{"id":36554,"date":"2021-08-13T12:21:14","date_gmt":"2021-08-13T09:21:14","guid":{"rendered":"https:\/\/emlaktuel.com\/?p=36554"},"modified":"2021-08-13T12:21:14","modified_gmt":"2021-08-13T09:21:14","slug":"gayrimenkul-yatirim-fonlarinin-buyuklugu-10-milyar-liraya-ulasti","status":"publish","type":"post","link":"https:\/\/emlaktuel.com\/?p=36554","title":{"rendered":"Gayrimenkul yat\u0131r\u0131m fonlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc 10 milyar liraya ula\u015ft\u0131"},"content":{"rendered":"

T\u00fcrkiye gayrimenkul yat\u0131r\u0131m fonu piyasas\u0131 b\u00fcy\u00fcmeye devam ediyor. Haziran 2021 sonu itibariyle portf\u00f6y y\u00f6netim \u015firketlerinin y\u00f6netiminde bulunan, ihra\u00e7 d\u00f6nemi devam eden veya ilk defa yat\u0131r\u0131m yapm\u0131\u015f olanlar dahil olmak \u00fczere toplam gayrimenkul yat\u0131r\u0131m fonu say\u0131s\u0131 60\u2019\u0131 ge\u00e7erken, bu fonlar\u0131n toplam b\u00fcy\u00fckl\u00fc\u011f\u00fc de son bir y\u0131lda y\u00fczde 45,6 artarak 9,8 milyar TL oldu.<\/strong><\/p>\n

\u00a0<\/strong><\/p>\n

Re-Pie Portf\u00f6y Y\u00f6netimi A.\u015e. taraf\u0131ndan haz\u0131rlanan \u2018Gayrimenkul Sekt\u00f6r Raporu, T\u00fcrkiye gayrimenkul sekt\u00f6r\u00fcn\u00fcn 2021 y\u0131l\u0131n\u0131n ilk yar\u0131 performans\u0131na ili\u015fkin \u00f6nemli veriler ortaya koyuyor. Rapora g\u00f6re, de\u011fi\u015fen ya\u015fam ko\u015fullar\u0131 sebebi ile ev sat\u0131n almak ve kiralamak isteyen yat\u0131r\u0131mc\u0131lar art\u0131k do\u011faya yak\u0131n, geni\u015f ve bah\u00e7eli evler tercih ediyor. Ayr\u0131ca pandemi s\u00fcrecinde yat\u0131r\u0131mc\u0131lar\u0131n risk tercihlerine g\u00f6re varl\u0131klar\u0131n\u0131 da\u011f\u0131tmas\u0131na imk\u00e2n tan\u0131yan gayrimenkul yat\u0131r\u0131m fonlar\u0131 ise 2020 y\u0131l\u0131nda oldu\u011fu gibi 2021 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131 itibar\u0131yla \u00f6n planda olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n

49 Fon toplam 10 milyon TL b\u00fcy\u00fckl\u00fc\u011f\u00fc a\u015ft\u0131\u00a0<\/strong><\/h2>\n

Haziran 2021 sonu itibari ile alternatif yat\u0131r\u0131m fonlar\u0131 olan Gayrimenkul Yat\u0131r\u0131m Fonu (GYF) ve Giri\u015fim Sermayesi Yat\u0131r\u0131m Fonu (GSYF) kurmak \u00fczere Sermaye Piyasas\u0131 Kurulu (SPK), taraf\u0131ndan yetkilendirilmi\u015f 27 portf\u00f6y y\u00f6netim \u015firketi bulunuyor. Bu \u015firketlerden 8 tanesi sadece GYF, 10 tanesi sadece GSYF ve 9 tanesi her iki t\u00fcrde alternatif yat\u0131r\u0131m fonu kurmak \u00fczere yetkilendirilmi\u015f portf\u00f6y y\u00f6netim \u015firketlerden olu\u015fuyor. Bu portf\u00f6y y\u00f6netim \u015firketlerinin y\u00f6netiminde bulunan, ihra\u00e7 d\u00f6nemi devam eden veya ilk defa yat\u0131r\u0131m yapm\u0131\u015f olanlar dahil olmak \u00fczere toplam 60 GYF bulunurken, bu fonlar\u0131n toplam b\u00fcy\u00fckl\u00fc\u011f\u00fc son bir y\u0131lda y\u00fczde 45,6 artarak 9,8 milyar TL seviyesine ula\u015ft\u0131. \u00d6te yandan gayrimenkul yat\u0131r\u0131m fonlar\u0131n\u0131n b\u00fcy\u00fckl\u00fc\u011f\u00fc bu y\u0131l\u0131n ilk 6 ayl\u0131k d\u00f6neminde de y\u00fczde 18 art\u0131\u015f g\u00f6sterdi. Yine ayn\u0131 d\u00f6nemde SPK taraf\u0131ndan 18 yeni gayrimenkul yat\u0131r\u0131m fonuna kurulu\u015f izni, 19 gayrimenkul yat\u0131r\u0131m fonuna ihra\u00e7 belgesi onay\u0131 verildi. B\u00f6ylece fon b\u00fcy\u00fckl\u00fc\u011f\u00fc 10 milyon TL seviyesinin \u00fczerinde olan fon say\u0131s\u0131 49\u2019a ula\u015ft\u0131.<\/p>\n

\n

Raporun sonu\u00e7lar\u0131n\u0131 de\u011ferlendiren\u00a0Re-Pie Portf\u00f6y Y\u00f6netimi A.\u015e Y\u00f6netim Kurulu Ba\u015fkan\u0131 Dr. M. Emre \u00c7aml\u0131bel, \u201cPiyasalarda k\u00fcresel salg\u0131n\u0131n 2021 ikinci yar\u0131s\u0131 ile birlikte daha iyi kontrol alt\u0131na al\u0131nabilece\u011fi ve buna ba\u011fl\u0131 k\u00fcresel ekonomik faaliyetlerin sene sonuna do\u011fru normalle\u015febilece\u011fi beklentisi h\u00e2kim. T\u00fcrkiye gayrimenkul sekt\u00f6r\u00fcn\u00fcn 2021 y\u0131l\u0131n\u0131n ilk yar\u0131 performans\u0131na genel olarak bak\u0131ld\u0131\u011f\u0131nda, di\u011fer t\u00fcm sekt\u00f6rlerde oldu\u011fu gibi hem \u015firketlerin \u00e7al\u0131\u015fma prensipleri hem de arz-talep dengesi konusunda pandemi etkilerinin devam etti\u011fini g\u00f6r\u00fcl\u00fcyor. Re Pie olarak, gayrimenkul gibi b\u00fcy\u00fcme potansiyeline sahip alanlarda yat\u0131r\u0131m yaparak \u00fclkemizin sermaye piyasalar\u0131n\u0131n b\u00fcy\u00fcmesine katk\u0131 sunmaya devam ettik. T\u00fcrkiye\u2019nin faaliyet izni alm\u0131\u015f ilk alternatif yat\u0131r\u0131m fonu y\u00f6netim \u015firketi konumunday\u0131z ve bug\u00fcn 12 adet gayrimenkul fonumuzla mevcut yat\u0131r\u0131mlar\u0131m\u0131z\u0131n yakla\u015f\u0131k y\u00fczde 23\u2019i gayrimenkul sekt\u00f6r\u00fcnde yer al\u0131yor. Gayrimenkul sekt\u00f6r\u00fc pandemi kaynakl\u0131 ve di\u011fer makro ekonomik dengeler kaynakl\u0131 baz\u0131 al\u0131m ve yat\u0131r\u0131m f\u0131rsatlar\u0131 \u00e7\u0131kard\u0131. Bunlara kendi dinamiklerimiz de eklenince ge\u00e7en y\u0131l iyi bir performans g\u00f6sterdik. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde gayrimenkul sekt\u00f6r\u00fcnde \u00f6nemli f\u0131rsatlar\u0131n devam edece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz ve ofis ve lojistik alanlar\u0131nda da yeni yat\u0131r\u0131mlar yapmaya devam edece\u011fiz\u201d dedi.<\/p>\n

6 ayda 552 bin konut sat\u0131\u015f\u0131 oldu\u00a0<\/strong><\/h2>\n

T\u00fcrkiye\u2019de 2021 y\u0131l\u0131 ilk yar\u0131 konut sat\u0131\u015flar\u0131, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re g\u00f6re yakla\u015f\u0131k y\u00fczde 11,5 oran\u0131nda bir azalarak 552.810 adet oldu. \u0130lk el sat\u0131\u015flar\u0131 2021 ilk yar\u0131 itibar\u0131yla 167.878 adet; ikinci el konut sat\u0131\u015f\u0131 ise 384.932 adet olarak kay\u0131tlara ge\u00e7ti. \u0130potekli sat\u0131\u015f adedi, konut kredisi faiz oranlar\u0131n\u0131n y\u0131ll\u0131k bazda y\u00fczde 17-18 aral\u0131\u011f\u0131nda olmas\u0131 nedeniyle y\u00fczde 60,9 oran\u0131nda geriledi ve 104.168 adet oldu. 2021 y\u0131l\u0131 ilk iki \u00e7eyre\u011finde, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re, ilk el sat\u0131\u015flarda y\u00fczde 15,1, ikinci el sat\u0131\u015flar ise y\u00fczde 9,8 oran\u0131nda azalma ya\u015fand\u0131. 2021 ilk yar\u0131 itibar\u0131yla, ilk sat\u0131\u015flar\u0131n toplam sat\u0131\u015flar i\u00e7erisindeki oran\u0131 ise ge\u00e7en senenin ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 1,3 d\u00fc\u015f\u00fc\u015f g\u00f6stererek y\u00fczde 30,3\u2019e geriledi. Di\u011fer sat\u0131\u015flar ise, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 25,2 oran\u0131nda art\u0131\u015f g\u00f6stererek 448.642 adet olarak ger\u00e7ekle\u015fti. 2020 Haziran ay\u0131nda toplam 190.012 konut sat\u0131l\u0131rken, 2021 Haziran ay\u0131nda 154.731 adet konut sat\u0131ld\u0131.<\/p>\n

En pahal\u0131 arsalar \u0130stanbuld’da\u00a0<\/strong><\/h2>\n

T\u00fcrkiye\u2019de konut imarl\u0131 arsa metrekare birim fiyatl\u0131 de\u011ferlendirildi\u011finde, \u0130stanbul metrekare ba\u015f\u0131na 1.143 TL ile ilk s\u0131rada iken, \u0130zmir metrekare ba\u015f\u0131na 1.043 TL ile \u0130stanbul\u2019u takip etti. T\u00fcrkiye\u2019de arazi, ba\u011f, bah\u00e7e ve tarla metrekare birim fiyat\u0131nda 111 TL ile \u0130stanbul ilk s\u0131rada geliyor. 2020 Haziran ay\u0131nda T\u00fcrkiye imarl\u0131 arsa metrekare sat\u0131\u015f birim fiyat\u0131 543 TL iken bir y\u0131l i\u00e7inde yakla\u015f\u0131k y\u00fczde 35 art\u0131\u015f g\u00f6stererek 733 TL\u2019ye y\u00fckseldi.<\/p>\n

\u015eirketler ofise d\u00f6nme haz\u0131rl\u0131\u011f\u0131nda\u00a0<\/strong><\/h2>\n

T\u00fcrkiye Ticari Gayrimenkul Fiyat\u0131 Endeksi Haziran 2021\u2019de bir \u00f6nceki aya g\u00f6re y\u00fczde 1,1 art\u0131\u015f g\u00f6stererek 200,77 puan seviyesine ula\u015ft\u0131. Endekste ge\u00e7en senenin ayn\u0131 ay\u0131na oranla y\u00fczde 31 art\u0131\u015f g\u00f6r\u00fcld\u00fc. T\u00fcrk liras\u0131 baz\u0131nda ofis kiralar\u0131 2021 y\u0131l\u0131n\u0131n ilk yar\u0131s\u0131nda, 2020 y\u0131l\u0131n\u0131n ikinci yar\u0131s\u0131na g\u00f6re art\u0131\u015f g\u00f6sterdi. 2020 y\u0131l\u0131 ilk yar\u0131s\u0131nda \u0130stanbul genelinde A S\u0131n\u0131f\u0131 ofis binalar\u0131n\u0131n ortalama kiras\u0131 101TL\/m\u00b2\/ay olarak ger\u00e7ekle\u015fti. Ge\u00e7en y\u0131l\u0131n ilk yar\u0131s\u0131yla kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda T\u00fcrk liras\u0131 cinsinden kiralar yakla\u015f\u0131k y\u00fczde 29 oran\u0131nda artt\u0131. Pandemi ile birlikte yeniden \u015fekillenen ofis pazar\u0131nda 2021\u2019in ilk \u00e7eyre\u011finde kiralama i\u015flemleri bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine ve son \u00e7eyre\u011fe g\u00f6re azalma g\u00f6sterse de, \u015firketlerin ofise geri d\u00f6n\u00fc\u015f i\u00e7in haz\u0131rlad\u0131klar\u0131 yol haritalar\u0131 paralelinde y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc ve d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde kiralamalar\u0131n artmas\u0131 bekleniyor.<\/p>\n

AVM cirolar\u0131 endeksi azal\u0131\u015fta\u00a0<\/strong><\/h2>\n

AVM\u2019lerdeki kiralanabilir alanlar\u0131n metrekare ba\u015f\u0131na d\u00fc\u015fen ciro g\u00f6stergesi 2021 Nisan d\u00f6neminde bir \u00f6nceki y\u0131l\u0131n ayn\u0131 ay\u0131 ile kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda ve enflasyondan ar\u0131nd\u0131r\u0131lmadan incelendi\u011finde y\u00fczde 21,7 oran\u0131nda azalma kaydederek 273 puana geriledi. Pandemi s\u00fcrecindeki sa\u011fl\u0131k ve ekonomik \u00f6nlemlerin AVM ciro ve ziyaret\u00e7i say\u0131s\u0131 \u00fczerindeki etkisinin reel bir trendi yans\u0131tmamas\u0131 rapor kapsam\u0131nda ayr\u0131ca de\u011ferlendirildi. 2021 birinci \u00e7eyrek d\u00f6nem itibariyle, T\u00fcrkiye genelinde toplam AVM say\u0131s\u0131 447, toplam kiralanabilir alan stoku ise 13 milyon 591 bin metrekareye ula\u015ft\u0131. \u0130stanbul, toplam kiralanabilir alan stokunun yakla\u015f\u0131k y\u00fczde 37\u2019sini olu\u015fturuyor. T\u00fcrkiye genelinde, ortalama 1.000 ki\u015fi ba\u015f\u0131na d\u00fc\u015fen kiralanabilir alan ise 163 metrekaredir.<\/p>\n

E-Ticaret depolara yarad\u0131\u00a0<\/strong><\/h2>\n

Di\u011fer sekt\u00f6rlere k\u0131yasla salg\u0131n\u0131n olumsuz etkilerinin en az ya\u015fand\u0131\u011f\u0131 piyasa lojistik pazar\u0131 oldu. End\u00fcstriyel tesislerde \u00fcretimin yava\u015flamas\u0131 ve yer yer durmas\u0131na kar\u015f\u0131n, bu d\u00f6nemde e-ticaretin artmas\u0131yla \u00f6zellikle \u015fehir depo tesislerine olan talep artt\u0131. Artan taleple birlikte kiralar T\u00fcrk liras\u0131 baz\u0131nda y\u00fckselmi\u015f, dolar baz\u0131nda ise sabit kald\u0131. 2020 y\u0131l\u0131 ikinci yar\u0131s\u0131nda, 2019 y\u0131l\u0131na k\u0131yasla hemen hemen her b\u00f6lgede bo\u015fluk oranlar\u0131n\u0131n d\u00fc\u015ft\u00fc. \u00d6zellikle \u015fehir depolar\u0131na olan talebin artmas\u0131yla \u015fehir merkezine yak\u0131n olan Dudullu b\u00f6lgesi ba\u015fta olmak \u00fczere genel olarak bo\u015fluk oran\u0131ndaki azal\u0131\u015f dikkat \u00e7ekici oldu. Gelecek d\u00f6nemde salg\u0131n\u0131n etkisiyle bo\u015fluk oranlar\u0131ndaki d\u00fc\u015f\u00fc\u015flerin devam edece\u011fi ve buna paralel metrekare ba\u015f\u0131na TL baz\u0131nda kiralar\u0131n y\u00fckselece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

Otel yap\u0131 ruhsatlar\u0131 y\u00fczde 87 artt\u00a0<\/strong><\/h2>\n

K\u00fclt\u00fcr ve Turizm Bakanl\u0131\u011f\u0131\u2019ndan elde edilen verilere g\u00f6re 2020 May\u0131s ay\u0131na kadar olan s\u00fcre\u00e7te T\u00fcrkiye\u2019ye gelen toplam yabanc\u0131 ziyaret\u00e7i say\u0131s\u0131 yakla\u015f\u0131k olarak 4,6 milyon olurken, 2021 y\u0131l\u0131n\u0131n may\u0131s ay\u0131na kadar olan s\u00fcre\u00e7te \u00e7eyre\u011fi i\u00e7in bu de\u011fer 4,2 milyon oldu. Otel tesisleri i\u00e7in verilen yap\u0131 ruhsatlar\u0131 2021 ilk \u00e7eyrekte, bir \u00f6nceki y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 87, yap\u0131 kullanma izin belgeleri ise y\u00fczde 37 art\u0131\u015f g\u00f6sterdi. 2021 y\u0131l\u0131nda mart itibar\u0131yla verilen yap\u0131 ruhsat\u0131 341, yap\u0131 kullanma izin belgesi 164 adet olarak kay\u0131tlara ge\u00e7ti.<\/p>\n

\n

\n","protected":false},"excerpt":{"rendered":"

T\u00fcrkiye gayrimenkul yat\u0131r\u0131m fonu piyasas\u0131 b\u00fcy\u00fcmeye devam ediyor. Haziran 2021 sonu itibariyle portf\u00f6y y\u00f6netim \u015firketlerinin y\u00f6netiminde bulunan, ihra\u00e7 d\u00f6nemi devam eden veya ilk defa yat\u0131r\u0131m yapm\u0131\u015f olanlar dahil olmak \u00fczere toplam gayrimenkul yat\u0131r\u0131m fonu say\u0131s\u0131 60\u2019\u0131 ge\u00e7erken, bu fonlar\u0131n toplam b\u00fcy\u00fckl\u00fc\u011f\u00fc de son bir y\u0131lda y\u00fczde 45,6 artarak 9,8 milyar TL oldu. \u00a0 Re-Pie Portf\u00f6y […]<\/p>\n","protected":false},"author":1,"featured_media":36555,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ngg_post_thumbnail":0},"categories":[221],"tags":[11932],"_links":{"self":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/36554"}],"collection":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=36554"}],"version-history":[{"count":1,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/36554\/revisions"}],"predecessor-version":[{"id":36556,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/36554\/revisions\/36556"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/media\/36555"}],"wp:attachment":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=36554"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=36554"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=36554"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}