高盛募集20億美元投資亞洲房地產(chǎn)
高盛(Goldman Sachs)募集了20億美元準(zhǔn)備用于亞洲房地產(chǎn)投資,此舉可能會加劇對中國和印度等高速增長市場資產(chǎn)的競爭。
Goldman Sachs has amassed $2bn to use for property investments in Asia, a move likely to intensify competition for assets in fast-growing markets such as China and India.
10年來,該銀行一直是日本房地產(chǎn)領(lǐng)域一個引人矚目的投資者,但它已決定將大筆資源分配到整個亞洲地區(qū)的房地產(chǎn)投資機會中。
The bank has been a prominent investor in Japanese property for a decade, but has decided to allocate significant resources to real estate opportunities across the region.
與之競爭的投資銀行——尤其是摩根士丹利(Morgan Stanley),近來已加大了在日本以外亞洲地區(qū)的此類投資力度,并籌集了創(chuàng)紀(jì)錄水平的資金,目標(biāo)是一些增長迅速的市場。
Rival investment banks – Morgan Stanley in particular – have recently stepped up such investments in Asia outside Japan and raised record funds to target fast-growing markets.
高盛計劃投資于亞洲所有的房地產(chǎn)資產(chǎn)類別,包括直接購買樓宇,投資房地產(chǎn)開發(fā),以及入股上市地產(chǎn)公司等。以某種方式衡量,如果這20億美元投資出去,將使得高盛投放亞洲的資產(chǎn)增長兩倍。
Goldman plans to invest across Asia’s real estate asset classes, including direct purchases of buildings, in development opportunities and by taking equity stakes in listed property companies. If invested, the $2bn would – by some measures – triple the bank’s equity committed to Asia.
此筆資金并不包括杠桿融資,將直接來自于高盛的資產(chǎn)負(fù)債表及其管理下的房地產(chǎn)私人股本基金。
The capital, which excludes leverage, will be supplied from the bank’s balance sheet and from real estate private equity funds managed by Goldman.
高盛的發(fā)展中市場房地產(chǎn)基金(Developming Markets Real Estate Fund)于10月結(jié)束籌資,共籌集21億美元的資金——預(yù)計其中約三分之二將用于亞洲。高盛還將通過白廳房地產(chǎn)基金為投資融資。
Goldman’s Developing Markets Real Estate fund closed in October, raising $2.1bn – about two-thirds of which is expected to be spent in Asia. The bank will also fund investments through its Whitehall real estate vehicle.
高盛正向印度和中國總部委派四位董事總經(jīng)理。作為該行業(yè)擴張的一部分,他們將分別在香港、新加坡和孟買就任。
Goldman is assigning four managing directors to India and China, to be based in Hong Kong, Singapore and Mumbai, as part of its expansion in the sector.
爭奪亞洲房地產(chǎn)的競爭極其激烈,推動了估值的快速上升。這引發(fā)一些分析師們發(fā)出警告,稱印度等國即將發(fā)生價格回落。對沖基金也大量涌進亞洲,它們在流向股市之前就已對各家房地產(chǎn)公司進行了投資。
Competition for real estate assets in Asia is extreme and has pushed up valuations, leading some analysts to warn of imminent price corrections in countries such as India. Hedge funds have also poured in to Asia, in?vesting in real estate companies before?they?join the stock market.
不過,高盛的發(fā)展中市場全球房地產(chǎn)業(yè)務(wù)主管讓?德?布塔萊斯(Jean De Pourtales)表示:“房地產(chǎn)市場的估值(較高)是一個全球問題。像印度這樣的國家,其吸引力在于它仍有巨大的長期增長前景。”
However, Jean De Pourtales, Goldman’s real estate global head of developing markets, said: “The [high] valuations in real estate markets are a worldwide issue. The attraction of a country such as India is that it still has tremendous long-term growth prospects.”
他補充道,中國和東南亞國家也將是他的團隊的關(guān)注重點。
He added that China and south-east Asia would also be a focus for his team.
同時,各投資銀行也在物色員工,以滿足亞洲房地產(chǎn)客戶在融資和并購咨詢服務(wù)方面的需求。高盛去年就從瑞銀亞洲(UBS Asia)挖來了一個房地產(chǎn)投行團隊。
Investment banks are also seeking staff to service demand from Asian clients in the property sector for advice on raising capital and mergers and acquisitions. Goldman last year poached a team of real estate investment bankers from UBS Asia.