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The Upside To Lower Home Values Will Be Release Of Pent-Up Demand
IBD ^ | March 4, 2008 | Robert Samuelson

Posted on 03/05/2008 4:27:17 AM PST by Kaslin

"Decline in Home Prices Accelerates" — Page One headline, The Wall Street Journal, Feb. 27

Gloom. Doom. Calamity. Home prices are tumbling. We're bombarded by somber reports. But wait. This is actually good news, because lower home prices are the only real solution to the housing collapse.

The sooner prices fall, the better. The longer the adjustment takes, the longer the housing slump (weak sales, low construction, high numbers of unsold homes) will last.

It's elementary economics. Pretend that houses are apples. We have 1,000 apples, priced at $1 each. They don't sell. We can either keep the price at $1 and watch the apples rot. Or we can cut the price until people buy. Housing is no different.

Even many economists who should know better describe the present situation as an oversupply of unsold homes. True, there is about 10 months' supply of existing homes as opposed to four a few years ago. But the real problem is insufficient demand.

There aren't more homes than there are Americans who want homes; that would be a true surplus. There's so much supply because many prospective customers can't buy at today's prices.

By definition, the "housing bubble" meant that home prices got too high. Easy credit, lax lending standards and panic-buying raised them to foolish levels. Weak borrowers got loans. People with good credit borrowed too much. Speculators joined in.

(Excerpt) Read more at ibdeditorials.com ...


TOPICS: Business/Economy; Editorial
KEYWORDS: doom; gloom; votehillary2008
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1 posted on 03/05/2008 4:27:17 AM PST by Kaslin
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To: Kaslin; TigerLikesRooster

No matter how much lipstick IBD slathers on this pig, it still ain’t gonna turn any tricks on Main Street...

Ping


2 posted on 03/05/2008 4:33:34 AM PST by Uncle Ike (Sometimes I sets and thinks, and sometimes I jus' sets.........)
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To: Uncle Ike

This time around, ‘this pig’ is in one nasty slaughter house and few are buying the pork.


3 posted on 03/05/2008 4:35:33 AM PST by RSmithOpt (Liberalism: Highway to Hell)
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To: RSmithOpt
If housing is to be an economic staple for the US with the median household income in the US at approximately $46K, then, 2.5 times that equals $115K which dictates the lowest range for purchasing a home. Currently the median home price for the US in around $218,000.

Gee, wonder how hard that American Dream is to get and really pay for now? That means that households earning less than $87,200 can't afford the average home.

Wonder how long the surplus units are going to sit vacant that were overbuilt?

4 posted on 03/05/2008 4:44:27 AM PST by RSmithOpt (Liberalism: Highway to Hell)
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To: Uncle Ike
I don't agree with this article 100%, but he's generally right.

There was another article posted here yesterday about the "collapse" in home prices in California. It's true that the median home value is a lot lower now than it was two years ago, but when I looked at the figures what really jumped out at me was that these homes never should have been worth as much as they were two years ago.

The "collapse" in California is basically a return to the values these homes held back in 2004. They may still decline a lot more, but then that only means the 2004 values were inordinately high, too.

5 posted on 03/05/2008 4:45:08 AM PST by Alberta's Child (I'm out on the outskirts of nowhere . . . with ghosts on my trail, chasing me there.)
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To: Alberta's Child

IMHO, the home values of *1995* in California were very overinflated.


6 posted on 03/05/2008 4:50:26 AM PST by Spktyr (Overwhelmingly superior firepower and the willingness to use it is the only proven peace solution.)
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To: Uncle Ike
I think buying a new house is way down in many folk’s priority list now. They are busy paying out overdue bills.
Except those who refused to follow the mob and stayed out of debt-financed spending binge.
7 posted on 03/05/2008 4:52:28 AM PST by TigerLikesRooster (kim jong-il, chia head, ppogri, In Grim Reaper we trust)
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To: RSmithOpt

It’s a buyers market....shhhhh.....don’t tell anyone or they will call you stupid....


8 posted on 03/05/2008 4:53:25 AM PST by x_plus_one ("let them eat cake, drive small electric cars and take the bus")
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To: RSmithOpt
If housing is to be an economic staple for the US with the median household income in the US at approximately $46K, then, 2.5 times that equals $115K which dictates the lowest range for purchasing a home. Currently the median home price for the US in around $218,000.

I think I disagree with the 2.5 multipler. Because of long-term trend of low interest rates, I think the multiplier is in the 4 to 4.5 range. Overall, I think prices need to drop another 10-15% to level off.

Eventually, demand will catch up. And don't forget Mark Twain's advice -- "Buy land. They aren't making it anymore."
9 posted on 03/05/2008 4:53:58 AM PST by atomicweeder
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To: Kaslin

In Bellaire section of Houston the huge mansions there are up in price 13%.


10 posted on 03/05/2008 4:54:14 AM PST by buffyt (Carbon credits - Indulgences from the Church of Global Warming.)
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To: Kaslin

Please. If everybody is overinvested in Real Estate and has no cash, where are the buyers going to come from? We’d love to buy a house right now, but we have to sell ours first.


11 posted on 03/05/2008 4:56:40 AM PST by ovrtaxt (Member of the irate, tireless minority, keen on setting brushfires of freedom in the minds of men.)
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To: RSmithOpt

Check out Luxury home prices in Houston. Multi multi multi millions. http://www.margiekaplanhomes.com/


12 posted on 03/05/2008 4:57:15 AM PST by buffyt (Carbon credits - Indulgences from the Church of Global Warming.)
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To: Uncle Ike
What is wrong with the thesis behind this editorial? I happen to agree with it whole heartedly.

We have a growing population. That population will require more housing. The main thing standing between a buyer and a seller is price. The seller needs a number great enough to pay off the mortgage and make a downpayment on a new home. The buyer needs a number that is low enough to meet the combined total of his equity and what the bank will lend. Until those numbers line up, the market will not reach equilibrium.

We currently have a situation where banks will not loan as much money as they previously did, and for good reason. Many banks were required by federal mandate to make home loans more affordable so that many minorities would qualify, who normally wouldn't. They had to offer them to everyone in order to be "fair." That cohort was unable to make their mortgage payments, as the banks were correct to assume before the new laws made them make the loans.

As with most sectors of the free market, we now have a "sale" on homes, i.e. - prices have to come down to clear the inventory from the shelves. Pretty simple stuff really.

13 posted on 03/05/2008 4:59:14 AM PST by Lowcountry (RIP: Peterdanbrokaw)
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To: Alberta's Child

You are right. My sister bought a brand new 2500 sq ft house in Victorville Ca about 16 years ago. $103K. Five bedroom, four bath, living and dining room, den and breakfast room, etc. Nice house. It got WAY UP In price a few years ago. Now she is trying to just get $380K. So although the price has gone down lately, it should have never gone up as high as it did a few years ago.


14 posted on 03/05/2008 4:59:22 AM PST by buffyt (Carbon credits - Indulgences from the Church of Global Warming.)
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To: RSmithOpt
The income to price ratio is based on interest rates. Lower interest rates allows higher ratios. I believe the 2.5 ratio comes from a time when interest rates were near 10% for a fixed rate 30 year mortgage. Today you can get fixed rate 30 year mortgages for less than 6% I believe. That would bump the ratio up to around 4. So your income needs to be around $54.5k a year for a $218k house keeping all other things equal.
15 posted on 03/05/2008 5:04:52 AM PST by DB
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To: RSmithOpt
If housing is to be an economic staple for the US with the median household income in the US at approximately $46K, then, 2.5 times that equals $115K which dictates the lowest range for purchasing a home. Currently the median home price for the US in around $218,000.

Your assumption is that everyone should own a home. The problem with your argument is that you leave out the very important role of rental housing.

16 posted on 03/05/2008 5:05:54 AM PST by Lowcountry (RIP: Peterdanbrokaw)
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To: RSmithOpt

“Gee, wonder how hard that American Dream is to get and really pay for now? That means that households earning less than $87,200 can’t afford the average home”

You win the prize for making the most sense with the fewest words!


17 posted on 03/05/2008 5:13:19 AM PST by mr_hammer (Checking the breeze and barking at things that go bump in the night...stupid dog?)
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To: Kaslin

Long as the gubmint and “sub-prime” lenders, more commonly known as loan sharks, stay out of it, the free market forces of supply and demand will restore order.


18 posted on 03/05/2008 5:21:31 AM PST by IamConservative (Only two have offered to die for a stranger; Jesus Christ and the American Soldier)
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To: Lowcountry
As with most sectors of the free market, we now have a "sale" on homes, i.e. - prices have to come down to clear the inventory from the shelves. Pretty simple stuff really.

I agree. When the prices fall enough, people will buy.

19 posted on 03/05/2008 5:29:42 AM PST by Tax-chick (I am snide and not intellectual today. How are you doing?)
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To: mr_hammer; RSmithOpt
That means that households earning less than $87,200 can’t afford the average home”

Then they can buy a below-average house, if they want to own a house. I live in a below-average house, with way more than the average number of occupants. But you know what? It beats the heck out of living in an apartment!

20 posted on 03/05/2008 5:32:41 AM PST by Tax-chick (I am snide and not intellectual today. How are you doing?)
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