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Student Number 954308004
Author Chien-Cheng Ko(柯建成)
Author's Email Address No Public.
Statistics This thesis had been viewed 2683 times. Download 1728 times.
Department Executive Master of Finance Management
Year 2007
Semester 2
Degree Master
Type of Document Master's Thesis
Language zh-TW.Big5 Chinese
Title A research study on developmental real estate trust --
a case study on Taipei MRT Songshan line Songjiang-Nanjing Station Joint Development Base No. 10.
Date of Defense 2008-06-11
Page Count 141
Keyword
  • joint development of land
  • real estate trust
  • the joint structure of MRT
  • Abstract The purpose of this study is to investigate how the real estate trusts can assist in the completion of Taipei MRT in the joint development of the construction proceeds smoothly to completion, based on the agreements and contracts to distribute assets, security trust parties’ rights, analysis and research on the real estate trust involved in the process of the laws and regulations, implementation and effectiveness.
       Surrounding the MRT, buildings and population are more intensive, the land is hard to get to built MRT constructions. At the same time, the government's finance also not fully meets today's growing urban plans. Therefore, public-private partnerships, public sector units with the introduction of private sector to participate in relevant plans and construction, become an inevitable trend.
       This essay is divided into six chapters. The first chapter will be the elaboration of the background and motivation, the research scope and its limitation, and the methodology. The second chapter will be introduction of relevant laws and literature review. The third chapter will be real estate trust and trust-engineering overview of practice. The forth chapter will be case analysis. The fifth chapter will be case contrast with other real estate trusts. And the last chapter will be conclusions and recommendations.
       In this case, the base is located at the one of important densely populated CBD in Taipei. In order to participate in the Taipei government’s transportation projects, developers negotiated with several landowners and the cooperation construction company, then signed the joint development land contract and investment contract with Taipei government to build a structure with MRT system through the real estate trust mechanism. The projects not only benefit the people who take MRT to anywhere, but also create the investment value of land.
       The purpose of joint development MRT land is developing from easing the burden of people’s property rights to effectively using land resources. Through the nature of the trust property and trust institutions, the trust mechanism could advantage to lower transaction risks and higher assets’ value. Therefore, the joint development MRT land trust mechanism seems must be applied to develop MRT assets’ operating. In addition, if the government’s policies could refer to this mechanism to push private sector participates in public constructions actively; it would be looking forward to execute contracts smoothly in many BOT cases in the future.
    Table of Content 中文摘要 ………………………………………………………………………………   i
    英文摘要 ………………………………………………………………………………  ii
    誌謝   ………………………………………………………………………………  iii
    目錄   ………………………………………………………………………………  iv
    圖目錄  ………………………………………………………………………………  vi
    表目錄  ………………………………………………………………………………  vii
    一、   緒論…………………………………………………………………………   1
     1-1 研究動機與目的……………………………………………………………   1
     1-2 研究範圍……………………………………………………………………   2
     1-3 研究方法……………………………………………………………………   3
     1-4 研究限制……………………………………………………………………   4
     1-5 研究流程……………………………………………………………………   4
    二、   相關法令之介紹與文獻探討………………………………………………   6
      2-1 不動產信託之基本概念……………………………………………………   6
     2-2 開發型不動產信託的功能與好處…………………………………………   8
     2-3 捷運土地聯合開發之法令依據……………………………………………  13
     2-4 本文個案辦理依據…………………………………………………………  18
     2-5 都市更新與聯合開發法規實務運作………………………………………  19
    三、   不動產信託概況與實務……………………………………………………  27
      3-1 土地聯合開發規劃時程……………………………………………………  27
     3-2 不動產信託搭配融資的問題………………………………………………  32
     3-3 捷運土地開發融資協助機制………………………………………………  34
     3-4 土地所有權人相關問題……………………………………………………  39
     3-5 不動產信託登記與信託財產返還…………………………………………  41
     3-6 開發型不動產信託稅負……………………………………………………  43
    四、   個案分析……………………………………………………………………  45
     4-1 開發計畫概要與現況介紹…………………………………………………  45
     4-2 土地權利概述………………………………………………………………  53
     4-3 財務計畫……………………………………………………………………  55
     4-4 本案之信託流程……………………………………………………………  56
     4-5 本聯合開發案辦理流程……………………………………………………  63
     4-6 大眾捷運系統相關設施銜接計畫與點交作業流程………………………  65
     4-7 本案開發效益………………………………………………………………  67
    五、   本文個案與其他不動產信託之比較………………………………………  68
      5-1 BOT 聯合開發案..............................................  68
      5-2 一般建商與地主合建案……………………………………………………  71
     5-3 捷運土地開發信託走融資協助之運用……………………………………  74
     5-4 本文不動產信託架構之比較………………………………………………  78
      5-5 其他不動產信託之應用……………………………………………………  80
    六、   結論與建議…………………………………………………………………  85
      6-1 結論…………………………………………………………………………  85
      6-2 建議…………………………………………………………………………  85
      6-3 後續研究……………………………………………………………………  86
    參考文獻 ………………………………………………………………………………  87
    附錄一  大眾捷運系統土地聯合開發辦法…………………………………………  88
    附錄二  台北市政府甄選台北都會區大眾捷運系統土地開發投資人須知………   95  
    附錄三  大眾捷運系統土地聯合開發契約書………………………………………  105
    附錄四  臺北都會區大眾捷運系統土地開發投資申請案件審查及評選作業要點 113 
    附錄五  信託契約書…………………………………………………………………  116
    附錄六  臺北都會區大眾捷運系統土地開發投資契約書…………………………  121
    附錄七  臺北都會區大眾捷運系統土地聯合開發計畫融資協助契約……………  133
    附錄八  臺北都會區大眾捷運系統開發所需土地協議價購協議書………………  137
    附錄九  註腳說明……………………………………………………………………  139
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    〔18〕台北市民e點通線上申辦服務系統,http://www.eservice.mytaipei.tw
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    Advisor
  • Chuang-Chang Chang(張傳章)
  • Files
  • 954308004.pdf
  • approve in 2 years
    Date of Submission 2008-06-24

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