曼谷大都市
尽管土地价格通常被认为无论经济状况如何都在上涨，但基础设施的发展，如电气轨道和新道路，能够显著加剧这一趋势，常常将价格推高至远超政府评估的水平。最近，房地产事务局（AREA）的一份报告突显了这一差异，揭示出2024年曼谷及周边地区最昂贵的土地位于暹罗、驰隆和普伦吉特，价格高达每平方米102,000美元，相较于2023年的100,000美元显著上涨。这与2023-2026年度官方评估价格每平方米28,500美元形成鲜明对比。另一方面，最实惠的土地位于兰吉特路，价格从2023年的每平方米110美元上涨至2024年的120美元。
为振兴经济并吸引大量外国投资，泰国需要允许聘用优秀的外国人才。
为此，我们强烈呼吁内政部采取以下果断措施：
1. 重新审视《2019年产权法》，将外国人租赁土地年限延长至99年。
2. 修订相关法规，将外资在公寓所有权配额从49%提高至75%。
这些举措无疑将增强泰国对国际投资者的吸引力，并促进经济的可持续发展
On June 20th, the Cabinet Secretariat confidently announced an urgent economic stimulus package specifically aimed at the real estate sector. The Ministry of Interior emphatically confirmed this announcement, highlighting the Cabinet’s unwavering resolution to implement economic stimulus measures in support of Thailand’s transformation into a global industry hub (Thailand Vision) through the real estate sector.
The signs of Chinese capital groups’ investment have transformed, particularly in the real estate market. Rather than engaging in speculative purchases, Chinese groups are now investing in properties in Thailand for long-term residency following the country’s recent opening. Notably, Bangkok has emerged as a prime location that has piqued the interest of Chinese investors seeking to acquire real estate. Moreover, local merchants have confirmed that the return of Chinese residents has indeed resulted in a substantial surge in housing and rent prices in the area. Previously, a 2-story commercial building in the original area ranged from THB 5 million to THB 6 million, but now the prices have dramatically escalated to THB 10 million to THB 15 million
As per the Government Housing Bank and the Real Estate Information Center, there is clear evidence of Chinese nationals actively investing in Thai real estate since late 2022, with expectations of a further surge in the second half of 2023. This surge is anticipated to be primarily driven by the shift from short-term investment to long-term residency. This transition is a direct response to the lessons learned during the lockdown, leading individuals to seek secondary residences abroad, with Thailand emerging as a top choice. This trend is prominently observed in the Ratchada, Huai Khwang, Sukhumvit, and Chidlom areas, as well as in provinces within the EEC area.
In 2023, there will be a notable surge in ownership transfers to Chinese individuals, totaling approximately THB 80,000 million out of the overall THB 1,000,000 million ownership transfer. This considerable uptick will effectively address the oversupply of condominiums in the market. Furthermore, the real estate overview for 2023 confidently predicts a 10.2 percent reduction in ownership transfer amounts compared to the previous year, when transfers amounted to THB 1,000,000 million, while also forecasting a 8.2-16.6 percent increase in prices.
The Chidlom area is definitely a location to keep an eye on. Our report discovered that over 75% of luxury condos from two major developments were bought and reserved by new Chinese investors who seek convenience in the heart of Bangkok. This includes access to hospitals, international schools, and world-class shopping locations.
A penthouse worth over 500 million baht at the Sansiri Luxury Collect project on Chidlom Road has been sold, even though the project has not been launched yet.
Sansiri will be launching a new project on Chidlom Road, opposite 28 Chidlom, with easy walking access to Central Chidlom. The project will consist of only 158 units, with a private lift in every room, and is expected to be completed in 2029. While the completion timeline may seem long, it is worth noting that the 98 Wireless project, which was completed a while ago, still stands as a timeless luxury project. Known for its exquisite construction and the incorporation of various elements from an international designer, every detail of 98 Wireless is meticulously crafted using the finest materials, catering to the discerning tastes and preferences of high-end customers.
We assure you that the new project on Chidchom Road is equally exceptional. I’ve heard confidentially that it has been graced by the influence of a world-renowned international designer. The penthouse being offered comes with a private swimming pool valued at nearly 500 million baht, a rare and exceptional feature that speaks to the unique identity and discerning tastes of its future residents. These units have been selling since the project’s launch. Thanks to Sansiri, purchasers now have the courage to invest in something of this caliber even before its completion.
普伦吉特地区最近受到广泛关注，因为有一块位于中央驰隆和中央大使馆旁的优质土地。这块超过0.8英亩的土地正在与中央集团进行谈判，预计成交价超过每平方米115,000美元。此前，这里是一个停车场，每月租金为一百万泰铢，但租赁协议因土地所有者要求加租而最近终止。这块土地以其为市中心最后一块自由持有土地而闻名，排除了距离驰隆地铁站200米内大于12莱的地块。土地原本为TOT办公室，现已开放用于长期开发，吸引了各方的关注。
即将开通的橙线“文化中心-敏布里”地铁线路，全长22.57公里，共设17个站，预计将对该地区产生重大影响。“文化中心站”作为橙线和蓝线的重要换乘站，预计将吸引大型企业的投资，进一步推高土地价格，目前已超过每平方米28,500美元。
零售-酒店行业的重大投资
近年来，泰国房地产市场经历了显著变化，许多企业家调整策略以吸引外国投资者参与项目开发。外国投资者被泰国市场的增长潜力所吸引，尤其是在公寓领域，已累计投资超过285亿美元。曼谷依然是一个重要市场，因其吸引了大量来自其他省份的劳动力，且与其他国家相比，房地产价格相对实惠。这种可负担性，加上投资者在本国面临的安全问题，使得泰国房地产成为寻求第二个家或投资物业的外国投资者的理想选择。二手房销售的普遍存在进一步推动了市场，为投资者提供了更多机会。此外，近年来，尤其是日本和泰国房地产公司之间的合作趋势逐渐增强，预计这一趋势将持续并影响行业的未来发展。
与外国企业家的大型合资
泰国房地产市场持续吸引大量外国投资，最近两项泰国与日本企业家的合资项目便是明证。Chewathai Public Company Limited与日本钢铁公司及瑞穗金融集团的合资企业Nippon Steel Kowa Real Estate Company Limited合作，共同开发价值3000万美元的Chewathai Hallmark Ekamai-Ramindra公寓项目。此外，Chao Phraya Mahanakorn Public Company Limited通过其子公司Phraya Panich Property Co., Ltd.与Sotetsu集团的子公司Sotetsu Real Estate 2 (Thailand) Co., Ltd.建立了战略合作关系，投资“曼谷智慧城市二期”项目，投资额为3400万美元，Phraya Panich Property持有51%的控股权。值得注意的是，Nippon Steel Kowa Real Estate和Sotetsu Real Estate均为泰国房地产市场的成熟参与者，在该国拥有成功投资的良好记录。
August 08, 2024
Jeanie L. Chen
Finnegan F. Huang