Chapter 1621 No. 1 in the Country, No. 2 in the World
Chen Jing's restaurant, to a large extent, is intended to imitate the route of Japanese Michelin restaurants, so they only provide customers with several set meal packages to choose from. If you choose one of them, then all dishes and order must follow the menu order. good content.
Li Mu was not very interested in Japanese ingredients, so he asked Wei Lan to do it for him, and Wei Lan chose the package with bluefin tuna without hesitation.
When the dishes began to be served, Wei Lan said to Li Mu: "You were right at the time, Sanlitun is indeed a good place for business, catering and entertainment development. The number of enterprises has increased by nearly half, the flow of people is also increasing, and the word of mouth and popularity are also improving. After our main project is completed next year, the land price here will at least increase by more than 50% compared to when we acquired the land.”
Li Mu nodded and said, "The embassy area is relatively fashionable, and the consumption level will also increase, followed by the rapid development of the catering, entertainment and retail industry."
Wei Lan asked with a smile, "Mr. Li, do you have any tips for choosing a real estate location? I think you have a good idea of how you choose residential land and commercial land, and you are perfect."
Li Mu laughed and said, "In real estate investment, I can't compare to your professionalism, so I don't have to do anything."
Wei Lan hurriedly said: "Don't, to be honest, my set of analysis methods, all real estate developers know how to do it, but who does it more meticulously and better, I want to know if there is a better one through you. , is not the analysis method of the established routine in the industry, so that the two-pronged approach can be adopted in the future.”
Li Mu smiled and said, "Then I'll just talk about it."
Wei Lan hurriedly sat up straight and said earnestly, "All ears."
Li Mudao: "First of all, set a general tone. In the next ten years, steady or even rapid rise in national housing prices is the fundamental premise."
Wei Lan nodded: "I agree."
Li Mu added: "Under this big tone, in fact, no matter where we buy land or what land we buy, even in fifth-tier cities, as long as we buy in the urban area, as long as the price of the land we acquire is not higher than the market price, then basically It’s all about making sure you don’t lose money.”
Wei Lan said seriously: "I also agree 100% with this. It is indeed a bonus period, at least a little bit of brains. Basically, whatever you do, you will earn money."
Li Mudao: "With this background judgment, we can relax a lot when investing in real estate, and we can also let go."
"And then?" Wei Lan held her chin, looked at Li Mu, and said, "You still haven't said how you judge whether a piece of land or an area is good or bad."
Li Mu said: "In my eyes, the best screening conditions are generally just a few. For example, look at where there are many foreigners. Generally speaking, the consumption level of Westerners, Japanese and Koreans is higher than that of other places. It is higher, so if you find that there is a tendency for foreigners to congregate and form communities, go there quickly to get land, and the growth rate in the future will definitely be faster than that of other places.”
Wei Lan nodded lightly and said, "For example, Sanlitun."
"That's right." Li Mu said with a smile, "The embassy area has a lot of foreigners, so the consumption level will naturally be high. Nightclubs, bars, high-end restaurants, to put it bluntly, are things that came from overseas after the economy opened up. They are the first in China. The batch of seed users are foreigners, so they will give priority to running to Sanlitun. Foreigners will also like to gather here more and more. It will not take long for a clustering effect to form, and more and more entertainment, leisure and dining will gather here. Here, and then make this a fashion-forward position.”
After speaking, Li Mu added: "There are more Koreans in Wudaokou and Wangjing. Combined with the current Kazakh and Korean culture, these two places will become more prominent areas in the future, so these two places can also be focused in the future. Keep an eye on it."
"Well, it makes sense." Wei Lan said seriously: "I remember, I will pay more attention to these two places in the future, as well as other places that conform to your law."
Li Mu nodded.
He continued: "For example, in commercial real estate, pay more attention to places where universities gather, because young people will become the main force of consumption in the future;"
"Pay more attention to places where high-tech industries gather, such as Zhongguancun, because the development speed of this industry is much faster than other industries, so the per capita salary of this industry and the proportion of the middle class will be higher, they have a stronger sense of time, right The demand for time is also more urgent, so in this place where the industry gathers, the nearby housing prices will definitely be higher than the surrounding areas.”
Wei Lan listened to Li Mu's analysis with a thoughtful look on her face, but did not speak for the time being.
Li Mu is not guilty at all, because although he does not understand real estate, these experiences are based on what he has seen with his own eyes.
Especially the last point, Li Mu has a deep understanding.
Also outside the Fifth Ring Road, the housing prices and rents outside the North Fifth Ring Road are more expensive than those in the three directions, and they are much more expensive.
When the average price of houses outside the East Fifth Ring Road was 20,000 to 30,000 yuan, the price of the North 5th Ring Road near the Zhongguancun Software Park had already exceeded 50,000 yuan. When the East 5th Ring Road exceeded 50,000 yuan, all the houses in the North 5th Ring Road of 100,000 yuan came out. .
The reason why there is such a big gap is because the Internet industry has gathered in this area, so that the demand for housing in this area, whether it is renting or buying, is very high.
Although there are a lot of hanging wire code farmers, designs, and products in the Internet industry, the average salary level in this industry is higher than most industries, and a company listing in the United States can easily create hundreds of millions of millionaires , The first thing these people do after their income reaches the middle class is to buy a house near Zhongguancun.
At this stage, Zhongguancun has not really developed beyond the Fifth Ring Road. If you go to Xierqi and Shangdi to get a few pieces of land now, you will really make money in the future.
Back then, Li Mu rented a self-built house in Tangjialing for three or four hundred yuan a month. A few years later, Tangjialing's last relocated community was sold for sixty to seventy thousand square meters.
Where is Tangjialing? It was a shanty town outside the North Fifth Ring Road, and it was several kilometers away from the nearest subway station, but its real advantage did not depend on the subway at all, but the Zhongguancun Software Park, which is just a short distance away, subway? What does not exist, its potential customers are those who want to live here and can walk or drive for ten minutes to get off work.
Wei Lan asked Li Mu at this time, "Mr. Li, what scale do you think Zhongguancun can develop in the future?"
Li Mu shrugged and said, "No. 1 in the country and No. 2 in the world is not a big problem."
Wei Lan asked in surprise: "Second only to Silicon Valley?"
"That's right." Li Mu nodded and said, "It shouldn't take too long to achieve this step."
Wei Lan said: "The whole country is currently developing high-tech, especially first-tier cities, which basically have new districts and high-tech parks. Can the advantages of Zhongguancun be maintained?"
Li Mu said with a smile: "Don't worry, it will definitely be possible. In any country or region, the effect of industrial agglomeration is inevitable. The United States has Hollywood, Silicon Valley, and Detroit. These are typical examples. Zhongguancun has many advantages. One is that it is located in the capital, which is uniquely endowed by nature; the second is that top universities gather together, such as Tsinghua University, Yan University, National People's Congress, aerospace, post and telecommunications... Countless universities are nearby, providing sufficient talent supply for Zhongguancun; third, currently There is already a scale dividend, which is the largest in the country. Entrepreneurs give priority to starting businesses here. Even if large and medium-sized enterprises do not relocate, they will set up branches here and station more staff. Therefore, it is impossible to have any high-tech in the country. The park surpasses Zhongguancun.”
Having said this, Li Mu paused and said: "Since we believe that Zhongguancun is likely to become a gathering place for high-tech enterprises second only to Silicon Valley, then let's analyze the expansion scope of Zhongguancun's future high-tech enterprises. Zhongguancun starts from the North Third Ring Road. , outside the North Fourth Ring Road, it is not realistic to develop westward. If you go south to the Third Ring Road or eastward, all are densely populated areas. I have heard that enterprises make way for densely populated areas, but I have never heard that densely populated areas are Businesses give way, so it’s even more unrealistic.”
"The shackles in the three directions of east, west and west have made the high-tech industry form a situation of trapped beasts in the area from the North Third Ring Road to the North Fourth Ring Road. However, this trapped beast is not surrounded by other animals, but a building of steel bars. The cage made of concrete, the only remaining direction for this trapped beast to break out is to go all the way north."
"In the future, the direction of high-tech parks and the spread of enterprises must start from the North Third Ring Road, and spread to the northern and northwestern regions beyond the North Fifth Ring Road, the Fifth Ring Road, and even the Sixth Ring Road to be built in the future. It is the first choice for high-tech development, and it is almost the only choice, so having said that, in the next stage of Wanying, we can find ways to acquire more land in the north.”
Wei Lan sighed: "Wanying's current funds are also very tight, and it is almost running at full power. In the next stage, I am afraid that we will have to wait for our first batch of real estate sales to save enough energy."
Li Mu said, "Do you remember the first thing we talked about earlier?"
Wei Lan asked: "Do you mean the general trend of steady house price growth in the next ten years?"
Li Mu nodded and said: "Combining with this general trend, real estate companies must let go of their courage if they want to grow bigger. As long as the market is here, they should never be afraid of high debt ratios, and take the maximum leverage you can with confidence and boldness. , the general trend is here, coupled with a certain ability to operate and control the disk, there is absolutely no possibility of losing money.”
Wei Lan nodded suddenly.
Li Mu said at this time: "Weilan, to be honest, sometimes, it is easy to focus too much on the industry with too professional eyes, and the macro control is not enough. This is the reason why you are in this mountain. The fixed mindset of the industry may have a windfall.”
"For example, now we analyze the real estate development in Zhongguancun, don't look at how the subway is repaired, how the school district is divided, whether the municipal government and the district government have any favorable policies, just look at the future development trend of the entire high-tech industry, you see It is a giant beast, trapped in a cage on three sides and getting bigger and bigger. It is inevitable to break through to the north. You can do it with confidence, because once the industry breaks through to the north, the government will definitely encourage the development of enterprises. The subway will be repaired, the school will be built, and the policy will be given to the past, and then the entry cost will be too high."
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