據報王健林再售48間萬達廣場 由太盟投資集團組建500億人幣基金接手
《澎湃新聞》引述知情人士報道,太盟投資集團(PAG)將組建一個由其主導,包括騰訊(00700.HK)、陽光人壽、京東系公司等,聯合組成500億元人民幣(下同)的基金,收購萬達商業旗下48間萬達廣場。報道引述國家市場監管總局披露顯示,該筆交易已被無條件批准,分別涉及北京、廣州、成都、杭州、南京、武漢等多個一二線城市的萬達廣場項目。目前萬達尚未回應有關報道。
報道提及,收購將通過專項基金平台完成,由太盟來主導進行投資。太盟計劃注資約50億元認購基金次級份額,承擔主要風險並獲取超額收益,剩下的150億元將通過夾層融資渠道募集,目的是吸引險資、產業基金等多元主體參與。交易回籠的500億元資金,將顯著緩解大連萬達集團的流動性壓力。
知情人士指,交易涉及的48個項目,區域分布與業態組合差異較大,如何維持租金水平存在不確定性,年化回報率預計在6%至8%。次級融資與夾層安排的償付優先級別較低,若項目投資回報不及預期,可能會對投資方的財務構成壓力。
報道指,交易完成後,萬達商管將繼續負責該些廣場的日常營運,但萬達廣場的所有權將徹底轉移,交易預計將在今年下半年正式交割。
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