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It's time to worry about the housing market again

59 pointsby dmitriy_koover 6 years ago

11 comments

bradleyjgover 6 years ago
Post-WWII the US home ownership rate increased from under 50% to between 60% and 70% and has stayed there ever since. <a href="https:&#x2F;&#x2F;dqydj.com&#x2F;wp-content&#x2F;uploads&#x2F;2014&#x2F;11&#x2F;historical_homeownership_1890_present_USA.png" rel="nofollow">https:&#x2F;&#x2F;dqydj.com&#x2F;wp-content&#x2F;uploads&#x2F;2014&#x2F;11&#x2F;historical_home...</a><p>I&#x27;d argue that this makes for a bad public policy environment. With such a high levels of concentrated investment in a single asset class political manipulation of that asset class isn&#x27;t just tempting, it&#x27;s practically a political necessity. What the voters demand is impossible to sustain forever (monotonically increasing nominal prices <i>and</i> above the rate of general inflation growth over every five year period), but with such high political pressure politicians try anyway.
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pmoriciover 6 years ago
The Redfin CEO warned about weakness in the housing market back in August while discussing Redfin&#x27;s earnings.<p><a href="https:&#x2F;&#x2F;www.marketwatch.com&#x2F;story&#x2F;housing-market-has-hit-a-significant-slowdown-in-recent-weeks-redfin-ceo-says-2018-08-09" rel="nofollow">https:&#x2F;&#x2F;www.marketwatch.com&#x2F;story&#x2F;housing-market-has-hit-a-s...</a>
mindslightover 6 years ago
Maybe if the bubble were <i>ever</i> allowed to actually just deflate, then we wouldn&#x27;t be in a state of perpetual worry?<p>The present feedback loop is straightforward: CPI is an average of consumer goods and the price of housing. Due to technological and economic progress, the costs of manufactured goods are always dropping. To maintain the Fed&#x27;s stated goal of continual inflation, new money must be injected into the housing market to compensate.<p>(The same goes for anything else that can be financialized, eg cars)
ronnierover 6 years ago
I have two houses paid off in the Seattle area. I&#x27;m tempted to sell them (I rent one out), but I don&#x27;t know what I&#x27;d do with the money. I could hold and wait for a downturn and buy again but that seems risky.
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sovietmudkipzover 6 years ago
As someone who just purchased a primary home, it’s unnerving to hear about a correction on the horizon and that my house won’t be worth the debt I took on.<p>I’m still recovering after tapping into my 6 mo emergency fund to make the down payment. I think I need to move to a more aggressive E fund regeneration strategy. The article states having ~20%~ 10% of home value in liquid cash; my ~6~ 3 month E fund is about there.<p>I haven’t learned how to check the indicators to tell if the economy is about to go through deleveraging yet. I don’t know if I’m seeing more attention to this type of article now that I own a home or if the presence of these articles are in indication something bad is about to happen.<p>I guess the future will tell. I’ll tighten my belt much more and get that E fund back up.<p>I wasn’t working in 2008 during the recession; I’ll prepare just in case I lose my job. No new debt.<p>Edit: article recommends 10% the value of your home in cash, not 20%, to get through a downturn. Updated this response.
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Pxtlover 6 years ago
That time never stopped here in the big-city parts of Canada. The US housing crisis was a speed-bump in our endless upward price-march out of affordability.
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jlduggerover 6 years ago
Every time I read these articles, I&#x27;m optimistic this might mean rents are going down, but they always have an asterisk: &quot;Well, except the bay area.&quot; Which is understandable -- with 20 cities in the Case Shiller index, one bucking the trend does not negate the trend. But alas, I don&#x27;t get to live in an index of 20 cities.<p>And it should be noted, this article is from February 2018.
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kokeyover 6 years ago
I&#x27;m not sure what the situation is in the US, but in the UK there has been a number of changes which has helped increase the rate of new house building to increase the stock. This, along with Brexit uncertainly, looks like it&#x27;s starting to show signs of slowing down the dramatic shortages and house price rises we&#x27;ve been seeing for decades. Some people bought based on assumptions regarding the rate of price rises and may be disappointed, but I don&#x27;t expect a crash resulting in a lot of defaults because lending criteria has been tightened and many people have the last recession in their recent living memory so they are more careful.
swang720over 6 years ago
As someone that doesn’t own a home, I really do hope for a correction so housing is more affordable here in California.<p>While Californians are aligned on many things, in some ways your perspective on the housing situation depends a lot on whether you own a home or don’t.<p>If things stay their course I plan on renting indefinitely and moving to another state where prices are relatively affordable for my family.<p>Having grown up in the Bay Area, it’s a little disconcerting that I can’t afford to settle down here after moving back after college.
gnivover 6 years ago
This is from beginning of February. Things have indeed gotten worse since then. Especially the mortgage rates.
UncleEntityover 6 years ago
&gt; In 2017 I experienced softening rents first hand when I tried to find replacement tenants for my SF rental house at a similar rent of $9,000 a month.<p>That&#x27;s more than I pay for a <i>year</i> for a 2bd apartment in downtown Phoenix...