The second half of real estate: transformation, efficiency, and operation

At the “5th China City (Town) Operators Conference” held on November 1, Jia Kang, chief economist of China Institute of New Supply Economics, said, ” China currently has an urbanization rate of nearly 60%. From the data point of view, it has entered the middle and late stages. The urbanization process is in the transition period from the acceleration period to the deceleration period, and there is still room for growth of 20% in the future.” In the new urbanization At the time of the vigorous expansion of regional integration, the pattern of industry, city and population is also being reconstructed.

The special researcher of the State Council Counselor and the former chief designer of the National Bureau of Statistics Yao Jingyuan believes that although China’s economic growth is facing downward pressure, it is much better than expected, and the next economy will remain “steady and progress”. The overall tone, this “in” is reflected in five aspects: one is to strive for stability in employment, the second to stabilize the financial, the third to stabilize foreign trade, four to stabilize foreign investment, and five to stabilize investment.

Under the current economic situation, real estate development companies are transforming from high-speed turnover to urban town operators. Liu Ce, chief strategy officer of Kaisa Group Holdings, said that there are “troikas” in urban operation innovation: real estate, urban renewal, industry, and development enterprises should accelerate the transformation and upgrading by urban renewal.

As the main carrier of urbanization, China’s real estate industry has gradually matured in the process of starting, exploring, turbulent and adjusting. The developer camp is constantly diversifying, and real estate products are increasingly diversified. All real estate companies in China are facing a problem: Where is the road to transformation? The best answer is to shift the role from a real estate developer to a city town operator. Yida China is taking the road of integrating urban production and supporting resources for urban construction, while other enterprises have turned to technology, green and smart products.

Zhu Jiang, executive director of Hongkun Industry Group, said that it mainly starts from several aspects: one is the combination of online service and offline operation to build an industrial ecosystem; the other is to combine the independent operation team with external channels; It is a combination of light and heavy projects, such as acquiring several light asset projects in the area of ​​heavy assets, which can improve the efficiency of resource use.

Wang Yingwu, the chief marketing officer of Country Garden Service, said that Country Garden Service has arranged 400 cities and managed 5,000 projects. Each city has an average of more than a dozen management projects. “We slowly put the traditional community property services in the past. The organization becomes a city’s operation center. We use the Internet and digital technologies, including intelligent technology, to connect all the management projects of the city to the city operation center through the platform, realize large-scale and centralized control, and improve operational efficiency. .”

Zhang Ping, executive director of CITIC Capital Real Estate Department, shared his experience from the perspective of the capital side. She believes that the most important thing in industrial operation is to find long-term capital. “From the perspective of the capital side, more than half of the funds we have managed in the past are more than half. It’s a dollar fund. The dollar fund is long money. We pay more attention to this long-term capital.”