P\u0113d\u0113j\u0101 laik\u0101 daudzi nekustam\u0101 \u012bpa\u0161uma att\u012bst\u012bt\u0101ji un p\u0101rvald\u012bt\u0101ji veic oblig\u0101ciju emisijas, liel\u0101koties pietiekami veiksm\u012bgas, ar da\u017e\u0101d\u0101m likm\u0113m. Run\u0101jot konkr\u0113ti par Summus Capital, vi\u0146i emit\u0113 oblig\u0101cijas ar 8% likmi, kas v\u0113rt\u0113jama k\u0101 pietiekami adekv\u0101ta un atbilsto\u0161a likme tiem riskiem un biznesa modelim, ko uz\u0146\u0113mums piekopj, uzskata CBL Asset Management Fondu p\u0101rvald\u012b\u0161anas noda\u013cas vad\u012bt\u0101js Edgars Lao.<\/p>\n
\u201c\u0160\u012b oblig\u0101ciju emisija b\u016bs divreiz liel\u0101ka nek\u0101 iepriek\u0161\u0113j\u0101, l\u012bdz ar to ir cer\u012bba, ka b\u016bs nedaudz augt\u0101ka likvidit\u0101te, kur k\u0101di dar\u012bjumi notiek nelielos apjomos. Zin\u0101ma likvidit\u0101te \u0161ai oblig\u0101cijai b\u016bs,\u201d prognoz\u0113 eksperts. E Lao ieskat\u0101 pozit\u012bvi v\u0113rt\u0113jams tas, ka uz\u0146\u0113mums att\u012bst\u0101s un papla\u0161in\u0101s \u0123eogr\u0101fiski. Polija ekonomiski un ar\u012b citos aspektos ir \u013coti labs tirgus, kur invest\u0113t.<\/p>\n
\u201cDom\u0101ju, ka tas ir pareizs Summus Capital l\u0113mums. Lai gan p\u0101r\u0101k pieredz\u0113ju\u0161i \u0161aj\u0101 tirg\u016b vi\u0146i v\u0113l nav, Summus Capital ar\u012b iepriek\u0161 jau ir veiku\u0161i dar\u012bjumus Polij\u0101. Strat\u0113\u0123ija ieg\u0101d\u0101ties jaunus nekustamos \u012bpa\u0161umus ir v\u0113rt\u0113jama atzin\u012bgi, jo investoriem \u0161is ir stabils, saprotams biznesa modelis. Riski past\u0101v vienm\u0113r, ta\u010du \u0161is segments ir diezgan stabils, jo ir zin\u0101mi nomnieki utt. Summus Capital strauji aug, att\u012bst\u0101s, no risku viedok\u013ca ir labi, ka att\u012bst\u0101s ne tikai Baltij\u0101, bet ar\u012b pla\u0161\u0101k, jo t\u0101d\u0113j\u0101di uz\u0146\u0113mums ir pasarg\u0101t\u0101ks no potenci\u0101laj\u0101m viet\u0113j\u0101m kr\u012bz\u0113m,\u201d rezum\u0113 E.Lao.<\/p>\n
Invest\u012bciju eksperts, INVL Family Office vad\u012bt\u0101js Andrejs Martinovs akcent\u0113, ka Summus Capital ir priv\u0101ts fonds, kas invest\u0113 nekustamaj\u0101 \u012bpa\u0161um\u0101. T\u0101 biznesa modelis \u0161\u0137iet p\u0101rdom\u0101ts un labi p\u0101rvald\u012bts. Portfel\u012b eso\u0161ie \u012bpa\u0161umi izskat\u0101s kvalitat\u012bvi un ir labi diversific\u0113ti. Spilgt\u0101kie un r\u012bdziniekiem atpaz\u012bstam\u0101kie objekti ir tirdzniec\u012bbas centri R\u012bga Plaza, TC Damme un Depo Imanta. \u201cKopum\u0101 portfelim ir laba aizpildes pak\u0101pe \u2013 aptuveni 98%, nomas l\u012bgumi ir ilgtermi\u0146a, un apm\u0113ram 75% gad\u012bjumu ir ar enkura nomniekiem,\u201d nor\u0101da A.Martinovs.<\/p>\n
K\u0101 risku vi\u0146\u0161 min faktu, ka tikai ap 10% no portfe\u013ca atrodas \u0101rpus Baltijas \u2013 Polij\u0101. \u201cFonds ir patiesi priv\u0101ts un b\u016btiski atkar\u012bgs no viena \u012bpa\u0161nieka. Ir ar\u012b sal\u012bdzino\u0161i augsts saist\u012bbu l\u012bmenis (virs 50%), kas struktur\u0113ts k\u0101 nodro\u0161in\u0101ts par\u0101ds fondam piedero\u0161u uz\u0146\u0113mumu l\u012bmen\u012b, savuk\u0101rt oblig\u0101cijas emit\u0113 pats fonds, l\u012bdz ar to oblig\u0101ciju tur\u0113t\u0101ji ir subordin\u0113t\u0101 poz\u012bcij\u0101, kas paaugstina risku. \u0145emot v\u0113r\u0101 kop\u0113jo situ\u0101ciju retail un office nekustamo \u012bpa\u0161umu segmentos Baltij\u0101, \u0161o segmentu att\u012bst\u012bbas perspekt\u012bvas un \u0123eopolitiskos riskus, pied\u0101v\u0101tais ienes\u012bgums 8% ne\u0161\u0137iet p\u0101r\u0101k pievilc\u012bgs. Tirg\u016b ir pieejamas alternat\u012bvas ar l\u012bdzv\u0113rt\u012bgiem riskiem un augst\u0101ku atdevi. Tom\u0113r, investoru oblig\u0101ciju portfe\u013cu da\u017e\u0101do\u0161anai \u0161\u012bs oblig\u0101cijas var\u0113tu b\u016bt apsveramas,\u201d v\u0113rt\u0113 eksperts.<\/p>\n
Jau v\u0113st\u012bts, ka l\u012bdz 20. j\u016bnijam investori Baltijas valst\u012bs var\u0113s ieg\u0101d\u0101ties Summus Capital oblig\u0101cijas, kuru kop\u0113jais emisijas apjoms ir l\u012bdz 30 000 000 eiro. \u0160\u012b ir Summus Capital tre\u0161\u0101 oblig\u0101ciju emisija, ta\u010du pirmo reizi tiek realiz\u0113ts publiskais pied\u0101v\u0101jums, pied\u0101v\u0101jot oblig\u0101cijas ne tikai institucion\u0101lajiem, bet ar\u012b priv\u0101tajiem investoriem Latvij\u0101, Igaunij\u0101 un Lietuv\u0101. Pied\u0101v\u0101taj\u0101m oblig\u0101cij\u0101m ir fiks\u0113ta 8% gada likme ar procentu izmaksu katr\u0101 ceturksn\u012b. Vienas oblig\u0101cijas nomin\u0101lv\u0113rt\u012bba un minim\u0101l\u0101 ieguld\u012bjuma summa ir 1 000 eiro, termi\u0146\u0161 – \u010detri gadi.<\/p>\n
Summus Capital ir viena no liel\u0101kaj\u0101m komerci\u0101lo nekustamo \u012bpa\u0161umu komp\u0101nij\u0101m Baltij\u0101, kuras aptuveni tre\u0161\u0101 da\u013ca \u012bpa\u0161umu portfe\u013ca atrodas Latvij\u0101. Summus Capital Latvij\u0101 pieder t\u0101di paz\u012bstami nekustamo \u012bpa\u0161umu objekti k\u0101 tirdzniec\u012bbas centri R\u012bga Plaza un Damme, k\u0101 ar\u012b veikala DEPO Imanta \u0113ka.<\/p>\n","protected":false},"excerpt":{"rendered":"P\u0113d\u0113j\u0101 laik\u0101 daudzi nekustam\u0101 \u012bpa\u0161uma att\u012bst\u012bt\u0101ji un p\u0101rvald\u012bt\u0101ji veic oblig\u0101ciju emisijas, liel\u0101koties pietiekami veiksm\u012bgas, ar da\u017e\u0101d\u0101m likm\u0113m. Run\u0101jot…\n","protected":false},"author":2,"featured_media":55464,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[869,77,870,76,867,35,39,38,36,37,34,871,868,40,21],"class_list":{"0":"post-55463","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-biznesa-zinas","9":"tag-bizness","10":"tag-bizness-latvija","11":"tag-business","12":"tag-dienas-zinas","13":"tag-latvia","14":"tag-latvian","15":"tag-latviesu","16":"tag-latviesu-valoda","17":"tag-latviesuvaloda","18":"tag-latvija","19":"tag-latvijas-biznesa-zinas","20":"tag-latvijas-zinas","21":"tag-lv","22":"tag-zinas"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115588320648282496","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/55463","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=55463"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/55463\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/55464"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=55463"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=55463"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=55463"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}