Analysts said that the rental market has become the focus of policy attention, and the supervision of the long-term rental apartment industry will be strengthened, and it is a trend to rent and sell simultaneously.
Increase supply
65438+On February 29th, Zhang Guowei, deputy director of Beijing Municipal Commission of Housing and Urban-Rural Development, pointed out that the supply of collective rental housing should be accelerated. We will further intensify the construction of collective rental housing, encourage mixed functions in accordance with the principle that the location is adjacent to functional areas, industrial parks, transportation hubs and new towns, and promote the balance between occupation and housing and the integration of production and city. At the same time, speed up the completion and commissioning, and plan to supply about 5,000 sets of collective rental housing to the market next year, focusing on solving the transitional housing needs of new citizens and other groups. The government builds a platform for housing supply and demand, realizes the orderly docking of land supply information with development, construction and housing units, and encourages enterprises with good reputation and strength to participate in construction and holding operation. We will continue to promote the transformation of a number of inefficient buildings such as businesses, offices and factories into employee rental dormitories, and stabilize the rental market through various ways and channels.
During the Tenth Five-Year Plan period, Beijing will effectively increase the supply of affordable housing and improve the housing security system. * * * The supply of housing with property rights will also increase effectively. Beijing will optimize the site selection of * * * property housing projects, give priority to the supply in areas with convenient transportation and complete facilities in the new city, and allocate * * * property housing plots, layout and supply timing as needed to drive the population in the central city to move to the new city. Revise and improve the guidelines for the construction of livable property houses. It is proposed to implement differentiated area standards according to the number of building floors, effectively increase living space, advocate the refined apartment design of multi-bedrooms, and increase public spaces such as libraries and gymnasiums to further improve the living quality.
The Beijing Municipal Commission of Housing and Urban-Rural Development stressed that Beijing will promote the local legislation of housing lease regulations, strengthen the management of long-term rental houses, strengthen joint supervision and credit supervision, standardize the order of the rental market, safeguard the legitimate rights and interests of all parties to the lease, and return housing lease to service attributes.
On the same day, the executive meeting of the Shanghai Municipal Government pointed out that further rectifying and standardizing the order of the housing rental market in this city and pointing out that a good order of the housing rental market is an important content and foundation for the stable and healthy development of the real estate market.
Strengthen supervision
In 2020, long-term rental apartments encountered a cold winter. According to the incomplete statistics of RealData, since 2020, more than 40 parents have been involved in business disputes or broken capital chains.
"In some cities, the second landlord leasing model has frequent accidents." Zhang Dawei, chief analyst of Zhongyuan Real Estate, pointed out that "the market share of long-term rental apartment enterprises in Beijing, Shanghai and other cities has exceeded 20%. If the transaction of the second landlord model is calculated, it is difficult to see the owners of 60% rented houses. The rental market, especially long-term rental apartments, needs to increase supervision. "
RealData believes that the impact of the epidemic on the rental market is a major reason for the difficulties of long-term rental apartment enterprises, but there are three deep-seated reasons: first, the business model based on leasing is single, with poor flexibility and insufficient ability to resist market fluctuations; Secondly, the chartering mode is difficult to finance, and enterprises tend to use long-term advance payment, which is easy to fall into the trap of lease loan expansion; Third, the barriers to entry are low and the industries are mixed.
Rent and sell simultaneously
Zhang Dawei said that the rental market has become the focus of the policy. To solve the housing problem in big cities, it is still a trend to rent and sell simultaneously, and all localities will continue to vigorously develop rental housing.
As for the development trend of the long-term rental industry, RealData pointed out that the institutionalization and professional operation of leasing is the development trend, and the core reason is to help owners provide professional management services and provide standardized post-lease services for tenants. The mode of institutionalized operation can be divided into charter flight and trusteeship, and the trusteeship mode may be more suitable for the current national conditions. Trusteeship mode can not only help owners to take care of their houses, but also will not bear excessive decoration costs.
For the future development of the leasing market, RealData suggests sticking to the direction of institutionalized leasing, gradually solving the financing problems of the industry, and strengthening the supervision of enterprises' compliance operation. Long-term rental enterprises need to constantly iterate business models, balance the relationship between "light" and "heavy", and pay attention to the construction of their own professional operation capabilities.
The insiders suggest that we should vigorously develop the rental market, promote the right to rent and purchase, reduce the taxes and fees for rental housing, increase the land supply for rental housing through multiple channels, standardize the development of long-term rental apartments, and control the rent level; Attach great importance to the construction of affordable rental housing and improve the level of housing security.