Дефицит жилья: льготная ипотека, слабые девелоперы и регионы — интервью с Александром Андриановым

In the new episode of "Promkast," we spoke with GloraX CEO Alexander Andrianov about how developers are coping with tight capital markets, why mass preferential mortgages have weakened the industry, and why the market may need consolidation. We also discussed why a developer's own factory and management company aren't a panacea as a business model, when economies of scale work and where to find liquidity to support this scale, and the prospects for labor-saving technologies in multi-family construction. Host: Grigory Bazhenov, macroeconomist, research fellow at the Faculty of Economics at Moscow State University, and lecturer at the National Research University Higher School of Economics. "Promkast" is a video podcast from the "New Industry Media" Publishing House https://idnom.ru/, which develops over 30 highly specialized Telegram channels covering key economic sectors – from mining and manufacturing to agriculture, from the pharmaceutical industry to construction and retail. In this episode: 00:00:00 A Pause Before Growth – How to Assess the State of the Industry 05:28 Do Banks Have Enough Expertise for Project Financing? 08:45 Housing Affordability: Supply and Demand Imbalance 15:43 One Man Is Not a Warrior in the KRT 18:40 Regional Workforce Specifics: Why Vladimir and Kazan Have Builders, but Nizhny Novgorod Lacks Them 22:21 Prospects for Robotization of Apartment Building Construction 24:37 Where to Find Liquidity for Economies of Scale 27:31 The Unclear Consequences of Preferential Mortgages 34:05 The Gap in the Costs of New Buildings and Existing Housing 40:50 The Role of Governors in the Implementation of the KRT 45:24 Developer-Owned Management Company as a Business Model 51:49 The Future of Market Consolidation and Vertical Integration