보유세 변화가 주택 자산가치에 주는 할인율 효과

보유세 상승은 부동산의 보유비용을 늘려 순현재가치(NPV)를 하락시킨다. 이는 투자자 요구수익률(할인율) 상승으로 이어져 자산가치 평가(시가·거래가)에 다운사이드 압력을 준다. 숫자 예시(10억→140만→338만)를 통해 기대수익률·가격 민감도를 계산한다.

출처

[[260318_pop_부동산_급등일보_-_청약갭투자정책_받_비교_현재_보유세_vs_개정안_10_4392d7]] (원본 노트)

관련 노트

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[[260318_참조_260318_pop_와이바이오]] -- 바이오주 동시 분석
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[[popular-posts-2026-03-16-0030]]
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[[260313_기업의_자금조달이_쉬워진_구조적_변화]]
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[[260319_연금개혁_추진계획의_정책_수단과_한계]]
[[260319_한투증권]]
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[[260318_PCB_제조업체의_밸류에이션_프리미엄_가능성]]
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[[260319_상위권_교체와_규제정책_반응_가능성]]
[[260318_pop_증권사_리포트_모음_투자_3월_FTSE_정기변경_-_KOSDAQ_Effe_4a86a6]]
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[[260313_pop_서울경제_국제뉴스_이익_남기지_마가스값_2배_오르자_EU_초강수_꺼냈다_]]
[[260321_DD_Geopolitics_-_중동에너지_지정학_Trump_says_he_is_considering_wind]]
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[[260316_pop_COINNESS_코인니스_뉴스피드_계층_이동_가능_유일한_사다리_국내_투_c3d27f]]
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[[260323_미이란_갈등의_지정학적_확산_가능성_평가]]
[[popular-posts-2026-03-16-1229]]
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[[260318_pop_한화투자_기계방산조선배성조_이집트_한국과_214급_잠수함_국산화_사업_협_b1f436]]
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[[260224_개인기관외국인_매수매도_패턴전일]]
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[[260321_Python_생태계_내_Astral의_포지셔닝_변화]]
[[260319_브리지유동성_분야_경쟁구도와_포지셔닝]]
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[[260319_정유운송화학_산업별_영향_분해]]
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[[260319_NFT_잔여물량베스팅_일정이_가치평가에_미치는_영향]]
[[popular-posts-2026-03-19-0015]]
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[[260317_하나증권_c3c3a8]]
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[[260220_규제강화_가능성과_감독체계_재검토]]
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[[260321_pop_DD_Geopolitics_-_중동에너지_지정학_Meanwhile_inf_f2ac38]]
[[260323_pop_COINNESS_코인니스_뉴스피드_국내_투자자_375_최근_BTC_반등은_08a5f0]]
[[260312_pop_키움_해외선물_톡톡_제목_日_닛케이_154_하락한_5417715_오전_장]]
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[[260411_contradiction_260411_technical_브리핑]]
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