RH-GZ-2025

Guangzhou Rental Housing Market: 2021–2025 Evolution and 2025 Review

廣州住房租賃市場：2021—2025年演進與2025年深度觀察

Guangzhou rental housing market research, 2021–2025: Executive Summary, Research Scope and EILT Model; Policy evolution and operating impact; Market Scale and Product Supply; Rent, Occupancy and Demand Anchors; Capital Markets, Risks and Recommendations.

Key findings

1. Monitored supply reached about 84,000 units in 2025, up by roughly 7,100 units from 2024.
2. Young professional apartments accounted for about 57,900 units, or 69.0% of supply, while rental communities contributed about 17,500 units, or 20.9%.
3. EILT Levels 3 and 4 contained about 58,700 units, representing 69.8% of citywide supply.
4. Average rent efficiency was RMB 2.80 per sq m per day in 2025 and occupancy reached 93.0%.
5. Citywide supply increased by about 15,800 units from 2023 to 2025, with rental communities adding roughly 13,600 units.
6. Year‑on‑year supply change was +9.2% in 2025, reflecting continued growth in monitored units.

What's inside

1. Executive Summary, Research Scope and EILT Model04—07
2. Policy evolution and operating impact08—17
3. Market Scale and Product Supply18—33
4. Rent, Occupancy and Demand Anchors34—46
5. Capital Markets, Risks and Recommendations47—51

Who it is for

• Institutional investors evaluating entry into Guangzhou's rental housing market
• Real estate developers planning new rental projects in Guangzhou
• Asset managers assessing Guangzhou rental‑housing portfolios
• Policy analysts reviewing housing supply and regulation in Guangzhou