作者查詢 / midas82539
作者 midas82539 在 PTT [ home-sale ] 看板的留言(推文), 共40則
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31F→:我看完原作者在本板的所有文章了..03/25 01:04
32F→:核心概念是 #1G-Z2bOW #1H86crXb 產業觀 #1H5CWeM303/25 01:09
33F→:然後原本看好北市精華區認為新北的房價都是虛胖垃圾03/25 01:10
34F→:直到最近實價和推高現值才改口說北市將會住商分離03/25 01:10
35F→:真的要放大絕我就直接說明本文被噓的癥結03/25 01:14
36F→:你怎麼會愚蠢到用消費財類比資本財...天呀03/25 01:14
37F→:兩種本質根本不同的東西，你要我用向下僵固性(rigidity03/25 01:16
38F→:幫你下台階都很難呢...而且就算房價他因為有自住需求03/25 01:17
39F→:而能達到攤平單一物件的LVT好了，rigidity不代表就不會03/25 01:18
40F→:下修，否則前文所提的房產泡沫造成的跌勢都不會存在03/25 01:18
41F→:事實上他還是會下修，大約10~20%，只是對融資者來說03/25 01:19
42F→:這個下修的比例套用浮動利率就會讓一群人斷頭了03/25 01:20
43F→:坦白說我也認為你應該不是文中讚揚造市的1%有錢人03/25 01:21
44F→:所以我只能說，有夢最美。別因為房價修正而破滅03/25 01:21
5F→:我也是認為大橋+64的疏通才是根本之策，但..沒錢03/05 00:36
6F→:要期待一個地方政府有錢，有時和緣木求魚差不多...03/05 00:37
9F→:不好意思，我不是想戰你，只是我想說：03/05 00:40
10F→:陳述房市上漲不等於能反駁人口質變造成的問題03/05 00:40
11F→:而人口質變的原因又是交通無法改善和地處邊陲致命傷03/05 00:41
12F→:那就算房市看漲好了，房市長就代表成交量會高嗎？03/05 00:41
13F→:租屋案件多也代表承租率高嗎？那置產必須靠租屋攤平03/05 00:42
14F→:那置產買淡水要花多久才能攤平，那同樣的錢為何不投資03/05 00:42
15F→:再流動人口更高的板橋、中和、三重等地？03/05 00:43
16F→:流動人口要租屋的話，租屋忍受價格是8000，那為何要棄03/05 00:44
17F→:板橋中和而選淡水？選淡水承租的人又有錢買分割套房嗎?03/05 00:44
19F→:我要說的問題核心就是這些03/05 00:45
22F→:那答案不啻呼之欲出？我們必須期待買不起的人買淡水?03/05 00:46
26F→:這點倒是沒錯...(嘆)03/05 00:51
30F推:第七點也只有大陸做的到了...做到的話屋主難轉嫁03/01 21:48
32F→:7,8,9都是殺著，用第8點綁住第7點的國宅(?)手段03/01 21:50
33F→:所以房屋長期會供過於求，或至少不會需過於供03/01 21:50
35F→:故不會造成土地建案無增而從土地需求增→轉嫁土交稅03/01 21:51
36F→:而連帶增加房屋需求和購房成本→需仍過供到一定程度03/01 21:52
38F→:屋主還是可以利用房價仍漲的趨勢將交易稅轉嫁給買家03/01 21:53
39F→:這是因為政府強迫土地和房屋供給會被迫增加...03/01 21:53
40F→:然後最後第九點是增加精華地區融資利率槓桿來打投機03/01 21:54
41F→:這種組合打出來，房價就沒救了...會開始停滯03/01 21:55
43F→:順帶一提4樓說的沒錯，中共打房有一段時間了03/01 22:04
44F→:只是從2011年房價仍是衝高導致屋主可以轉嫁交易稅03/01 22:04
45F→:今年看來要用"共產"的殺著來硬折炒房風氣03/01 22:05
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