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最近第二批公募REITS被机构一抢而空，为何这么抢手？看看上市半年第一批公募REITs的走势你就明白。 数据来源：wind 统计日期：2021.6.21-2021.12.21 上市半年以来，这批公募REITS表现可谓逆天，其中表现最好的富国首创水务REITS涨幅超过30%，而同期沪深300涨幅为负值。 招商蛇口产业园、苏州工业园、普洛斯仓储物流、广州交投广河高速公路……看了这几个REITS名字就知道，这都是投资于公共设施的项目。特点都是前期投入巨大，建成后能产生源源不断的现金流，并且收入相对而言是可预期的。REITS的特点又强制要求项目利润的90%必须给投资人分红，这就让它成为理想的生息资产。这种类似债券的特性，让REITS很受稳健型投资者的欢迎，也包括保险资管这类机构。 除了强制分红，REITS还可以在二级市场交易，整体资产的增值让REITS同时又具备一定的股票性质，长期来说比债券更能抗通胀。 此外，REITS最终收益取决于项目本身的管理，因此跟股票和债券的关联性较弱，是能有效平衡股债风险的另类资产。斯文森组合、全天候组合一般会建议配5%-15%的REITS REITS的投资有一个原则，就是分散。一个REITS分散于多个项目，投资者也最好分散投多个REITS。 当然，国内市场是2021年才有正式的REITS上市，并且底层资产仅限于国内的公共设施，选择偏少，整体还是起步阶段，我们不妨对比下其他国家成熟的REITS市场，比如亚洲第二大REITS市场的新加坡。 新加坡REITS市场有十多年历史，目前上市的有43只，平均股息收益率为6.2%。第一大优势就是地产种类繁多，范围遍布全球，比如海内外的商场、办公楼、学生公寓、医疗保健地产等等，尤其还有不少是中国人耳熟能详的，比如北京华联、凯德中国、砂之船奥特莱斯等。以砂之船房地产投资信托为例，旗下的砂之船奥特莱斯分别位于重庆、昆明、合肥

(Bloomberg) -- When Nvidia Corp. announced plans to buy Arm Ltd. in September 2020, the deal was mor

12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio

June 17 - Conviction in the strength of the economic recovery pushed investors into U.S. technology stocks on Thursday, driving the Nasdaq higher, although a post-Fed hangover left a subdued S&P nursing a very minor loss.The marginal decline was the S&P's third negative finish in a row, while the Dow - with a more pronounced drop - posted its fourth straight lower close.Many investors were still processing the Federal Reserve's unexpectedly hawkish message on monetary policy from the previous d

But Apple shouldn't lose any sleep over Facebook's smartwatch plans.

WASHINGTON, June 15 (Reuters) - Lina Khan, an antitrust researcher focused on Big Tech’s immense mar

By Thyagaraju Adinarayan and Alun John LONDON/HONG KONG, June 15 (Reuters) - World stocks hit yet an