Marin County Luxury Market | Spring 2021

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The Marin County Luxury Home Market Spring 2021 Report

Statistics are generalities, essentially summaries of widely disparate data generated by dozens or hundreds of unique, individual sales occurring within different time periods. They are best seen not as precise measurements, but as broad, comparative indicators, with reasonable margins of error. Anomalous fluctuations in statistics are not uncommon, especially in smaller, expensive market segments. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate. Data from MLS, but not all listings or sales are reported to MLS.


Marin County Long-Term Luxury Home Sales 12-Month Rolling Sales Volumes since 2011* 250

225

House Sales - $3,000,000 to $4,999,999

200

The luxury home market is sensitive to economic conditions, such as the stock market, which peaked in 2015, 2018, early 2020, and early 2021. And, of course, the pandemic was a huge factor in the market, starting in spring 2020.

175

Q1 2020

150

2018 2015

125

Pandemic hits ▲

100

75

* Each data point reflects 12 months of MLS sales: Average monthly sales volumes = 1/12 of these compiled figures. Using 12-month rolling data mostly removes the effect of seasonality on sales.

50

As reported to MLS, per Infosparks through 3/31/21

Reflecting sales reported to MLS, per Infosparks. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

Jan-21

Oct-20

Jul-20

Apr-20

Jan-20

Oct-19

Jul-19

Apr-19

Jan-19

Oct-18

Jul-18

Apr-18

Jan-18

Oct-17

Jul-17

Apr-17

Jan-17

Oct-16

Jul-16

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

Oct-13

Jul-13

Apr-13

Jan-13

Oct-12

Jul-12

Apr-12

Jan-12

Oct-11

Jul-11

Apr-11

Jan-11

25


Marin County Long-Term Ultra-Luxury Home Sales 12-Month Rolling Sales Volumes since 2011* 80

House Sales - $5,000,000+

70

60

* Each data point reflects 12 months of MLS sales: Average monthly sales volumes = 1/12 of these compiled figures. Using 12-month rolling data mostly removes the effect of seasonality on sales.

2018

50

40

30

Pandemic hits ▲

20

10

As reported to MLS, per Infosparks through 3/31/21

Reflecting sales reported to MLS, per Infosparks. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

Jan-21

Oct-20

Jul-20

Apr-20

Jan-20

Oct-19

Jul-19

Apr-19

Jan-19

Oct-18

Jul-18

Apr-18

Jan-18

Oct-17

Jul-17

Apr-17

Jan-17

Oct-16

Jul-16

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

Oct-13

Jul-13

Apr-13

Jan-13

Oct-12

Jul-12

Apr-12

Jan-12

Oct-11

Jul-11

Apr-11

Jan-11

0


Marin County Luxury House Market Sales & Active MLS Listings by Price Segment, $3 Million+ 199

200

12 Months Sales

Active MLS Listings on 4/20/21 180

Luxury Home Sales

160

April 16, 2020 – April 15, 2021

140

Active Listings for Sale

21% of Marin luxury home sales were not marketed through MLS (but were reported to MLS after sale). This suggests that the total number of luxury homes “on the market,” including those not listed in MLS is somewhat higher than indicated here (in blue). Still, historically speaking, demand is clearly extremely strong when compared to supply, especially for luxury homes under $8 million.

on April 20, 2021

70

120 100

80 60

41 33

40

21 10

$3m $3,999,999

$4m $4,999,999

7

$5m $5,999,999

6

$6m $7,999,999

10

20

3

$8m $9,999,999

2

6

$10m $14,999,999

As reported to MLS. “Active” includes “Coming Soon” listings. Not all luxury home listing and sales are reported to MLS. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers approximate.

0

2

$15 Million+

0


Marin County Luxury House Sales

As reported to MLS, per Infosparks through 3/31/21

3-Month Rolling Sales Volume since 2016

Q3 2020

Year over year, Q1 2021 home sales of $3 million - $4,999,999 were up 138%, and home sales of $5,000,000+ were up 163%. Luxury home sales typically peak in Q2, though not in 2020.

Home Sales - $3,000,000 to $4,999,999 Home Sales - $5,000,000+

100

80

Q2

Q2

Q2

60 Each data point reflects 3 months of MLS sales. 40

20

Reflecting sales reported to MLS, per Infosparks. Data from sources deemed reliable, but may contain errors and subject to revision.

Mar-21

Jan-21

Nov-20

Sep-20

Jul-20

May-20

Mar-20

Jan-20

Nov-19

Sep-19

Jul-19

May-19

Mar-19

Jan-19

Nov-18

Sep-18

Jul-18

May-18

Mar-18

Jan-18

Nov-17

Sep-17

Jul-17

May-17

Mar-17

Jan-17

Nov-16

Sep-16

Jul-16

May-16

Mar-16

Jan-16

0


Marin County Luxury Home Market Home Sales, $3 Million+, by Month

As reported to MLS, per Infosparks

Summer 2020

Generally speaking, sales in one month reflect new listings and offers being accepted in the previous month or two. Luxury home sales typically ebb and flow dramatically by season.

45 40

Fires hit

35 30

Spring 2018 Spring 2019

25

Oct.

20

Pandemic hits

15 10 5

House and townhouse activity reported to MLS, per Broker Metrics. Data from sources deemed reliable but may contain errors and subject to revision. All numbers should be considered approximate.

Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

May-18

Apr-18

Mar-18

Feb-18

Jan-18

0


Marin Luxury House Market February 2021 Update: 12 months sales reported to MLS

Homes Selling for $3,000,000+, 12 Months Sales Sales $3m - $3.99m

Sales $4m - $4.99m

Tiburon

50

Mill Valley 10

Kentfield

13

5

4

16

Sausalito

11

Larkspur

12 6

12

1

7 3

5

21 4

2 4

4

2 3

11

9

12

13 9

10

San Rafael

West Marin

10

16

Ross

San Anselmo

16

30

Belvedere

Stinson Beach

Sales $5m - $7.499m

11

3

A few other Marin communities had 2 or less sales in these price segments.

12 months sales reported to MLS. Not all luxury home sales are reported. Data from sources deemed reliable but may contain errors and subject to revision. All numbers approximate.

Sales $7,500,000+ 15

10


Luxury Homes: New Listings Coming on Market Marin County Luxury Homes $3,000,000+

Activity reported to MLS, per Infosparks

The luxury home market is fiercely seasonal. It was severely disrupted by the pandemic in early spring 2020, then saw a dramatic rebound in May. May 2018

Sept. 2020

May 2020

50

March 2019 40

Sept. 2019

Oct. 2018

30

20

▲ Pandemic hits Summer MidWinter

10

December December

Data from sources deemed reliable but may contain errors and subject to revision. All numbers are approximate.

Feb-21 Mar-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Feb-20 Mar-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Feb-19 Mar-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

May-18

Apr-18

Feb-18 Mar-18

Jan-18

0


San Francisco Luxury House Market Dynamics since 2018 Active Listings on Market at End of Month, 3-Month Rolling Average Active Listings - Luxury Houses, $3m - $4.999m 100

Active Listings - Ultra-Luxury Houses, $5 Million+

90

80

70

60

50

40

Pandemic hits ▲

30

Chart reflects listings and sales reported to MLS only. Some luxury house listings and sales are not reported. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

20 Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

May-18

Apr-18

Mar-18

Feb-18

Jan-18

3-month rolling MLS data per Infosparks through 3/31/21


Marin Luxury Home Market Listings Accepting Offers in Month, Priced $3 Million+

MLS activity, per Infosparks: Listings going into contract

Aug. 2020

45 40 35

Fires hit

May 2019

May 2018

30 25

Pandemic hits

20 15 10 5

Data from sources deemed reliable, but may contain errors and subject to revision. Based upon MLS activity. All numbers approximate.

Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

May-18

Apr-18

Mar-18

Feb-18

Jan-18

0


Marin County Luxury House Market Dynamics Median Days on Market, Homes Selling @ $3 Million+, since Mid-2018

3-month rolling MLS data 55

45

▲Softer market ▼Stronger market 35

Pandemic hits ▲ 25

This statistic measures the median number of days it took for a sold listing to accept an offer after coming on market: The lower the number, the faster new listings are going into contract. This statistic is often affected by seasonal trends in the luxury home market. The pandemic also had a large impact.

15

3-month rolling MLS data per Infosparks through 3/31/21

Chart reflects listings and sales reported to MLS only. Some luxury house listings and sales are not reported. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

5


Percentage of Luxury Home Listings Accepting Offers Marin County, Homes Priced $3 Million+, by Month

Based upon MLS activity, per Broker Metrics 45%

The higher the percentage of listings accepting offers, the stronger the buyer demand as compared to the supply of homes available to purchase.

40%

35%

30%

25%

20%

15%

10%

5%

Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

0%


Marin County Luxury House Market Dynamics Months Supply of Inventory (MSI), 3-Month Rolling Data, since 2018 18

MSI - Ultra-Luxury Houses, $5 Million+ 16

MSI - Luxury Houses, $3m - $4.99m

14

▲Softer market ▼Stronger market

12

10 8 6

Pandemic hits ▲

2

Chart reflects listings and sales reported to MLS only. Some luxury house listings and sales are not reported. Data from sources deemed reliable, but may contain errors and subject to revision. All numbers are approximate.

0 Mar-21

Feb-21

Jan-21

Dec-20

Nov-20

Oct-20

Sep-20

Aug-20

Jul-20

Jun-20

May-20

Apr-20

Mar-20

Feb-20

Jan-20

Dec-19

Nov-19

3-month rolling MLS data per Infosparks through 3/31/21 Oct-19

Sep-19

Aug-19

Jul-19

Jun-19

May-19

Apr-19

Mar-19

Feb-19

Jan-19

Dec-18

Nov-18

Oct-18

Sep-18

Aug-18

Jul-18

Jun-18

May-18

Apr-18

Mar-18

Feb-18

Jan-18

MSI measures how long it would take to sell the inventory of active listings at the existing annual rate of sale. The lower the MSI, the stronger the buyer demand as compared to the supply of listings on market.

4


Compass is a real estate broker licensed by the State of California, DRE 01527235. Equal Housing Opportunity. This report has been prepared solely for information purposes. The information herein is based on or derived from information generally available to the public and/or from sources believed to be reliable. No representation or warranty can be given with respect to the accuracy or completeness of the information. Compass disclaims any and all liability relating to this report, including without limitation any express or implied representations or warranties for statements contained in, and omissions from, the report. Nothing contained herein is intended to be or should be read as any regulatory, legal, tax, accounting or other advice and Compass does not provide such advice. All opinions are subject to change without notice. Compass makes no representation regarding the accuracy of any statements regarding any references to the laws, statutes or regulations of any state are those of the author(s). Past performance is no guarantee of future results.


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