANDING OF CHINESE CAPITAL IS MATURING澳洲對中國資本的了解日益成熟

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ARE THE CHINESE THE JAPANESE OF THE 1980'S / EARLY 1990‘S? 中國像 1980， 1990年代的日本？

• ACQUISITIONS ACROSS THE BOARD – AGRI, INFASTRUCUTRE, PROPERTY, EDUCATION, MINING

• 收購事項全面 - 農業，基建，地產，教育，礦業• DESIRE TO LIVE AND RAISE CHILDREN IN AUSTRALIA • 渴望在澳洲生活和撫養孩子• MELBOURNE HAS OLDEST CHINATOWN PRECINCT IN

SOUTHERN HEMISPHERE• 墨爾本唐人街 - 南半球歷史最悠久的唐人街

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QUESTIONS?

THANK-YOU