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華爾街分析猿
@WSTAnalystApe
投資業內人士對經濟、時事、股票的專業分析,消除與金融大鱷的資訊差距|非投資建議,自行評估風險
加入 August 2019
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Airbnb 聰明地複製了川普處理資料中心爭議的思路 擔心 AI 推高電價?資料中心就自建電廠,甚至把多餘電力反供電網降低電價。 擔心 Airbnb 推高房價?Airbnb 就出錢蓋房。 紐約禁止 Airbnb 後,租金上漲約 30%;奧斯汀選擇放寬限制、增加供給,租金反而下跌 18%。 這些新房未必能上 Airbnb,資金回報也低,短期對 Airbnb 其實是不利; 但 Airbnb 買到的是政治生存空間:回應「搶走住房」的指控,並把政策焦點從禁止短租,轉向增加供給。 很多問題不是要政治人物管更多,反而是他們管太多。 讓市場增加供給,很多問題都會迎刃而解。
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Yesterday I was in Austin, TX to announce the Airbnb Housing Accelerator, a $250 million commitment to help get more homes built. Airbnb started because of a housing problem. My roommate and I couldn’t afford our San Francisco rent, so we rented out airbeds in our apartment. Today, housing is unaffordable for millions of people around the world. If you step back and ask why housing has become so expensive, the biggest problem is pretty simple: we don’t build enough of it. America is short more than five million homes, more than all the housing in New York City and Los Angeles combined. We build fewer homes today than we did in 1950, even though the population has doubled. Airbnb has been part of the housing debate, and we understand why communities have concerns. Dedicated Airbnb listings are a small share of the housing supply—about 0.5% here in Austin and 0.3% across the U.S. Restricting short-term rentals is an understandable response, but the evidence shows it doesn’t address the underlying problem. New York City effectively banned Airbnb, and rents have risen about 30% since then. Austin took a different approach and passed reforms that made it easier to build more housing. Rents there are down 18%. Every city is different, but Austin is a clear success story. We believe building more homes is essential to making housing more affordable. So we asked ourselves: what can Airbnb can do to help? We found a few places where we can. Today, around 750,000 homes in the U.S. are ready to break ground, but are stuck because they can’t get the final piece of financing. That’s where we can help. We’re doing four things: 1. Putting $250 million behind housing projects that unlock $5 billion in development. 2. Supporting local housing advocates working to modernize zoning, speed up permitting, simplify building codes and reduce unnecessary costs. 3. Creating a $5 million Housing Innovation Prize for technologies that can make homes faster and cheaper to build. 4. Launching the Airbnb City Index to make it easier to see which cities are building housing, becoming more affordable and adopting policies that work. Our first project is in Austin. We’re investing $6.4 million to help build 201 affordable apartments in St. John, a neighborhood where the land has sat empty for nearly 20 years. The community fought to turn this lot into affordable housing and won. But construction stalled for nearly five years because the developer was a few million dollars short. Airbnb came and played a small part to unlock this project. None of these Austin apartments will ever be on Airbnb. Short-term rentals aren’t permitted. We’re investing anyway, because the goal is simple: help build more housing. We’re starting in the U.S. because it’s the market we know best. I want to prove this works here before taking it further. But housing affordability is a global problem, and I hope we can eventually take what we learn here and apply it globally. This is new for us. We’ll get some things wrong. And $250 million won’t close a five-million-home gap on its own. I know there will be skepticism about this, and that's okay. Airbnb only works if communities trust us and feel good about our presence in them. We can’t ask people for that trust. We have to earn it. The best way to do that is to help solve problems in the communities where we operate. That’s what the Housing Accelerator is about. Brian
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