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Yuvi.
$XLRE 住房通胀偏强，对上市地产一定有利吗？
美国10月CPI安排11月10日发布。住房分项的变化与上市物业当期租约有时差，地产股同时受再融资成本影响。若净经营收入增长覆盖续债加息，现金流更稳。若租金放缓而再融资利率上升，即使住房分项偏热也应降低估值预期。
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