PRAGUE – Facing a persistent and growing housing affordability crisis, the Czech Republic is considering a novel solution: leveraging pension fund investments to stimulate the rental housing market. The government is exploring policy changes that would allow pension funds to invest in rental properties, a move aimed at increasing housing availability and boosting the rental sector. Economist Jakub Komárek of Paq Research views the potential shift as a positive development, provided it’s structured to benefit both pension funds and the housing market.

The initiative follows proposals from the National Economic Council of the Government (NERV), which has suggested various measures, including real estate tax adjustments, to address the complex issue of inaccessible housing. While tax changes are currently not under consideration, the government intends to empower pension funds during this parliamentary term, with the ODS (Civic Democratic Party) planning to introduce a parliamentary amendment to the planned Housing Support Act to facilitate the change.

Currently, Czech pension companies face restrictions on investing in bonds and other securities of companies involved in rental housing, as well as real estate funds. The proposed changes would grant pension funds the opportunity to invest in these areas, potentially unlocking meaningful capital for the rental housing market. According to A list of messages, this shift could inject much-needed funds into the sector.

Jan Sedláček, spokesman for the Association of Pension Society, confirmed ongoing discussions with the Ministry of Finance. We have been dealing with the change with the Ministry of Finance for several months. For some, especially so-called balanced types of funds, it will certainly be attractive from the viewpoint of their portfolios, Sedláček said, indicating potential interest from pension funds in diversifying their investments.

Minister Stanjura anticipates that tens of billions of crowns could flow into the rental housing sector consequently of this policy change. At the end of last year, pension companies managed approximately 600 billion crowns. The upcoming proposal suggests that up to 20 percent of this sum could be invested in rental housing.

However, Sedláček offers a more conservative estimate, suggesting that the actual investment in the coming years could be around 20 billion crowns. He notes that certain segments of the market, such as old transformed funds, may not find such investments appealing.

optimism for Rental market Development

Despite varying estimates regarding the potential investment volume, there is a general consensus that the proposal will support the further development of the rental market. Zuzana Chudoba, founder of consulting BTR Consulting, believes it can also improve housing availability, stating, it can also help with the availability of housing, as more apartments would be available.

The Minister envisions that, combined with other tools like subsidies and discounted loans for municipalities, this initiative could lead to the construction of thousands more apartments annually. However, this remains an optimistic projection that may be challenging to achieve in the initial years.

To illustrate the potential impact,consider Prague,where the construction of a building with 200 rental flats costs approximately one billion crowns. With 20 billion crowns, about four thousand apartments could be built in the capital.

While costs might potentially be lower in smaller settlements, potentially increasing the number of apartments, the lengthy construction approval process in the czech Republic remains a significant hurdle. It typically takes more then five years to obtain the necessary permits. Consequently,the impact of pension fund investments may only be felt after a considerable delay due to these protracted procedures.

ultimately, the number of apartments created through pension fund investments will depend on market opportunities, according to Sedláček. Every fund has its own strategy and it is indeed up to him what projects will find interesting, he stated, emphasizing the autonomy of individual funds in making investment decisions.