Core Insights - Rental yields in key cities are on the rise, with annual returns generally surpassing 2%, indicating a significant shift in the rental market dynamics [1][2][4] Group 1: Rental Yield Trends - In Guangzhou, the rental yield for popular properties has notably increased, with over 50% of monitored properties exceeding a 2% yield in October, compared to only 1 property in January [1][2] - The rental yield for specific properties, such as Guangzhou Yajule Garden, has nearly doubled from 1.12%-1.32% in January to 2.04%-2.24% in October [1] Group 2: Market Dynamics - The rental price adjustment has been less severe than that of property prices, leading to improved rental yields. The average rental price decline across 100 cities was 1.80%, while the average property price fell by 3.83% [5] - The rental market is experiencing a structural shift, with demand moving from low-income renters to middle and high-income groups, as more individuals are willing to pay higher rents for quality housing [5][6] Group 3: Supply-Side Changes - The supply of rental properties is also changing, with a rise in newer, higher-quality properties available for rent, as opposed to older, less maintained units [6] - The proportion of rental transactions for properties priced at 3,500 yuan and above has increased, indicating a shift towards higher-end rental options [5] Group 4: Notable Properties - Certain "popular communities" in Guangzhou have shown particularly high rental yields, with properties like Lijiang Garden and Jinbi Garden yielding between 2.35% and 2.65% [9] - The demand for smaller units is decreasing, while larger units (60-144 square meters) are becoming more popular, reflecting a shift in tenant preferences towards more spacious and quality living environments [9]
越来越多人热衷租房,广州多楼盘租金回报率超2%
Sou Hu Cai Jing·2025-11-21 19:20