In recent years, China's brand of long rental apartment market growth reached 20% to 30%

Absrtact: Just the past 2014 can be regarded as a long rental apartment year, you+, excellent guest house, Mushroom apartment and other start-up companies have access to financing, chain home also accelerated its free friends and ease of expansion, the former potential underwater some of the two landlords, but also gradually pay attention to

Just the past 2014 can be regarded as the first year of long rental apartments, you+, excellent guest house, Mushroom apartment and other start-up companies have access to financing, chain home has also accelerated its free friends and ease of expansion, the former potential underwater some of the occupation of the landlord, but also gradually pay attention to the brand and standardization of the construction. When an industry starts to grow faster, we judge that a point of opportunity is about to emerge, and if the industry is small and fragmented, we judge the opportunity to be almost perfect.

"Wo Niu Rental" founder Yepexu in the real estate investment industry has been in business for more than 6 years, has been in real estate consulting, securities companies, PE engaged in related businesses. Full-time business before, worked in new apartment/its real estate fund, Yepexu found that in recent years, China's annual brand rental apartment market growth reached 20% to 30%, housing-hosted, with rental services, standardized apartments, is increasingly becoming white-collar rental priority.

There are you+, and Mushroom apartment, excellent guest house, such as three, Yepexu to introduce the open financing of the other 10 or so, calculate the free friends, Rubik's Square apartment and other traditional activities under the line of the brand apartment, brand at one end is a multi-party competition pattern. Brand competition, spawned the demand for the platform: Users need a portal, one-stop search, booking a number of brand-name listings. At the end of the brand, we also need a precise channel to import rental traffic, while reducing their repeated investment in the customer service team and information system.

Nest Cattle Rental is a micro-letter based long rental source search platform. Customer concern Nest Cattle service number (micro-letter: Woniuzufang), through the location, price, huxing, commuting distance and other conditions to search for availability, search results enumerated the room effect chart, apartment and community profiles and other basic information, can be convenient to make decisions. Users of the preferred listings, you can see on the line, platform customer service in the basic situation of communication, transfer to the apartment brand is responsible for offline docking.

One of the benefits of making a brand apartment is that there are mature suppliers on the online service. The same is the long rental field of players, Eyugi House to do C-terminal listings, online housing management, tenant to take a look at the need to build a team, appears relatively heavier. In addition, B-terminal listings in the standardization to be significantly stronger than the C end, users can filter out on the line 80% of the choice, offline more is in the rental intention of the premise of the implementation of the final confirmation of the process.

Of course, the flip side of the model is often the lack of a threshold. Nest Cattle Rental In addition to cooperation in the availability and flow of expansion, but also is about to launch an apartment-oriented ERP system operators. Rely on the background system, not only to help the lack of technical strength of the small and medium-sized brands to manage the house and tenant, but also the use of enterprise software migration costs high characteristics of the threshold.

Further, based on the long-term rental of social, financial, cleaning, maintenance is also a platform can provide professional services, most small and medium-sized operators do not have such capabilities. For example, in the securitisation of rental income rights, some apartment brands have recently begun to move.

At present, the Nest cattle rental cooperation under the line store (a store may correspond to many sets of listings) has more than 100. Team of 20 people, mainly including research and development, BD and market. Web products are being produced and apps are being introduced (too low frequency). The project is said to have been invested by a well-known personal angel of millions of yuan.

Go back to the topic of long term rental market. To mark the United States: the United States the largest apartment operators have 200,000 sets of listings, China's largest is less than 20,000, the United States rental housing, 60% are brand apartments, China, the proportion of only 2% to 3%. U.S. property rights are relatively complete, and the domestic availability of extremely dispersed, resulting in the line easy to form a small and scattered pattern. Coupled with limited management radius, geographical threshold, availability of resources and low demand for funds and other factors, Yepexu judge, long rental industry in the next few years will be difficult to dominate the line of the Giants. At present, only Beijing area, roughly estimated that there are 500 relative standard brands, while the smaller one is counted in, estimated that there are about thousands of.

So it can be believed that the domestic long-term rental apartments offline, online market are still in the early embryonic, the next few years may be the golden window of start-up companies involved. A few years later, the chain of this line of online eco-complete company is entirely possible to build a different pattern (refer to the relationship between second-hand housing intermediary and search house).

Besides, I think we can divide the long term rental market into three categories:

1, C-terminal non-standard decentralized housing. This is the long-term rental market at present mainstream, to Eyugi housing as a typical C2C+O2O platform, mainly in the stock market to eat traditional intermediary.

2, B-end standardized decentralized housing. Here, the B-end, there is a big long rental apartment brand, there are small occupation of the landlord, the typical company has free friends, mushroom apartment, excellent guest house, etc., is growing in the market.

3, B-end of the whole house-style listings. More typical of the new apartment and comfortable, some contract the whole property to do short-term rental companies, such as passers-by, may also turn to long rental market.