Korea Land & Housing chief Lee Sung-hoon wants the 600 million won mortgage cap on greater Seoul homes up to 1.5 billion won lowered. His plan uses credit to hold prices until new supply arrives, and buyers in their 30s, the heaviest borrowers, would put up more of their own cash.
Reality
- Evidence62
- Adoption
- Insufficient
- Hype gap+25
- Incentives
- Insufficient
- Confidence58
Seoul apartment prices rose 0.09% in the week to Sept. 28, a record 86th straight weekly gain, at a third of late August's pace. Gangnam District fell 0.56%, the steepest of its last six weekly declines, so districts outside Gangnam now carry the citywide gain.
Reality
- Evidence70
- Adoption
- Insufficient
- Hype gap0
- Incentives
- Insufficient
- Confidence65
LH has moved the target for preparing Samsung's Yongin chip site to November 2027 from end-2028, starting with a 1.086 trillion won first section. Holding that date means moving the first section's soil next door in 2 million dump-truck trips, and that haul sets the pace for the rest of the work.
Reality
- Evidence45
- Adoption35
- Hype gap+30
- Incentives65
- Confidence40
Korea's HUG says its safe rental trust has more than 1 trillion won in commitments before launch, against a 15 trillion won yearly target. In HUG's own example, landlords earn 4.35% on deposits the trust will lend to cash-short builders, and HUG covers principal losses on its guaranteed loans.
Reality
- Evidence35
- Adoption10
- Hype gap+40
- Incentives70
- Confidence40
The average Seoul officetel jeonse deposit reached 237.37 million won in August, the highest since records began in 2011, and the spread between a new contract and a renewal now runs to 200 million won as apartment jeonse listings fall 21 per cent.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+20
- Incentives
- Insufficient
- Confidence55
Coupang and Hanwha have taken Fair Trade Commission investigations to court before any ruling, and courts have provisionally frozen an inspection decision and a document order. The FTC says it will prove the legality of its actions in the main proceedings.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+15
- Incentives60
- Confidence55
MOLIT will build 350,000 homes on public land by 2030 and take another 543,000 out of privately owned stock through purchases and jeonse leases. That makes the state a buyer in the market it is trying to cool.
Reality
- Evidence58
- Adoption10
- Hype gap+35
- Incentives55
- Confidence55
Commitments to the safe trust have passed 1 trillion won ahead of this month's launch, against an annual target of 15 trillion. The single-digit rental income tax that would improve the landlord's side is still a proposal.
Reality
- Evidence42
- Adoption20
- Hype gap+20
- Incentives78
- Confidence45
Korea's three-year treasury yield went above 4% in the same week that opposition lawmakers put Seoul's housing starts at well under 60% of their decade average. The National Assembly spent the day arguing about capital-gains deductions.
Reality
- Evidence44
- Adoption38
- Hype gap+18
- Incentives74
- Confidence47
The reform is meant to unblock 1.58 million homes by 2030, but the per-unit subsidy shortfall that created the debt has widened from 8 million won to 154 million won, and the package is silent on who funds it.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap−10
- Incentives70
- Confidence48
HUG and MOLIT's three-party lease has the state hold the tenant's deposit and pay the landlord monthly. The counterparty risk does not disappear; it changes address.
Reality
- Evidence22
- Adoption
- Insufficient
- Hype gap+54
- Incentives84
- Confidence41