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I was just thinking...

A Number's Game

By: Mike Farmer
Saturday, May 12, 2007 4:38 PM

This morning I was talking to a seller about listing her home. I got the listing. At first she wanted to list it at the price other houses are overpriced at in the neighborhood. I told her to hold off on talking about price until I could get more information and do an analysis.

I found out she wants to make an upward move to a neighborgood that sells in the range of $300-500. The home she is selling is in a neighborhood where homes sell from $175-300. Comparable homes in her neighborhood are sitting on the market at between $235-250. 

I did an anylysis of the neighborhood she wants to move to, where homes that meet her criteria were selling at $325-350,000. I noticed a few that are active had reduced their prices, and I noticed that a couple, sold within the last two monhs, sold for about 5% less than what could be established as fair market value using comps from the last six months.

This whole area has been a hot area for the last 10-15 years, but between 2002-2006 it was overheated.

A stabilization is taking place. It will always be a popular area -- it is an island on the way to the beach surrounded by beautiful rivers. Houses on the river go to 2 to 3 mil. But I digress.

I started clicking away on my calculator, and started thinking; does it matter if she takes less on the sell if she pays less on the buy? First I figured the difference as if the market was still overheated -- say, she gets $250 for her home and has to pay $350 for her new home. That's a hundred thousand dollar difference. But what if she accepts the reality of a stabilizing market and sells for $225 but finds a deal on the buying end for $325, then what has she lost?

What will probably happen is that she will come out better, because the higher end homes are sitting on the market longer and there is better negotiation going on at over $300. I foresee her getting a home that meets most of her criteria at closer to $300. Her monthly payments will be lower at 300 than 350, and her downpayment will be less.

She will still make good on the sell, between what she paid for the home in 2003 and $225. At least 15% a year appreciation. It will sell faster at $225 and she won't get into a bind after months sitting on the market where she panics and takes less than she intended to. There are several reasons why a quick sell will be good, but the main reason is that they need the space. 

She will probably stay in the new home longer, because the first home was a starter home and the new home will be more of a family home, so when the market gets stronger it should appreciate strongly over the next ten years. Two years ago, the homes in the neighborhood she wants to move to were appreciating higher than her neighborhood, because it was a more in-demand area. This should be the case in a stonger market, but right now people are antsy over 300.

After showing her my plan with all the projected numbers, and also with the caveat that this isn't science and there are no guarantees, she agreed with my assessment. Now we can reasonably price the home, hopefully sell it quickly and then negotiate like hell on the buying side. 

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Comments

Mary Welch
Member Since '04

Mary Welch said:

Well, I'm not the ex teacher, I think that is Sharron, however, I will give you an A+ for your fine homework! Good thinking and good job!

May 12, 2007 4:26 PM
Lew Corcoran
Member Since '03

Lew Corcoran said:

Mike -

I like your approach.  Your seller will actually come out ahead because of lower payments and less of a down payment.

I don't know how long she's been in the house, but if it's been a while, you can also show how much gain she's on the sale.  That will also help.

May 12, 2007 4:41 PM
Gregory Bain
Member Since '03

Gregory Bain said:

Mike, you know that (and I hate to bring in politics) George Bush Sr. called Regan's economic plan "voodoo economics". Smoke and mirrors is what I call anything I can't figure out how someone got to a value of a variable. But, I am not a very smart guy. Gary is the math major. I wait to see his explanation of this home buying and selling process.

May 12, 2007 6:48 PM
Mike Farmer
Member Since '03

Mike Farmer said:

I'll email you some pictures, Gregory.

Thanks Lew and Mary.

May 12, 2007 8:19 PM
Gregory Bain
Member Since '03

Gregory Bain said:

O.K., but no 3D stuff. That scares me.

May 12, 2007 8:37 PM
Gary Szolosi
Member Since '03

Gary Szolosi said:

Mike has preformed what could be called a standard strategic relative cost analysis. Since we are moving from one home to the other, we take the value of both and concentrate on the difference. This analysis actually simplifies the procedure for understanding for our cost but may fall short if the implicit assumption that similar properties will react in a similar fashion is not accurate. In Mike’s case he covers that point well since he states that the higher home has more room for negotiation and therefore makes the explanation even more impressive. This factor is strategically relevant since it strongly favors the client’s position.

I have never taken this approach but it is one that would be easy to convey. The caveat is that you have someone with similar parameters and have done your homework on the areas and pricing history.

Great presentation Mike and given the opportunity I would not hesitate to use it, even though it never dawned on me before your blog.

May 12, 2007 10:38 PM
Lonn Dugan
Member Since '05

Lonn Dugan said:

You can call it a "standard strategic relative cost analysis" if you like :)

But I like to keep it simple... (if possible)...

I tells 'em - "it's a great time to buy, even if you have to sell low to do it."

or...  You are buying and selling in the same market - so it doesn't matter.

or...  You will save so much on the next house that you won't be losing anything at all....

Finally...  for those who want to wait until prices go back up to sell...  Your next house will cost more if this one becomes worth more...  So why don't we just get you a good deal and move on before prices go back up!

May 13, 2007 6:22 AM
Gregory Bain
Member Since '03

Gregory Bain said:

While I agree, Mike's presentation is prefect. But the problem lies with too many unknown variables. The seller doesn't really know what price she will be able to negotiate for the new home. Nor, does she know if she prices her house "right" she will get the "right" price. Having said that, Mike is most likely, the only one who could give credibility to the numbers. It's his market area. And, all real estate is local!

May 13, 2007 9:13 AM
Klaus Nicholson
Member Since '07

Klaus Nicholson said:

I've never tried your numbers game.  I usually work one deal at a time. You priced her home a bit lower in hopes of a quick sale.  Ok!  Once you have that under contract then I would work on getting the 5% overpriced reduction on her future home.  

You did your homework, you crunched the numbers, you gave a great explanation and you qualified your information.  I hope your client doesn't expect or assume that she will get the same price break.

Good Luck.

Realtor, Columbus Ga

May 14, 2007 10:50 AM

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Mike Farmer
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