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9.15租购同权施行!学区房优势不再,房租走向成谜
Sou Hu Cai Jing· 2025-08-10 15:44
个体二房东的生存空间被急剧压缩。在广州从事二手租赁生意的丙哥,无奈之下将手上的8套隔断房全部退租:"光是消防改造就要投入20万元,一次罚款还 要赔10万元,还不如去送外卖。"他的遭遇并非个例,上海约70%的个体二房东正在退出市场。 一场关于租房的"冰与火之歌"正在上演。2025年9月15日,《住房租赁条例》正式实施,租客凭备案租赁合同即可让孩子就读对口学校,学区房逻辑由此被 彻底颠覆。曾经,家长们为获得中关村三小等名校学位,不惜斥资800万购买海淀的"老破小",如今,租房或许便能解决入学难题。广州的实证研究已显 示,租购同权政策实施后,区级重点小学学区房溢价开始下降。 然而,"羊毛出在羊身上",新规的冲击波迅速波及房东群体。在北京朝阳拥有三套出租房的陈姐,以往将90平米的三居室隔成五间出租,每月收入达1.2万 元;新规实施后,她只能租给三户人家,月租金降至7500元,加上5%的租赁税,年收入直接缩水6万元。更让她头疼的是备案制,过去隐匿的租金收入如今 通过全国联网的住房租赁平台曝光无遗。深圳房东老林也表示,租客为了孩子上学积极备案,逃税已无可能,他本人就因一套月租6500元的房子补缴了全年 的3900元税费。 ...
推进住房租赁机构化 助力提供更多“好房子”
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-04-04 23:18
Core Insights - The government work report emphasizes the need for high-quality housing that is safe, comfortable, green, and smart, aligning with the growing demand from the public [1] - The "2025 China Urban Long-term Rental Market Development Blue Book" highlights the importance of optimizing existing stock and improving quality as key strategies to address supply-demand imbalances and activate market potential [1] - Institutionalization is viewed as a definitive choice for the sustainable development of the housing rental market [1] Market Trends - The rental population in China is expanding, with nearly 40 million renters in the four major first-tier cities, accounting for almost 50% of the rental market [2] - The demographic of renters is shifting, with individuals aged 35 and above making up over 35% of the rental population, an increase of 4.9 percentage points since 2021 [2] - There is a growing demand for improved living conditions, with over 40% of renters willing to increase their budget for better basic renovations [2] Supply-Side Challenges - The majority of rental properties (over 90%) are owned by individual landlords, with more than 50% of these properties being over 10 years old [3] - Common issues faced by landlords include long vacancy periods, non-compliance of intermediary platforms, and insufficient rental income [3] - The market is experiencing a mismatch between the quality of available housing and the rising expectations of renters, leading to a need for significant upgrades to over 60 million potential rental units [2][3] Institutional Development - The market share of institutional long-term rental housing is steadily increasing, with the top 30 companies in this sector managing a total of 1.226 million units [3] - The government is actively promoting the development of affordable rental housing through financial support, tax incentives, and land supply, particularly encouraging the involvement of long-term rental institutions [3]