Believe it or not, it will only take five years, no one will care about real estate anymore, and it will be a way that you will not feel, saying goodbye to the stage of history, and this five years is actually a transitional period

Believe it or not, it only takes five years, no one will care about real estate anymore, and it will be a way that you can't feel, say goodbye to the historical stage, this five years is actually a transitional period, how do I know? Because Huang Qifan told us long ago in the book of structural reform, his combing wrote the five tools we will use, and today it has all been realized, and we will be one-on-one.

The first land supply should be focused on the population, and only population growth will be accompanied by an increase in land supply, so we immediately did centralized land supply, right?

Second, developer deleveraging, we developers average 1: 9 leverage, but the real reasonable leverage should be within 1: 3, you look at the three red lines drawn later, where is it drawn?

The third is the large-scale rapid establishment of the rental market, this is more important, I say two sentences in fact, we can now say that there is no commercial residential rental market, renting a house abroad, in fact, most of the cases are not my house he rents to you to live, but when the developer builds a house, his purpose is not to sell, but to rent, especially the apartment, so why can people rent a house for a lifetime? Because there will be no landlord who will suddenly tell you that I want to sell the house and ask you to get out, how many foreigners in big cities are desperate to buy a house like me, because they are fed up with the landlord's anger, but why don't our developers do it? In fact, it is really not necessarily to sell the house to make more money, but he was kidnapped by a leverage of one meter and nine, and he must immediately return the funds, otherwise he cannot afford to repay the loan, the funds are broken, what is the situation of this big one, everyone has seen it themselves, then in the future, if this leverage is really removed, then the lease will definitely become a good business, because he is a long-term foundation, can do 100 years of business. And many affordable housing projects will be more efficient if they are commercialized, and even affordable housing can be turned into rental subsidies, but more flexible to meet the different needs of different families. Recently, Shanghai Xuhui District even out of a bed public rental housing, that only needs 460 yuan a month you can get a bed in Xuhui, Shanghai, to know that Xujiahui to rent a room also have to be four or five thousand ah, more important is that the rental market can also cooperate with the fourth tool, that is, taxation. Isn't there a whole bunch of landlords shouting these days to pass on this thing to tenants? You wait for the whole commercial lease to get him up, where does he go?

The fifth is deintermediation, after entering Hangzhou, Shanghai also launched a real estate online trading platform, many people say that there will be no intermediary in the future, get it wrong, deintermediation is not to say that there is no intermediary, but to let the intermediary return to the essence. Let's think about it, if it is not involved in the operation of funds and other things, what is the difference between the service provided by an intermediary selling a house worth 10 million and a house worth 1 million? The answer is no. So in the future, the intermediary relies on information asymmetry, poor information, and the days when he eats everything up and down, and he will never return. The intermediary said that he is a service industry, the future is to pay according to the services provided, clearly marked prices, Tong Sou is not deceived, and only in this way can the intermediary really stand on the side of the customer and strive for greater interests for their customers. Therefore, the reputation and credit of intermediaries in the future will be very important, and it will also be a career that can be capable for a lifetime.

In fact, why Vanke said that he was afraid of this shell to find a house, is because the shell to find a house, and then make the entire transaction process transparent, the intermediary to do as much work as how much money, so that these five tools are all in place.