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楼市调控加码 200万亿存量如何走进新时代

2017-09-27 07:22:57   

青客公寓副总裁屈成才,世联行副总经理、董秘袁鸿昌,方糖小镇联合创始人、COO杨学涛,淳石资本董事长、朴石地产董事长姚伟示,YOU+青年社区CEO、执行董事郁珽,中国社会科学院城市发展与环境研究所所长助理李学锋等业内精英及专家,就租购同权下房地产价值链的重构,以及大整合背后的资本驱动力,分享了各自的观点。

屈成才表示,目前住房租赁市场受到了前所未有的关注,房企、运营机构以及“国家队”都在涌入,市场已进入群雄逐鹿阶段。不过,住房租赁或公寓行业利润仍然非常薄,如何生存下去是大家面临的共同问题。

郁珽则用“螳螂捕蝉,黄雀在后”来形容当前的长租公寓市场格局。他认为,目前长租公寓市场以传统的房企、中介为主,这些是长租公寓市场的“螳螂”。当前各地相继出台政策,鼓励支持住房租赁市场的发展,“国家队”以及阿里巴巴等大型互联网企业也开始布局长租公寓市场,这些是长租公寓市场的“黄雀”。YOU+目前要做的就是快速与“黄雀”打好关系,在市场规模无限大的长租公寓市场占据重要位置。

继续卖房还是掘金新价值?

新城控股高级副总裁欧阳捷,龙湖冠寓总经理王俊英,蓝润地产集团总裁杨晓初,泰禾集团副总裁沈力男,华丽家族董事副总裁、董秘金泽清,高力国际中国区资本市场及投资服务主管及执行董事汪蓓等嘉宾,就房企在新存量时代是继续卖房还是掘金空间价值,提出了专业性的思考与建议。

沈力男表示,房地产依旧是不错的市场。对于有追求的开发商而言,规模依旧是追逐的目标,这依旧是一个很大的蛋糕。随着经济的发展,还有很多的改善型需求存在,开发商仍有很多的机会。

冯俊则认为,市场短期内很难形成大规模的租赁住房供应,但目前国家发展住房租赁市场的决心很大。从长期来看,随着政策的持续稳定推进,以及租赁住房的大规模供应,房屋购买市场的恐慌情绪会逐渐消除,老百姓的住房购买需求会逐渐下降,房地产市场一定会从单一的住房购置走向租售并举。

最后,本届年会上的重头戏——“2017中国价值地产总评榜”正式公布,保利地产、宝龙地产、碧桂园、富力地产等企业获“年度价值地产企业”奖;泛海控股、金地集团、敏捷地产等获“年度稳健发展价值地产企业”奖;合景泰富、三盛控股获“年度优秀资本运作企业”奖;碧桂园、链家、中海地产获“年度企业公民”奖;亿达中国获“年度价值产业园区运营商”奖。

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