How about the shops in Julong Plaza: in-depth analysis of recent hot spots and investment value
Recently, Julong Plaza shops have become a hot topic in the commercial real estate field, triggering extensive discussions especially on social media and financial forums. This article will combine the hot content of the entire network in the past 10 days to conduct a structured analysis of the real situation of Julong Plaza shops from the dimensions of location advantage, rental return, passenger flow, etc., and attach the latest market data for investors' reference.
1. Compilation of hot topics on the entire network (last 10 days)
| Topic keywords | Discuss the popularity index | Distribution of main ideas |
|---|---|---|
| Julong Plaza shop rent | 8.5/10 | A year-on-year increase of 12%, but the vacancy rate is still 15% |
| Impact of the opening of Metro Line 18 | 9.2/10 | It is expected to bring an average of 3,000+ new passengers per day |
| Competition in catering industry | 7.8/10 | Similar shops account for more than 40%, indicating serious homogeneity. |
2. Core data analysis
| indicator | Q3 2023 | Month-on-month change |
|---|---|---|
| Average rent (yuan/㎡/month) | 320-450 | ↑8% |
| Weekday passenger flow | 12,000 people | ↓5% (end of summer) |
| Proportion of anchor stores | 62% | Added 2 new chain brands |
3. In-depth analysis of location value
1.Transportation upgrade bonus: Julong Station of Metro Line 18 will be put into trial operation at the end of October. The walking distance of the project is only 300 meters. According to planning documents, the line is expected to carry an average of 50,000 passengers per day, which will significantly increase the exposure of shops.
2.Business distribution characteristics: Currently, catering categories account for 41% of the shops (hot pot/milk tea shops are obviously homogeneous), retail categories account for 35%, and service formats account for 24%. It is worth noting that three new children’s education stores have recently been added, reflecting the growing demand from family customers.
4. Risk points that investors need to pay attention to
•competition intensifies: The newly opened commercial complex "Starlight World" within 1 kilometer is expected to open by the end of the year, and the risk of diversion is worthy of vigilance
•operating costs: Property fees have been raised to 28 yuan/㎡/month, a year-on-year increase of 15%, which needs to be included in the calculation of investment return.
•Contract terms: Some tenants reported that there are mandatory decoration and upgrade clauses when renewing their leases, and it is recommended to negotiate and clarify them in advance.
5. Evaluation conclusions of professional organizations
| Assessment agency | Rating | Key comments |
|---|---|---|
| Jones Lang LaSalle | ★★★☆ | The holding value is clear in the short to medium term, but attention needs to be paid to business format adjustments |
| Dade Leung | ★★★ | Suitable for long-term investors with more than 5 years |
Summary suggestions:Julong Plaza shops have strong risk resistance capabilities due to the subway opening bonus and mature business district facilities, but investors need to focus on the issue of homogenization of business formats. It is recommended to give priority to the street-facing shops in Area B (current occupancy rate is 92%), and reserve funds for at least 6 months of cultivation period.
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