부동산 시장 구조와 투자수요 변화

보유세 인상은 개인·기관의 투자전략(갭투자·단기차익·임대사업) 재조정으로 이어진다. 수도권·비수도권·신도시별로 영향이 상이하고, 중개업·임대관리·리모델링 관련 서비스 산업의 수요 패턴도 변한다. 산업 내 수혜·피해 업종을 분류한다.

출처

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

관련 노트

[[260319_한화투자배성조_사업기회와_기업별_역할]]
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[[260319_정치지정학_리스크가_아닌_수요_요인_의심]]
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[[260318_키움증권]]
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[[260318_pop_52da6b_ref]]
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[[260319_다올투자증권]]
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[[260323_BTC]]
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