Re: [閒聊] 少子化會造成都會區房價上漲

作者: H2 (oh!my志玲)   2019-04-03 18:51:38
今天的華爾街日報剛好有討論到類似這個問題
重點大概是下面紅字, 不過高舉居住正義的覺青跟
憤青應該不喜歡這個答案
重點在 1. 供需 2. 都市計畫彈性 3. 建築工法
落實在台北市來說
在有限的平地可建面積中有幾個方式增加供給,
首先是放寬容積率, 但考慮交通等容納程度, 比較
難無限上綱
其次就是大規模都更, 這是目前政策跟民意上比較
支持的, 不過落實到個人就很多利益衝突導致進度
緩慢
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 (阿鴻)   2019-04-03 19:16:00
我魯可以幫翻譯嗎
作者: HANAXALICE (花與愛麗絲)   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
這文章 多多、套套 也要看一下文章有說 東京都雖然有 都心回歸的潮流但是 房價依舊不振 顆顆顆2018房屋價格 大約回到2000年(本魯推測 這價格是新房才有這麼高 2000年買的現在已經很舊了 應該非常難交易了)同時 東京都房租10幾年沒漲過了為什麼? 因為 東京都蓋了太多新房子增加的速度 比回流的人 還要快文末還提到 某日本大建商 最近在東京都有大型造鎮計畫預期房價 會比週遭還要便宜因為 只要開價高於市價 就會滯銷套套 看一下大台北的餘屋數量 嘖嘖聽說 建商今年繼續大推案 嘖嘖喔 東京都那個造鎮計畫 房子蓋的比一般東京都房子還大用總價一樣 房子變大 來吸引買家台北市那些 超迷你套房 顆顆顆 顆顆顆總之 套套 自求多福
作者: kusomanfcu (POE yea)   2019-04-03 19:52:00
人口密度,廣大的關東平原關東平原的土地夠全日本人住東京都大小約北北基桃然後加上可住面積的話大概到台中了。。。關東平原不只東京 就這樣。。。
作者: dans (Go for the eye)   2019-04-03 20:34:00
台灣的經濟思維真的挺落後的,過去幾年沒看過有人公開建言擴大供給,反而是跟著張金鶚一起砲轟央行不緊縮土建融
作者: kusomanfcu (POE yea)   2019-04-03 20:38:00
很好笑啊,建商們自己hold不住想猛蓋。結果被自稱要打房的穩住勒
作者: rockhart (Line)   2019-04-03 20:38:00
台灣政客只想到自己短期利益,不可能會有大改變,都市計畫也都不是長遠規劃,想到什麼做什麼
作者: kusomanfcu (POE yea)   2019-04-03 20:40:00
所以遠雄茂德一天到晚造鎮是佛心來的?
作者: jasonmoon (殭屍葛格)   2019-04-03 21:12:00
原來是這樣啊
作者: kusomanfcu (POE yea)   2019-04-03 21:20:00
所以要人人支持遠雄造鎮
作者: Petrovsky (Never say never.)   2019-04-03 22:01:00
供需是最重要的重劃區 供給量暴增 價格就崩盤只有 套套看不懂 被建商坑殺剛剛好台北市 老舊精華區 雖然都已經蓋滿了但是 未來還是一樣會崩盤因為 以大安區為例 現在整體屋主為60幾歲 人數最多現在 逐漸會離開生命的舞台 老公寓會有很多空屋空屋 租不出去 因為東區商業崩潰 沒有就業人口空久了 就會想賣了但是 大家都想賣年輕人 都在有工作機會的地方對於環境、屋況要求比較高也不會 去買 又貴又爛的破舊公寓時間拖久 大安區房子 一間一間空出來空屋 由東區一直向外擴散大安區就 萬華化了精華區老舊房子 就崩盤了(未來的人 也會忘記 大安區是精華區 跟萬華區一樣)
作者: punkdog (8+9=17)   2019-04-03 23:00:00
萬華比大安 懶覺比雞腿 你乾脆說紐約曼哈頓也會落寞好了
作者: Petrovsky (Never say never.)   2019-04-04 00:01:00
你以為曼哈頓 全都高級住宅區?!
作者: b104202 (gg)   2019-04-04 00:02:00
曼哈頓的老屋都是漂亮建築跟摩天大樓 台灣的老屋是破舊公寓...
作者: Petrovsky (Never say never.)   2019-04-04 00:03:00
曼哈頓第三大道以西 都算是高級區第三大道往東走 你會發現 那邊的人不說英語市容突然變灰暗 招牌都不是英文了 顆顆外勞區 一大片 死氣沉沉東區 已經很破舊了 現在就差外勞進駐了
作者: freeyo (成大火人王)   2019-04-04 03:18:00
曼哈頓真的有些地方就跟貧民窟一樣,你走過去都會怕
作者: kusomanfcu (POE yea)   2019-04-04 08:16:00
我在那邊只住uper west 你嚇不到我的
作者: oopFoo (3d)   2019-04-04 09:21:00
哇,我第二大道被P大歸在非高級區,完了XD
作者: jerrylin (嘴砲無視)   2019-04-04 10:09:00
台灣就一堆釘子戶啊 幾坪地也想賣上億 想錢想瘋了
作者: hultese (hultese)   2019-04-04 11:07:00
供需平衡、資金流動、持有成本 這些才是決定房價的最重要因素
作者: piliwu (Love Ciroc!)   2019-04-08 10:44:00
我朋友在lower east 買700萬美元的房也不算高級

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