GLPI Ya Ci Gaba Da Sa-Ran Fama: Kwarin Gwiwa Duk Da Damuwar Bally Game Da Ruwan Kuɗi

Yanayin gine-ginen gidajen caca a halin yanzu yana fuskantar gagarumin gwajin jaruntaka yayin da Gaming & Leisure Properties Inc. (GLPI) ke ƙoƙarin kwantar da hankalin masu zuba jari game da Bally’s Corp. A yayin wata taro da aka yi kwanan nan tare da masu sharhi na Deutsche Bank, Babban Mataimakin Shugaban Kamfanin na Dabarun Kasuwanci a GLPI, Carlo Santarelli, ya bayyana cewa kasuwa tana wuce gona da iri wajen kimanta haɗarin da ke tattare da Bally’s. Yayin da masu zuba jari suka karkata hankulansu kan matsalolin kuɗi da kuma babban aikin ci gaba a Chicago, mahukuntan GLPI sun nuna rarrabuwar ayyukansu, ci gaban samun kuɗi akai-akai, da kuma ma'auni mai ƙarfi na asusu wanda ya kasance cikin koshin lafiya duk da rashin tabbas na kasuwa kwanan nan.

Lokacin waɗannan tabbatarwa yana da matuƙar mahimmanci. Bally’s a halin yanzu tana nazarin tayin mayar da kamfanin na kashin kansa wanda zai iya canza yanayin darajar sa bashi sosai. Sai dai, Santarelli, wanda tsohon mai sharhi ne a Deutsche Bank shi kansa, ya yi imanin cewa kadarorin filaye da gine-gine na asali suna samar da kariya wadda kasuwar hannun jari ke watsi da ita a halin yanzu. GLPI tana ciniki a kan farashi mai rahusa idan aka kwatanta da matakan 2023, koda yake ribar da ake samu a kowane hannun jari ta inganta ba tare da ƙarin bashi ba. Wannan rashin daidaito ya nuna cewa martanin kasuwa na motsin rai yana iya mamaye ainihin ƙimar tsarin yarjejeniyar hayar kamfanin na triple-net lease.

Lissafi da gaskiya

Wani babban batu na tattaunawar shi ne babban wurin shakatawa na dala biliyan 1.7 da ake ginawa a halin yanzu a Chicago. Duk da cewa masu shakka suna tambayar yiwuwar irin wannan aikin a yanayin yanzu, GLPI ta kasance mai kyakkyawan fata game da damar dogon lokaci na kasuwar caca ta Chicago. A ranar 14 ga watan Satumba, ƙoƙarin ci gaba na wani aiki na dala biliyan 4 a Bronx ya sami gagarumin ƙarfafa tare da zuba jarin dala miliyan 560 daga White Hawk Capital. Wannan kwararar kuɗi tana goyan bayan ra'ayin cewa ayyukan caca masu inganci har yanzu suna iya jan hankalin tallafi mai yawa daga kamfanoni masu zaman kansu da asusun iyalai, koda lokacin da kasuwannin jama'a ke shakku.

„Bally’s tana da hanyoyi da dama da za su iya samar da kuɗi a dunkule kafin bukatar yin tunanin wani sakamako na sake tsarin kasuwanci mai tsanani." - Carlo Santarelli, Babban Mataimakin Shugaban Kamfanin a Gaming & Leisure Properties Inc.

An ƙara tattauna batun kwanciyar hankali game da ficewar CFO Mira Mircheva a ranar 4 ga watan Satumba. Yayin da wasu masu sharhi suka kalli matakin da shakku a farko, Santarelli ya bayyana cewa murabus ɗin ya kasance ne kawai saboda yanayin iyali kuma ba ya nuna wani tashin hankali a kamfanin. A Las Vegas, GLPI tana ci gaba da karɓar dala miliyan 15 a matsayin hayar shekara-shekara na filin Tropicana da ke wofi. Wannan ya zama babban misali na yadda kudin shigar REIT ke da kariya ta hanyar darajar fili da sharuddan haya maimakon ayyukan yau da kullun na mai hayar.

Me yasa hakan ke da mahimmanci ga yan wasan Jamus

Ga ku ga 'yan wasa a Jamus, lafiyar kuɗin kamfanoni na duniya kamar Bally’s na iya zama kamar damuwa mai nisa, amma tana shafar yanayin masana'antar gaba ɗaya. Kasuwar Jamus, wadda Dokar Yarjejeniya ta Jiha kan Caca 2021 (GlüStV 2021) ke gudanarwa, tana buƙatar duk masu lasisi na doka su kasance cikin jerin sunayen GGL. Lokacin da manyan 'yan wasa na duniya suka fuskanci matsalolin kuɗi, yana iya tasiri ga iyawarsu ta shiga ko ci gaba da aiki a kasuwanni masu tsauri kamar Jamus. Koyaya, ƙa'idodin Jamus suna ba da kariya wanda ya fi kowane gyare-gyaren kamfani na Amurka. 'Yan wasa a Jamus suna samun kariya ta hanyar tsauraran matakan da suka haɗa da iyakacin kuɗi na Yuro 1,000 a kowane wata wanda ake sarrafa ta tsarin LUGAS da kuma iyakacin Yuro 1 a kowane juyi akan ramummuka na kama-da-wane. Waɗannan dokokin suna tabbatar da cewa ko da kamfani na iyaye a Amurka ya fuskanci batutuwan kuɗi, ayyuka da kuɗaɗen 'yan wasa a cikin muhalli na Jamus da aka tsara sun kasance amintattu a ƙarƙashin kulawar GGL. Rarraba asusun 'yan wasa da kuɗaɗen aikin kamfanoni shine ginshiƙin dokar caca ta Jamus, wanda ke samar da matakin tsaron mabukaci wanda ba koyaushe yake kasancewa a wuraren da ba a tsara su ba.

Abin da yake nufi ga gidajen caca masu lasisin GGL

Gidajen caca masu lasisi a Jamus na iya ganin halin GLPI-Bally a matsayin tunatarwa game da kwanciyar hankali da tsarin tsari na Jamus ke bayarwa. Duk da yake REITs na Amurka suna mu'amala da haɗarin ci gaba na biliyoyin daloli, kasuwar Jamus tana jaddada haɓaka mai dorewa da tsananin kare mabukaci. Ƙarfin fayil ɗin gidajen zama na GLPI yana ba da shawarar cewa masana'antar caca ta kasance wata hanya mai ban sha'awa ga masu saka hannun jari na dogon lokaci, muddin yanayin tsari na asali yana da kwanciyar hankali kuma a bayyane. Ga sashen da aka tsara ta GGL, wannan yana nufin ci gaba da sha'awar cibiyoyi a cikin kamfanoni waɗanda za su iya tabbatar da bin ka'idodi da kuma lafiyar kuɗi a cikin iyakokin doka na Jamus.