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by OrangeTee & Tie Pte Ltd.

OrangeTee's comments on HDB Q1 2023 Public Housing Data

HDB Quarterly Data

Press Release

28 Apr 2023


HDB has just released the Q1 2023 public housing data.



HDB Resale Price Index

According to HDB flash estimates for Q1 2023, resale prices climbed slightly by 1 per cent quarter-on-quarter (q-o-q), marking a third consecutive quarterly price slowdown.

This is the smallest price appreciation since Q2 2020, when prices increased slightly by 0.3 per cent during the COVID-19 circuit-breaker lockdown. Nevertheless, prices are still at a fresh record in Q1 2023. Year-on-year, resale prices increased by 8.8 per cent in Q1 2023. 

The price softening comes amid higher housing inventory. The housing shortage is easing as inventory builds up, with more flats being completed in recent months. Further, the government continued to launch BTO projects and released new flats for sale. 

Moreover, some buyers have taken a step back to reassess their options and review their price offers. A combination of skyrocketing home prices, inflationary pressures and rising mortgage rates have lowered buyers’ housing affordability. Further, rising global uncertainties and financial market volatility sparked by the banking crisis and global recessionary fears prompted buyers to be prudent in their home purchasers. 

Therefore, more buyers opted for smaller, affordable flats. The number of small flat transactions increased faster than for big flats. As a result, overall price growth slowed since smaller flats constituted a higher proportion of sales last quarter, and small flats usually fetch lower prices.  


HDB Resale Volume

The total resale volume increased by 5.8 per cent from 6,597 units in Q4 2022 to 6,979 units in Q1 2023, based on figures released by HDB. Year-on-year, sales rose marginally by 0.6 per cent from 6,934 units in Q1 2022.  

As buyers’ affordability was affected by the cooling measures and rising interest rates, buyers bought more small flats last quarter. The number of 4-room and other smaller flat transactions rose 8.2 per cent from 4,622 units in Q4 2022 to 5,000 units in Q1 2023. The biggest increase came from 2-room flats, which rose by 39 per cent q-o-q, followed by 3-room flats, which increased by 12.8 per cent. Executive flats, conversely, saw volumes drop by 3.7 per cent. 


HDB Rental

According to the HDB public housing data for Q1 2023, the approved applications to rent out HDB flats surged by 13.9 per cent from 8,476 units in Q4 2022 to 9,657 units in Q1 2023. On a year-on-year basis, volume declined by 5.2 per cent from 10,189 units in Q1 2023. 

Rental demand increased as tenants returned to the market after the year-end holidays, and leasing activities increased after the Chinese New Year period. Some tenants shifted downstream from renting private properties to HDB flats as rent prices have surged significantly Islandwide, and many are looking for cheaper accommodation. 

Although more flats have been completed, most cannot be leased immediately as they need to obtain the minimum occupation period first. It will also take time for local tenants to vacate their rental premises and shift to their new homes, 

Moreover, the HDB rental stock may shrink over time since fewer flat owners are keeping their units for rental income as they have to sell their units before upgrading to a private home to avoid the ABSD. The increased ABSD, tightened loan limits, and escalating private home prices have also hampered buyers' affordability, meaning fewer flat owners can keep their HDB flats for rental while they stay in private homes.


Outlook 

Rising interest rates, inflationary pressures and high resale prices have crimped buyers’ purchasing power. As housing affordability takes center stage, small resale flats will continue to find favor with buyers. 

In addition, since more grants will be given to first-timers purchasing 4-room and smaller flats, demand for small flats will likely rise faster than for big flats.

From August 2023, stricter rules will be imposed for the non-selection of BTO flats. First-timers who lose their priority when they reject HDB's offer to pick BTO flats will likely turn to the resale market. Therefore, demand for resale flats may increase further in the second half of this year.  The total sales volume may reach 23,000 to 26,000 units this year. Resale prices may continue to climb, but at a slower pace of 5 per cent to 8 per cent in 2023, compared with 10.4 per cent in 2022 and 12.7 per cent in 2021.






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