To Your Wealth

May 6, 2004

Michael P. Haubrich, CFP

 

Real Estate Buying and Selling

 

Life transitions, such as retirement, children leaving for college, or the death of a spouse often bring along with them a closer look at housing requirements.  For example, young growing families often need more space while empty nesters prefer smaller, more user-friendly housing with minimal required maintenance.   

As a financial planner, I often become involved at an early stage in the life transition process.  Sometimes clients get caught up in the emotions of house buying/selling dynamics and experience less than optimal outcomes.  In most situations, those negative outcomes could have been avoided by understanding the risks associated with the real estate transaction and having proper representation throughout the process.  

A Seller’s Market

In recent years, real estate prices have skyrocketed making it a great time to be a seller. Just this past year the city of Racine raised assessed values by 9% (reported in The Journal Times, April 30).  A large part of the appreciation is due to lower interest rates which reduces the debt service on mortgages.  In other words, for the same monthly payment, buyers can get a larger mortgage to buy more house.   

Let’s assume a buyer can afford $1,000 per month in mortgage payments.  With a 30 year term and a 5 ½% rate, a buyer gets a $176,000 mortgage.  A two percent rise in the interest rates and that same $1,000 payment only buys a $143,000 mortgage balance representing a decrease of nearly 20% in the amount of house their money can buy.   With recent interest rates at 40 year lows, buyers face a potential risk of paying too much for today’s real estate purchases.  We just have to look back to the late 1970s to see what happens when interest rates rise rapidly – collapsing real estate prices.  

This is the strongest sellers’ market I have seen in 23 years as a financial advisor.  If part of your life transition includes selling a home, you represent a valuable commodity for real estate agents.  And as such, you need to be prepared to bargain for service. Services offered from an agent include things like a MLS listing, on-line virtual tour, open houses, agreed upon amount and frequency of newspaper advertising, commission amount and length of time of the listing.  Be wary of low commission/low service arrangements – you may be short changing your positive marketing exposure and your ability to attract qualified buyers to your property.   

Most important today is Flex-MLS listing, with online presence.   Seven out of ten buyers start their real estate search online.  The Milwaukee Metropolitan MLS serving southeast Wisconsin provides 6300 realtors online access for their listings at www.realtor.com and www.wihomes.com.  According to Peter Shuttlesworth, executive vice president of Milwaukee Metropolitan MLS, there were over 92,000 searches with over 700,000 property reports provided through Realtor.com in the last week of March alone.   

Real Estate Brokers for Buyers

I recommend that you be represented by an experienced realtor who is a member of the Multiple Listing Service (MLS).  Historically, the real estate brokerage industry was built around an exclusive listing agreement with most agents focusing on getting a volume of listings.  A buyer’s broker, on the other hand, works for the buyer to find, draft and place offers, facilitate home inspections and financing and any other steps leading to a successful transaction at the best price and terms for the buyer.  

Many buyers deal with real estate agents who are actually a sub-agent of the seller.  The significance is that the agent’s duty is to the seller not to the buyer and they are bound first and foremost to ensuring the best possible deal for the seller.  If you are buying real estate in today’s market, you should consider being represented by a buyer’s broker to help ensure that you’re not overpaying for a property and to help navigate you through the entire transaction.

For more information for sellers and buyers, check out www.realtor.com.


Michael Haubrich, CFP, is president of Financial Service Group, Inc., a registered investment advisory firm in Racine , website address www.toyourwealth.com.