Detailed Market Analysis

Page 1

Housing Update and Outlook Western Provinces

Robyn Adamache Senior Market Analyst

Housing market intelligence you can count on


Today’s Talk

9Demand Fundamentals 9Resale Market Update & Outlook


Housing Demand Fundamentals Stable Mortgage rates favourable Population based demand growing Job J b picture to improve Renovation spending strong


Mortgage Rates to Remain Favourable Posted 1 and 5 Year Mortgage Rates

Per Cent 10 8

5-year fixed

6 1-year fixed

4 2 2005

2006

Source: Bank of Canada

2007

2008

2009

2010


Mortgage Rates: Now and Then Posted 5 Year Mortgage Rates (1978 1983) vs (2005-2010) (1978-1983) (2005 2010)

Per Cent 20 15 10 5 0 1978 2005

1979 2006

Source: Bank of Canada

1980 2007

1981 2008

1982 2009

1983 2010


Migration to Increase Next Year Notable Migration Facts

Migration into Western Provinces

Interprovincial

60000

• Alberta highest between provinces • More people are leaving Manitoba

40000

International

• Majority is from other countries • BC highest among Western provinces

20000

0 Alberta

BC 2008 Source: Statistics Canada, CMHC Forecasts

2009

Sask 2010F

Manitoba 2011F


Unemployment Moves Lower

10 8 6 4 2 2000

2002

2004

2006 BC

Source: Statistics Canada, CMHC Calculation

Alberta

2008

2010


Unemployment Moves Lower

10 8 6 4 2 2000

2002

2004 Sask

Source: Statistics Canada, CMHC Calculation

2006 Manitoba

2008

2010


Job Growth Next Year 2010F

2011F

2 3% 2.3% 2.1% 1.9%

1.9%

2.0% 1 6% 1.6%

1.3%

0.5%

BC

Source: CMHC Forecasts

Alberta

Sask

Man


Economy Expands in Western Provinces Real Gross Domestic Product (GDP)

4%

4%

4%

4%

2%

2%

2%

2%

0%

0%

0%

0%

2010

Source: CMHC Forecasts

2011

2010

2011

2010

2011

2010

2011


Renovation Expenditures to Increase Renovation Expenditure p

Milli Millions $

$8,000 $6,000 $4,000 $2,000 $0 BC

Alberta 2009

Source: Statistics Canada, CMHC Forecasts

2010f

Sask 2011f

Manitoba


Housing Demand Steady Stable demand fundamentals Mortgage rates to remain favourable Population based demand growing Tourism Victoria

Job J b markets k improving i i as economies i expand d


Resale Market


BC Sales to Improve in 2011 MLS速 Sales 120,000

BC Residential Sales

90,000

60,000

30,000

0 2005 2006 2007 2008 2009 2010F 2011F

2009 2010 YTD YTD

Source: MLS速 is a registered trademark of the Canadian Real Estate Association (CREA), CMHC Forecasts


Market Conditions Move in Tandem MLS® Sales to New Listings Ratio 100% 80%

Sellers’

REBGV

60%

B l Balanced d 40%

Buyers’ y

FVREB

20% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010


Most Lower Mainland Markets Balanced Squamish

Buyers’ Balanced Sellers’

West Van

North Van Tri-cities

W Side

E Burnaby Side New West

Maple Ridge/ Pitt Meadow

Richmond Delta

Surrey

Whit Rock White R k

Langley

Abbotsford


Home Price Growth to Slow MLS速 Average Price (SA) (Greater Vancouver) $800,000 Forecast Mar 10 Sept 10 $690K $680K

$700,000

Feb 08 $620K $600,000

$500,000 Sep-07

Sep-08

Sep-09

Sep-10

Sep-11


Detached House Prices Grow Fastest Index of MLS速 Average Price 1.20 Apartment Townhouse

Detached

1.10

1.00

0.90

0.80 Sep-08

Mar-09

Sep-09

Mar-10

Sep-10


Victoria – Borderline Buyers’ Market

Victoria Real Estate 120%

$600,000 Seller’s

100%

$500,000

80%

$400,000

60%

$300,000

Balanced

40%

$200,000

20%

$100,000

Buyer’s

0%

$0

2000

2002

2004

2006

Sales to New Listings Ratio

Source: Canadian Real Estate Association

2008

2010

Average Price


Northern Real Estate Balanced BC Northern Real Estate 100%

$300 000 $300,000 Seller’s

80% 60%

$200,000 Balanced

40% 20%

$100,000 Buyer’s

0%

2000 2002 2004 2006 Sales to New Listings Ratio

Source: Canadian Real Estate Association

$0

2008 2010 Average Price


Kelowna in Buyers’ Market Conditions

Okanagan Mainline Real Estate $500,000 Seller’s

80% 60%

$300,000 Balanced

40% $100,000 20% Buyer’s

0%

2000

2002

2004

-$100,000 $100 000

2006

Sales to New Listings Ratio Source: Canadian Real Estate Association

Source: Canadian Real Estate Association

2008

2010

Average Price


Alberta Sales to Steady in 2011 MLS速 Sales 90,000

BC Residential Sales

60 000 60,000

30,000

0 2005 2006 2007 2008 2009 2010F 2011F

2009 2010 YTD YTD

Source: MLS速 is a registered trademark of the Canadian Real Estate Association (CREA), CMHC Forecasts


Sellers’ Conditions in Fort McMurray

Fort McMurray Real Estate 120%

$600,000 Seller’s

100%

$500 000 $500,000

80%

$400,000

60%

$300,000

B l Balanced d

40%

$200,000

20%

$100,000

Buyer’s

0%

$0

2000

2002

2004

2006

Sales to New Listings g Ratio Source: Canadian Real Estate Association

2008

2010

Average g Price


Edmonton Market Balanced

Edmonton Real Estate 120%

$400,000 Seller’s

100%

$300,000 80% 60%

$200,000

Balanced

40% $100,000 20%

Buyer’s

0%

$0

2000

2002

2004

2006

Sales to New Listings Ratio

Source: Canadian Real Estate Association

Source: Canadian Real Estate Association

2008

2010

Average Price


Calgary Market Borderline Balanced

Calgary Real Estate $500,000

120% Seller’s

100%

$400,000

80%

$300,000

60%

$200,000

Balanced

40% $100,000

20%

Buyer’s

0%

$0

2000

2002

2004

2006

Sales to New Listings Ratio

Source: Canadian Real Estate Association

2008

2010

Average Price


Saskatchewan Sales Up Modestly in 2011 MLS速 Sales 15,000

BC Residential Sales

12,000 9,000 6 000 6,000 3,000 0 2005 2006 2007 2008 2009 2010F 2011F

2009 2010 YTD YTD

Source: MLS速 is a registered trademark of the Canadian Real Estate Association (CREA), CMHC Forecasts


Regina Market in Sellers’ Conditions Regina Real Estate 100%

$300,000

Seller’s

80% $200,000

60% Balanced 40%

$100,000

20% Buyer’s 0%

$0

2000

2002

2004

2006

Sales to New Listings Ratio

Source: Canadian Real Estate Association

Source: Canadian Real Estate Association

2008

2010

Average Price


Saskatoon Market Balanced

Saskatoon Real Estate 100%

$300,000

Seller’s

80% $200,000

60% Balanced 40%

$100,000

20% Buyer’s 0%

$0

2000

2002

2004

2006

Sales to New Listings g Ratio Source: Canadian Real Estate Association

Source: Canadian Real Estate Association

2008

2010

Average g Price


Manitoba Sales Stable in 2011 MLS速 Sales 15,000

BC Residential Sales

12,000 9,000 6 000 6,000 3,000 0 2005 2006 2007 2008 2009 2010F 2011F

2009 2010 YTD YTD

Source: MLS速 is a registered trademark of the Canadian Real Estate Association (CREA), CMHC Forecasts


Winnipeg Market Hot

Winnipeg Real Estate $300,000 100%

Seller’s

80%

$200,000

60% Balanced 40%

$100 000 $100,000

20% Buyer’s 0%

$0

2000

2002

2004

2006

Sales to New Listings Ratio

Source: Canadian Real Estate Association

Source: Canadian Real Estate Association

2008

2010

Average Price


Wrap Up

Stable demand fundamentals bode well for western markets Alberta & some BC communities slower to recover Modest price gains expected


Thank You!!

For More Information Contact:

Robyn Adamache radamach@cmhc.ca Tel: 604-737-4144

Access Free Market Analysis Reports Online: http://www cmhc-schl gc ca/en/inpr/homain/index cfm http://www.cmhc-schl.gc.ca/en/inpr/homain/index.cfm Including: Rental Market Reports & Forecast Reports (Housing Market Outlook)


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