全周期资产管理闭环
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2025年9月亚洲(中国)长租公寓发展报告
3 6 Ke· 2025-10-31 03:35
Global Apartment Market Dynamics - In September, the global rental market operated steadily, with rental prices in Europe and Asia-Pacific generally increasing compared to the previous month [2] - In the US, San Francisco's rental market thrived due to an influx of AI tech talent, with the median rent for a one-bedroom apartment reaching approximately $3,100, a 12% increase year-over-year, the highest among major US cities [2] - In the UK, rental yields in England and Wales remained strong, with the average yield rising by 0.3% to 7.5% year-over-year, indicating a stable development phase in the industry [3] - In France, nearly one-third of rental listings exceeded legal rent caps, with Paris showing an average rent overage of €237 per month [4] Asia-Pacific Rental Market Dynamics - In Australia, Sydney's median weekly rent for apartments rose to AUD 750, a 4.9% increase year-over-year, while the vacancy rate dropped to 0.9% [6] - In Singapore, overall private residential rents increased by 3% year-over-year, with the Core Central Region seeing a 0.8% rise in September [7] - In South Korea, Seoul's rental supply-demand index reached 154.2, the highest since October 2021, driven by a decrease in rental listings due to tightening loan policies [8] China Rental Market Dynamics - In September, the rental median for the top 10 cities in China was CNY 1,800 per month, with a month-over-month decline of 2.7% [11] - The city with the highest month-over-month increase was Rikaze, with a rise of 28.21%, while Shenzhen experienced the largest decline at 11.68% [11][12] Rental Enterprise Opening Dynamics - Several new rental projects opened in September, including "Yujianjia" in Jinan, which features 220 apartments [13] - The "Fangyu" project in Shanghai opened with 810 planned units, targeting female tenants with customized living spaces [13] - "Longhu Guanyu" in Hangzhou and "Xiantou Yayu" in Chengdu also opened, enhancing the rental supply in their respective regions [14][15] Rental Housing Allocation Dynamics - Various cities continued to open applications for affordable rental housing, including 691 units in Shenzhen and 3,641 public rental units in Tianjin [26][27] - Long-term rental housing projects are being developed to meet diverse housing needs, with significant allocations in cities like Kunming and Changchun [24][28] ABN Index Analysis - The search index for apartment brands remained stable, with top searches focused on new openings and brand dynamics, such as the launch of new stores by Huazun and Fangyu [39] - The media index highlighted significant coverage for brands like Ascott and Vanke, reflecting their strategic developments and new project launches [39]