Re: [闲聊] 少子化会造成都会区房价上涨

楼主: H2 (oh!my志玲)   2019-04-03 18:51:38
今天的华尔街日报刚好有讨论到类似这个问题
重点大概是下面红字, 不过高举居住正义的觉青跟
愤青应该不喜欢这个答案
重点在 1. 供需 2. 都市计画弹性 3. 建筑工法
落实在台北市来说
在有限的平地可建面积中有几个方式增加供给,
首先是放宽容积率, 但考虑交通等容纳程度, 比较
难无限上纲
其次就是大规模都更, 这是目前政策跟民意上比较
支持的, 不过落实到个人就很多利益冲突导致进度
缓慢
What Housing Crisis? In Japan, Home Prices Stay Flat
Supply keeps up with demand in Tokyo thanks to few
restrictions on development
By River Davis
April 2, 2019 9:00 a.m. ET
https://i.imgur.com/12Ftfox.jpg
In the past two decades, home prices in some leading
North American and European cities have skyrocketed.
In Tokyo, however, they’ve flatlined.
So why no affordable-housing crisis in Japan? A big
factor, experts say, is the country’s relatively
deregulated housing policies, which have allowed housing
supply to keep up with demand in the 21st century.
With no rent controls and fewer restrictions on height
and density, Tokyo appears to be a city where the market
is under control—where supply is keeping home prices
from rising as drastically as they have in many other
major world cities.
“A reason why housing prices in Japan are not rising as
fast as in New York, for example, is the large number of
housing starts,” says Masahiro Kobayashi, a director
general at the Japan Housing Finance Agency, a state-run
entity which supports the housing market by purchasing
home loans.
Over the past decade, Japan has consistently built almost
1 million new homes and apartments each year, according to
official statistics. In the U.S., where the population is
more than double Japan’s, 1.25 million new homes were built
in 2018.
Japan’s home prices finished last year around the same
level as they were nearly a decade ago, according to data
from Japan’s Ministry of Land, Infrastructure, Transport
and Tourism. In Tokyo, home prices finished 2018 around the
same level as they were near the turn of the century.
Housing prices have been constrained in some parts of Japan
due to anemic economic growth and population decline, said
Mr. Kobayashi. But the price trend is the same in Tokyo,
where the population is rising, he said.
In Tokyo last year, housing starts came in around 145,000,
according to Japan’s land ministry. This figure is on par
with the total number of new housing units authorized last
year in New York, Los Angeles, Boston and Houston combined,
based on the U.S. Census Bureau data. The same feat was
achieved in 2017.
Rents also have barely moved. Last year the average rent
for a two-bedroom unit in Tokyo was slightly below $1,000
a month—a figure that has remained virtually unchanged over
the past decade, according to statistics from Japan’s Real
Estate Transaction Promotion Center, a nonprofit organization
that provides industry research.
Japan’s current level of housing supply is tied to a package
of policy changes—implemented around the turn of the century
—that were aimed at restoring the profitability of Japan’s
land-development industry, according to Andre Sorensen, a
professor of urban geography and a Japan housing expert at
the University of Toronto Scarborough.
The Japanese government began relaxing regulations that had
restricted supply, allowing taller and denser buildings in
Japan’s capital. Private consultants were given permission
to issue building permits to speed up construction.
“This created something like a free-trade zone in Tokyo,”
Mr. Sorensen said.
Unfortunately for other countries wrangling with housing
affordability crises, the Japanese formula is not easily
exportable. Many of the cities where demand for housing is
the stiffest—New York, London, San Francisco and Stockholm,
for example—impose strict rules on land use and new
construction, partly due to local political pressure.
But in Japan, the responsibility of regulating urban space
largely shifted to the central government in 2002 under the
Urban Renaissance policy. Mr. Sorensen said it had held at
bay the “not in my backyard” movements that often inhibit
housing construction in the U.S. through their influence over
local governments.
Two of Japan’s largest housing construction companies,
Daiwa House Industry Co. and Sekisui House Ltd . , both say
that the easing of land and construction regulations has
helped them build in Tokyo. The companies say that deregulation
has benefited them particularly in their ability to expand
housing units by replacing low-rise residential complexes with
much higher ones.
“A good environment for housing construction is being
created,” says Daiwa House managing executive officer Yoshinori
Ariyoshi.
To deal with rising construction fees, Mr. Ariyoshi says
Japan may have to rely more on prefabricated homes to provide
affordable housing. He estimates that about 20% of the country’s
homes are already being assembled in increasingly automated
factories.
Daiwa House is collaborating with other construction companies
to develop a new 1.5 million-square-foot “town” in Tokyo’s
center. Consisting of 24 buildings, “Harumi Flag” is slated
for completion by 2024. It is expected to house some 12,000
people in 5,632 condominiums and apartments.
Some of Harumi Flag’s residential towers offer ocean views
from 50 floors above Tokyo Bay. The units are also likely to
be roomier than typical Tokyo condominiums.
Still, their prices are expected to be cheaper than those in
the surrounding area given the “sheer amount of inventory in
an already saturated area of Tokyo,” said Adam German, the
vice president of business development at Housing Japan. If
they’re not at market prices or even a bit below, “the units
will have significant trouble selling,” he said.
作者: andy2151 (阿鸿)   2019-04-03 19:16:00
我鲁可以帮翻译吗
作者: HANAXALICE (花与爱丽丝)   2019-04-03 19:20:00
嗯嗯,跟我想的差不多
作者: Petrovsky (Never say never.)   2019-04-03 19:29:00
这文章 多多、套套 也要看一下文章有说 东京都虽然有 都心回归的潮流但是 房价依旧不振 颗颗颗2018房屋价格 大约回到2000年(本鲁推测 这价格是新房才有这么高 2000年买的现在已经很旧了 应该非常难交易了)同时 东京都房租10几年没涨过了为什么? 因为 东京都盖了太多新房子增加的速度 比回流的人 还要快文末还提到 某日本大建商 最近在东京都有大型造镇计画预期房价 会比周遭还要便宜因为 只要开价高于市价 就会滞销套套 看一下大台北的余屋数量 啧啧听说 建商今年继续大推案 啧啧喔 东京都那个造镇计画 房子盖的比一般东京都房子还大用总价一样 房子变大 来吸引买家台北市那些 超迷你套房 颗颗颗 颗颗颗总之 套套 自求多福
作者: kusomanfcu (POE yea)   2019-04-03 19:52:00
人口密度,广大的关东平原关东平原的土地够全日本人住东京都大小约北北基桃然后加上可住面积的话大概到台中了。。。关东平原不只东京 就这样。。。
作者: dans (Go for the eye)   2019-04-03 20:34:00
台湾的经济思维真的挺落后的,过去几年没看过有人公开建言扩大供给,反而是跟着张金鹗一起砲轰央行不紧缩土建融
作者: kusomanfcu (POE yea)   2019-04-03 20:38:00
很好笑啊,建商们自己hold不住想猛盖。结果被自称要打房的稳住勒
作者: rockhart (Line)   2019-04-03 20:38:00
台湾政客只想到自己短期利益,不可能会有大改变,都市计画也都不是长远规划,想到什么做什么
作者: kusomanfcu (POE yea)   2019-04-03 20:40:00
所以远雄茂德一天到晚造镇是佛心来的?
作者: jasonmoon (僵尸葛格)   2019-04-03 21:12:00
原来是这样啊
作者: kusomanfcu (POE yea)   2019-04-03 21:20:00
所以要人人支持远雄造镇
作者: Petrovsky (Never say never.)   2019-04-03 22:01:00
供需是最重要的重划区 供给量暴增 价格就崩盘只有 套套看不懂 被建商坑杀刚刚好台北市 老旧精华区 虽然都已经盖满了但是 未来还是一样会崩盘因为 以大安区为例 现在整体屋主为60几岁 人数最多现在 逐渐会离开生命的舞台 老公寓会有很多空屋空屋 租不出去 因为东区商业崩溃 没有就业人口空久了 就会想卖了但是 大家都想卖年轻人 都在有工作机会的地方对于环境、屋况要求比较高也不会 去买 又贵又烂的破旧公寓时间拖久 大安区房子 一间一间空出来空屋 由东区一直向外扩散大安区就 万华化了精华区老旧房子 就崩盘了(未来的人 也会忘记 大安区是精华区 跟万华区一样)
作者: punkdog (8+9=17)   2019-04-03 23:00:00
万华比大安 懒觉比鸡腿 你干脆说纽约曼哈顿也会落寞好了
作者: Petrovsky (Never say never.)   2019-04-04 00:01:00
你以为曼哈顿 全都高级住宅区?!
作者: b104202 (gg)   2019-04-04 00:02:00
曼哈顿的老屋都是漂亮建筑跟摩天大楼 台湾的老屋是破旧公寓...
作者: Petrovsky (Never say never.)   2019-04-04 00:03:00
曼哈顿第三大道以西 都算是高级区第三大道往东走 你会发现 那边的人不说英语市容突然变灰暗 招牌都不是英文了 颗颗外劳区 一大片 死气沉沉东区 已经很破旧了 现在就差外劳进驻了
作者: freeyo (成大火人王)   2019-04-04 03:18:00
曼哈顿真的有些地方就跟贫民窟一样,你走过去都会怕
作者: kusomanfcu (POE yea)   2019-04-04 08:16:00
我在那边只住uper west 你吓不到我的
作者: oopFoo (3d)   2019-04-04 09:21:00
哇,我第二大道被P大归在非高级区,完了XD
作者: jerrylin (嘴砲无视)   2019-04-04 10:09:00
台湾就一堆钉子户啊 几坪地也想卖上亿 想钱想疯了
作者: hultese (hultese)   2019-04-04 11:07:00
供需平衡、资金流动、持有成本 这些才是决定房价的最重要因素
作者: piliwu (Love Ciroc!)   2019-04-08 10:44:00
我朋友在lower east 买700万美元的房也不算高级

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