Lei Jun favored Youjia burst into thunder, and was accused of owed 13.4 million

Radar finance produced | Meng Shuai editor | Shenhai

"I studied the model of long -term rental apartments 5 years ago. Later, I found that there are two types of people who do long -term rental apartments: scammers and fools. 'Liar" did not think about long -term development, just cheat a sum of money,' fools' I did not understand the account. Long -term rental apartments are the variants of the Ponzi scheme. "Talking about the business model of long -term rental apartments, SOHO Chinese founder Pan Shiyi once said.

Pan Shiyi made a proverb. Recently, some media reports said that there was a long -term rental apartment brand -YOU+(Youjia Apartment) suspected mines. It is reported that YOU+Suzhou Bridge community in Beijing has not paid a number of expenses including the property, including the rent, and the ownership of the property rights is 13.4014 million yuan.

"During the epidemic, long -term rental apartments are not easy to operate, but it is definitely not the concept of thunder". "You+co -founder Liu Yang denied the rumors of market thunderstorms. Liu Yang also said that You+has invested more than 40 million yuan in this project, affected by the epidemic. In the past two years, the project has been losing money, but other domestic projects are profitable, so the company has made "cut meat" preparation.

It is worth mentioning that YOU+was once favored by Lei Jun. Lei Jun's Shunwei Capital had participated in You+two rounds of investment. Lei Jun himself also personally opened the opening ceremony of You+Beijing Suzhou Bridge community.

In recent years, the incidents of long -term rental apartments have repeatedly occurred. People in the industry pointed out that capital operations are not the essence of long -term rental apartment companies. Long -term rental apartment companies can only bring money to enterprises for a long -term effective profit model. Long -term rental apartment enterprises cannot blindly expand, but should do a reasonable layout plan to help enterprises achieve reasonable operations in cash flow and improve their ability to resist risks.

Youjia Apartment Beijing District Thunder

YOU+, a long -term rental apartment brand who has reached 10 years old this year, has recently fallen into a rumor of thunderstorms.

According to media reports, on June 18th, You+Apartment's Suzhou Bridge Community Court of Beijing posted a number of "Notifications of All Tennis Ten Ten Ten Ten Ten Ten Ten Ten Ten Councils in Sanyi Temple". According to online pictures, the project was leased to Youjia Kaitianke (Beijing) Enterprise Management Consulting Co., Ltd. (hereinafter referred to as "Beijing Youjia Company") by the project's project (hereinafter referred to as "Beijing Youjia Company") Management Co., Ltd. manages and operate the property. The original leased period was from November 1, 2014 to October 31, 2024, for 10 years.

However, as of June 18, Beijing Youjia Company owed a total of 13.4014 million yuan in the property rights party, of which 7.92 million yuan in rent and property fee, 5.37 million yuan in owed to the lag, and 108,200 yuan in water and electricity fees. It is reported that the income of receiving rent from the tenant monthly from Beijing Youjia Company is about 1.4 million yuan. The property right party has previously issued a letter of payment in February, March, and April this year. The company did not pay any rent to it.

In view of the breach of contract of Beijing Youjia Company, the property rights party has lifted the "House Lease Contract" of Youjia Company in order to safeguard the legitimate rights and interests of the company and avoid the loss of tenants, and requires Youjia Company to immediately make the house. The property right also stated that in order to protect the interests of tenants, it is verifying the registered tenant information and establishing a transition arrangement according to the actual expiration of the tenants.

According to the "Phoenix Weekly Real Estate" report, the staff of the consulting office set up on the site of the property right party said that the original operator of the project Beijing Youjia Company has not enough funds to support the operation of the apartment project. It is negotiating related to the original tenant.

After the news of thunderstorms came out, Beijing Youjia Company issued a letter to "To YOU+International Youth Beijing Suzhou Bridge Community" to respond. The letter mentioned that in 2014, Beijing Youjia Company paid 4.5 million yuan of lease insurance for the owner, and later spent more than 40 million yuan to renovate the project.

However, subsequent You +'s operating strategy in the community has been hit hard. Since the outbreak of the epidemic in 2020, the operations of You+Beijing Suzhou Bridge community have become difficult, with a cumulative loss of more than 35 million yuan. At the same time, the rent cost of the community has increased year by year, accounting for more than 70%of the total operating income.

You+also revealed in the letter that the property nature of the community cannot be used as a homestay or hotel operation, which has further affected the adjustment of the company's operating strategy. In addition, YOU+said that even if he lost money all year round, the company has not chose to give up the community. He has repeatedly sent a letter to the owner to request the request to reduce the rent and reducing the rent to help it through the difficulties during the epidemic situation, but it has been rejected.

Regarding the aftermath of the follow-up tenants, Beijing Youjia Company promised to solve the problem of rental and deposit of tenants. Or if you transfer the owner to provide long -term rental apartments, the company will cooperate with the refund of the lease deposit and go through the check -out procedures.

It is understood that YOU+Beijing Suzhou Bridge Community officially opened in April 2015. Based on this calculation, the community has just been operating for 7 years.

Radar Finance noticed that in 2017, another community in Beijing, located in Beijing, announced the stop of operating due to the relocation of related supporting projects in the Beijing Winter Olympics. At present, there is only one Suzhou Bridge community in the community on the official website of Beijing. The shutdown of the Suzhou Bridge community means that you can be "zero" in Beijing in a short period of time. Do you+to exit Beijing completely? How to plan the next step? Liu Yang admits that You+is currently deployed in 8 cities across the country, and will enter Wuxi and Shaoxing next. At the same time, Liu Yang also said that YOU+still has a project in Beijing. The original plan was that the two projects could be connected, but the current status quo was not easy to achieve.

Earlier, Liu Yang said at the third long-term rental apartment conference in December last year that "At present, the company's largest source of income is the difference in rent, which accounts for about 70%-80%of the overall revenue; 10%-20%. "

It is worth mentioning that on May 25 this year, Liu Yang stepped down as the chairman of Beijing Youjia Company. Several co -founders such as Liu Xin, Zhang Dingding, and Su Yan also exited the company's list of directors.

In addition, radar Finance noticed that the YOU+main operation company Guangzhou Youjia Investment Management Co., Ltd. was listed as the executing person three times in July 2017, January 2018, and July 2021, and the total execution amount reached 41.93 10,000 yuan; the company's total amount of cases as defendants and appellant is about 280,000 yuan.

Lei Jun has invested twice and stands for him

The official website shows that You+currently serves more than 50,000 membership members, with communities in Chengdu, Shenzhen, Hangzhou, Beijing, Shanghai, Guangzhou, Nanjing, Suzhou and other places. In the secondary, there are 4 communities.

It is understood that the original intention of You+brand was to meet the needs of modern urban youths for renting, life, and entrepreneurship. Tianyancha showed that the founders Liu Yang and Liu Xin held 31.27%and 20.42%of the Guangzhou Youjia Investment Management Co., Ltd., respectively.

The establishment of you+brand can be traced back to 2004. At that time, Liu Yang and Liu Xin's two founders drifted in a foreign country all year round, so that the two had a serious discussion on the topic of "home", which also laid seeds for them to build the dream of the apartment community. Seven years later, the dream of the two really started to act.

In 2011, the two signed a factory building located in Phoenix Street, Haizhu District, Guangzhou. It took 10 months to transform the factory building that was originally used as the Gaolu cleaning paste plant into a community. In June of the following year, YOU+launched the brand's first gun, and You+International Youth Community was officially established. At that time, the brand's first community YOU+Guangzhou Phoenix Community opened the door to welcome guests. In just one month, all 133 rooms were rented out.

After opening the door, You+began to attract the attention of the capital market. In 2013, the four of Yang Hui, Zhang Dingding, Zhang Dianlei, and Li Yixuan invested angels on You+. Among them, Yang Hui and Zhang Dingding also joined the team as a co -founder. Immediately after, Su Yan, the founder of garage coffee, became the co -founder.

After standing in the Guangzhou market, YOU+is not full of the current situation. It has begun market expansion outside Guangzhou, which will further extend the layout to Beijing and Shanghai. In 2016, more than 3,000 new living concept rooms were invested in the three places in the north, Shanghai, and Guangzhou, of which 60%were new products created by You+ -youth entrepreneurial community. In the future, YOU+projects in Shenzhen, Hangzhou, Chengdu and other places have also landed one after another.

Radar Finance noticed that You+has also won the favor of Lei Jun, and You+also mentioned Lei Jun many times in his brand development process.

In 2014, Lei Jun's Shunwei Capital led YOU +'s Series A financing. Ceyuan Chuang Investment participated in the follow -up investment. This round of financing reached 100 million yuan. According to media reports, Lei Jun made a decision to invest in You+in just 5 minutes. In May 2015, Lei Jun's Shunwei Capital once again participated in You +'s Series B financing, which reached US $ 30 million.

Since then, when You+Beijing Suzhou Bridge Youth Entrepreneurship Community opened, Lei Jun appeared in person. The photos of Lei Jun attended the opening ceremony and were still hung on the wall wall of the public area of ​​the Suzhou Bridge community in Beijing.

At that time, when he talked about why he invested in this project, Lei Jun said that when he first came to Beijing 24 years ago, he also lived in the basement and farmhouse. Therefore, he understood the importance of each north. I have the responsibility to help these young people. Liu Yang also said that Lei Jun is willing to invest because of the brand's ideas with Xiaomi.

Why do long -term rental apartments frequently mine?

In recent years, the tracks of long -term rental apartments have repeatedly reported the news of thunderstorms. Radar Finance learned that the keyword "apartment" was found through the sky eye inspection that there were 1,0210 related companies in the real estate industry in non -renewal (revoking, cancellation, etc.) in the country, accounting for 37.68%of the total of 27097.

In 2020, the thunderstorm of Qingke Apartment with a halo of the "long -term rental apartment" on the top of the head. Since February of that year, tenants have reported that because the Qingke apartment owes the rent of the landlord, the tenants have encountered the embarrassment of water and power outages, or even driven away. Even after the tenants moved away, the tenants still had to face problems such as unreasonable contracts, unable to recover the deposit, and even need to continue to pay rental loans. In 2020, the eggshell apartment, which was listed in the US stocks for less than a year, was also thunderous, and it also smashed the hearts of a group of landlords and tenants. This year, the CEO of the eggshell apartment was taken away by the police; the egg shell apartment was also exposed to the problem of the fund chain. The landlord could not pay the rent on time. As a result, a large number of landlords and tenants who have been damaged to the headquarters of the egg shell apartment to protect their rights. Even though the eggshell apartment said that "there is no bankruptcy, it will not run the way", the eggshell apartment information in the center of the storm has been removed from the shelves since then, and the market is delisted.

In February 2021, mushroom rental housing was also involved in the doubt of thunderstorms. At that time, the landlord of dozens of apartments went to the headquarters of the platform in Shanghai to discuss the rent of an unsolved apartment. It is reported that the landlord and the mushroom rental platform had signed an agreement to handle their real estate to the platform for care. Originally, the landlord could use the platform to withdraw the funds of the platform account. Some landlords have accumulated a total of 400,000 rents. Follow -up, Ma Xiaojun, the founder and CEO of mushroom rental houses, acknowledged that the company was in a business crisis, and soon the mushroom rental house was taken over by the shell department.

In October last year, Beijing sent another second landlord running incident. It is reported that more than a hundred tenants who rented a house in Wangjing area were deceived by the second landlord. After the two landlords collected the house from the landlord and the intermediary, they rented out at a price of 20%lower than the market price, but the two landlords were renting. There is a "cat tiredness" in the collection: the tenants are charged annually, but the monthly payment is paid on a monthly basis. Through this scam for many years, the two landlords were "disappeared" after getting a lot of funds, and some tenants were cheated or even more than 100,000.

In addition to the aforementioned cases, long -term rental apartment brands such as Friends Apartment and Chaoke Apartment have also been thunderstorm. According to statistics, from 2018 to 2020, there are more than a hundred long -term rental apartment companies in just three years.

Industry insiders pointed out that the long -term rental apartment industry was in a stage of rapid development. Many companies in order to seize the market in the market, and even lowered their profits at high prices. Profit model. The operators of many long -term rental apartments adopt the method of "long -term short payment" and "high advancement and low", and it is also very easy to use the situation of misappropriation of funds and running. Once the company's capital chain breaks, the landlord and tenant will become the "grievance", which further intensifies the contradiction between the landlords and tenants of the victim.

In addition, the impact of the epidemic on the long -term rental apartment industry cannot be ignored. Under the epidemic, the rental demand for tenants will be affected to some extent. In this case, apartments need to face prices such as rents and room vacancy, which will bring operating pressure on the lessee and further affect the cash flow of long -term rental apartment companies. Long -term rental apartment enterprises should not blindly expand, but should do a reasonable layout plan to help enterprises achieve reasonable operations in cash flow and improve their ability to resist risks.

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