Core Insights - The "Galaxy Plan" by Beike has been implemented in 72 cities across China, empowering over 33,000 industry practitioners as of September this year [1][3] - The Beike Shenzhen station has participants with a total follower count exceeding 3 million [1] Group 1: Industry Trends - The real estate sector is experiencing accelerated online transformation due to changes in consumer information acquisition methods in the mobile internet era [3] - Beike's "Galaxy Plan" focuses on building a matrix of real estate influencers in collaboration with platforms like Tencent and Xiaohongshu, providing comprehensive support for practitioners [3] Group 2: Future Directions - The future of real estate new media is expected to exhibit three major trends: "content specialization," where users are willing to pay for authentic cases and professional interpretations; "service integration," which requires a seamless connection between content, conversion, and service; and "ecosystem co-construction," where platforms, influencers, and users coexist to lead the industry [3] - The president of the Shenzhen Real Estate Brokerage Association emphasized the importance of long-term commitment among agents, advocating for compliance to build trust and professionalism for future success [3] Group 3: Value Proposition - Beike's new media head highlighted that while traffic can be allocated through algorithms, user decisions ultimately rely on trust in people [3] - The company aims to help practitioners overcome "traffic anxiety" by shifting focus to "value cultivation," leveraging professional content and quality service to capture market share [3]

深圳楼市受新政提振的热情持续，多家地产中介门店咨询、带客、成交量持续上涨。第一财经记者近日 走访深圳多家中介门店了解到，部分中介门店新政后成交量较8月同期上涨了100%，同时成交周期明显 缩短，部分楼盘成交价出现了上涨。业内认为，随着传统交易旺季的到来，叠加新政效应，今年"金九 银十"成交量较此前月均数据的涨幅，或将达到50%。更现场、更财经，一探究竟！ ...

智通财经APP获悉，美联储最新议息会议公布减息0.25%，联邦基金利率降至4%至4.25%之间。中原地 产亚太区副主席兼住宅部总裁陈永杰表示，近月香港一二手物业成交逐渐回暖，加上施政报告及减息两 大利好消息，料第四季一二手成交量将按季升30%，全年楼价及租金预测升5%。 昨日施政报告放宽新资本投资计划、增加非本地生学额、加快土地供应等都对物业市场长远有帮助。而 美联储减息，对香港楼市具即时影响，业主供楼成本即时减轻。陈永杰指，减息令企业融资成本降低， 对经济复苏有帮助。除供平过租触发租客转租为买外，减息亦令定存吸引力大大降低，相信将吸引资金 流入物业市场，买楼收租个案将增加。 此次美联储宣布降息，香港主要银行减按揭利率0.125%，最优惠利率下调至3.375%。另外官员预测， 今年余下的两次议息会议会再减0.5%。 陈永杰表示，昨日施政报告有利楼市措施，今日减息，楼市迎来双重刺激，第四季物业成交量有望按季 升30%。近月香港物业受惠于港股造好，成交明显回升，一手成交已连续两月破2000宗，中原地产9月 份促成的二手宗数较上月同期升25%。 ...

Core Viewpoint - The overall property registration in Hong Kong has increased in September, indicating a potential recovery in the real estate market driven by favorable economic conditions and expectations of interest rate cuts by the Federal Reserve [1] Property Registration Summary - As of September 15, a total of 3,512 property registrations were recorded, representing a 6.3% increase from 3,304 registrations in the same period last month [1] - The projected total for September could exceed 7,000 registrations based on current trends [1] - The registration activity in September primarily reflects the market conditions of August due to the time lag between signing contracts and registration [1] Residential Property Summary - In the residential sector, there were 3,086 registrations for both new and second-hand residential properties, marking a 7.8% increase from 2,863 registrations in the same period last month [1] - This increase in residential property registrations has been a key driver for the overall rise in property registration volume [1] Non-Residential Property Summary - For non-residential properties, there were 169 registrations for commercial properties, showing a slight decrease of 0.6% from 170 registrations last month [1] - Conversely, registrations for parking spaces and other properties totaled 210, reflecting an 11% decrease from 236 registrations in the same period last month [1]

掐指一算，金九银十半个月了，广州二手楼市成色如何？ 我翻了下数据。 图源贝壳 贝壳显示，上周末两天，平台总体成交331套，不差，但也不算好。 要知道，这个数比前一周（9月6-7日）少了23套；比8月最后一个周末（8月30-31日）少了17套。 可以这么说，针对二手市场而言，传统金九银十的旺季，今年并没有如约而至，反而还有所式微。 这背后，中介着急，但房东更着急。 今早，我看到贝壳这个楼市看板，就知道大事不妙。 图源贝壳 昨天（9月14日、周日），平台单日涨价房源96套，环比前一天下降11.1%，看房人数3996人，环比下降19.1%； 而降价房源套数却飙至2565套，环比涨了18.8%。 为啥说是"飙"呢？ 据我观察，贝壳1天内的降价房源很少会出现2000+套/天，以往1000+套/天就差不多了。 但在上周末，情况却很异常。周六全平台降价了2159套，上了2000套的线，第二天套数不止没减，反而还增加了400+套。 2565套/天，无情地创了近30天（包含工作日+双休日）的新高。 更恐怖的是，也创下自去年4月20日贝壳开放该数据口径以来，周末单日降价房源量的新高。 仅两天，降价4724套；降价房源套数环比前一 ...

外国人在美国购买的二手房数量同比大增4成。在房价高涨导致美国人购房放缓的背景下，以中国人为 中心的富裕群体将此视为良机。尽管外国人的购房量仅占美国二手房总销量的2%，但美国国内对国家 安全的担忧和对房价上涨的不满叠加在一起，通过法律来限制外国人购房的动向增强。 外国购房者里15%是中国人 美国房地产经纪人协会（NAR）汇总了2024年4月～2025年3月的数据。卖给外国人的二手房数量同比 增长4成，达到7.81万套，增幅为2010年以后15年以来的最高水平，占全美二手房销量的2%。在美国二 手房是市场主流，占总销量（包括新房在内）的8成以上。 中国人大多在加利福尼亚州、马里兰州、纽约州等地购房（7月，加利福尼亚州，Reuters） 2024年4月～2025年3月，外国人在美国买的二手房数量大增4成。外国购房者里中国人最多，占到 15%。中国人的购房价格（中位数）为75.96万美元，比全美中位数高出9成。而且7成中国购房者不贷 款，直接用现金买…… 还有很多人的购房目的是获取美国面向投资者的永久居留签证，或者用于子女留学时居住。房地产中介 公司Compass的苏苗（音译）表示，中国购房者认为，在美国租房时要求外 ...

Core Insights - The forum titled "New Pattern of Silver Economy: All-Domain Health and Wellness Ecosystem" was successfully held on September 14, organized by Beijing Business Daily [1] - Beijing Lianjia has been committed to community service for 24 years, focusing on enhancing the quality of life for both the elderly and children [1] Group 1: Elderly Care Initiatives - Over 90% of elderly individuals prefer to age at home but face challenges related to daily living and digital literacy [4] - Beijing Lianjia has launched various elderly assistance services, including the "I Teach You to Use a Mobile Phone" project, which has conducted over 5,000 classes serving 540,000 elderly individuals since its inception in 2018 [4] - The "I Teach You to Prevent Falls" project, initiated last year, has held over 600 fall prevention classes in communities, educating seniors on how to avoid fall risks [4] Group 2: Community Engagement Activities - In the past year, Beijing Lianjia organized over 6,400 community events, such as making rice dumplings for Dragon Boat Festival and lantern riddles for Mid-Autumn Festival, aimed at ensuring the elderly have opportunities for learning and enjoyment [5] - The company emphasizes the importance of a comprehensive approach to elderly care, aiming to create a "warm connection" between the community and the elderly [5]

Core Viewpoint - The article discusses the rise of asset management-style housing rental services, where landlords entrust their properties to intermediaries for unified management, leading to improved living and service standards, but also raising concerns about the redistribution of interests among intermediaries, landlords, and tenants [2][4]. Summary by Sections Asset Management Rental Services - Asset management-style rental services involve landlords handing over their properties to intermediaries for management, including renting, collecting rent, maintenance, and operations [2][4]. - This model has gained traction among many intermediary companies, enhancing living standards but also sparking debates over the interests of landlords and tenants being overlooked [2]. Cost Comparison - A case study shows that renting a managed property costs 21.38 million yuan over three years compared to 19.98 million yuan for direct rental, indicating that direct rentals are cheaper but managed properties offer better management and services [4]. Intermediary Benefits - For intermediaries, the asset management business provides stable income and transforms scattered properties into operational assets, allowing for additional revenue from financial, home decoration, and housekeeping services [7]. Landlord and Tenant Perspectives - Landlords transition from being mere property owners to asset owners, reducing risks associated with vacancy and management tasks [7]. - Tenants benefit from higher service standards, reduced disputes with landlords, and conveniences like cleaning and maintenance services [8]. Challenges in the Market - Issues arise such as limited visibility for direct rentals, reduced viewing frequency for direct rental properties, and fewer options for landlords who wish to rent out their properties quickly [8]. - Many landlords still rely on professional intermediaries due to the complexities of self-renting [8]. Industry Trends - The revenue structure of intermediary companies is shifting, with rental service income rising significantly; for example, Beike's rental service revenue reached 21.8% by mid-2025 [10]. - Companies like I Love My Home report that asset management is their largest revenue source, indicating a trend towards stable income through property management rather than traditional brokerage [10]. Future Considerations - The article suggests that the current issues in the asset management rental sector are temporary and will improve as companies enhance their asset management capabilities [11]. - There is a need for better financial oversight in the management of tenant deposits, as the accumulation of funds can pose risks if management companies fail [12].

Core Insights - The article discusses the rise of asset management-style housing rental services in Beijing, highlighting the shift in roles for landlords and tenants, and the implications for real estate agencies [1][5]. Group 1: Rental Models - The asset management model allows landlords to delegate property management to agencies, which handle leasing, rent collection, and maintenance, while tenants benefit from standardized services and reduced disputes [1][5]. - A comparison of costs shows that renting through an agency (5400 RMB/month) is more expensive than direct renting (5400 RMB/month plus a 10% service fee), with total costs for three years being 213,800 RMB for managed properties versus 199,800 RMB for direct rentals [2][3]. Group 2: Market Dynamics - Major real estate agencies like Beike and Wo Ai Wo Jia are expanding their managed rental offerings, with Beike increasing its managed properties from 290,000 to 590,000 units, and Wo Ai Wo Jia managing approximately 320,000 units, a 9% year-on-year increase [3][6]. - The shift in revenue structure for these agencies indicates a growing reliance on rental services, with Beike's rental service revenue reaching 21.8% of total income by mid-2025, while Wo Ai Wo Jia's asset management accounted for nearly 48% of its revenue [6]. Group 3: Challenges and Concerns - Issues arise from the prioritization of managed properties over direct rentals, leading to reduced visibility and fewer showings for direct rentals, which some landlords perceive as a bias from agencies [5][6]. - The article highlights potential risks associated with the management of tenant deposits, as the accumulation of funds could pose significant risks if a management agency fails [7].

Group 1 - The core viewpoint of the article indicates a significant increase in high-value property transactions in Hong Kong, with 21 transactions exceeding HKD 100 million recorded in the third quarter, marking a 31.3% rise from 16 transactions in the second quarter, achieving a new high in three quarters [1] - Analysts expect that the upcoming U.S. interest rate cuts and a new policy report from the Hong Kong government may positively impact the local real estate market, particularly through proposed measures to relax investment immigration policies, which could stimulate transactions in mid to high-end and luxury properties [1] - The total value of these high-value transactions in the current quarter amounts to approximately HKD 51 billion, representing a 29.8% increase from about HKD 39.3 billion in the second quarter, also reaching a new high in three quarters [1] Group 2 - The article suggests that the number of transactions exceeding HKD 100 million this quarter is expected to surpass the 28 transactions recorded in the fourth quarter of last year, potentially setting a new five-quarter high [1] - The current quarter has seen multiple significant transactions in the super luxury property segment, contributing to the overall increase in high-value property sales [1]