楼市风向突变！现在不卖房更待何时？

Core Viewpoint - The recent implementation of the Housing Rental Regulations signals a shift in urbanization from rapid growth to stable development, marking the end of the era of soaring real estate prices [1] Group 1: Market Dynamics - The era of rising housing prices has been officially concluded, with the rules of the stock market changing significantly; maintaining original prices is now considered fortunate [3] - The focus on "stock efficiency" indicates a need to revitalize a large number of vacant commercial buildings and old factories across the country [4] - The economic downturn has made these assets burdensome, highlighting the need for strategic asset management [5] Group 2: Regulatory Implications - Articles 5 and 7 of the new regulations are tailored to provide solutions for urban investment companies, local platforms, and banks, encouraging the transformation of non-residential buildings into rental markets while enforcing strict living standards [6] - The requirement for "regular publication of rental levels" may serve as a precursor to the introduction of a real estate tax, creating a closed loop with personal income tax deductions for rental payments [9] Group 3: Competitive Landscape - The entry of state-backed entities into the rental market will significantly impact individual landlords, as these platforms will leverage standardized renovations, unified management, and substantial financial resources [8] - The previous failures of long-term rental apartments were due to timing mismatches, but the current environment, with the disappearance of price increase expectations and the elimination of the rough "sub-landlord" model, presents a new opportunity for growth [8] Group 4: Strategic Recommendations - For property owners with multiple holdings, divesting redundant assets and retaining only essential residences is the most rational choice at this juncture [10] - Potential buyers are advised to be cautious and not rush into purchasing properties, as the rental market is maturing rapidly [11] - The previous logic of wealth accumulation through real estate has collapsed, and the survival space for individual landlords will be severely compressed with the comprehensive entry of state-backed entities [12]