Real Estate Market Shuffle

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5年后,这3类房子或将一文不值,内行人已悄悄出手,很多人还不懂
Sou Hu Cai Jing· 2025-04-16 02:56
Group 1 - The core viewpoint of the article highlights that certain types of real estate are becoming "abandoned" assets in the market, and buyers must be cautious in their selections as the market undergoes significant changes [1][3]. - The real estate market is experiencing a reshuffle, driven by three main factors: a reversal in supply-demand dynamics, the end of speculative buying, and changing purchasing preferences among younger buyers [3][5][8]. Group 2 - The reversal in supply-demand dynamics is evident as urbanization rates slow down, with the average housing area per urban resident reaching 41 square meters and an average of 1.5 homes per household, indicating an oversupply of housing [3][6]. - The end of the speculative buying trend is reinforced by government policies emphasizing "housing for living, not for speculation," which has increased the cost of holding properties and made speculative profits unsustainable [6][10]. - Young buyers, particularly those born in the 1990s, are shifting their focus from asset appreciation to convenience in commuting, leading to a decline in interest in certain properties despite lower prices [10][8]. Group 3 - Properties in suburban areas are facing challenges due to oversupply, lack of job opportunities, and inadequate infrastructure, leading to significant price drops, such as a 125 square meter unit selling for only 250,000 yuan [11][13]. - Coastal properties, once highly sought after, are now struggling with issues like lack of infrastructure, seasonal occupancy rates dropping from 70% in summer to 8% in winter, and high maintenance costs, with prices plummeting from 8,500 yuan per square meter to 3,800 yuan [16][18][19]. - High-rise buildings are encountering structural issues, including safety concerns due to inadequate fire rescue capabilities, high living costs with maintenance fees reaching three times that of regular housing, and complications in demolition and renovation processes [22][25][26]. Group 4 - To adapt to these market changes, buyers are advised to optimize asset allocation by shifting investments from lower-tier cities to first-tier cities to mitigate depreciation risks and capitalize on potential appreciation [29]. - Diversifying investments and reducing real estate holdings to below 40% of total assets is recommended, with remaining funds allocated to other investment vehicles like government bonds or gold ETFs to hedge against market volatility [29][30].