Koncepcja EU REIT - przesłanki jednolitego modelu Real Estate Investment Trust w Europie

• Autorzy: Renata Papież

Warianty tytułu

The Cincept of EU-REIT - the Analysis of the Real Estate Investment Trust Development Determinants

• Języki publikacji: PL

Abstrakty

Celem niniejszego opracowania jest identyfikacja podstawowych zasad jednolitego, europejskiego reżimu REIT, dla którego wzorcem - według autorki - powinien być reżim holenderski. (fragment tekstu)

EN

This paper presents the main idea, the construction and law regulations connected with the Real Estate Iuvestment Trust - REIT - an investment vehicle organized often in a form of joint-stock, offering the possibility of indirect investment on the real estate market, even for investors with small amounts of capital. The first REITs were established in USA in 1960's but they become very popular at the beginning of the XXI century. In each of the UE member states different law regulations are applied to RElT, thus cross-border investments are hampered. In order to improve the situation, the concept of the single law regime - the EU-RElT is prepared. However, the main obstacle in this process of law unification is connected with the differences in tax regulations in member states. (original abstract)

Słowa kluczowe

PL

Inwestycje w nieruchomości; Rynek nieruchomości; Inwestycje pośrednie; Fundusz nieruchomości typu REIT

EN

Investments in real estate; Real estate market; Indirect investments; Real Estate Investment Trust (REIT)

• Czasopismo: Studia Ekonomiczne / Uniwersytet Ekonomiczny w Katowicach
• Rocznik: 2010
• Numer: nr 71 System bankowy i rynki finansowe w warunkach globalnego kryzysu finansowego
• Strony: 251--265

Twórcy

autor

Renata Papież

Bibliografia

• CMS: REITs: A comparative approach throughout Europe.
• Delcourt F., Lam R: Pan-European real estate fund. Deloitte 2009.
• Eichholtz P., Kok N.: The EU REIT and the Internal Market for Real Estate. A research report for the European Landowners' Organization, the European Property Federation, the Royal Institution of Chartered Surwyors, The European Group of Valuers' Associations, and the Urban Land Institute Europe, Maastricht University 2007.
• Graff R.A.: Economic Analysis Suggests that REIT Investment Characteristics are Not as Advertised. "Journal of Real Estate Portfolio Management", 2001, Vol. 7, No. 2.
• PriceWatershouseCoopers: Worldwide Real Estate Investment Trust (REIT) Regimes. Country summaries.
• REITs and cross-border pro perty investment. Opening up the International Market for Real Estate and promoting market safety and security. Proposal to the European Commission. ELO - European Landowners' Organization, EPF - European Property Federation, RICS - Royal Institution of Chartered Surveyors, TEGoVA - The European Group of Valuers' Association, 7 April 2009.