Developers of the Moscow region in 2017 concluded transactions under agreements of the DDU for a total amount of 794.8 billion rubles., Experts of the company TsIAN estimated. At the same time, according to their data, 396.8 billion rubles. (about 50%) of the proceeds from the sold apartments fell to ten construction companies.
Calculations of TsIAN are executed on the basis of processing of extracts of the USRR Rosreestr for registration of the DDU in the buildings under construction. At the same time only retail deals with individuals in multi-apartment buildings above three floors were taken into account. The price estimate is calculated by the average cost of the "square" for the month of registration of the DDU in the corresponding LCD and the case.
As a result, according to expert estimates, the company PIK is the leader in estimated revenues, which earned 177 billion rubles in the sale of apartments and apartments in 2017. (an increase of 73%). The representative of the press service of PIK Group did not comment on CIAN's estimate of revenue, citing the fact that the company publishes only the total volume of cash receipts from sales of real estate, without dividing it by region.
In second place, "Aircraft development" with revenues of 32.2 billion rubles. (73% growth), the third - the Urban Group, whose proceeds from DDU transactions amounted to 29.3 billion rubles. (an increase of 3%). A representative of the Urban Group told Vedomosti that, according to its own expert assessment, the company is among the top 3 builders in the Moscow region by revenue for 2017, but did not specify the amount of revenue.
Almost all the developers showed a double-digit revenue growth last year. The maximum increase is observed in the "PSN Group" (an increase of 77% to 23.7 billion rubles.). Only two developers from the top ten showed a decline. This company LSR (minus 24% to 20.5 billion rubles.) And MR Group (minus 5% to 25.4 billion rubles.). In the top 10 in terms of revenue included the company "Donstroy" (25.2 billion, an increase of 17%), A-101 (22.8 billion, an increase of 39%), FGC "Leader (21.4 billion rubles. growth of 34%) and GC MITS (an increase of 51% to 19.3 billion rubles.)
According to the CICA, the share of the largest players in revenues in the last year in Moscow fell slightly: in 2017 they attracted 50% of the money of equity holders against 54% in 2016. In the Moscow region, the share of leaders, on the contrary, is growing - from 55% to 60 %, in the new Moscow does not change - about 87%.
How many for rent
As for the number of deals with new buildings in the Moscow region, 56% of deals (71,300 DDU) are also concentrated in the hands of ten leaders. In total, 128,400 flats and apartments were sold last year in the new buildings of the capital region.
At the same time, the top three remains unchanged - PIK (30,800 deals, 62% increase), Aircraft Development (9,500 deals, 63% growth) and Urban Group (6000 deals, up 1%). A representative of the press service of PIK Group told Vedomosti that the company does not disclose information on the number of transactions. A representative of the Urban Group called the data on the number of transactions cited by CIAS "fair".
The maximum annual growth in sales was shown by "A101 Development" (an increase of 95% to 4,400 transactions) due to active sales in the LCD "Scandinavia" and new buildings in projects already underway. The Urban Group has the smallest growth (1%).
In 2017, the top ten leaders in the number of transactions included Ingrid and the PSN Group, replacing LSR and Krost from the list. This was due to the fact that last year, "Ingrad" acquired the company "OPIN" and brought to the market several large projects in Moscow. As for the SPN Group, it entered the top 10 due to the successful implementation of the LCD "Domashniy", SREDA and "Grinada" - these objects entered the top 10 in terms of sales within the boundaries of old Moscow.
For the year, top-10 leaders showed sales growth of 54%. The rest of the market players - only 3%. Thus, it can be said that if the market restores, it is mainly due to the ten largest companies. The market is becoming more concentrated. For example, if in 2016 50% of transactions accounted for 11 developers, then in 2017 - already seven. In the old boundaries of Moscow, the top 10 developers account for 60% of transactions, in the new Moscow - 86%, in the Moscow region - 58%. A year ago, similar indicators were 59%, 82% and 53% respectively.
The leaders of old Moscow
The official list of developers-leaders working in the boundaries of the old Moscow is very different from the leaders of the whole region. At the end of January this year, the head of the department of urban development policy of the city Sergey Levkin told Vedomosti that last year in Moscow was commissioned 3.42 million square meters. m of housing. At the same time, the five largest developers account for about 45% of the housing - 1.54 million square meters. m, followed from the data provided by the Moscow construction complex.
Most of all the property was built last year by the PIK Group (668,700 sq. M.). In second place is the Office of Civil Construction, created by the City Administration (250 100 sq. M.). On the third - GC "Absolute" (248 300 sq. M.). In the top five of the list of the mayor's office for housing construction is also MR Group (226,800 sq. M.) And LSR (145,900 sq. M.). In the official top 10 Moscow developers there are also unexpected companies. For example, the 7th place is occupied by the company "Business Master", who built in Moscow 101 800 sq. M. m of housing, and the 7th taxi park (in 8th place), on the account of which 89 900 square meters. m of the delivered housing in 2017 According to SPARK, belongs to the Capital Development Company, which ceased to disclose the owners in 2006.
"Major metropolitan developers continue to actively increase their portfolios. And in the future the next two or three years, this trend will intensify. The main driving factor will be a possible transition from shared construction to project financing. Many developers are now likely to activate and accelerate the withdrawal of new projects in time to start selling them in the usual way, without waiting for changes in the rules of the game, "- sums up Maria Litinetskaya, managing partner of the Metrium Group, a partner of the CBRE partner network.