上季度中国企业抛售了10亿美元的美国房地产 [美国媒体]

After being one of the most steadfast buyers of American real estate for years, large Chinese firms continued dumping high-profile US real estate in the third quarter, the Wall Street Journal reports, selling more than $1 billion of property as Beijing forced insurers, conglomerates, and other big investors into debt-reduction programs.

据《华尔街日报》报道，中国大公司多年来一直是美国房地产最坚定的买家之一，但第三季度仍在高调抛售美国房地产，出售了超过10亿美元的房地产，原因是北京方面强迫保险公司、企业集团、以及其他大型投资者参与减债计划。

Chinese investors dumped $1.05 billion worth of prime US real estate in the third quarter while purchasing only $231 million of property, according to data firm Real Capital Analytics. This marks the second consecutive quarter where investors were net sellers of US commercial real estate, and the first time investors sold more US property than they bought since the 2008 crash.

数据公司实际资本分析的数据显示，中国投资者第三季度抛售了价值10.5亿美元的优质美国房地产，而只购买了2.31亿美元的房地产。这标志着投资者连续两个季度成为美国商业房地产的净卖家，也是投资者自2008年金融危机以来首次卖出比购买更多的美国房产。

In the last decade, Chinese investors plowed tens of billions of dollars into US real estate, with a concentration in major metro areas like New York, Los Angeles, San Francisco, and Chicago. The Journal notes that Chinese buyers "never represented more than a fraction of the buying power in any U.S. market," however they made headlines for paying massive premiums.

在过去的十年里，中国投资者在美国房地产市场投入了数百亿美元，主要集中在像纽约、洛杉矶、旧金山和芝加哥这样的大都市地区。 《华尔街日报》指出，中国买家"在任何美国市场的购买力中都只占一小部分"，然而他们却因支付了巨额溢价而成为头条新闻。

Now, the party has unexpectedly ended.Rising corporate debt levels and concerns over currency stability has forced the Chinese government to tighten capital outflows and clamp down on overseas acquisitions.

现在，派对出乎意料地结束了。
企业债务水平不断上升，加上对汇率稳定性的担忧，迫使中国收紧资本外流，打击海外收购活动。



As we discussed last month, total Chinese Credit Creation unexpectedly collapsed, resulting in shockwaves of weakness across the domestic and global economy. Amid speculation that Beijing is engineering a "slow landing" through a significant slowdown in credit issuance, investors - hungry for liquidity - are unloading US properties at a rapid clip. In global markets, this will likely create a deflationary chill and lead to a further slowdown in 2019.

正如我们上个月讨论的，中国信贷创造总额意外收紧了，导致了整个国内和全球经济疲软的冲击波。 在人们猜测中国正通过大幅放缓信贷发放，策划"缓慢着陆"之际，渴望获得流动性的投资者正迅速抛售美国房地产。 在全球市场，这可能造成通货紧缩的寒意，并导致2019年经济进一步放缓。

Trade tensions between Beijing and the Trump administration have not helped the situation, as more Chinese firms sold properties amid worries the trade war could deepen in the coming quarters, and potentially lead to more aggressive blowback at Chinese investors.

北京和特朗普政府之间的贸易紧张关系无助于形势的改善。越来越多的中国企业在担忧中抛售房产，贸易战可能在未来几个季度加剧，并可能导致中国投资者遭受更猛烈的打击。

“This has to do more with a change in how capital is permitted to behave rather than Chinese investors saying ‘I don’t like the U.S.’,” said Jim Costello, senior vice president at Real Capital Analytics.

实际资本分析高级副总裁吉姆•科斯特洛表示：“这与资本允许的行为方式的改变有关，而非中国投资者说“我不喜欢美国”。

"Ping An Insurance Group Co. of China and partners in August sold a 13-story Boston office building for $450 million, the largest sale by a Chinese investor during the third quarter, Real Capital Analytics said. Its U.S. partner Tishman Speyer said it was the one that drove the decision to sell the building.

实际资本分析表示，8月份，中国平安保险集团及其合作伙伴以4.5亿美元出售了一栋13层的波士顿写字楼，这是第三季度中国投资者最大的一笔交易。 它的美国合作伙伴 蒂姆曼则表示，正是这家公司促成了出售大楼的决定。

China’s retreat showed signs of continuing in the fourth quarter. Dalian Wanda Group sold a glitzy development site in Beverly Hills, Calif., last month for more than $420 million. The Chinese conglomerate purchased the eight-acre parcel in 2014 for $420 million and had planned to develop luxury condominiums and a boutique hotel on the site, but feuds with a local union and contractors stalled progress.

中国经济在第四季度出现了持续回落的迹象。 万达集团上个月以4.2亿美元的价格在加利福尼亚州比弗利山出售了炫目的开发区。 2014年，这家中国企业集团以4.2亿美元的价格收购了这片8英亩的土地，原本计划在这里开发豪华公寓和一家精品酒店，但与当地工会和承包商的不和阻碍了进展。

Anbang recently engaged Bank of America Corp. to help it sell a portfolio of luxury hotels that it acquired two years ago for $5.5 billion, though the Waldorf isn’t part of that sale, according to a person familiar with the matter," said the Journal.

据知情人士透露，安邦最近聘请美国银行帮助其出售两年前以55亿美元收购的豪华酒店产品组合，不过华尔道夫酒店并不在出售范围之内。

“Anbang is reviewing the company’s U.S. real estate portfolio after seeing price recovering in local property market due to strong recovery of the U.S. economy,” said Shen Gang, a spokesman for Anbang.

安邦发言人沈刚表示:"由于美国经济的强劲复苏，安邦看到当地房地产市场价格回升，目前正在评估该公司在美国的房地产投资组合。"。

Still, some strategists believe that Chinese selling may slow in the months ahead.

尽管如此，一些策略师认为，未来几个月中国的抛售可能会放缓。

“I do not think it will be a tidal wave of sales,” said Jerome Sanzo, managing director and head of U.S. Real Estate Finance for Industrial & Commercial Bank of China. “Some of them are not able to move forward for various reasons and will take gains now while waiting for future changes.”

“我不认为这将是一波抛售潮，”中国工商银行美国房地产金融董事总经理兼主管杰罗姆·桑佐表示。“由于各种原因，他们中的一些人无法向前迈进，在等待未来变化的同时他们现在就会获得收获。”

In a highly leveraged economy such as China’s, growth is a lagged result of changes in the supply of credit. And with credit creation waning in China, it is less of a mystery why local corporations are rushing to "liquify" as fast as possible: the Chinese credit squeeze is well underway. Prepare for a global slowdown in 2019, one which has already hit the US housing market hard.

在中国这样一个高度杠杆化的经济体中， 随着中国信贷创造力的减弱，当地企业为什么急于尽快实现"自我调节"，也就不那么神秘了: 中国的信贷紧缩正在顺利进行。 为2019年的全球经济放缓做好准备，这次放缓已经对美国房地产市场造成了沉重打击。

Minburi
Before you buy property in the USA, be prepared to pay the scam *** ever rising property taxes and understand that you are only renting the property from the central bankers who own it all.

在美国购买房产之前，要准备好支付不断上涨的房地产税，并且要明白，你只是从拥有房产的中央银行家那里租赁房产。

B-Bond
You will be considered a United States resident for tax purposes if you meet the substantial presence test for the calendar year. To meet this test, you must be physically present in the United States (U.S.) on at least:

如果您符合年度的实质性存在测试，您将被视为美国居民。为了达到这个测试，你必须至少在美国（美国）物理上存在：

djrichard
What did they do with US dollars they got in unloading the property? Did they use it to buy Yuan (which would make the dollar cheaper)? Or will they maybe simply just hold the US dollars, knowing the dollar is likely to get stronger?

他们在抛售财产时做了什么？他们用它来买人民币（这会使美元更便宜）吗？或者，他们可能只是简单地持有美元，知道美元可能会变得更强大吗？

The_Juggernaut
Same thing happened with the Japanese in the '80s before they sank into the shitter.

同样的事情发生在80年代的日本人在他们陷入困境之前。

ewclam09
Yes, they tried to surpass us as #1 economy, so we gave them a big lesson. We gave them the lost decade (aka lost 20 years) ! They still can't totally get out of it today !! China tried to surpass us now....

是的，他们试图超越我们成为第一大经济体，所以我们给了他们一个很大的教训。我们给了他们失落的十年（也就是失去的20年）！他们今天还不能完全摆脱！中国现在想超越我们…

lasvegaspersona
One billion is just 2% of what the Fed created every month just 3 years ago....I mean its more than I have but it's the equivalent of part of Bill Gates' house burning down.

10亿只相当于美联储三年前每个月创造的2%。我的意思是比我多，但是它相当于比尔·盖茨房子被烧毁的部分。

JimmyJones
And nothing compared to what Dr Skidmore discovered, 21 trillion dollars in missing money from DOD and HUD. Check it out.

与斯基德莫尔博士发现的相比，国防部和美国住房及城市发展部损失了21万亿美元。看看吧。

BitchesBetterRecognize
I'm very aware of that here in the Boston area ...... big Chinese money meant to be poured on the Seaport real estate projects & some high profile buildings just built throughout the city is already backing away ....Wealthy Chinese with serious money in the USA are getting spooked .....Next destination for them? Moscow, Saint Petersburg, Eurasia & whatever is left in Europe....

我很清楚波士顿地区的情况……大量的中国资金本该被投入海港房地产项目，一些刚刚在整个城市建立起来的高知名度建筑，现在已经开始撤退……在美国有钱的中国富人们被吓到了。下一个目的地？莫斯科、圣彼得堡、欧亚大陆以及欧洲留下的一切……

ewclam09
Good, now we can wait for another gigantic housing and financial crisis and buy nice foreclosed houses at bottom price (assuming I still have a job).

好，现在我们可以等待另一场巨大的住房和金融危机，以最低价格购买不错的止赎房屋（假设我还有工作的话）。

roddy6667
This seems like a rerun of 1990. The Japanese had just purchased all kinds of high end trophy properties in the US. This included Rockefeller Plaza in NYC and luxury penthouses in NY, Miami, LA, SF, and others.Before the ink was dry on the contracts, the prices plunged. The Japanese walked away from a lot of these. Turned they were the canary in the coal mine.

这似乎是1990的重演。日本人刚刚在美国购买了各种高端战利品。其中包括纽约的洛克菲勒广场和纽约、迈阿密、洛杉矶、旧金山的豪华豪宅。油墨未干，价格暴跌。日本人损失了很多。他们变成了煤矿里的金丝雀。

B-Bond
Sure, unlike Chinese who leave RE

当然，不像那些离开中国的中国人

Dougs Decks
Would it be wrong to think you must be a citizen of a country, in order to buy property there,,, And no dual passports,,, Easy Peasy,,,

如果你认为自己必须是一个国家的公民，才能在那里买到财产，而且没有双重护照，，很容易

tyriondinklage
Chinese talk big but have mediocre performance. Look at the Nicaragua canal.

中国人说大话，但表现平庸。看看尼加拉瓜运河。