2019 Year in Review Luxury Trends - Truckee/Tahoe

Page 1

Luxury Trends Year-End 2019 Tahoe/Truckee Market Report

DicksonLuxury.com


COVER PROPERTY FEATURED:

GREETINGS IN THE NEW YEAR AND WELCOME TO OUR ANNUAL LUXURY HOME MARKET REPORT FOR 2019

14643 TYROL ROAD TAHOE DONNER $1,440,000 MLS# 20192845

Dickson Realty, Truckee, is pleased to present the 2019 Annual Luxury Home Market Report, highlighting the news and trends of luxury home sales in the region. While it is hard to believe another year has passed so quickly, what better time than the Year 2020 to focus on creating a 20/20 vision plan for success this year. We hope one goal is home ownership in Truckee/Tahoe and that Dickson Realty might be part of that achievement. In 2019, the number of homes that sold for $1,000,000 and above numbered 332, a decrease of 4% compared to 347 sold in 2018. The Truckee market area was the strongest representing 218 of the transactions; while West Shore Lake Tahoe, California had the highest single sale at $37,000,000. The overall market achieved a total of $749,791,033 in sales. Representing 241 sales, the highest volume was in the price ranges of $1,000,000 to $2,000,000. Median prices and days on market were virtually the same versus 2018, and inventory for luxury properties remains very low with only 180 active listings at the time of this report. The golf course communities of Martis Camp, Gray’s Crossing and Lahontan, when combined, achieved 8% increases on average pricing and 20% increases on median pricing. Based on their second white report of 2019, Luxury Portfolio International is tracking increased buyer demand in more affluent and ultra high net worth Buyers for resort second homes. We hope you find the information we have provided useful in planning your next real estate sale or purchase. Our team of Dickson Realty Luxury Homes Specialists is available to provide you with competent expertise in this market area. We will work hard for you to achieve the most positive outcome whether you are buying or selling. Buyers for resort second homes. We hope you find the information we have provided useful in planning your next real estate sale or purchase. Our team of Dickson Realty Luxury Homes Specialists is available to provide you with competent expertise in this market area. We will work hard for you to achieve the most positive outcome —Broker/Manager, Dickson Realty Truckee whether you are buying or selling.

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

-4%

-8%

-4%

+2%

TOTAL UNITS SOLD

AVERAGE SOLD PRICE

AVERAGE PRICE PER SF

AVERAGE DAYS ON MARKET

2019:218 2018: 226

2019: $2,217,234 2018: $2,410,791

2019: $624.00 2018: $650.00

2019: 101 2018: 99

Data Source: Tahoe Sierra Multiple Listing Service (TSMLS) as of January 5, 2020


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

Alpine Meadows NUMBER OF SALES

218 $2,217,234 $13,600,000

AVERAGE SALES $ HIGHEST SALE $

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

7%

$1,616,750

AVERAGE SALES $

$3,650,000

AVERAGE SALES $

$5,475,000

HIGHEST SALE $

$3,000,000– $4,999,999

11%

$1,639,041 $3,650,000

42 $3,323,421 $37,000,000

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

$1,000,000– $1,999,999

73%

HIGHEST SALE $

24

West Shore, Lake Tahoe, CA NUMBER OF SALES

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

NUMBER OF SALES

6

42 $1,852,683

Squaw Valley

9%

$1,000,000– $1,999,999

48%

$3,000,000– $4,999,999

21%

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

10%

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

22% $1,000,000– 241 Sold Listings $1,999,999 $1,417,414 Average Price

$1,000,000– 87 Active Listings $1,999,999 $1,461,401 Average Price

$2,000,000– 32 Sold Listings $2,999,999 $2,428,093 Average Price

$2,000,000– 39 Active Listings $2,999,999 $2,459,989 Average Price

$3,000,000– 36 Sold Listings $4,999,999 $3,748,056 Average Price

$3,000,000– 38 Active Listings $4,999,999 $3,796,421 Average Price

$5,000,000 23 Sold Listings and higher $8,502,826Average Price

$5,000,000 16 Active Listings and higher $7,654,312 Average Price

95 Average Days On Market

110 Average Days On Market

125 Average Days On Market

171 Average Days On Market

137 Average Days On Market

131 Average Days On Market

200 Average Days On

307 Average Days On Market

Data Source: Tahoe Sierra Multiple Listing Service (TSMLS) as of January 5, 2020


Recent Dickson Sales

SOLD $3,005,000

Buyer Representation by Dickson Realty

SOLD $2,037,500

Seller Representation by Dickson Realty

SOLD $1,640,000

Seller Representation by Dickson Realty

SOLD $1,425,000

Buyer Representation by Dickson Realty

Lahontan

Northstar

Gray's Crossing

Donner Lake

SOLD $2,100,000

Donner Lake

Buyer Representation by Dickson Realty

SOLD $1,960,000

Seller & Buyer Representation by Dickson Realty

SOLD $1,640,000

Buyer Representation by Dickson Realty

SOLD $1,340,000

Seller Representation by Dickson Realty

Tahoe Donner

Gray's Crossing

Ponderosa Ranchos


Recent Dickson Sales

SOLD $1,300,000

Buyer & Seller Representation by Dickson Realty

SOLD $1,110,000

Buyer & Seller Representation by Dickson Realty

SOLD $1,085,000

Buyer Representation by Dickson Realty

SOLD $1,023,000

Buyer Representation by Dickson Realty

Tahoe Donner

Tahoe Donner

Tahoe Donner

Tahoe City

SOLD $1,250,000

Buyer Representation by Dickson Realty

SOLD $1,110,000

Seller Representation by Dickson Realty

SOLD $1,080,000

Seller Representation by Dickson Realty

SOLD $1,020,000

Seller Representation by Dickson Realty

The Meadows

Tahoe Donner

Tahoe Donner

Tahoe Donner


Current Luxury Listings Pending

$1,440,000

14643 Tyrol Road MLS# 20192845

$1,295,000

735 Conifer MLS#20191498

Tahoe Donner

Northstar

$1,300,000

16356 Greenlee MLS# 20190894

$1,198,000

220 Basque MLS#20192400

Russell Valley

Northstar

Pending

$1,189,000

15220 Wolfgang Road MLS# 20192568

$1,099,000

11442 Chalet Road MLS# 20193033

Tahoe Donner

Tahoe Donner

$1,175,000

12330 Snowpeak Way MLS# 20192278

$1,149,000

237 Basque MLS# 20193199

Tahoe Donner

Northstar


Old Greenwood

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,724,462

-13%

$1,983,000

FROM LAST YEAR

MEDIAN PRICE

$1,688,000

-20.2%

$2,115,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-9%

FROM LAST YEAR

UNITS SOLD

+83%

FROM LAST YEAR

75

82

DAYS ON MARKET

11 UNITS SOLD

6


Gray’s Crossing

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,542,666

+9.1%

$1,414,066

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

+20% FROM LAST YEAR

UNITS SOLD

+60% FROM LAST YEAR

85

71

DAYS ON MARKET

24 UNITS SOLD

15


Lahontan

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

2019 2018 2018

AVERAGE PRICE

+11.8%

$2,611,625 $2,336,644

FROM LAST YEAR

MEDIAN $

MEDIAN PRICE

+27.2%

$2,792,500 $2,195,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+15%

FROM LAST YEAR

UNITS SOLD

-26%

FROM LAST YEAR

118

103

DAYS ON MARKET

20

27

UNITS SOLD


Schaffer’s Mill

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

2019 2018 2018

AVERAGE PRICE

-10.6%

$1,561,791 $1,746,900

FROM LAST YEAR

MEDIAN $

MEDIAN PRICE

+9.8%

$1,558,250 $1,419,500

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+44% FROM LAST YEAR

UNITS SOLD

+20% FROM LAST YEAR

121

84

DAYS ON MARKET

12 UNITS SOLD

10


Martis Camp

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$5,394,610

+2.7%

$5,254,822

FROM LAST YEAR

MEDIAN PRICE

$5,100,000

+9.1%

$4,675,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-16%

FROM LAST YEAR

UNITS SOLD

-32% FROM LAST YEAR

151

179

DAYS ON MARKET

32

47

UNITS SOLD


Northstar

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,810,871

-1.6%

$1,840,363

FROM LAST YEAR

MEDIAN PRICE

$1,652,500

+7.7%

$1,535,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+36%

FROM LAST YEAR

UNITS SOLD

-15%

FROM LAST YEAR

167

123

DAYS ON MARKET

28

33

UNITS SOLD


Squaw Valley-Alpine Meadows

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,634,583

+2.7%

$1,591,833

FROM LAST YEAR

MEDIAN PRICE

$1,412,500

-7.8%

$1,532,500

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-53%

FROM LAST YEAR

UNITS SOLD

+100% FROM LAST YEAR

134

284

DAYS ON MARKET

30 UNITS SOLD

15


Lake Tahoe – North Shore

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,852,683

-24.1%

$2,440,612

FROM LAST YEAR

MEDIAN PRICE

$1,450,000

-6.8%

$1,555,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+44% FROM LAST YEAR

UNITS SOLD

-29%

FROM LAST YEAR

125

87

DAYS ON MARKET

42

59

UNITS SOLD


Lake Tahoe – West Shore

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$3,323,421

-26.5%

$4,518,844

FROM LAST YEAR

MEDIAN PRICE

$1,613,350

-15.1%

$1,900,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

-27%

FROM LAST YEAR

UNITS SOLD

-7%

FROM LAST YEAR

84

115

DAYS ON MARKET

42

45

UNITS SOLD


Tahoe Donner

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

MEDIAN $

AVERAGE $

2019

2018

AVERAGE PRICE

$1,320,298

+7.8%

$1,224,649

FROM LAST YEAR

MEDIAN PRICE

$1,233,334

+5.0%

$1,175,000

FROM LAST YEAR

Average Days on Market vs. Units Sold 2019

2018

DAYS ON MARKET

+11%

FROM LAST YEAR

UNITS SOLD

-8%

FROM LAST YEAR

51

46

DAYS ON MARKET

45

49

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

© 2020 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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