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S1E3|奢侈品为什么纷纷 “买楼”?从商业地产视角读懂背后战略博弈(上) episode artwork

EPISODE · Jun 27, 2025 · 36 MIN

S1E3|奢侈品为什么纷纷 “买楼”?从商业地产视角读懂背后战略博弈(上)

from In the Loop

为什么越来越多的时尚和奢侈品牌、甚至消费科技企业,都开始“买楼”了?奢侈品集团收购地标建筑,是资本动作,还是品牌叙事?时尚与商业地产,看似遥远,却正在融合——既是渠道,更是体验,更是资本价值锚点。 本期《In the Loop》我们邀请到了十年房地产投资与资产管理经验、现居新加坡的陈居正,分享他在一众国际地产机构的地产投资经验,从品牌如何做“地主”开始,带你读懂时尚、零售、资本和地产业这场深水博弈的本质。 本期亮点包括: * 从地产投资看Kering, LVMH,Prada纷纷收购地标建筑,是为品牌价值还是风险对冲? * 时尚品牌和地产公司两类玩家在面对地产商业时背后真正考量和诉求不同在哪里? * 从江南布衣的天目里到HAI550:品牌做地产运营是“副业”还是转型? * 从博裕收购北京SKP,到PAG收购万达,资本入局地产投资,背后释放的是消费回暖信号还是投资理性行为? * 从租金到商场的...去小宇宙查看完整单集简介 在小宇宙查看该单集文稿

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S1E3|奢侈品为什么纷纷 “买楼”?从商业地产视角读懂背后战略博弈(上)

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