3rd Quarter Luxury Trends Report - Truckee/Tahoe

Page 1

Luxury Trends 3rd Quarter 2019 Tahoe/Truckee Market Report

DicksonLuxury.com


COVER PROPERTY FEATURED:

WELCOME

TO OUR 3RD QUARTER 2019 LUXURY MARKET REPORT

15220 WOLFGANG ROAD TAHOE DONNER $1,189,000 MLS# 20192568

We are pleased to present the 2019 Luxury Home Report through September with highlights and trends in our region. While we have experienced a slight slowing in the market, the luxury home market had admirable results and remains on trend with general real estate market conditions. The overall luxury market, when compared to September 2018, shows a modest average price adjustment of -6.7%, while median prices increased an average of 6.8%. There were 233 luxury homes that sold for $1,000,000 and above as of September 2019. This is a decrease of 23 sales (-8.9%) when compared to 256 homes sold as of September 2018. Of the homes sold, 70% were in the $1M-$2M price range. Average days on market decreased by 10%, a positive trend attributable to the continuing low inventory. The Federal Open Market Committee lowered its benchmark rate in July 2019 and September, the first such reductions since December 2008. The decision to cut the federal funds rate may be beneficial for consumers by lowering interest rates on mortgages and home equity lines of credit. We believe it will generate positive activity in the real estate markets. As we transition from the beautiful fall months, we now prepare to embrace the delightful winter season. Our region is worldrenowned for unsurpassed snow and winter activities. We hope you enjoy this season with a place to call home in our area. It is our aim to provide you with useful information and competent expertise for planning your next real estate sale or purchase. Our team of Dickson Realty Luxury Home Specialists will provide you with an extraordinary experience based on its unique market knowledge for any transaction. We look forward to working with you. —Broker/Manager, Dickson Realty Truckee

Luxury Home Averages Over $1 Million January - September 2019 compared to January - September 2018

-7%

-7%

-4%

+6%

TOTAL UNITS SOLD

AVERAGE SOLD PRICE

AVERAGE PRICE PER SF

AVERAGE DAYS ON MARKET

2019: 155 2018: 167

2019: $2,218,396 2018: $2,377,512

2019: $623.00 2018: $648.00

2019: 101 2018: 95

Data Source: Tahoe Sierra Multiple Listing Service (TSMLS) as of October 4, 2019


Luxury Home Sales over $1 Million Truckee NUMBER OF SALES AVERAGE SALES $ HIGHEST SALE $

155 $2,218,396

Alpine Meadows NUMBER OF SALES AVERAGE SALES $

$8,500,000

HIGHEST SALE $

North Shore, Lake Tahoe, CA NUMBER OF SALES AVERAGE SALES $ HIGHEST SALE $

28

8%

NUMBER OF SALES

$1,842,000 $3,650,000

$1,949,964

AVERAGE SALES $

$5,475,000

HIGHEST SALE $

$3,000,000– $4,999,999

12%

HIGHEST SALE $

$1,762,107 $3,650,000

32 $1,662,500 $37,000,000

Active Listings Over $1 Million $5,000,000 and higher

$1,000,000– $1,999,999

70%

AVERAGE SALES $

14

West Shore, Lake Tahoe, CA NUMBER OF SALES

Sold Listings Over $1 Million $5,000,000 and higher

4

Squaw Valley

9%

$1,000,000– $1,999,999

58%

$3,000,000– $4,999,999

17%

$2,000,000$2,999,999

10%

$2,000,000$2,999,999

15% $1,000,000– 164 Sold Listings $1,999,999 $1,435,139 Average Price

$1,000,000– 148 Active Listings $1,999,999 $1,398,983 Average Price

$2,000,000– 24 Sold Listings $2,999,999 $2,454,562 Average Price

$2,000,000– 39 Active Listings $2,999,999 $2,447,041 Average Price

$3,000,000– 27 Sold Listings $4,999,999 $3,851,019 Average Price

$3,000,000– 44 Active Listings $4,999,999 $3,895,431 Average Price

$5,000,000 18 Sold Listings and higher $8,641,111 Average Price

$5,000,000 23 Active Listings and higher $7,542,913 Average Price

90 Average Days On Market

96 Average Days On Market

116 Average Days On Market

191 Average Days On Market

135 Average Days On Market

149 Average Days On Market

164 Average Days On Market

176 Average Days On Market

Data Source: Tahoe Sierra Multiple Listing Service (TSMLS) as of October 4, 2019


Recent Dickson Sales

SOLD $5,475,000

Buyer Representation by Dickson Realty

SOLD $1,960,000

Buyer & Seller Representation by Dickson Realty

SOLD $1,640,000

Seller Representation by Dickson Realty

Lake Tahoe

Tahoe Donner

Gray's Crossing

SOLD $3,005,000

Buyer Representation by Dickson Realty

SOLD $1,700,000

Buyer & Seller Representation by Dickson Realty

SOLD $2,037,500

Seller Representation by Dickson Realty

Lahontan

Tahoe Donner

Northstar


Recent Dickson Sales

SOLD $1,495,000

Seller Representation by Dickson Realty

SOLD $1,300,000

Buyer & Seller Representation by Dickson Realty

SOLD $1,023,000

Buyer Representation by Dickson Realty

Donner Lake

Tahoe Donner

Tahoe City

SOLD $1,425,000

Buyer Representation by Dickson Realty

SOLD $1,165,000

Seller Representation by Dickson Realty

SOLD $1,020,000

Seller Representation by Dickson Realty

Donner Lake

Northstar

Tahoe Donner


Current Luxury Listings

$5,195,000

2221 Silver Fox Court

MLS# 20191481

$1,750,000 13617 Skislope Way

MLS# 20192144

Pending

$1,470,000 14643 Tyrol Road

$1,300,000 16356 Greenlee

MLS# 20191892

MLS# 20190894

$1,395,000

10741 Silver Spur Drive

$1,295,000 735 Conifer

MLS# 20192153

MLS# 20191498


Current Luxury Listings

$1,198,000 220 Basque

$1,195,000

12330 Snowpeak Way

MLS#20192400

MLS# 20192278

$1,195,000 15522 Foxboro

$1,189,000

15220 Wolfgang Road

MLS# 20191371

MLS# 20192568


Current Luxury Listings Pending

$1,175,000 237 Basque

MLS# 20191483

$1,125,000

13770 Pathway Avenue

MLS# 20190388

Pending

$1,125,000 12753 Hillside Drive

MLS# 20191981

$1,099,000

11726 Kitzbuhel Road

MLS# 20190510


Old Greenwood

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,670,147

-24.9%

$2,224,500

FROM LAST YEAR

MEDIAN PRICE

$1,656,933

-24.6%

$2,196,500

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-54%

FROM LAST YEAR

UNITS SOLD

+50% FROM LAST YEAR

24

52

DAYS ON MARKET

6 UNITS SOLD

4


Gray’s Crossing

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,553,285

+10.7%

$1,402,545

FROM LAST YEAR

MEDIAN PRICE

$1,600,000

+18.5%

$1,350,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

0%

FROM LAST YEAR

UNITS SOLD

+91%

FROM LAST YEAR

86

86

DAYS ON MARKET

21 UNITS SOLD

11


Lahontan

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price AVERAGE $

2019 2018 2018

AVERAGE PRICE

+17.2%

$2,610,357 $2,227,731

FROM LAST YEAR

MEDIAN $

MEDIAN PRICE

+26.9%

$2,537,500 $2,000,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+4%

FROM LAST YEAR

UNITS SOLD

-26%

FROM LAST YEAR

106

102

DAYS ON MARKET

14 UNITS SOLD

19


Schaffer’s Mill

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price AVERAGE $

2019 2018 2018

AVERAGE PRICE

+3.8%

$1,533,650 $1,477,000

FROM LAST YEAR

MEDIAN $

MEDIAN PRICE

+11.3%

$1,558,250 $1,400,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-37%

FROM LAST YEAR

UNITS SOLD

+11%

FROM LAST YEAR

127

200

DAYS ON MARKET

10 UNITS SOLD

9


Martis Camp

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$5,121,147

-4.5%

$5,363,901

FROM LAST YEAR

MEDIAN PRICE

$4,937,500

+5.6%

$4,675,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-19%

FROM LAST YEAR

UNITS SOLD

-29% FROM LAST YEAR

157

194

DAYS ON MARKET

24

34

UNITS SOLD


Northstar

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,818,625

-2.0%

$1,855,400

FROM LAST YEAR

MEDIAN PRICE

$1,649,500

+8.2%

$1,525,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+32%

FROM LAST YEAR

UNITS SOLD

-4%

FROM LAST YEAR

169

128

DAYS ON MARKET

24

25

UNITS SOLD


Squaw Valley-Alpine Meadows

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,779,861

+8.5%

$1,639,750

FROM LAST YEAR

MEDIAN PRICE

$1,475,000

-3.8%

$1,533,250

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-47%

FROM LAST YEAR

UNITS SOLD

+80%

FROM LAST YEAR

132

228

DAYS ON MARKET

18 UNITS SOLD

10


Lake Tahoe – North Shore

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,949,964

-26.3%

$2,645,900

FROM LAST YEAR

MEDIAN PRICE

$1,502,500

-7.5%

$1,625,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+43%

FROM LAST YEAR

UNITS SOLD

-39%

FROM LAST YEAR

123

86

DAYS ON MARKET

28

46

UNITS SOLD


Lake Tahoe – West Shore

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$3,853,187

-15.7%

$4,572,212

FROM LAST YEAR

MEDIAN PRICE

$1,662,500

-12.5%

$1,900,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-41%

FROM LAST YEAR

UNITS SOLD

-3%

FROM LAST YEAR

66

112

DAYS ON MARKET

32

33

UNITS SOLD


Tahoe Donner

January-September 2019 vs. 2018 Average vs. Median Average vs. Median Price

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,327,938

+7.5%

$1,235,368

FROM LAST YEAR

MEDIAN PRICE

$1,250,000

+4.0%

$1,202,500

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+12%

FROM LAST YEAR

UNITS SOLD

-29% FROM LAST YEAR

47

42

DAYS ON MARKET

27

38

UNITS SOLD


I’M LOCAL I’M GLOBAL

®

INDUSTRYLEADING SALES. WORLD-CLASS SERVICE.

MORE U.S. HOME SALES VOLUME $32 BILLION MORE U.S. HOME SALES VOLUME IN 2018 THAN OUR CLOSEST COMPETITOR AMONG THE TOP 500 FIRMS 300

Leading Real Estate Companies of the World® Keller Williams

565 COMPANIES

4,300 OFFICES

130,000 SALES ASSOCIATES

OVER 70 COUNTRIES

250

Non-LeadingRE Independents Berkshire Hathaway Home Services RE/MAX

$222

Sotheby’s International Realty Century 21

200

HomeSmart

$192

ERA

$182

Better Homes & Gardens Realty Executives Exit Realty

150

100

®

Leading Real Estate Companies of the World

1.1 MILLION GLOBAL TRANSACTIONS

Coldwell Banker

$254

$89

$83 $72

50

$30 $14

$14

$12

$7

$.5

0

Volume shown in billions of dollars This bar chart is sourced from REAL Trends Top 500 for 2018, realtrends.com

®

© 2019 Leading Real Estate Companies of the World. All Rights Reserved. C–Sales Volume. 04.19

Equal Housing Opportunity.

As an affiliate of Leading Real Estate Companies of the World,® Dickson Realty is a local and global market leader working on your behalf. LeadingRE’s world-class marketing resources and connections allow us to provide you with a truly exceptional real estate experience.


What is the current state of the resort and second home market? Affluent consumers are in acquisition mode Those who are in the market to purchase a luxury second home are adding to their portfolio and unlikely to sell their existing second home at this time—thus there

are more buyers than sellers. Interestingly too, this means that sellers are also buyers, but buyers are not necessarily sellers.

RESORT/SECOND HOME MARKET— TOTAL GLOBAL AFFLUENT  Sell Exclusive

16%

 Both Buy and Sell

62%

 Buy Exclusive

Both

22%

Buy Exclusive Sell Exclusive

Buyers show more confidence in the market than sellers. More than half of buyers believe that now is a good time to purchase a second home, while relatively few

Total Affluent

Luxury Second Home Buyer

Luxury Second Home Seller

22% 62% 16%

28% 72% 0%

69% 0% 31%

think it is a good time to sell. As noted previously, these consumers are quite savvy when it comes to home ownership; 76% own two or more properties currently.

WHICH OF THE FOLLOWING IS IT A GOOD TIME TO DO?  Buy a Secondary Home |  Sell a Secondary Home 80%

70%

70% 60%

54%

50% 40% 30% 20% 10%

26%

22% 11%

11%

0% Total Affluent

Luxury Second Home Buyers

Luxury Second Home Sellers

Article and images used with permission from Luxury Portfolio International. For more info, visit www.LuxuryPortfolio.com/blog


Fueling the competition We are seeing a rising competitive spirit, as today’s buyers believe that other potential buyers have reached the same conclusion, that it is a good time to purchase, possibly fueling a fear of missing out on the best properties.

More than half of luxury second home buyers believe the market is getting stronger as new money floods the global marketplace.

WHICH OF THE FOLLOWING STATEMENTS BEST DESCRIBES YOUR POINT OF VIEW ON THE LUXURY RESIDENTIAL REAL ESTATE MARKET? Total Affluent

Luxury Second Home Buyer

Luxury Second Home Seller

22% 23% 22% 33%

55% 25% 15% 5%

49% 33% 13% 6%

It is getting stronger (more buyers) It is getting softer (fewer buyers) It is not changing very much I do not know about this market Some sellers show concerns, as 33% believe the market is getting softer. This may be influenced by media reports about climate change threatening beachside resort communities, limited snowfall at ski resorts or news about golf course closure rates. Beyond that

perception, they show signs of concern in their own financial stability, coupled with the potential to turn a profit in the near term. These may be strong motivating factors to sell.

Article and images used with permission from Luxury Portfolio International. For more info, visit www.LuxuryPortfolio.com/blog


Bottom line: There are more potential buyers now than ever before Global personal wealth has continued to grow at a rapid pace since 2010. Despite a slight contraction between 2014 and 2016 the overall growth rate has been staggering. Looking more recently, in just the past four

years, personal wealth globally has grown by 15% and the number of high-net-worth individuals (HNWI) has increased by 25%. The potential market for luxury property has never been bigger.

CREDIT SUISSE: GLOBAL WEALTH TREND

$340,000

High-net-worth individuals

45,000,000

$320,000

40,000,000

$300,000 35,000,000

$280,000 $260,000

30,000,000

$240,000 25,000,000

$220,000

20,000,000

$200,000 2010

2011

2012

2013

2014

2015

2016

2017

Total personal wealth in USD billions

 USD $1 Million+ Net Worth Individuals |  Global Personal Wealth

2018

CREDIT SUISSE: HNWI AND PERSONAL WEALTH LEVELS WORLDWIDE INDIVIDUALS (MILLIONS OF ADULTS)

$1–5 Million (net worth) $5–10 Million (net worth) $10+ Million (net worth) Total HNWI (NW $1 Million+) million adults Personal Wealth Levels (USD billions)

2015

2018

Percent Change

29.8 2.5 1.5 33.8 $275,531

37.1 3.3 1.8 42.2 $317,084

25% 31% 22% 25% 15%

Article and images used with permission from Luxury Portfolio International. For more info, visit www.LuxuryPortfolio.com/blog


While the market bears an ever-growing group of potential buyers, sellers are showing signs of concern that cannot be ignored. Luxury second home sellers appear to have concerns over the economy’s continued expansion; two-thirds predict a recession is coming, though most believe it will last less than one year. Despite similar demographics to buyers, sellers have a distinct mindset toward concern for their assets.

Those at the highest end of the wealth spectrum (over $10 million in assets) represent a unique opportunity. While the mainstream market has concern and behaves with caution, this consumer is becoming more aggressive with investing and feeling extremely confident in the market. Our last paper, Media and the Message: Marketing Real Estate to the Affluent, detailed the media consumption habits of the global high-net-worth household, and some insights can be carried forward for the ultra-high-networth consumer, specifically:

External factors, such as the strength of the global economy and security of retirement assets create significant concern for sellers, their own behavior may be complicating matters. Sellers are 65% more likely than buyers to say they spend beyond their means and are 30% more likely than buyers to be worried they may run out of money someday. Their aggressive positioning in the market (currently own 3.8 homes on average) combined with high luxury living may be too much risk to bear ahead of an expected economic slowdown. Divesting from the property may also free up some much needed cash flow.

This group is more reliant on agents than websites for information (though they do use both). Online videos, articles, and advertising in real estate/design magazines and news media elicit an above average response.

Total Affluent

Luxury Second Home Buyer

Luxury Second Home Seller

21% 39% 51% 21%

55% 49% 56% 37%

56% 65% 73% 61%

Confident in the strength of the global economy Concerned with the security of retirement assets Agree I worry that at some point I may run out of money Agree I spend beyond my means

DO YOU THINK THAT YOUR COUNTRY IS HEADING INTO A RECESSION? Total Affluent

50% Yes

Average # of months duration

12.6

Luxury Second Home Buyer

Luxury Second Home Seller

43%

63%

Yes

Average # of months duration

10.3

Yes

Average # of months duration

Article and images used with permission from Luxury Portfolio International. For more info, visit www.LuxuryPortfolio.com/blog

9.4


TRUCKEE 530.587.7444 DOWNTOWN RENO 775.324.7000

CAUGHLIN RANCH 775.746.7000

PORTOLA 530.832.1700

DONNER LAKE 530.587.4811

DAMONTE RANCH 775.850.7000

SOMERSETT 775.746.7222

NORTHSTAR 530.562.1140 MONTRÊUX 775.849.9444

SPARKS 775.685.8800

DicksonLuxury.com | luxury@dicksonrealty.com

© 2019 Dickson Realty. All rights reserved. Although the information above is deemed reliable, Dickson Realty does not guarantee its accuracy. If your property is currently listed for sale, this is not intended to be a solicitation.


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