Pan Shiyi, chairman of SOHO China (00410.HK), said that the return rate of long -term rental phenomenon business is low. He personally does not recommend entrepreneurs to join them.On August 19, at a symposium at SOHO3Q in Shenzhen, Pan Shiyi mentioned the above view.
Pan Shiyi believes that there must be a guidance direction to do business: that is, you can do things that make money, but don't do things that don't make money.And "A lot of entrepreneurs are proud of burning money, this is a wayless way. Anandrdquo; Pan Shiyi said.
The rise in Beijing rent is a hot topic recently.Some opinions believe that capital competing into the field of long rent is one of the reasons for promoting the rapid rise in Beijing rent.
According to the data released by the Shell Research Institute, in July, the lease transaction volume of Beijing increased by 19.2%month -on -month, and the monthly rent was 91.5 yuan/square meter, an increase of 2.2%month -on -month.In each district, Shunyi and Dongcheng's monthly rent per square meter increased by 10%month -on -month.
Andrdquo, owned by the real estate intermediary company chain home chain home, is the largest decentralized long -term rental brand in Beijing. Its main model is to rent commercial housing for the owner, and then rent it to other tenants after the decoration and renovation.Tell Caixin reporter that the rent with the owner is usually three to five years or longer.
Another big brand that competed directly in Beijing is an eggshell apartment.Both companies have started financing.In January 2018, Zero A financing was 4 billion yuan.Within half a year, the egg shell apartment has completed a total of 170 million US dollars (about RMB 1.169 billion) in total B and B+rounds of financing.
Capital pushed down, and the two brands expanded rapidly.It is said that the size of its apartment has expanded from 400,000 in August 2017 to the current 700,000, and said that it would expand to 1 million in the year.The egg shell apartment declares that the size of the apartment has expanded from 30,000 in June 2017 to 120,000 in June 2018, and the planned plan to expand to 300,000.
And "Capital is anxious to make money, and the rising rent is inevitable. Andrdquo; Xia Lei, deputy dean of the Evergrande Research Institute and chief researcher of the real estate industry, told Caixin reporter. She believes that the brand of long -term rental apartments may choose the rolling model, that is, through And" financing financing-Capy project-re-financing-re-obtain project Andrdquo; and other methods, quickly expand the scale, seize the market share, and strive for the pricing power of rent.
The above two brands are mainly aimed at existing commodity housing. There are many long -term rental apartment brands on the market focusing on the listing targets of new commercial housing, existing commercial housing (mainly office, apartment, etc.) and villagers' houses in the city.Among the long -term rents, in addition to startups, there are also many real estate companies, real estate agencies, and hotels.
There are many models of long -term rental apartments. At present, the market generally believes that if real estate companies have switched their own houses into long -term rental apartments, the income is generally poor.
Danke Chairman Yu Liang has publicly stated that and "Vanke's long-term rental apartment return can reach 1-2%. Anandrdquo; Pan Shiyi also pointed out this time that the company may rented out the apartment by themselves, and the return rate may reach the rate of rents.Less than 1%, even the interest of bank loans cannot be covered. ■
