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[데스크 칼럼] 너무 쉬운 한국 투자자들

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content="summary_large_image"> <meta name="twitter:title" content="[데스크 칼럼] 너무 쉬운 한국 투자자들"> <meta name="twitter:site" content="네이버 뉴스"> <meta name="twitter:creator" content="한국경제"> <meta name="twitter:image" content="https://imgnews.pstatic.net/image/015/2024/04/22/0004975375_001_20240422004401035.jpg?type&#x3D;w800"> <meta name="twitter:description" content="“추가 진전이 부족하다. 새로운 불확실성이 도입됐다.” 제롬 파월 미국 중앙은행(Fed) 의장이 지난 16일 석 달 연속 뜨겁게 나온 소비자물가지수(CPI)에 대해 한 말이다. 1, 2월 CPI가 높게 나왔을 때만 "> <meta name="napp-site-analysis" content="gdid=88000107_000000000000000004975375,service=news,collection=news,section=110"> <title>[데스크 칼럼] 너무 쉬운 한국 투자자들</title> <link rel="stylesheet" href="https://static-nnews.pstatic.net/css/min/20241121a/news.css"> <link rel="shortcut icon" type="image/x-icon" href="https://ssl.pstatic.net/static.news/image/news/m/2023/08/21/favicon.ico" /> <link rel="apple-touch-icon-precomposed" 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id="contents" class="newsct_body"> <div id="newsct_article" class="newsct_article _article_body"> <article id="dic_area" class="go_trans _article_content"> <strong class="media_end_summary">김현석 글로벌마켓부장</strong><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP is_small"> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/015/2024/04/22/0004975375_001_20240422004401035.jpg?type&#x3D;w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span>“추가 진전이 부족하다. 새로운 불확실성이 도입됐다.” 제롬 파월 미국 중앙은행(Fed) 의장이 지난 16일 석 달 연속 뜨겁게 나온 소비자물가지수(CPI)에 대해 한 말이다. 1, 2월 CPI가 높게 나왔을 때만 해도 “일시적 장애물(bumps in the road)일 수 있다”고 했던 그가 돌아선 것. 월가는 이제 기준금리가 오는 9월에나 인하될 것으로 예상한다. 11월 치러지는 미국 대선을 감안하면 그 뒤로 미뤄질 것이란 관측도 힘을 얻고 있다.<div style="margin:20px 0; padding:13px 0 14px; border-top:2px solid #c3c3c3; border-bottom:1px solid #e5e5e5; font-weight:bold; font-size:1.1em"><span style="color:#436f91"> 고금리 장기화…CRE 손실 비상</span></div>고금리가 장기화(higher for longer)되면 높은 금리로 어려움을 겪어온 부문에선 고통이 심화될 수 있다. 대표적인 게 부동산 시장이다. 반등 조짐을 보이던 미국 주택 시장엔 다시 냉기가 돌고 있다. 연 6%대로 하락했던 모기지 금리가 연 7%대로 반등하자 3월 기존주택 매매 건수는 한 달 전보다 4.3% 줄었다. 2022년 11월 이후 가장 큰 하락 폭이다.<br><br>위기를 겪어온 상업용 부동산(CRE)에선 투자자 손실이 커지고 있다. 신용평가사 S&P 글로벌 레이팅스는 최근 “CRE 시장의 스트레스로 인해 자산 품질과 성과가 저하될 수 있다”며 미국 5개 은행에 대한 신용등급 전망을 낮췄다. PNC은행은 지난주 실적 발표에서 “일부 사무실 빌딩 가치가 30, 40%나 그 이상 떨어졌다”고 밝혔다.<br><br>2010년 이후 미국 상업용 부동산에 많은 돈을 집어넣은 한국 투자자들의 손실도 커지고 있다. 이미 뉴욕에서만 ‘20 타임스스퀘어’, ‘1551 브로드웨이’ 등 수십여 개 빌딩 투자에서 피해가 발생했다. 중순위로 불리는 메자닌 위주로 투자한 게 상처를 더 깊게 만든다. 2010년대 중반 저금리 국면에서 수익률을 높이려는 것이었다. 하지만 빌딩 가치가 하락하거나 임대료가 제대로 나오지 않으면 선순위 투자에 앞서 상각될 수 있다.<br><br>메자닌 투자자는 위기 때 지분으로 바꾸고 선순위 대출자를 설득해 기존 빌딩주(차주)를 몰아냄으로써 빌딩을 차지할 수 있다. 하지만 현지를 잘 모르는 한국 투자자들은 직접 부동산을 관리해 빌딩 가치를 높일 능력이 없다. 리노베이션 등을 위한 추가 출자도 필요하지만, 신규 자금을 넣을 만한 매력이 있는지 판단 능력도 떨어진다. 뉴욕의 업계 관계자는 “여러 부동산에 투자한 투자자는 어떤 빌딩을 포기하고 어느 건물은 추가 출자해서 살릴지 결정해야 하는데, 대부분 그런 판단조차 못 한다”고 지적했다.<div style="margin:20px 0; padding:13px 0 14px; border-top:2px solid #c3c3c3; border-bottom:1px solid #e5e5e5; font-weight:bold; font-size:1.1em"><span style="color:#436f91"> 한국 돈은 눈먼 돈</span></div>이는 많은 투자가 펀드 위주로 이뤄진 탓도 있다. 손실이 큰 상황에서 추가 투자를 받기 어려워서다. 운용사 경영진이나 펀드매니저가 바뀌어 무관심 속에 방치되기도 한다. 조금씩 가치를 상각하다 결국 감정평가 시점이 돌아와 가치가 0이 되는 시점만 기다린다는 말까지 들린다.<br><br>뉴욕 부동산업계는 한국 투자자를 노골적으로 무시하고 있다. 차주와 선순위 대출자가 합의해 감정평가를 통해 건물 가치를 낮춤으로써 한국 투자자의 메자닌 채권을 강제 상각시키려는 일도 있다. 뉴욕의 부동산 개발자가 어떤 사람인가. 도널드 트럼프 전 대통령을 떠올리면 된다. 관리 능력이나 의지가 없는 한국의 투자 자금은 그들에게는 ‘눈먼 돈’일 뿐이다. </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">뉴욕&#x3D;김현석 특파원 realist@hankyung.com</span> </p> </div> <div class="newsct_journalist"> <div class="newsct_journalist_inner"> <h4 class="blind">기자 프로필</h4> <div class="media_journalistcard _JOURNALIST_CARD _MORE_WRAP"> <div id="JOURNALIST_CARD_LIST" class="media_journalistcard_inner"> <div class="media_journalistcard_item _SUBSCRIBE_ELE" data-subscribe-type="JOURNALIST" data-current-subscribe="true"> <div class="media_journalistcard_item_inner"> <div class="media_journalistcard_intro"> <div class="media_journalistcard_summary"> <span class="media_journalistcard_summary_press _LAZY_LOADING_WRAP" data-show-type="block"> <img data-src="https://mimgnews.pstatic.net/image/upload/office_logo/015/2020/09/15/logo_015_6_20200915190950.png" height="24" alt="한국경제" 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class="subscribe_dimmed is_hidden" style="display:none;"> <div class="subscribe_alert"> <p class="subscribe_alert_p _message _MY_FFED_CANCEL_MODAL_MESSAGE"> </p> <div class="subscribe_alert_btns"> <a href="#" class="subscribe_alert_btn _CANCEL_YES_BTN _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">예</a> <a href="#" class="subscribe_alert_btn _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">아니오</a> </div> </div> </div> <script type="x-tmpl-mustache" class="_MY_FEED_CANCEL_MODAL_TEMPLATE"> {{#series}} <span class="subscribe_alert_p_ellipsis">{{value}}</span><br>연재 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc">해당 연재는 <em>구독</em>에서 제외됩니다.</span> {{/series}} {{#journalist}} {{value}} 기자의 기사<br> 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc"><em>구독</em>에서 해당 기자의 기사가 제외됩니다.</span> {{/journalist}} </script> <div id="_MODAL_LAYER_FOR_NOTIFICATION" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_ALL" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_OS" class="modal is_hidden"></div> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION"> <div class="m_dimmed"></div> <div class="m_notification is_single"> <strong class="mn_ok">구독완료</strong> {{#officeInfos}} <div class="mn_text"> <h4 class="mn_h">{{officeName}} 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <p class="mn_p">언론사의 주요 콘텐츠를 <br> 네이버에서 빠르게 확인할 수 있습니다.</p> </div> {{/officeInfos}} <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE" data-clk="{{nclk}}yes">알림받기</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_ALL"> <div class="m_dimmed"></div> <div class="m_notification"> <strong class="mn_ok">구독완료</strong> <div class="mn_text"> <h4 class="mn_h">언론사의 주요 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <ul class="mn_list"> {{#officeInfos}} <li class="mn_item"> <div class="mn_head"> <div class="mn_img"> <img src="{{logo}}" alt="" onerror="this.outerHTML='<span class=&quot;no_image&quot;></span>'"> </div> <div class="mn_name">{{officeName}}</div> </div> <div class="mn_body"> <button type="button" class="mn_noti _ALL_OFFICES_NOTIFICATION_ITEM" data-oid="{{officeId}}" data-clk-add="notchnon" data-clk-remove="notchnoff">알림받기 사용함</button> </div> </li> {{/officeInfos}} </ul> </div> <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE _CHANNEL_BANNER_ITEM_NOTICE_COMPLETE" data-clk="{{nclk}}yes">완료</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_OS"> <div class="m_dimmed"></div> <div class="napp_notify_notice"> <div class="napp_notify_info_area"> <strong class="napp_notify_title">네이버 앱 푸시알림이 꺼져있어요.</strong> <div class="napp_notify_desc_box"> <p class="napp_notify_desc1">네이버 앱 알림켜기 &gt; 알림탭 &gt; 알림허용</p> <p class="napp_notify_desc2">버튼을 눌러 앱 알림 설정을 켜주세요.</p> </div> </div> <div class="napp_notify_button_area"> <button type="button" class="napp_notify_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}.osnotoff">닫기</button> <button type="button" class="napp_notify_btn highlight _MODAL_LAYER_POSITIVE _NAPP_NOTIFY_COMPLETE" data-clk="{{nclk}}.osnoton">네이버 앱 알림 켜기</button> </div> </div> </div> </script> <div id="_MODAL_COMMENT_FOLLOW_TUTORIAL" style="display: none;"></div> <script type="x-tmpl-mustache" class="_MODAL_COMMENT_FOLLOW_TUTORIAL_TEMPLATE"> <div class="comment_follow_tutorial" role="dialog" aria-modal="true"> <div class="comment_follow_tutorial_layer"> <div class="comment_follow_tutorial_layer_dimmed"></div> <div class="comment_follow_tutorial_layer_container"> <div class="comment_follow_tutorial_layer_content"> <div class="comment_follow_tutorial_layer_item"> <p class="{{className}}">{{text}}</p> <i class="comment_follow_tutorial_layer_closeicon"></i> <button type="button" class="comment_follow_tutorial_layer_close _MODAL_COMMENT_FOLLOW_TUTORIAL_CLOSE" data-clk="{{nclkPrefix}}tutclose">닫기</button> </div> </div> </div> </div> </div> </script> <div id="_TICKER_LAYER_FOR_NOTIFICATION" class="ticker" style="display: none;"></div> <script type="x-tmpl-mustache" class="_TICKER_LAYER_TEMPLATE_FOR_NOTIFICATION"> {{#officeInfos}} <p class="t_inner"><em class="t_point">{{officeName}}</em> 언론사 알림이 설정되었습니다.</p> {{/officeInfos}} </script> <script src="https://static-nnews.pstatic.net/js/min/20241128a/library.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script src="https://static-nnews.pstatic.net/js/min/20241128a/read.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script> window.ntm = window.ntm || []; var ntmOption = {}; if (ntmOption) { var section = {"id":"110","name":"오피니언"}; var redirectSection = {"id":"110","name":"오피니언"}; ntmOption["channelId"] = article.officeId; // 기타 또는 주요 섹션 이름 var nilSendSectionName = "기타"; var nilSendSectionId = ""; if (/100|101|102|103|104|105|106|107/.test(section.id)) { nilSendSectionName = section.name; nilSendSectionId = section.id; } // 기사 타입 var htArticleTypeName = { "0": "text", "1": "photo", "2": "tv" }; var articleTypeName = htArticleTypeName[article.type] || ""; ntmOption["hitType"] = "cv"; ntmOption["eventCategory"] = "post_view"; ntmOption["uri"] = "http://news.naver.com/main/read.nhn?oid=015&aid=0004975375"; ntmOption["gdid"] = article.gdid; ntmOption["dimension1"] = encodeURIComponent(nilSendSectionName); ntmOption["dimension4"] = articleTypeName; ntmOption["optional2"] = nilSendSectionId; var journalistIdList = []; // 기자 목록 $("._JOURNALIST_CARD ._JOURNALIST_ID").each(function (index, object) { var $this = $(object); var journalistId = 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"event"; ntmLeaveOption["eventCategory"] = "action"; ntmLeaveOption["eventAction"] = "leave"; if (/\/article\/comment\//.test(location.href) == false && $("#contents").length > 0) { if (window.addEventListener) { window.addEventListener("load", function () { ntm.push({ event: "nilSend", ni: ntmOption }); }, false); window.addEventListener("onpagehide" in window ? 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"pageshow" : "load"; $(window).on(eventType, function() { window.ntm = window.ntm || []; var pageviewInfo = { event: "nLogPageViewService", nlogEvt: { page_layout: layoutName } }; pageviewInfo.nLogPageviewSti = "news"; pageviewInfo.nLogPageviewGdid = "88000107_000000000000000004975375"; window.ntm.push(pageviewInfo); // ma 로그 전송 var data = { "service": "news", "baseInfo": { "category": (/\/article\/comment\//.test(location.href) == true) ? "댓글" : "본문" }, "extraInfo": { "articleId": article.articleId, "sectionId": article.sectionId, "officeId": article.officeId, "articleType": article.type } }; if (typeof ma !== "undefined") { ma.init({ api: "https://ma.news.naver.com/l", data: data, contentBodyEl: document.querySelector("._article_content"), contentBodyVideoWrapperSelector: "._VIDEO_AREA" }); } if (window.matchMedia("(prefers-color-scheme)").media === "not all") { $("html").removeClass("DARK_THEME"); } }); </script> </body> </html>

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