The New Deal solved the pain points of the industry, and the long-term rental apartment market picked up.

The new deal solves the pain points of the industry.

The long-term rental apartment market has rebounded.

After the adjustment in 2020, the long-term rental apartment industry ushered in new development opportunities on 202 1. There has been a lot of good news in the leasing industry recently. The the State Council executive meeting held on June 18 made it clear that the "tax reduction" policy will be implemented for housing leasing enterprises from June 10 to June 1 day. In July, a series of policies were ushered in to support the development of affordable rental housing from the aspects of basic system, land, examination and approval, capital, finance and tax policies. The data shows that half of the top 100 housing enterprises have entered long-term rental apartments. Under the new development opportunities, head enterprises gradually show their advantages.

The supervision of the market lease heat recovery policy has not diminished.

In the past few years, long-term rental apartments have flourished, and many institutions have entered this market, including many housing enterprises. After the downturn in 2020, the current long-term rental apartment market has obviously picked up. With the Ministry of Housing and Urban-Rural Development, the National Development and Reform Commission and other six departments jointly issuing the Opinions on Strengthening the Supervision of Light Assets Housing Leasing Enterprises and introducing new regulations to strengthen the supervision of the housing leasing market, the industry supervision policy has been upgraded, and the leasing market has been gradually standardized, and the industry has also ushered in a new stage of development.

Recently, it is the peak period of renting houses for graduation. A few days ago, long-term rental apartment enterprises freely released the "202 1 10 Urban Graduates Renting Report". According to the report, more than 90% of the graduates interviewed will choose to rent a house to solve the housing problem when they graduate. Compared with ordinary residential rental, long-term rental apartments have the advantages of better decoration, more complete facilities and higher service quality. Over 80% of graduates said that they would use the long-term rental agency as the first rental channel.

The data shows that the long-term rental apartments in Guangzhou market are mainly Vanke Apollo, Longhu Guanyu, Freedom, Woqu and YOU+ International Youth Community. By the second half of 2020, there will be about 90 centralized long-term rental apartment brands in Guangzhou, with about 500 stores and more than 70,000 open houses. The newly added brands are biased towards Haizhu, Nansha and other districts, with a slight "". In terms of rent, the average rent in Guangzhou ranges from1500 to 5,500 yuan. Most of the houses with rents below 1500 yuan are located in Panyu District, Liwan District and Baiyun District, with remote lots and small housing area. Houses with a rent of more than 5,500 yuan are generally high-end properties with good location and convenient transportation. The monthly rent of a single housing lease in Guangzhou is less than 5,500 yuan, accounting for the largest proportion.

The opportunity to develop rental housing is large in scale and strong in operation, and housing enterprises will take the lead in benefiting.

According to the survey data of Ke Rui, half of the top 100 housing enterprises have entered long-term rental apartments, and the head enterprises have maintained their development advantages, paying more attention to subdivision areas, from early white-collar products to high-end serviced apartments, corporate dormitories, blue-collar apartments and talent apartments. Leasing will break through in two directions: one is the operation of large leasing communities, and the other is the operation of multiple formats.

Recently, the policy dividend of the leasing industry has been constant, which has given the industry more room for development. In July, affordable rental housing entered the real estate investment trust fund (REITs) pilot project in the infrastructure field for the first time, which will largely solve the "three highs and one low" industry pain points in the housing rental market with high asset price, high financing cost, high tax burden and low yield. The housing rental market, including long-term rental apartments, will usher in major development opportunities. The institutions that take the lead in layout will share the dividend of this policy.

An industry insider said that long-term rental apartments are a new field of housing enterprises, and after a difficult exploration stage, their profitability is gradually increasing. According to the data, by the end of 2020, Vanke Centralized Apartment has opened a total of142,400 sets in 33 cities. Longhu Guanyu has been distributed in more than 30 cities across the country, and now it has become a stable source of contribution for operating income groups. Xuhui Xianyu has been laid out in the national 18 core cities, with 70,440 expanded houses and 28,730 open houses nationwide. Renting a house must solve the pain points of new youth and new citizens and meet the diverse rental needs. Take Longhu as an example, the projects are mainly distributed in downtown areas and concentrated along the subway. At present, Longhu Guanyu has three product lines: bed-type accommodation products, single-room apartment products and apartment-type residential products, which serve urban workers, new urban youth and citizens, small urban families, foreign elites and other basic service groups respectively, corresponding to three different rental needs of "one bed, one room and one suite". It is worth mentioning that Longhu Guanyu Guangzhou Science City Store is the first private apartment project listed in cooperation with the district-level talent office in Huangpu District. The store is located in Huangpu Science City Park and can provide 7 19 houses. It can be seen that after years of development, coupled with policy changes and support, the mode of housing enterprises to expand the long-term rental apartment market is more diversified.

Land lease ushered in a new year's land supply.

After the implementation of the new policy of centralized land transfer this year, "lease" once became a high-frequency word in the real estate market. Many heavy documents at the national level frequently mention the need to vigorously develop rental housing. At present, the number of cities focusing on the development of rental housing has increased from 8 to more than 22, and the number of leased land has increased significantly. The self-sustaining transaction area is far ahead of the three-year annual level, and the construction has become the norm.

202 1 will become a big year for the supply of leased land. The first round of centralized land auction in 22 cities involved 247 leased plots with a total construction area of 3,944,438+0,000 square meters. According to Ke Rui's rental statistics, the scale of land leased by TOP30 housing enterprises accounts for more than 60% of the total transaction volume. More and more operators, enterprises and developers are acquiring land related to leasing.

It is noteworthy that in July, the General Office of the State Council issued the Opinions on Accelerating the Development of Affordable Rental Housing, which clearly stated: "During the use of affordable rental housing, the nature of land use will not be changed, and the land price will not be paid back" and "the transfer price will be allowed to be collected by stages". This reasonable transfer of land prices has greatly reduced the burden on enterprises. At the same time, the opinion also encourages "rural collective economic organizations to build and operate affordable rental housing through self-construction, joint venture and shareholding." It makes the way of land acquisition more innovative and provides more space for the development enterprises of affordable rental housing to reduce the development cost.

Zhu Shi Xinyu, the first brand of apartments that just need long-term rental built by Guangzhou state-owned housing leasing enterprises, recently announced the launch of its first product, which is the first product to enter the market after the first batch of market-oriented, professional and large-scale state-owned housing leasing platforms in Guangzhou on 20 17 165438. Guangzhou's first batch of rental housing pilot projects, Chengpin Yunhui long-term rental apartment under the city investment housing company will also be completed by the end of the year. It can be seen that the participants and ways of long-term rental apartment market are more diverse.