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未来5年,持有“2套”及以上房产的人会面临2大难题,征兆已显现
Sou Hu Cai Jing· 2025-08-26 20:27
其次,资产贬值的风险亦不容小觑。 《经济日报》刊文《调控打补丁,谢绝炒房客》,再一次明确了"房住不炒"的决心将坚定不移地贯彻到底。对于那些 当初仅仅是为了投资、期望通过房产获利的普通商品住宅而言,除了自住需求之外,其未来的增值空间已然微乎其微,甚至趋近于零。我们不妨举个例子: 假如在五年前,您以100万元购入一套房产,时至今日,即便房价没有下跌,依然价值100万元,但从实际购买力来看,这100万元在五年后的购买力早已不 如从前。由于货币的购买力下降,五年后您可能需要花费更多的金额才能购买到同等价值的商品。也就是说,持有多套房产的人,在不久的将来,很可能面 临资产的实际贬值。 事实上,拥有一套属于自己的房产,是许多中国人毕生追求的梦想。然而,一组组数据表明,那些真正需要房产的人,如今大多已经拥有;而对于那些尚未 购房的群体,未来也将有廉租房、共有产权房等多样化的住房选择。在更加健全和完善的住房供应体系之下,商品房的刚性需求必将大幅缩减。因此,我个 人认为,那些当初出于投资目的而购入的多套房产,在未来的五年内,将不得不面对变现困难和资产贬值的双重困境。综合各方面迹象来看,这并非杞人忧 天,而是正在显现的趋势。您对 ...
2026年的房价,已有3大信号!业内人:买房或卖房,都要做好准备
Sou Hu Cai Jing· 2025-08-24 09:55
各位朋友,虽然如今房地产市场已不复往日炙热,但对于未来房价的走向,大家依然充满关切:无房者是否应伺机而动,还是继续观望?手握房产者,现在 是否是套现离场的最后机会? 与其盲目猜测,不如拨开迷雾,洞悉市场释放的微妙信号。虽然无人能百分百预言未来,但综合各方因素,2026年房价的运行轨迹并非无迹可寻。无论您是 置业者还是房产持有者,理解以下三个关键信号,都将有助于您提前布局,做出明智决策。 因此,对于刚需购房者,若遇到地段、户型、价格都合适的房源,不必再犹豫等待。而对于投资者,则需转变思路,告别短线炒作的模式,更多地关注房产 的长期持有价值和租赁回报。 信号二:市场分化加剧,城市与地段的选择至关重要 过去房价上涨可能呈现普涨态势,无论城市或地段,房价都能水涨船高。但在未来,这种情况将越来越少见。 人口、产业和资金正加速向少数核心城市和都市圈聚集。这些区域拥有持续的就业机会,能够吸引年轻人口,住房需求坚挺,房价具备有力支撑。 相反,那些产业基础薄弱、人口持续流出的城市,房地产市场可能面临较长时间的调整期。闭着眼睛买房就能赚钱的时代已经终结。未来购房的专业性要求 更高,核心城市的核心地段抗风险能力更强,更具保值潜力。 ...
7月住宅平均租金环比下跌0.07%,同比下跌3.81%
3 6 Ke· 2025-08-11 02:12
规模排行 | | 2025年7月中国住房租赁企业 | | | --- | --- | --- | | | 开业规模榜TOP30 | | | 排名 | 品牌 | 开业规模(间) | | 万科泊寓 | | 200800 | | 2 龙湖冠寓 | OFD | 123000 | | 魔方生活服务集团 PPS ર | | 84154 | | 4 瓴寓国际 | | 80936 JE | | 5 乐乎集团 | | 80669 | | 6 -- 白坑纪集团 | | 73754 | | 7 美寓 | | 66822 | | 8 城家 | | 50662 | | 9 安居乐寓 | | 49948 | | 10 自如寓 | | 49085 | | 11 # 华润有巢 | | 42862 | | 12 招商伊敦 | | 39200 | | 13 安歆集团 | | 37747 | | 14 | 两江·知寓 | 35000 | | --- | --- | --- | | 15 | 城市家 | 34701 | | 16 朗诗寓 | | 34405 | | 17 | 安心居 | 33901 | | 18 | 乐璟生活社区 | 32271 | ...
中指研究院:7月毕业季租住需求释放 重点城市住宅平均租金环比跌幅有所收窄
智通财经网· 2025-08-10 23:48
Core Insights - The report from the China Index Academy reveals the ranking of housing rental companies in China as of July 2025, indicating a significant increase in the scale of operations for various companies in the sector [1][7]. Scale Ranking - The threshold for entering the top 30 companies in terms of operational scale has been raised to over 15,000 units, with the total number of operational units among the top 30 reaching 1.389 million, an increase of approximately 30,000 units from June [7]. - The average rental price in 50 major cities is reported at 34.93 yuan per square meter per month, reflecting a month-on-month decrease of 0.07% and a year-on-year decrease of 3.81% [1]. Management Scale - The total management scale of the top 30 housing rental companies reached 1.982 million units, an increase of about 24,000 units compared to June [9]. - The management scale has seen growth across various categories, with local state-owned enterprises, housing rental companies, and hotel companies all reporting increases [9]. Company Dynamics - New projects for affordable rental housing are being launched, including several by local platforms and large enterprises, such as JD's investment of 7 billion yuan to create nearly 5,000 comfortable apartments for young talents in Beijing [11][14]. - The report highlights ongoing collaborations between rental companies and local governments or enterprises to enhance housing supply, such as the partnership between China Resources and local governments in Jiaxing [15] [16]. Financing Trends - Several housing rental companies are progressing with financing initiatives, including Guangzhou Anju Group's plan to issue public REITs with a scale of no less than 800 million yuan [17]. - The issuance of various asset-backed securities (ABS) and REITs is noted, indicating a robust interest in financing within the rental housing sector [17]. Policy Developments - The State Council has officially announced the "Housing Rental Regulations," which aim to standardize rental activities and protect the rights of parties involved, set to take effect on September 15, 2025 [20][21]. - The regulations provide a framework for the housing rental market, emphasizing the need for a balanced approach between market-driven and government-led initiatives [20][21]. Industry Standards - The China Real Estate Association has released the "Long-term Rental Apartment Management and Operation Standards," which will be implemented starting August 1, 2025, to enhance operational quality and standardization in the industry [23].
长租市场格局有何变化
Jing Ji Ri Bao· 2025-07-27 21:57
Core Viewpoint - The newly implemented Housing Rental Regulations aim to standardize the long-term rental market in China, enhancing the quality of rental housing and addressing the diverse needs of urban residents, particularly the youth and new citizens [1][12]. Group 1: Market Changes and Trends - The long-term rental market in China is experiencing significant structural changes, with a shift towards a more diversified housing supply system to meet the needs of various demographic groups [1][5]. - The demand for rental housing is increasing, with nearly 260 million new citizens and youth expected to benefit from the planned 8.7 million rental units over five years [2][5]. - The rental market is becoming more competitive, with institutional operators gaining ground, although individual landlords still dominate the market, accounting for approximately 80% of rentals [2][6]. Group 2: Rental Demand and Supply Dynamics - The rental demand in first-tier cities is particularly strong, with a significant portion of the population, including young professionals and families, seeking rental options [3][4]. - The supply of small apartments is currently insufficient to meet the high demand, with one- and two-bedroom units in first-tier cities experiencing a demand-supply gap [3][4]. - The rental population in China has reached nearly 260 million, with first-tier cities housing around 40 million renters [3][5]. Group 3: Regulatory Impact - The introduction of the Housing Rental Regulations is expected to enhance the governance of the rental market, promoting a more stable and transparent environment for both landlords and tenants [1][12]. - The regulations encourage the use of private housing for rental purposes, aiming to improve the quality and availability of rental units [8][10]. - The government is focusing on providing affordable housing options and ensuring that the rental market can support the needs of essential workers and young talent [12][13]. Group 4: Quality and Management of Rental Housing - The quality of rental housing varies significantly, with institutional operators generally providing better services and living conditions compared to individual landlords [6][7]. - There is a growing need for professional management of dispersed rental units to address issues such as price hikes and maintenance responsibilities [9][10]. - The market is witnessing a trend towards the institutionalization of rental housing, which is expected to improve service quality and operational efficiency [10][11]. Group 5: Future Outlook - The long-term rental market is anticipated to continue evolving, with increasing participation from various stakeholders, including developers, financial institutions, and professional rental operators [6][10]. - The focus on enhancing the rental experience and meeting diverse tenant needs will drive innovation and competition within the market [7][11]. - The establishment of a collaborative governance model is essential for the sustainable development of the rental market, ensuring that it meets the demands of urban populations effectively [12][13].
房地产行业周报:上海徐汇拍出全国地王,租赁住房条例正式出台-20250727
SINOLINK SECURITIES· 2025-07-27 06:49
Investment Rating - The report indicates a positive investment outlook for the real estate sector, suggesting a potential rebound in the market due to upcoming policy support and low valuations in the sector [6]. Core Insights - The A-share real estate sector saw a weekly increase of +4.1%, ranking 7th among various sectors, while the Hong Kong real estate sector increased by +4.2%, ranking 6th [2][16]. - The average premium rate for land transactions in 300 cities was reported at 15%, with a total land area sold of 667 million square meters, reflecting a 10% week-on-week increase but a 34% year-on-year decrease [2][27]. - The newly implemented Housing Rental Regulations aim to enhance rental rights and improve the rental market by regulating rental activities and promoting equal rights for renters [5][15]. Summary by Sections Market Performance - The report highlights that 47 cities sold a total of 291 million square meters of commercial housing, with a week-on-week increase of 15% and a year-on-year increase of 2% [3][33]. - In June, new home prices decreased by 0.3% month-on-month and 3.7% year-on-year, indicating a slight expansion in the decline [3][33]. Land Transactions - The report notes that the recent land auction in Shanghai resulted in the highest floor price for residential land in the country, with a floor price of 200,257 yuan per square meter for the Xujiahui plot [4][13]. - The top five companies in terms of land acquisition amounts include China Overseas, Greentown China, Poly Developments, Jianfa Real Estate, and Binjiang Group, with respective acquisition amounts of 54.2 billion, 52.8 billion, 41.4 billion, 35.6 billion, and 34.7 billion yuan [27][30]. Rental Market Regulations - The newly established Housing Rental Regulations consist of 7 chapters and 50 articles, focusing on standardizing rental activities and enhancing the rights of renters [5][15]. - The regulations support the revitalization of old factories and commercial properties for rental purposes and establish a monitoring mechanism for rental prices [5][15]. Investment Recommendations - The report suggests focusing on real estate stocks that are well-positioned to benefit from potential policy support, particularly developers with strong positions in core first- and second-tier cities [6]. - Recommended companies include Jianfa International Group, Greentown China, and China Overseas Development, which are expected to perform well due to their ongoing land acquisition capabilities [6].
租房新规来了!住房租赁市场“好房子”标准出台,提灯定损、群租隔断等乱象将成历史
Hua Xia Shi Bao· 2025-07-24 06:34
Core Viewpoint - The introduction of the Housing Rental Regulations marks a significant step towards the legalization and standardization of China's housing rental market, aiming to protect the rights of both landlords and tenants while promoting high-quality market development [2][7]. Group 1: Regulation Overview - The Housing Rental Regulations consist of 7 chapters and 50 articles, focusing on standardizing rental activities, regulating rental enterprises, and enhancing supervision and accountability [2]. - The regulations prohibit landlords from deducting deposits without valid reasons beyond what is stipulated in the rental contract [2][5]. Group 2: Housing Standards - The final version of the regulations includes detailed requirements for rental housing, ensuring compliance with building, fire safety, gas, and interior decoration standards [3][4]. - Non-residential spaces such as kitchens, bathrooms, balconies, and garages are prohibited from being rented out for residential purposes [4]. Group 3: Deposit and Financial Management - The regulations require landlords to specify the amount and return timeline of deposits in rental contracts, along with conditions for any deductions [5]. - A regulatory account for rental funds must be established by rental enterprises engaged in subleasing, ensuring transparency in financial transactions [5][6]. Group 4: Contract Registration and Market Transparency - Landlords are required to register rental contracts with local property management departments, enhancing market transparency and data support for future policy-making [6]. - The implementation of contract registration is expected to better protect the rights of both landlords and tenants [6]. Group 5: Market Dynamics and Challenges - The housing rental market is evolving, with a growing recognition of rental as a viable living option, especially in first- and second-tier cities [7]. - The regulations may lead to the exit of non-compliant rental properties from the market, potentially increasing rental prices and reducing options for low-income groups [8]. Group 6: Supply and Policy Recommendations - There is a need for increased supply of affordable rental housing and supportive policies to address the challenges posed by the new regulations [8][9]. - The ongoing efforts to repurpose non-residential properties for rental use face challenges such as high renovation costs and regulatory hurdles [9].
《住房租赁条例》传递多重信号
Zheng Quan Ri Bao· 2025-07-23 17:18
Group 1 - The release of the "Housing Rental Regulations" marks a milestone in the housing rental sector, set to take effect on September 15, 2025, and aims to accelerate the construction of a new real estate development model [1] - The regulations are expected to expand the scale of consumption in the housing rental market, which is characterized by continuous demand and less speculative behavior compared to the housing sales market [1][2] - The regulations will support the revitalization of the existing housing market by encouraging homeowners to rent out their properties and regulating "sub-landlord" activities, thus increasing the supply of rental housing [2] Group 2 - The regulations aim to address issues in the rental market, such as "group rentals" and fraudulent practices by intermediaries, by establishing a comprehensive regulatory framework for the entire lifecycle of rental housing [3] - Specific measures include prohibiting the separate rental of non-residential spaces and requiring compliance with local government standards for living space, which will help eliminate "gray supply" in the rental market [3] - The regulations will enhance the protection of tenant rights and increase penalties for non-compliance, thereby fostering a more structured and data-driven rental governance model [3]
剑指租房市场乱象,住房租赁迎来全链条监管
21世纪经济报道· 2025-07-23 00:31
Core Viewpoint - The introduction of the "Housing Rental Regulations" marks a significant step in regulating China's housing rental market, addressing various issues and promoting high-quality development in the sector [2][6][13]. Summary by Sections Background and Importance - The housing rental market is crucial for urban residents' housing security, with increasing demand in first and second-tier cities [4][5]. - The average age of first-time homebuyers in cities like Shenzhen has risen to nearly 38 years, indicating a growing preference for renting [4]. Key Features of the Regulations - The "Housing Rental Regulations" consists of 50 articles across 7 chapters, focusing on standardizing rental activities, regulating rental enterprises, and enhancing supervision [2][6]. - The regulations specifically address issues such as "formaldehyde houses," "group rentals," and other unsafe rental conditions [2][8]. Addressing Rental Market Issues - The regulations set standards for rental properties to ensure safety and health, prohibiting the rental of non-residential spaces for living [9][10]. - Measures against false housing information are included, requiring rental companies to provide accurate and consistent property details [11]. - The regulations also aim to stabilize rental relationships by prohibiting landlords from using coercive methods to terminate contracts [12]. Comprehensive Regulation Framework - The regulations establish a complete governance framework that includes pre-approval, ongoing supervision, and post-accountability [6][13]. - They cover the entire rental process, ensuring that all stakeholders, including landlords, tenants, and rental agencies, are regulated [13]. Expected Outcomes - The implementation of these regulations is expected to significantly improve the legal framework of the housing rental market, promoting a more organized and fair rental environment [13]. - The regulations are anticipated to facilitate the development of rental enterprises and optimize the utilization of existing housing assets [13].
租赁新规出台,政策如何跟进
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-22 22:38
Core Viewpoint - The introduction of the Housing Rental Regulations marks a significant milestone in China's housing rental sector, transitioning towards a legal and standardized market, which will have profound impacts on the real estate market and related parties [1][2]. Group 1: Impact on Housing Rental Market - The regulations aim to stabilize rental relationships and promote high-quality development in the housing rental market, addressing long-standing issues such as arbitrary deposit deductions and frequent rent increases [1][2]. - The regulations establish stricter entry requirements and operational standards for rental enterprises and agencies, which will help eliminate non-compliant entities and optimize market competition [2][3]. - The implementation of the regulations is expected to enhance the status of rental housing within the housing system, guiding social resources towards the rental sector and promoting a healthier balance between rental and sales markets [2][3]. Group 2: Mechanisms and Support - A rent monitoring mechanism will be established to prevent significant fluctuations in the rental market, contributing positively to the overall stability of the real estate market [3]. - Financial institutions are encouraged to develop rental business loans and related financial products, broadening stable financing channels for operators [4]. - The regulations emphasize the need for a comprehensive credit system covering rental enterprises, agents, landlords, and tenants, promoting a trustworthy rental market environment [4][5]. Group 3: Implementation and Future Steps - The successful implementation of the regulations requires the development of detailed operational guidelines and regulations across multiple departments [3][4]. - There is a need for industry talent cultivation to support the professionalization and standardization of the rental market, with a focus on training skilled personnel [5].