Just when I was about to get off work, a message came: Eggshell CEO Gao Jin was arrested?

called Li Nanjun, ran in half an hour with information, and the first sentence was: "The news is true!"

Shen Feng was a little confused, at the beginning of this year, the eggshell was not just an IPO on the New York Stock Exchange?

Known as the first stock in the concept?

"On the one hand, the Danke authorities tried their best to minimize the impact of the incident, claiming that the CEO had nothing to do with Danke because he was involved in an investigation by a local government department into the business investment he participated in before the establishment of the Danke Apartment......

Li Nanjun explained: "On the other hand, a replacement was quickly appointed, and the company's co-founder, director and president, Cui Yan, became the interim CEO, and the appointment took effect immediately. ”

Shen Feng pouted, he was the backstabber, who is Cui Yan?

"The so-called house leak happened to rain overnight, and the eggshell has been questioned since last year, and it was easy to stiffen to the market, but I didn't expect it to be ......"

Li Nanjun analyzed: "The results of the investigation are crucial, although he is currently absent, Gao Jin is still tightly in control of the eggshell apartment. It holds 13.5% of the shares and has 75.7% of the voting rights. ”

Shen Feng has heard a lot of gossip, and a few months ago Ji Gang resigned as a director of Eggshell Apartment for personal reasons. He is the vice president and head of the strategic investment department of Ant Financial, and the key figure in Alibaba's investment in Eggshell.

Does the old horse have to run too?

"This Gao Jin is a typical serial entrepreneur, and his resume is not glamorous. Li Nanjun handed the information to the boss and said with a smile: "From the advertising industry to the long-term rental apartment industry with a heavy model, it was Shen Boyang of Nuomi Network who opened a door for him." ”

Shen Feng swept his resume at a glance, and it was an old routine, what did he meet a noble Bole, get the first pot of gold for a meal, and then go all the way......

"At that time, I saw the opportunities in the rental market, and I heard that I often invited real estate agents for coffee, and after chatting for an afternoon, I found that the information between landlords and tenants was not transparent, and there were many black agents. ”

In the end, Eggshell Apartment is also an intermediary business, renovating the owner's house and renting it to tenants, providing post-rental services, and trying its best to attract young people. ”

"It is said that young people can live in the city with dignity!"

After Shen Feng browsed the information, I have to say that this pain point is very good, renting a house, especially for first- and second-tier cities, is simply a pain in the skin.

Taking advantage of the policy of "simultaneous rental and purchase", Danke has grown rapidly in four years, penetrating into 13 cities and increasing the number of employees to thousands.

The investment lineup is getting stronger and stronger, what is Joy Capital, Ucommune, Tiger Global Fund, Ant Financial, etc......

"Although he swore at the beginning, the eggshell is getting farther and farther away from his original intention, what allows young people to live in the city with dignity......"

Li Nanjun said with contempt: "Long-term thunder, repeated rights protection incidents, the entire industry has been constantly denied. This year, all kinds of rent arrears have been owed to the landlords, and even the landlords have been asked to waive the rent?"

"Some landlords were unknowingly and without agreeing to the plan, and the rent was actually deducted by the eggshell apartment. After proposing to terminate the contract, Danke stated that it could not waive the landlord's liquidated damages with "force majeure factors". ”

"As an intermediary, you sign contracts with the landlord and tenant respectively, and in the end there may be a situation where the landlord is free of rent and the tenant is paying the rent, who will dare to trust you after playing this kind of trickery?"

This is the legendary one fish and two eats?

Shen Feng is drunk!

In fact, the outside world cannot be optimistic about the future of eggshells. In the past few years, the long-term rental apartment industry has poured large sums of money, and in order to win market share, players have used real money to build a country, forming a high-in, low-out model.

Compete for housing at a high price and attract users at a low price. However, the long-term rental apartment itself is a heavy model industry, and the cost of decoration and operation is varied.

Look at the financial reports of the past few years, with Youaiteng, the losses continue to expand, all supported by burning money.

The faster you run, the more you lose.

The C and D rounds of financing of 690 million US dollars can't be burned for a year?

"Now we can only play mutual money to continue our lives, what kind of rental loans are launched, and cooperate with third-party financial institutions to allow tenants to borrow to achieve installment payments and pay rent every month, but long-term rental apartments can get one-time large loans provided by lending institutions. ”

Shen Feng snorted coldly, this is playing with fire!

Once the capital chain is broken......

Last month, the Ministry of Housing and Urban-Rural Development, together with the National Development and Reform Commission, issued a special document prohibiting the proportion of rental loan income from not exceeding 30% of the income of enterprises, which may be included in the bank supervision account in the future.

Time is running out for eggshell apartments!

"The funniest thing is that the eggshell was actually listed as an old man by the court because of 10,000 yuan!"

Li Nanjun complained: "This is the virtue of a dignified NYSE listed company?"

Shen Feng laughed, this stalk is good.

Not only Internet companies, but even the real industry is constantly being coerced by this great era.

The reason why eggshells burn money is because of crazy expansion, especially in first- and second-tier cities, which must not only have convenient transportation, but also be of good quality and low price, how can there be such a good thing?

Burning money is like this, but it's not the first player, look at people's freedom, known as millions of houses!

Looking at the entire industry from Shen Feng's point of view, it is the long-term imbalance between supply and demand in the rental market that has caused various platforms to be tired of expansion.

In the context of deepening urbanization, population mobility is accelerating, but due to high housing prices, renting has become the best option for the younger generation, and the penetration rate of second-hand landlords in the overall rental market is less than 10%.

In this case, only after controlling the market can the monopoly situation continue to raise rents, or increase other ways to obtain higher incomes.

For the top platforms, the number of listings is the only way for brands to seize the market.

In the turbulent times, what is most needed to grab housing is cash flow. If you want cash flow, you can't escape the fate of "rental loan".

The essence of the business of the second landlord is to earn the middle difference by buying at a low price and selling at a high price, and how to play with funds is the king.

After all, expanding a home requires a large amount of money at one time, and rent is a long-term process. In order to get these funds at one time, second-hand landlords have cooperated with third-party financial institutions to start a rental loan model.

Like walking a tightrope, the P2P storm in recent years has been earth-shattering, once the apartment platform does not return the money to the third-party financial platform or the original landlord in time, the tenant will face displacement and will be burdened with loans......

How to build a harmonious society?

Is Tianlei going to stare at you?

There is no way, the whole industry is running blindfolded, and any platform that suddenly stops expanding is likely to mean being out of business. Even if the regulatory tightening of the platform policy of third-party financial institutions almost cut off the capital flow of second-hand landlords, in order to obtain expansion support, Eggshells did not stop, but started the road to bloody listing.

The operation was as fierce as a tiger, and the stock price was cut in half in half after half of the listing year, and now the CEO has entered again......

Will it be delisted directly?

It's exciting!

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