As the saying goes, be prepared for danger in times of peace and take advantage of crises. Various measures have been taken to stabilize the economy across the country. The biggest risk currently is actually the real estate debt crisis. There are many pessimistic views in the mar

As the saying goes, be prepared for danger in times of peace and take advantage of crises. Various measures have been taken to stabilize the economy and the market across the country. The biggest risk currently is actually the real estate debt crisis. There are many pessimistic views in the market, but I say this is a once-in-a-lifetime opportunity. how do I say this?

Observing previous financial crises, the central bank took action on various risky assets, which not only saved the financial system, but also made a lot of money when asset prices returned to normal after the economy stabilized.

We need to establish a long-term mechanism for real estate regulation. The so-called "housing is not for speculation" actually implies the two natural attributes of housing: financial investment and residential attributes. To truly avoid housing speculation, we need to separate these two attributes and establish two parallel markets.

The financial attribute market is completely deregulated and free to buy and sell. Whether it is 100,000 yuan per square meter or 1 million yuan per square meter, just let it go. As long as all parties abide by laws and regulations, the government will only collect money.

As for the residential attribute market, the government needs to provide public goods such as housing, price controls, and buying and selling controls. That is, the owner-occupiers can purchase housing from the government at the price specified by the government, and in the end they can only sell it to the government at the specified price. It is somewhat similar to the Shanghai fuel vehicle license plate transaction.

It is precisely because financial investment and residential attributes are mixed together that every time real estate is regulated, it will die if it is controlled - it cannot meet the needs of financial investment and residential needs, and the government lacks land sales income; if it is relaxed, it will be chaotic - Finance Investment behavior has added fuel to the fire. Although the government has increased revenue from land sales, housing prices have risen in a retaliatory manner, making housing no longer a residential property, and people have complained.

Now that there is a debt crisis in real estate, I say that it is the country that is determined to take action and completely remove the shackles of real estate on future economic transformation and upgrading. First, commercial housing with residential properties will be bought at a lower price from developers experiencing crisis. Come down. Only when there is a real estate crisis can you get the best price. These assets are the country’s housing reserves that will meet the needs of the residential population in the future.

Singapore HDB

3 benefits.

saved the developer from a complete collapse, which would affect the operation of the country's entire financial system. Second, it is a historical window of opportunity to establish a long-term mechanism for healthy housing development! Third, only the central bank and the country have this ability. The acquisition of assets during a crisis always results in huge gains. This is a fact that has been proven many times by Chinese and foreign history. I think we can discuss how to implement

and where the country’s money comes from. For example, in the past, we had the precedent of purchasing foreign exchange reserves and injecting capital into banks and foreign investment companies through the issuance of special treasury bonds. How to achieve the establishment of government housing reserve resources without causing currency depreciation inflation , we might as well have an extensive discussion.

What I mean is that bold and decisive strategic financial innovation is currently needed to lay a new foundation for the next stage of national economic development and national rejuvenation.

[Struggle]

focuses on liquidity observation, and sometimes expresses his feelings without making investment basis!