我国商业综合体及购物中心发展时间较短,行业普遍还未形成共识的规范和模式,从资产管理的角度和一个长时间价值维度审视商业地产的观念。也正因为发展时间较短,行业内从业人员半路出家多及科班出身少,大量从业人员来自房地产业转型,造成了很多伪行业的操作误导。比如过度迷信“体验式业态”和 “品牌化”,而忽视商业地产的以人为本和市场导向的根本属性,更忽视了前期市场细分调研对整个项目的重要作用。
China's commercial complexes and shopping centers have developed for a short period of time, and the industry generally has not yet formed a common standard and model. The concept of commercial real estate is examined from the perspective of asset management and a long-term value dimension. It is also because of the relatively short development period, the large number of employees in the industry who have become halfway decent and less trained, and the large number of employees who come from the transformation of the real estate industry, that many fake industries have been misled. For example, they are too superstitious about "experiential formats" and "branding" and ignore the basic attributes of commercial real estate, such as people-oriented and market-oriented, and even ignore the important role of market segmentation research in the early stage of the project.
行业普遍以为商业地产的策划和招商,就是请专家在纸上将品牌落位,然后交由招商或代理将他们招募进场便大功告成!这种狭隘并静止地看待商业地产,恰恰说明了国内对购物中心的资产管理属性的缺乏,只是延续了将“招商”替代了住宅开发的“销售”,将商业地产和住宅开发混为一谈的短线的住宅地产的思维模式。
The industry generally believes that the planning and investment of commercial real estate is to invite experts to put the brand on paper, and then to invite investment or agent to recruit them into the market, and they will be successful! This narrow and static view of commercial real estate just illustrates the lack of property management attributes of shopping malls in China. It only continues the short-term residential real estate thinking mode of "inviting investment" instead of "selling" in residential development and mixing commercial real estate with residential development.
商业地产的盈利模式是租金收入和资产增值,而且资产增值在国际商业地产几十年发展的历史中被证明是更加的重要。在这点上,国内较多企业其实无论从租金收益还是资产增值方面,离国际行业标准相差甚远,对于我们来说,企业所面临的问题首先不是什么转型和创新,而是要把基本的工作做到位和做到更好,在提升效益和长线增值层面下功夫。
The profit model of commercial real estate is rent income and asset value-added, and asset value-added has proved to be more important in the decades of development of international commercial real estate. In this regard, many domestic enterprises are far from the international industry standards in terms of rent income and asset value-added. For us, the first problem facing enterprises is not transformation and innovation, but to put the basic work in place and do better, in order to improve efficiency and long-term value-added level. Kungfu Online.
这门课程将从基本概念、经营理念、盈利模式、估值方法并结合行业历史、发展高度、国内现实和前沿趋势等多个维度分析。不忽悠、不假想,用数据说话,希望可以给这个有些浮躁的国内商业地产市场提供一些科学和冷静的思考。
This course will be analyzed from the basic concepts, business philosophy, profit model, valuation methods, combined with industry history, development height, domestic reality and frontier trends. Do not flirt, do not imagine, speak with data, hoping to give some scientific and calm thinking to this impetuous domestic commercial real estate market.