公募REITs投資入門與實戰

李超

  • 出版商: 清華大學
  • 出版日期: 2022-05-01
  • 定價: $390
  • 售價: 8.5$332
  • 語言: 簡體中文
  • ISBN: 7302601860
  • ISBN-13: 9787302601869
  • 相關分類: 投資理財 Investment
  • 下單後立即進貨 (約4週~6週)

  • 公募REITs投資入門與實戰-preview-1
  • 公募REITs投資入門與實戰-preview-2
  • 公募REITs投資入門與實戰-preview-3
公募REITs投資入門與實戰-preview-1

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商品描述

REITs,即不動產投資信托基金,已經成為世界金融市場的重要組成部分。由於分紅穩定,REITs受到包括養老基金和保險公司在內的眾多資產管理者的青睞,REITs規模也因此不斷擴大,僅在美國市場就超過一萬億美元。 2021年,中國版公募REITs終於正式落地。房地產的高潮已過,REITs的爆發就在眼前。 本書系統梳理各種類型REITs的風險與收益特徵,並圍繞公募REITs的選擇、交易時機、持有時間等各個關鍵點展開深入分析,為投資者提供豐盛的公募REITs投資大餐!

目錄大綱

目 錄

第一章 初識REITs ··········································1

第一節 投資小白如何理財 ···········································2

第二節 REITs是什麽 ·················································5

第三節 REITs的分類 ·················································9

第四節 REITs全球發展簡史 ········································14

第五節 REITs在中國 ················································22

第二章 為什麽建議買REITs ····························27

第一節 公募REITs基金比理財強在哪兒 ·························28

第二節 買股票基金還是公募REITs基金 ·························31

第三節 冉冉升起的REITs和夕陽西下的不動產直投 ··········33

第三章 REITs的風險和收益 ····························43

第一節 什麽是投資風險 ·············································45

第二節 買REITs有什麽投資風險 ·································47

公募REITs投資入門與實戰

XII

第三節 如何應對REITs的投資風險 ······························55

第四節 REITs的主要收益:穩定且豐厚的分紅 ·················61

第五節 投資REITs的風險/收益比 ·······························64

第六節 我國公募REITs基金的風險和收益特徵 ················69

第四章 怎麽選公募REITs基金 ·························75

第一節 常用的投資估值指標 ·······································77

第二節 監管機構如何為投資者把關 ·······························84

第三節 選公募REITs基金就是選發起人 ·························89

第四節 股息率很美妙,IRR更重要 ·······························97

第五節 合理的管理費率:胡蘿卜和大棒 ·······················104

第五章 公募REITs基金如何買賣 ·····················111

第一節 投資REITs前的準備:開戶 ····························113

第二節 投資REITs的渠道:場內和場外 ·······················117

第三節 投資REITs的方式:一級市場認購和二級市場交易···119

第六章 投資公募REITs基金前需要考慮的因素 ····131

第一節 公募REITs基金適合我嗎 ·······························132

第二節 買多少合適 ·················································139

第三節 買了以後持有多久 ········································142

第四節 什麽時候是買/賣的最佳時機 ··························147

第五節 高凈值客戶投資前考慮的要素 ··························152

XIII

第七章 REITs的配置價值 ······························155

第一節 營養最豐富、搭配最均衡的投資大餐 ························156

第二節 REITs優化投資組合的實證研究 ·······················159

第八章 REITs未來展望 ·································163

第一節 全球REITs發展的經驗 ··································165

第二節 我國REITs未來展望 ·····································167

附錄 ···························································179

基金投資者風險評測問捲 ···········································180

監管機構對公募REITs基金項目的要求 ··························184

REITs常見專業名詞 ·················································189