近期商廈租賃漸活躍，中環指標商廈中環中心剛租出一個單位，呎租40元，較去年低位升逾10%。
租金較去年低位升逾10%
上址為中環中心2210室，交吉逾1年，以每呎45元放租，議價後以每呎40元租出，月租7.24萬，該單位望城市景，同類型單位於去年11月及12月低潮時，呎租普遍低於35元。
其中39樓1室，建築面積2726方呎，去年11月以每呎約32元租出，為該廈13年來新低；而且，39樓樓層較22樓為高，景觀較開揚，可見最新租金較低位反彈，幅度超過10%。
雖然租金略為上升，該業主於2019年以6335萬購入2210室，回報僅約1.37厘。
(星島日報)
更多中環中心寫字樓出租樓盤資訊請參閱：中環中心寫字樓出租
更多中環區甲級寫字樓出租樓盤資訊請參閱：中環區甲級寫字樓出租
香港與內地全面通關，帶動商廈氣氛，有業主趁勢放售，金鐘遠東金融中心高層單位放售，意向價約7050萬，每方呎約2.88萬。
力寶禮頓大廈呎價2.2萬放售
有代理表示，金鐘夏愨道16號遠東金融中心高層1室，面積約2449方呎，意向價約7050萬，平均每方呎約2.88萬，上述單位呎價為該廈全幢最平，迅即接獲多個查詢及洽購表態，該單位間隔四正，外望維港景及城市景
另一代理表示，銅鑼灣禮頓道103號力寶禮頓大廈中層A01室，建築面積約1132方呎，意向價約2490.4萬，平均每呎約2.2萬，意向租金約3.96萬，呎租約35元。該單位間隔四正，外望園景，附設寫字樓裝修，買家可即買即用。
(星島日報)
更多遠東金融中心寫字樓出售樓盤資訊請參閱：遠東金融中心寫字樓出售
更多金鐘區甲級寫字樓出售樓盤資訊請參閱：金鐘區甲級寫字樓出售
更多力寶禮頓大廈寫字樓出售樓盤資訊請參閱：力寶禮頓大廈寫字樓出售
更多銅鑼灣區甲級寫字樓出售樓盤資訊請參閱：銅鑼灣區甲級寫字樓出售
太古廣場去年續約租金 減租18%
太古坊二座租用率升至56% 呎租略低一座
太古地產 (01972) 公布去年第四季營運數據，香港寫字樓旗艦項目太古廣場 2022年全年租金調幅為-18%，與首3季數據一致。
另一方面，鰂魚涌太古坊二座去年9月落成，太古地產首次披露，該物業至去年底租用率為53%，每平方呎租金為50中位至60高位，略低於同區較新的港島東中心及太古坊一座的50中位至70低位。
太古地產補充，截至最新數據，太古坊二座租用率升至56%，目前租戶包括瑞士寶盛、東方匯理香港、巴斯夫集團、波士頓顧問公司、中信銀行 (國際)，以及Ankura Consulting等。
截至去年底，太古廣場一、二座最新每平方呎租金現為100至120元，三座呎租為95元，與前一季度大致相若。出租率方面，截至去年底，太古廣場和整體太古坊物業租用率分別為97%和96%，較前一年同期約跌1個百分點。
太地：港人外遊 致消費力外流
內地物業方面，三大主要寫字樓物業--太古滙辦公樓、頤堤港一座、香港興業中心一座及二座租用率介乎94%至99%，與前一年度相若。
零售物業組合方面，太古廣場購物商場、東薈城名店倉第四季零售銷售額增長加快，全年銷售額增長分別為1.9%和3.8%，高於首三季增長1.5%和1.7%。不過，太古城中心銷售額跌幅由首3季的4.3%，擴大至全年的5.3%。
太古地產指，去年第四季香港市場消費氣氛改善，但出境旅遊活動恢復令消費力外流，零售業短期內受到影響，整體市場需要一段時間才能夠明顯改善。
公司續稱，有信心現時旅遊限制完全解除後，零售市場會得到更有力支持，會繼續提升租戶組合、優化會員計劃。
內地新春奢侈品銷售 顯著回升
內地去年底疫情升溫，北京三里屯太古里、頤堤港項目的零售銷售額跌幅，都由首三季跌21%至24%，擴大至全年跌逾25%。廣州太古滙銷售額跌幅，更由首三季僅跌2%，急擴大至全年跌10.5%。
成都遠洋太古里、上海興業太古滙第四季銷售額則有所改善，全年跌幅分別為15.4%和35.7%。
太古地產稱，內地防控措施於12月放寬，商場人流及整體零售額隨即好轉，新年及新春期間的人流更回升至2022年實施嚴格防控措施前的水平，當中奢侈品、餐飲和生活消閒類別銷售額錄得顯著回升。
太古地產股價昨跟隨大市上市，收報21.2元，升1%，成交額6,310萬元。
(經濟日報)
更多太古廣場寫字樓出租樓盤資訊請參閱：太古廣場寫字樓出租
更多金鐘區甲級寫字樓出租樓盤資訊請參閱：金鐘區甲級寫字樓出租
更多港島東中心寫字樓出租樓盤資訊請參閱：港島東中心寫字樓出租
更多太古坊寫字樓出租樓盤資訊請參閱：太古坊寫字樓出租
更多鰂魚涌區甲級寫字樓出租樓盤資訊請參閱：鰂魚涌區甲級寫字樓出租
1月工商舖259成交 連跌兩月回升
根據一間本地代理行綜合土地註冊處資料顯示，1月份工商舖註冊量共錄259宗，較去年12月223宗按月升16.1%，連跌2個月後首度回升，而註冊金額則錄約32.04億元，按月下跌約64.3%，主要原因是1月份註冊個案主要反映12月份市況，當時受長假期及未全面通關等因素影響，拖低成交金額，呈量升價跌的趨勢。
1月份工商舖各板塊註冊宗數全綫上升。工廈及商舖表現較佳，註冊量分別按月升約10.4%及29.2%，最新分別錄127及84宗。商廈註冊量按月升約11.6%，錄得48宗。雖然市場氣氛逐漸回暖令註冊量增加，但投資者態度仍趨審慎，交投增長速度未明顯回升，預料整體註冊量及註冊金額未能在短期內回復到疫情前的水平。
細銀碼物業普遍錄升幅
若按金額劃分，1月份註冊量最多的為500萬元或以下物業，共錄134宗，按月上升約15.5%，其次為逾500萬元以上至2,000萬元的物業，共錄88宗，按月升約7.3%。在逾億元買賣註冊成交方面，月內僅錄2宗，其中商廈及舖位物業註冊各佔1宗，商廈為金鐘海富中心二座 15樓全層，以約1.88億元成交，平均呎價約1.77萬元，較高峰期回落約4成，屬低於市價的成交。同時，舖位亦錄得較貴重成交，由本地發展商新世界及恒地共同發展的西營盤瑧璈，其基座商場亦以2億元成交。
踏入兔年，終於迎來憧憬多時的中港通關，加上長假期結束及社會有序復常，展望全年工商舖成交量回升至5,800宗，較去年增加約3成。該行代理表示，國務院港澳事務辦公室宣布自2月6日起全面恢復內地與港澳人員往來，並取消出入境預約通關安排達致中港全面通關、恢復內地居民赴港澳旅行團，相信優化措施能吸引旅客來港，重振本港零售業及旅遊業，可望帶動核心區商舖表現。代理續指，財政預算案快將出爐，如有更進一步招商引資的政策，將吸引中資及海外企業來港投資及設立據點，相關措施或對經濟及樓市有提振作用。
同時，美國聯儲局宣布加息0.25厘，顯示加息幅度放緩，有望改善市場氣氛。該代理認為，投資市場已逐漸適應後疫情時代，更了解各板塊物業的增長潛力及未來價值，而部分工商舖物業價格已累積一定跌幅，能吸引投資者趁低吸納。
(經濟日報)
更多海富中心寫字樓出售樓盤資訊請參閱：海富中心寫字樓出售
更多金鐘區甲級寫字樓出售樓盤資訊請參閱：金鐘區甲級寫字樓出售
山頂馬己仙峽道地 逾40億快售
通關後大額豪宅買賣續現 近年最大額屋地
通關後接連出現豪宅大額買賣，消息指，由老牌家族持有山頂馬己仙峽道地皮，獲本地財團以逾40億元洽購至尾聲，預計短期內成交，樓面地價高見約10萬元，成為通關後最大額買賣。
傳統豪宅地段地皮非常罕有，市場人士指，由馬來西亞「錫礦大王」陸佑家族持有，馬己仙峽道30至38號地皮，早前獲本地財團積極洽購，雙方已達成協議，預計快將易手。該地皮位於山頂，盡享地勢，現時享維港景，加上地盤面積約66,650平方呎，可重建4至5間獨立屋，私隱度極高，重建後單位可享全維港海景。
據了解，業主早於2019年中，曾委託測量師行放售該地皮，當時叫價逾50億元，惟其後遇上疫情等被迫收回，直至近兩個月，中港正式通關消息帶動，本地財團重新洽購。
消息稱，是次洽購價約43億元，按物業可重建樓面面積約43,322平方呎計，每平方呎樓面地價約10萬元。買賣正式落實後，將成中港通關後，市場錄得最大額豪宅買賣，亦為近期單一獨立豪宅地段計最大手成交。而對上一宗大手屋地成交，為2018年華潤置地 (01109) 以59.29億元，購入南區壽山村道39號屋地，每平方呎樓面地價約8.6萬。
「錫礦大王」陸佑家族持有
翻查資料，項目現為金馬倫大廈，由數幢低密度住宅組成，由馬來西亞華僑「錫礦大王」陸佑家族持有多年，現時家族成員自用作住所外，部分分層單位作收租用途。該家族亦持有不少香港貴重物業，包括中環、上環全幢寫字樓。
事實上，項目前身亦有一段歷史。據悉，二戰期間日軍佔領香港，曾於該地建造「忠靈塔」，紀念戰死的日本官兵，該塔原打算建至80米高，並於1942年動土，數年後日本戰敗投降，英軍於1947年將之炸毁，而其基座仍保留，數年後財團在上面建成住宅。
山頂大型地皮甚罕有，2021年2月，山頂文輝道9及11號地皮，由九倉 (00004)，夥拍信置 (00083) 主席黃志祥家族、中渝置地 (01224) 主席張松橋、「大劉」劉鑾雄妻「甘比」及胞弟劉鑾鴻以72.5億元投得，每呎樓面地價50,010元，當時打破全港住宅官地呎價新高。
而附近地段亦不乏大手成交，包括長實 (01113) 去年尾，以公司股份轉售方式，出售波老道21號項目未售出的152個住宅單位予新加坡基金，涉逾207.66億。另去年尾，港島山頂道8號第A2座頂層A室複式戶，實用面積3,306平方呎，另設平台、天台連私人泳池，成交價約4.1億元，呎價逾12.4萬元，可見山頂豪宅造價理想。
業界：本地客趁低價入市增
有外資代理行代理分析，通關後即使內地資金未有即時流入，整體市場氣氛明顯向好，而整體豪宅去年亦因加息等因素影響，價格有少許調整，但市場資金仍充裕，只是等待入市機會。代理指，現時加息放緩，加上中港通關，本地豪宅投資者及用家為免日後價格急升，便開始積極出價入市，相信整體豪宅買賣將上升。
(經濟日報)
Hong Kong’s commercial property market set for tough first half as high interest rates subdue demand, says MSCI analyst
Investment volumes will be subdued for the next few months, falling some way below where they were even in 2022, says MSCI’s head of Asia real assets research
Investors such as the late ‘shop king’ Tang Shing-bor’s family have been offloading properties at massive losses
Hong Kong’s beleaguered commercial property investment market is likely to take a further hit as higher borrowing costs dent demand in the first half of this year, according to an analyst at MSCI, as some investors take massive losses.
Property investment volumes will be subdued for the next few months, falling some way below where they were even in 2022, said Benjamin Chow, head of Asia real assets research at the financial data company.
“That is largely because at the start of 2022, the full impact of the interest rate hikes was not yet felt so it only came towards the end of the year,” Chow said. “And obviously, Hong Kong’s monetary policy and exchange rate policy is, in some sense, quite heavily influenced by the US.”
Earlier this month, the Hong Kong Monetary Authority raised the city’s base rate by 25 basis points to a 15-year high of 5 per cent in lockstep with the US Federal Reserve to maintain the local currency’s peg to the US dollar.
Chow’s pessimistic forecast comes after deal-making in Hong Kong and other markets in the region endured a dire 2022, according to a report on Thursday from MSCI Real Assets, a part of MSCI.
For the whole year, activity dropped by 41 per cent to just US$6.7 billion. Trading of offices continued to languish throughout 2022, with rising interest rates squeezing rental rates for office assets in the central business district.
“Given the adjustments started to happen in the middle of last year, we would expect at least 12 months of subdued investment activity,” said Chow. “The quicker markets will start to pick up in the third quarter, and the slower ones may not pick up until 2024.”
That prediction is based on how quickly prices and volumes adjusted in previous cycles such as that triggered by the global financial crisis, he said.
Chow’s expectations are in stark contrast to a recent forecast by a property consultancy, which predicts growth of 10 to 15 per cent in the total transaction volume of commercial properties in 2023.
Chow expects the prices of commercial real estate to fall as financing costs increase, but declined to say by how much. Prices in both the office and retail sectors have already fallen by about 20 to 25 per cent, he said.
“[The decline] is probably going to be a bit harsher for Hong Kong compared to some of the other markets,” he said.
Notably, investors such as the late “shop king” Tang Shing-bor’s family and Hoixe Cake Shop’s co-founder have been offloading properties at massive losses.
At least seven properties belonging to Hoixe and its co-founder Siu Wai-kin have been sold this year – some of them by creditors – for a total of HK$476 million (US$60.64 million), according to agents. The first six incurred a loss of HK$20.3 million between them, according to Bridgeway Prime Shop Fund Management.
Hoixe did not respond to the Post’s request for comment.
Tang’s family has sold dozens of properties in recent years, some of them at huge losses. They sold a shop on Jordan Road for HK$46 million (US$5.86 million) in the last few days – a loss of HK$18 million over 10 years, according to agents.
A spokeswoman for Stan Group, the company chaired by Tang’s son, Stan Tang, declined to comment.
“A number of these have been sold at losses, while some have barely broken even,” said Chow. “They [the Tang family] even sold a senior housing property last year, so essentially they are really clearing out their entire portfolio and downsizing it very significantly.”
Institutional investment managers and funds that have a specific period of investment of perhaps five or seven years might start to feel the pressure, if they have already held on to a particular asset for four years or more.
Even though most of Hong Kong’s traditional commercial sectors continued to contract in 2022, Chow said hotel investment volumes had posted strong year-on-year gains, driven by deals involving assets intended for repositioning for different uses.
Similarly, the value of rental apartments acquired for investment – as opposed to redevelopment – also grew significantly, breaching the HK$1 billion mark for the first time.
(South China Morning Post)
Mainland homebuyers offered low rate, rebates
A mainland bank in Hong Kong is said to be offering attractive mortgage rates and cash rebates to lure mainlanders looking to buy homes in the city, according to local media reports.
The move could help boost stamp duty revenues at a time when the market is gaining momentum.
Without naming the bank, the reports said it was offering a mortgage rate of 3.225 percent - the lowest in the city - and additional discounts for mainland customers to increase its market share.
The lowered rate could slash off HK$413 in repayments each month for a homebuyer who borrows HK$5 million with a 30-year term, compared with the lowest cap rate of 3.375 percent for the mortgage plan based on the Hong Kong Inter-bank offered rate.
The move comes when the market share of small and mid-sized banks slid 50 basis points monthly to 32.6 percent in January, further solidifying the dominance of four major local lenders.
Banks will offer various benefits, including lower mortgage rates and cash rebate, to attract new clients, a mortgage broker said.
Meanwhile, Hong Kong's stamp duty revenue plunged 40 percent month-on-month in January to HK$334 million even after the border reopened, data from the Inland Revenue Department showed.
While the number of cases involving stamp duties rose 8.3 percent monthly to 157 in January, buyer's stamp duty, which mainly targets investors from mainland China and companies in property purchases, fell 2.9 percent monthly to 34 transactions, a new low in three months.
But it is expected to rebound in the coming months.
A property agency said more mainland investors will come to Hong Kong after the full reopening of the border, though it might take time.
And more new homes are on the way.
Wheelock Properties said it will unveil the first batch of flats at Koko Rosso in Lam Tin, offering at least 80 units.
Sun Hung Kai Properties (0016) plans to release the first price list of Novo Land's phase 2B in Tuen Mun next week. The whole phase will offer 729 units.
Moreover, the Buildings Department approved eight building plans in December, including one by Swire Properties (1972) to build a three-storey single-family house on the Peak.
Separately, Swire Properties saw the occupancy rate in its Hong Kong office portfolio fall a percentage point to 96 percent but remain flat in its retail portfolio as of the end of last year compared to 12 months earlier.
Another agency anticipates investment demand for offices will remain weak this year due to the high vacancy rate and glut in the market, while China's reopening will boost the investment in retail property in Hong Kong.
(The Standard)