Friday, February 20, 2009

Finding Bottom?

With sales numbers increasing, and prices falling dramatically in many areas, it's time to start looking for bottom indicators. I've been struggling to find signs in my data, but with so much action taking place outside the MLS market, there are challenges.

One idea I came up with is a comparison of final listing prices of homes that actually sold, with the actual sales price. If discounts are being taken, that would indicate a disequilibrium in favor of buyers. Conversely, if buyers are paying a premium over asking, that would indicate asking prices have fallen too much, and houses are attracting offers above asking. With that in mind, I offer these graphs for your consideration:



The first graph shows the average quarterly discount over final asking price for each zip code with more than 200 MLS sales for 2008, while the second graph shows the average price these houses sold for in the same zip code and time frame. As you can see, all the zip codes began 2008 by accepting offers below asking, some well below. However, as 2008 progressed, the discounts declined until buyers were offering a premium above asking price. Also, average sales prices declined throughout 2008 in every zip code, some by as much as 25%.

While the quarterly sales price declines continue to outpace any premium or discount being offered, it is clear that at these particular price levels, sellers are regaining some leverage. I will have more to say on this data in the next couple of weeks.

**Edit**

I forgot to include some selection criteria that you might find important. Listing/sales pairs were excluded from the averages if there were more than 180 days separating the last listing date and the sale/recording date. In addition, any pair that had a greater than 25% premium over asking or a greater than 19% discount below asking was excluded. These ranges were chosen in order to exclude REOs or houses priced far below market as a gaming tactic.

Thursday, February 19, 2009

Budget Crisis is Over, Long Live the Crisis!


Here are the key elements from the revised budget, from the LA Times:

• $14.8 billion in spending cuts

• $12.5 billion in tax increases

• $5.4 billion in borrowing

• $7.8 billion in federal stimulus funds

What's next:

Voters will be asked in May to approve restraints on government growth, borrowing against future state lottery revenues, cuts in mental health and early-childhood education programs. In June 2010, they will consider the open primary and restrictions on legislative pay hikes.

The governor may rescind the 20,000 layoff notices recently sent out.

Scheduled Friday furloughs will end, but state workers will be furloughed eight hours a month.

The state ultimately will resume paying all its bills, including tax refunds. But doing so could take weeks.

Stalled public-works projects could restart
Enjoy the moment, because at the rate tax revenue is falling, we'll be back here again in six months.

Wednesday, February 18, 2009

Monterey Village Price Drops

As reported here earlier, a group of speculators has purchased the unfinished development abandoned during the Dunmore Homes bankruptcy, and are now probably trying to fund the completion of the unfinished units using proceeds from the sales of the complete ones. Looks like they're discovering reality, as they've lowered the asking price on their units by about 17% with only 3 weeks on the market. That's still 30% more than an REO on the same street, so I bet they drop their prices a bit more before they sell:


5204 Ocean Ln
Elk Grove, CA 95757
Asking Price: $264,000
Bedrooms:3 Baths: 2 Sq. feet:1825
Last Listing Date: 2009-02-14

Listing History:
Down 16.2% from $315,000 On 2009-01-24

True days on market: 25
# of Times Listed: 1

Previous Sales:

MLS# 90006564 Google Maps
Assessed Value Property Tax Bill



5105 Ocean Ln
Elk Grove, CA 95757
Asking Price: $259,000
Bedrooms:3 Baths: 2 Sq. feet:1825
Last Listing Date: 2009-02-14

Listing History:
Down 17.1% from $312,500 On 2009-01-24

True days on market: 25
# of Times Listed: 1

Previous Sales:

MLS# 90006299 Google Maps
Assessed Value Property Tax Bill



5020 Ocean Ln
Elk Grove, CA 95757
Asking Price: $247,000
Bedrooms:3 Baths: 2 Sq. feet:1711
Last Listing Date: 2009-02-14

Listing History:
Down 9.2% from $272,000 On 2009-01-24

True days on market: 25
# of Times Listed: 1

Previous Sales:

MLS# 90006569 Google Maps
Assessed Value Property Tax Bill



5213 Ocean Ln
Elk Grove, CA 95757
Asking Price: $224,000
Bedrooms:3 Baths: 2 Sq. feet:1425
Last Listing Date: 2009-02-14

Listing History:
Down 18.2% from $274,000 On 2009-01-24

True days on market: 25
# of Times Listed: 1

Previous Sales:

MLS# 90006307 Google Maps
Assessed Value Property Tax Bill



4912 Ocean Ln
Elk Grove, CA 95757
Total Loss: $166,500Percent Loss: 46.8%
Asking Price: $189,000
Bedrooms:3 Baths: 2 Sq. feet:1638
Last Listing Date: 2009-02-14

Listing History:
Down 16.3% from $225,900 On 2009-01-10

True days on market: 39
# of Times Listed: 1

Previous Sales:
Sold on 2007-05-30 for $355,500

MLS# 90001584 Google Maps
Assessed Value Property Tax Bill



5200 Ocean Ln
Elk Grove, CA 95757
Asking Price: $299,000
Bedrooms:4 Baths: 2 Sq. feet:2119
Last Listing Date: 2009-02-07

Listing History:
Down 12.6% from $342,000 On 2009-01-24

True days on market: 25
# of Times Listed: 1

Previous Sales:

MLS# 90006558 Google Maps
Assessed Value Property Tax Bill