Patterson-Schwartz Market Review

Page 1

Market Review


Major Factors Impacting Today’s Real Estate Market •The Economy (Consumer Confidence) •Local Employment •Financing Options/Banking Environment •Interest Rates •Foreclosures/Shadow Inventory


Consumer Sentiment Index 1978 - 2010

http://research.stlouisfed.org/fred2/series/UMCSENT


8.8% MAR. 2011 ALL U.S.

8.5% MAR. 2011 DELAWARE

Website: www.google.com/publicdata/unemploymentrate


Quality Residential Mortgage 1.) A Product-Type qualified residential mortgage is a first-lien mortgage that is for an owner-occupant with fully documented income, fully amortizing with a maturity that does not exceed 30 years and, in the case of adjustable rate-mortgages (ARMs), has an interest rate reset limit of 2 percent annually and a limit of 6 percent over the life of the loan. 2.) A PTI/DTI qualified residential mortgage has a borrower’s ratio of monthly housing debt to monthly gross income that does not exceed 28 percent and a borrower’s total monthly debt to monthly gross income that does not exceed 36 percent. 3.) An LTV ratio qualified residential mortgage must meet a minimum LTV ratio that varies according to the purpose for which the mortgage was originated. For home purchase mortgages the LTV ratio is 80 percent. 4.) A FICO qualified residential mortgage has a borrower’s FICO score greater than or equal to 690 at the origination of the loan.

Mortgage Market Note #11-02 3/31/2011


Watch Rates Closely For each 1% rise in interest rates, cost to buyer increases by 10%.


Mortgage Rates – 30 Year Fixed

APRIL 2011 Steve Harney – Federal Reserve

TODAY


Price is the Same‌ it Just Costs More Date

Loan Amount

Interest Rate

Monthly Payment (P&I)

Today

$100,000

4.86

$528.30

Difference in monthly payments Nov 2010

$100,000

4.17

Difference in Mortgage Payments

$487.27

$41.03


Additional Cost Over 30 Years Monthly

$41.03

Yearly

$492.36

Over 30 Years

$14,770.80

Difference in monthly payments


Home Sales by Month New Castle County


Year 2005 2006 2007 2008 2009 2010 # Homes Sold

8,319

7,739

6,917

4,908

4,861

4,307

2011 Forecast ?? 48% decline in the number of sales since 2005.


Number of Homes Sold – NCC 1996 - 2010 Looking back at the sold housing data for the last 15 years, 2010 has returned to the levels experienced in the early 1990’s.

Data supplied by TReND MLS.


% Change in Sales by Price Range New Castle County (1Q 2011 vs. 2010)

$100-250K

< $100K

$250-500K

$1M+

$500-750K

$750-1M


Area

2011

2010

% Change

Brandywine (901)

$249,900

$250,000

0%

Hockessin/Greenville/Centerville (902)

$414,900

$515,000

-19.4%

Pike Creek/Elsmere/Newport (903)

$185,000

$199,500

-7.3%

New Castle/Red Lion/DE City (904)

$134,950

$164,900

-18.2%

Newark/Glasgow (905)

$195,000

$215,000

-9.3%

Wilmington (906)

$75,700

$129,900

-42.1%

South of Canal (907)

$263,000

$275,100

-4.4%


Area

2011

2010

% Change

Brandywine (901)

143

131

9.2%

Hockessin/Greenville/Centerville (902)

36

46

-21.7%

Pike Creek/Elsmere/Newport (903)

88

109

-19.3%

New Castle/Red Lion/DE City (904)

89

97

-8.2%

Newark/Glasgow (905)

232

237

-2.1%

Wilmington (906)

136

143

-4.9 %

South of Canal (907)

79

83

-4.8%


Median Home Prices to Income Nationally 1965 to 2010


Real Estate Market Cycles New Castle County


Real Estate Market Cycles Kent County


Real Estate Market Cycles Southern Chester County


Real Estate Market Cycles Cecil County


Year

Median Household Income $52,000

Median Home Price $129,000

Home Price/ Income Ration 2.5

2007

$59,000 13.5%

$235,000 82%

4.0

2010

$63,600 7.8%

$212,000 10%

3.3

2011 (1Q)

$63,600

$190,500

3.0

2000


Year

Median Household Income $41,000

Median Home Price $115,000

Home Price/ Income Ration 2.8

2007

$47,000 14.6%

$225,000 95.6%

4.8

2010

$51,000 8.5%

$189,900 15.6%

3.7

2011 (1Q)

$51,000

$171,000

3.3

2000


What role will distressed properties play?


Looking Ahead to Remainder of 2011 Indicators Predict the Future

•What about shadow inventory (delinquencies)?

•How long will it take for the current supply to be absorbed given today’s demand? •What indicators exist today that market stability will soon be achieved?


Value by Sale Category Type of Sale

% of Value

Non-Distressed Sale

100%

Short Sale

81%

Foreclosure Sale

59%

Steve Harney – Realty Trac Foreclosure Report 12/02/2010


Value by Sale Category Type of Sale

% of Value

Non-Distressed Sale

100%

Short Sale

83%

Foreclosure Sale

78%

NAR – 3/22/2011


90+ Mortgage Delinquencies

Local View

NPR.org – Interactive Map The Economy Where You Live – Dec. 2010


Months’ Shadow Inventory

NAR 3/21/2011


Share of Distressed Sales

NAR 3/21/2011


Impact of Distressed Properties Active New Castle County (3/31/11)


Impact of Distressed Properties Active Kent County (3/31/11)


Impact of Distressed Properties Closed New Castle County (1Q 2011)


Impact of Distressed Properties Closed Kent County (1Q 2011)


Return on Investment (Nat’l) January 2000 – March 2011

REAL ESTATE DOW

S&P NASDAQ

Steve Harney - MSN Money.com, CaseShiller


Return on Investment (NCC) January 2000 – March 2011

REAL ESTATE DOW

S&P NASDAQ

Steve Harney - MSN Money.com, CaseShiller


Supply & Demand


Visible and Pending Inventory

Congressional Oversight Panel 3/16/2011


Pending Inventory Detail

CoreLogic Shadow Inventory Report 3/30/2011


Inventory vs. Price


Months’ Supply (Avg. 1Q 2011) New Castle County

11.4


Months’ Supply (Avg. 1Q 2011) Kent County

17.0


Months’ Supply (Avg. 1Q 2011) Southern Chester County

17.4


Months’ Supply (Avg. 1Q 2011) Cecil County

14.5


% Appreciation (Nat’l) 5 Year Increments

Steve Harney - Brookings Papers 9/08


% Appreciation – NCC 5 Year Increments


Average List vs. Sale Price New Castle County

Data supplied by TReND MLS.


Average List vs. Sale Price Kent County

Data supplied by TReND MLS.


Average List vs. Sale Price Southern Chester County

Data supplied by TReND MLS.


Average List vs. Sale Price Southern Chester County

Data supplied by TReND MLS.


Prices


Don’t Wait to Get It Sold!!


Home Price Expectation Survey

Macro Market Home Price Expectations Survey 03/2011


Home Price Expectation Survey

Macro Market Home Price Expectations Survey 03/2011


Case-Shiller Index The Case-Shiller Index of home prices remains well above the long-term trend.


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