高盛募集了20亿USD筹备用于亚洲房产投资,此举或许会加剧对中国和印度等高速增长市场资产的角逐。
Goldman Sachs has amassed1 $2bn to use for property investments in Asia, a move likely to intensify2 competition for assets in fast-growing markets such as China and India.
10年来,该银行一直是日本房产范围一个引人瞩目的投资者,但它已决定将大笔资源分配到整个亚洲区域的房产投资机会中。
The bank has been a prominent investor3 in Japanese property for a decade, but has decided4 to allocate5 significant resources to real estate opportunities across the region.
与之角逐的投资银行特别是摩根士丹利,近来已加强了在日本以外亚洲区域的此类投资力度,并筹集了创纪录水平的资金,目的是一些增长飞速的市场。
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.
高盛计划投资于亚洲所有些房产资产类别,包含直接购买楼宇,投资房产开发,与入股上市地产公司等。以某种方法衡量,假如这20亿USD投资出去,将使得高盛投放亚洲的资产增长两倍。
Goldman plans to invest across Asias real estate asset classes, including direct purchases of buildings, in development opportunities and by taking equity6 stakes in listed property companies. If invested, the $2bn would by some measures triple the banks equity committed to Asia.
此笔资金并不包含杠杆筹资,将直接源于高盛的资产负债表及其管理下的房产私人股本基金。 The capital, which excludes leverage7, will be supplied from the banks balance sheet and from real estate private equity funds managed by Goldman.
高盛的进步中市场房产基金于十月结束集资,共筹集21亿USD的资金预计其中约三分之二将用于亚洲。高盛还将通过白厅房产基金为投资筹资。
Goldmans 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.
高盛正向印度和中国总部委派四位董事总经理。作为该行业扩张的一部分,他们将分别在香港、新加坡和孟买就任。
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 sector8.
争夺亚洲房产的角逐极其激烈,推进了估值的迅速上升。这引发一些剖析师们发出警告,称印度等国马上发生价格回落。对冲基金也很多涌进亚洲,它们在流向股市之前就已对各家房产公司进行了投资。 Competition for real estate assets in Asia is extreme and has pushed up valuations, leading some analysts9 to warn of imminent10 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.
不过,高盛的进步中市场全球房产业务主管让?德?布塔莱斯表示:房产市场的估值(较高)是一个全球问题。像印度如此的国家,其吸引力在于它仍有巨大的长期增长前景。
However, Jean De Pourtales, Goldmans 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 prospects11.
他补充道,中国和东南亚国家也将是他的团队的关重视点。
He added that China and south-east Asia would also be a focus for his team.
同时,各投资银行也在物色职员,以满足亚洲房产顾客在筹资和并购咨询服务方面的需要。高盛去年就从瑞银亚洲挖来了一个房产投行团队。
Investment banks are also seeking staff to service demand from Asian clients in the property sector for advice on raising capital and mergers12 and acquisitions. Goldman last year poached a team of real estate investment bankers from UBS Asia.