June 22, 2021

Prague, CZ: Retail

Prague, CZ: Retail
 
□ ํ”„๋ผํ•˜์˜ ์‡ผํ•‘ ๊ฑฐ๋ฆฌ (High Street Retail)
 
์ฒด์ฝ” ํ”„๋ผํ•˜์—์„œ ์œ ๋ช…ํ•œ ์‡ผํ•‘ ๊ฑฐ๋ฆฌ๋Š” ๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ(Na Prikope street), ๋ฐ”์ธจ๋ผํ”„ ๊ด‘์žฅ(Wenceslas Square), ํŒŒ๋ฅด์ง€์Šˆ์นด ๊ฑฐ๋ฆฌ(Parizska street) ์ž…๋‹ˆ๋‹ค.

 
์ด ์ค‘ ํŒŒ๋ฅด์ง€์Šˆ์นด ๊ฑฐ๋ฆฌ๋Š” ๋Ÿญ์…”๋ฆฌ, ๋ช…ํ’ˆ ์œ„์ฃผ์˜ ๊ฑฐ๋ฆฌ์ด๋ฉฐ, ๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ(Na Prikope street), ๋ฐ”์ธจ๋ผํ”„ ๊ด‘์žฅ(Wenceslas Square)์€ ์ข€ ๋” ๋Œ€์ค‘์ ์ธ ์‡ผํ•‘ ๊ฑฐ๋ฆฌ๋ผ๊ณ  ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
 
๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ
Na Prikope street
Na Pล™รญkopฤ›
 
์„ธ ๊ตฐ๋ฐ ์ค‘์—์„œ๋„ ๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ๋Š” ํ”„๋ผํ•˜์—์„œ ๊ฐ€์žฅ ์‚ฌ๋žŒ๋“ค์ด ๋งŽ์ด ์ฐพ๋Š” ์‡ผํ•‘ ๊ฑฐ๋ฆฌ์ž…๋‹ˆ๋‹ค. ์ž„๋Œ€๋ฃŒ๋„ ๊ฐ€์žฅ ๋น„์‹ผ ๊ณณ์ž…๋‹ˆ๋‹ค. H&M, Zara, Halada , Pandora, Swarowski, Michael Kors ๋“ฑ ๋‹ค์–‘ํ•œ ๋ธŒ๋žœ๋“œ๋“ค์ด ์ž…์ ํ•ด ์žˆ์Šต๋‹ˆ๋‹ค. TGI Fridays, ๋งฅ๋„๋‚ ๋“œ, ๋ฒ„๊ฑฐํ‚น ๋“ฑ๋„ ์žˆ์Šต๋‹ˆ๋‹ค.
 
Na Prikope street, 2016 by Mx. Granger from Wikimedia Commons under the Creative Commons CC0 1.0 Universal Public Domain Dedication
 
๋ฐ”์ธจ๋ผํ”„ ๊ด‘์žฅ
Wenceslas Square
Vaclavske namEsti
 
๋ฐ”์ธจ๋ผํ”„ ๊ด‘์žฅ์€ ์ค‘์š”ํ•œ ์‡ผํ•‘ ์žฅ์†Œ์ด์ž, ์—ญ์‚ฌ์ ์œผ๋กœ๋„ ์ค‘์š”ํ•œ ๊ด‘์žฅ์ž…๋‹ˆ๋‹ค. ๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ ๋ฐ ์˜ฌ๋“œํƒ€์šด(Old Town)๊ณผ ์—ฐ๊ฒฐ๋ฉ๋‹ˆ๋‹ค. H&M , Van Graaf , Foot
Locker, Levi's, Desirred , Marks & Spencer ๋“ฑ ์„ธ๊ณ„์ ์ธ ๋ธŒ๋žœ๋“œ์˜ ํ”Œ๋ž˜๊ทธ์‰ฝ ์ƒ์  ๋“ฑ์ด ์ž…์ ํ•ด ์žˆ์Šต๋‹ˆ๋‹ค. ๋งฅ๋„๋‚ ๋“œ, KFC, ๋ฒ„๊ฑฐํ‚น ๋“ฑ ํŒจ์ŠคํŠธํ‘ธ๋“œ ์ ๊ณผ ์Šคํƒ€๋ฒ…์Šค ๋“ฑ๋„ ์žˆ์Šต๋‹ˆ๋‹ค.
 
Prague, 2006 by Wizzard from Wikimedia Commons in the public domain
 
ํŒŒ๋ฅด์ง€์Šˆ์นด ๊ฑฐ๋ฆฌ
Parizska street
Paล™รญลพskรก street
 
ํŒŒ๋ฅด์ง€์Šˆ์นด ๊ฑฐ๋ฆฌ๋Š” ๋™์œ ๋Ÿฝ์—์„œ ๊ฐ€์žฅ ํฐ ๋ช…ํ’ˆ ๊ฑฐ๋ฆฌ ์ค‘ ํ•˜๋‚˜์ž…๋‹ˆ๋‹ค. Louis Vuitton, Prada, Cartier, Gucci, Hermes, Fendi, Loro Piana, Tiffany & Co., TOD'S, Tory Burch, Longchamp, Valentino ๋“ฑ ์„ธ๊ณ„์ ์ธ ๋ช…ํ’ˆ ๋ธŒ๋žœ๋“œ๋“ค์ด ์ž…์ ํ•ด ์žˆ์Šต๋‹ˆ๋‹ค.
 
Paล™รญลพskรก street, 2015 by Karelj from Wikimedia Commons in the public domain
 
□ ์ž„๋Œ€๋ฃŒ
 
CW์— ์˜ํ•˜๋ฉด, ๋‚˜ ํ”„๋ฆฌ์ฝ”ํŽ˜ ๊ฑฐ๋ฆฌ์˜ Prime ์ž„๋Œ€๋ฃŒ๋Š” 2020๋…„ 1๋ถ„๊ธฐ EUR 235/sm/m๋ฅผ ๊ธฐ๋กํ•˜์˜€์œผ๋‚˜, ์ฝ”๋กœ๋‚˜ 19๋กœ ์ธํ•ด ๊ธ‰๋ฝํ•˜์—ฌ 2021๋…„ 1๋ถ„๊ธฐ์—๋Š” EUR 180/sm/m์œผ๋กœ 2013๋…„ ์ˆ˜์ค€๊นŒ์ง€ ๋–จ์–ด์กŒ์Šต๋‹ˆ๋‹ค. 
 
๋˜ํ•œ, ํ”„๋ผํ•˜์˜ ์‡ผํ•‘์„ผํ„ฐ Prime ์ž„๋Œ€๋ฃŒ๋Š” 2020๋…„ 1๋ถ„๊ธฐ EUR 175/sm/m, 2021๋…„ 1๋ถ„๊ธฐ์—๋Š” EUR 140/sm/m๊นŒ์ง€ ํ•˜๋ฝํ•˜์˜€์Šต๋‹ˆ๋‹ค.
 
BNPP์— ์˜ํ•˜๋ฉฐ, High streets ๋ฐ shopping centres ๋ชจ๋‘ ์ž„๋Œ€๋ฃŒ๊ฐ€ ํ•˜๋ฝํ•˜๊ธฐ๋Š” ํ–ˆ์ง€๋งŒ, 2018๋…„ ์ˆ˜์ค€๋ณด๋‹ค๋Š” ๋†’์€ ์ˆ˜์ค€์ž…๋‹ˆ๋‹ค. 
 
๋‹ค๋งŒ, 2021๋…„ ์ž๋ฃŒ๋Š” ์ถฉ๋ถ„ํ•œ ์ž๋ฃŒ๊ฐ€ ์—†์–ด์„œ ์ •ํ™•์„ฑ์ด ๋‚ฎ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

 
□ Prime Yields
 
CW์— ์˜ํ•˜๋ฉด, High streets์˜ Prime yield๋Š” 2018๋…„ 4๋ถ„๊ธฐ 3.50%๋ฅผ ๊ธฐ๋ก ํ›„ ์ƒ์Šนํ•˜์—ฌ์„œ 2021๋…„ 1๋ถ„๊ธฐ์—๋Š” 4.75%๊นŒ์ง€ ์˜ฌ๋ž๊ณ , shopping centres๋Š” 2018๋…„ 3๋ถ„๊ธฐ 4.25% ์ดํ›„ ์ƒ์Šนํ•˜์—ฌ 2021๋…„ 1๋ถ„๊ธฐ์—๋Š” 5.25%๋ฅผ ๊ธฐ๋กํ•˜์˜€์Šต๋‹ˆ๋‹ค.
 
2019๋…„์—๋„ ์ด๋ฏธ ์˜ค๋ฅด๊ณ  ์žˆ์—ˆ๊ธฐ ๋•Œ๋ฌธ์—, ์ฝ”๋กœ๋‚˜19 ์˜ํ–ฅ ๋ณด๋‹ค๋Š” ์ „์ž์ƒ๊ฑฐ๋ž˜๋กœ ์ธํ•œ ์šฐ๋ ค๋•Œ๋ฌธ์ด์—ˆ๋˜ ๊ฑธ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค.

 
□ Capital Value
 
์ž„๋Œ€๋ฃŒ ํ•˜๋ฝ๊ณผ Yield ์ƒ์Šน์ด ๋™๋ฐ˜๋˜๋ฉฐ ๋ฆฌํ…Œ์ผ ์ž์‚ฐ์˜ ๊ฐ€์น˜๋Š” ํ•˜๋ฝํ•˜์˜€์Šต๋‹ˆ๋‹ค.
 
CW์— ์˜ํ•˜๋ฉด, 2021๋…„ 1๋ถ„๊ธฐ High streets์˜ Capital Value๋Š” 2019๋…„ 3๋ถ„๊ธฐ ๋Œ€๋น„ 40% ์ด์ƒ ํ•˜๋ฝํ•˜์˜€๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค.

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