Middle Finger Academy： The summary and outlook of the Chinese housing rental market in 2023
Summary of the Chinese Housing Rental Market in 2023
In terms of policy,高速资讯 at the central level, in the first half of 2023, the financial support policy was obvious, and the pilot of the real estate private equity investment fund was launched. The full -cycle credit support policy was introduced.In half a year, the central government has actively promoted the transformation of the large and large urban urban village. The implementation of the transformation of the city in the city will promote the release of some rental demand, and at the same time, it will also promote the collection of rental housing.At the local level, according to incomplete statistics, from January to November, the local governments issued about 160 housing leasing policies to promote the rapid and healthy development of the industry in collaborative efforts to promote the industry.
In terms of residential lease price index, in 2023, with the steady recovery of the macroeconomic economy and the demand for renting housing smoothly, the overall rent was running smoothly during the year. From January to November, the average housing rent of 50 cities in the country rose by 0.18%.At the end of the year, the leasing market entered the off-season. From October to November, the average rent of residential houses in 50 cities continued to decline.From the perspective of changes in the rental rents of centralized long-term rental apartments, from January to November, the cumulative number of cities in the 30-city concentrated long-term rental apartment rents was 22, a decrease of 5 compared with the same period of 2022, and the decline in rental rents in long-term rental apartments slowed down.
In terms of the development of rental housing, in 2023, the nationwide planned to raise 2.04 million sets of rental housing (room), and the raising of rental housing was accelerated during the year. Jiangxi, Guangxi, Guangzhou, Hangzhou, Jinhua and other provinces and cities completed the annual goals in advance.In the first three quarters of 2023, the REITS operation of the rental house was stable. The average completion rate of the four -trusted rental public offering REITs was 115%, which was basically the same as in 2022. The rent rate of the underlying projects was maintained at more than 90%, maintaining a high level.The issue of public offering REITs for rent -keeping housing has been accelerated. At present, many rent -protection housing REITs are preparing for issuance.
In terms of enterprises, in the context of the rapid development of the leasing market, excellent housing leasing enterprises have focused on industry development opportunities, focusing on core first- and second -tier cities, actively expanding business scale, and achieving continuous high -quality growth.According to the monitoring data of the Middle Finger Research Institute, the scale of housing opened by brand long -term rental apartments in first- and second -tier cities accounted for over 98%.At the level of enterprise operation, outstanding enterprises actively strengthen asset management and operation capabilities and improve their quality of operation. At the same time, adhere to the concept of green development and promote sustainable development.At the level of project operation, excellent enterprises cooperate with hardware configuration and quality services to create an ideal and comfortable rental environment for tenants.
Outlook for the development trend of the housing rental market
With the continuous construction of the "Rent and Merge" housing system, the development of housing leasing enterprises is facing opportunities.First, with the support of the policy, the business model of rental housing projects is gradually clear, and housing rental investment is expected to "count the accounts."Second, with the development of my country's economy and society, the scale of the flow of flow continues to expand, and at the same time, with the continuous advancement of "rent -and -purchase same power", the scale of my country's housing rental market is expected to continue to grow.Third, the population of rented in non -complete houses is still huge, with poor living conditions, and the market has a large number of improved demand for improving housing.
However, at the same time, the housing leasing market is also facing potential challenges such as short -term consumption downgrade and lease demand diversion.According to the results of the national tenant survey at the end of 2023, due to factors such as revenue expectations, the tenant's sensitivity to prices increased, and the short -term rental consumption had a relegation tendency.The first reason is that "revenue is expected to be reduced and replaced with cheaper houses." At the same time, some centralized long -term rental apartments tenants plan to have a certain advantage in the next rental price.