This is from a presentation by Gary Watts a Real Estate Economist. I have taken out and presented here data that directly impacts our market. Bob

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So Why Do You Feel So Bad? . . . Could It Be The Media?

Newspapers are losing subscribers and television is losing viewers. Viewers’ reactions to media presentations of

past events have shown the media that if they want to hold their viewers’ or readers’ attention, they can do so by

portraying fearful “impending events” and instilling anxiety in their audiences!

They present information in a way that creates this anxiety or fearfulness. In so doing, it is important to be

factual but not necessarily accurate! They use bold headlines to grab the viewers’ attention, but the content

often misleads or tells another story. Here are some very good examples:

♦ Remember all the fuss over Y2K?

♦ How about Killer Bees, West Nile Virus and the Mad Cow disease?

What happened with 2005’s “serious” lack of vaccines for one of the “worst” flu seasons?

♦ Where did SARS and the Bird Flu. . . fly to?

What They Do With Real Estate:

Housing Prices Continue to Decline!

Only the rate of appreciation is declining; home prices are still rising. The median profit earned

for Orange County was $291,000 for 4 years of ownership!

Supply of Unsold Homes Rises to 6 Months!

In the U.S., the average supply has historically been around 6 months. For southern California, the

average has been 3 to 4 months and today’s present inventory, is a 4.2 month supply..

Home Sales Decline By ____22___%!

They are measuring against 2005’s almost record year. Since 1996, the yearly average of all sales in

Orange County has been 42,716. Last year our sales decline will be only 15% off our 10 year average.

Foreclosure Activity Rises!

They have to be up after hitting a record low! The truth is that 99% of all loans in the U.S. are not in

foreclosure. The remaining 1% that were foreclosed upon had the following breakdown:

* 80% were classified by federal lenders as Professional Thieves and were turned over to the FBI.

* 20% were classified by lenders as Fraud for Property that resulted in unethical lending practices.

* Ca. Defaults: Historical 32,762 - Low: 12,145- 3Q’04 High: 59,987 – 1Q’96 Current: 26,705

* In the 1st half of ‘06, foreclosures accounted for only .05% of all Orange County sales, with lenders

reselling those homes at an average discount of only 3.8%!

♦ Affordability Index at Record Low – So Few Can Afford to Buy!

Home ownership is at a record high of 70%, while the baby boomers ownership percentage is 80%! This

index is archaic and does not account for how dramatically the world changed in 1979.

Source: American Bankers Association, Mortgage Bankers Association, Freddie Mac, Fannie Mae

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This is what is driving our market and what the developers are betting big money on. Bob

 

 

Why The World Changed in 1979!

Baby Boomers Impact

From 1945 to 1979, incomes increased at the same rate for all tax brackets. By 1979, the early baby boomers

had been in the workplace for over 10 years. They were the most educated generation to enter the work force,

and they had the skills for our changing world. With both spouses working, dual incomes would have a

tremendous effect upon future wealth. Since 1979, a larger percentage of our population is becoming more and

more affluent! From 1980 to 2004, the median income rose by 18% but . . .

the top 20% of incomes grew by 59%, while the bottom 20% of incomes grew by a measly 7%!

the top 1% of incomes grew by 200% - earning more than the entire bottom 50% of wage earners!

today, the top 10% of wage earners receives 45% of all household income.

♦ the top 85% of the nation’s wealth resides with the richest 15% of Americans; the bottom 50% holds

only 2.5% of the nation’s wealth. Just 1% of investors hold 53% of all shares in the stock market!

Over the next decade, there will be a 25% increase in the population over 50 years of age. They have more

money than any preceding generation, due to having dual incomes, equity growth, and record inheritances

(60% goes to the top 40%)! This age group is spending $2 trillion dollars annually! Last year, 2.1 million

boomers turned 60, with 25% planning on not retiring. They found a way to mix leisure with work and are not

ready to fully retire – they have money and income and they are still investing in real estate.

They are part of a major buying wave, as 75% plan on moving to either the west or the south for warmth.

Already, 80% own their own home with 25% of those owning additional property. This helps to explain why,

in 2005, 27.7% of all sales were for investment purchases and 12.2% of all sales were for 2nd homes!

They or their parents are also in the process of transferring their wealth to their children and grandchildren.

These newest home buyers make up the largest group of the 3 buying waves. They are presently 23 to 33 years

of age, and will total 1.2 million new households per year for the next decade! They are purchasing at a median

age of 26, yet those purchasing under 25 years of age now represent 14% of the first time home buyers market.

And let us not forget the wave of buyers that represent the normal buying market. This group is projected to

grow at a rate of 1.17 million per year for the next 7 years. They include 1st time home buyers (median age 29)

and those purchasing upscale homes (median age 45).

Add to this the immigrants purchasing real estate and you can see that the U.S. home buying market will remain

strong. In the past 12 months, the U.S. population grew by 2.9 million persons. By 2030, there will be 80

million more people living in the U.S.! From 1980 to 2000, over 6.2 million minority households joined the

ranks of middle-income earners, and they are purchasing housing.

♦ Immigrant children who arrived with their parents in the ‘80’s and ‘90’s, are now buying homes.

These 2nd generation Americans, if history repeats itself, will out-earn their parents.

As 1st time buyers, they represent 35% of the 1st time resale market.

Source: 2004/2005 Census, Federal Reserve, Internal Revenue Service, NAR

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This explains why the units at the Ritz sold and lakefronts are having such a great run. I always get the question, who are these people buying these high end properties? Bob

 

 

More on Wealth

There are now 2.9 million millionaires in North America holding $10.2 trillion in assets. There are 371

billionaires holding $1.1 trillion and California is home to 90 billionaires!

The Federal Reserve reports that consumers have $5 trillion dollars in liquid cash sitting in banks and savings

and loans. Through June of last year, homeowners had $53.83 trillion dollars of household net worth! Other

assets held by individuals include: $3.2 trillion in bonds and credit instruments, $1.1 trillion in insurance

reserves,