What To Make Of The So Called Real Estate Bubble

Open the paper or switch on the TV news or a radiothemselves on another year of insane appreciation,
talk show, and chances are you're going to encounterlocal real estate agents may be wondering where their
something about the real estate market and its recentnext meal is coming from and many of their clients will
downturn.still be left out in the cold.
Typically, those who have staked their professionalA change in the number of sales is typically taken as
reputations on being dark horse skeptics are predictingan auger of where prices are headed. As inventory
nothing short of a global economic apocalypse.increases and sales drop, the stage is set for
Others often those on the take from the real estatedesperate sellers to begin lowering prices. But that
industry scoff at such dire visions. Don't listen to thedoesn't always happen. April sales numbers dropped
doomsayers, they say we're in for a soft landing, and Iprecipitously between 2000 and 2001, but prices rose.
don't believe itDon't get me wrong, I'm not predicting another replay
But how these perspectives affect the averageof 2001.
person with a mortgage or with a dream of buying hisNationally, inventory has increased by over 300
own house is anything but clear. So who do you listenpercent since 2001. And many places are already
to, and what does it all mean?showing signs that prices are being slashed like a
But what if you're not an investor? For the averageproverbial blue light special. Last month, for instance, a
home buyer, these market generalizations and bigquarter of Marin Country California listings saw their
trend stories may not mean a whole lot.prices reduced. For many years Marin County was the
Why not? Even in our global economy, real estate ishighest priced real estate in the country.
still a local matter. And what holds true for yourBut so far, the bubble has shown signs only of leaking,
brother's house in Poughkeepsie may not have muchnot popping. Most localities despite steep declines in
bearing on your condo on Nob Hill. Indeed, your condosales continue to appreciate, though rates have
may share a very different fate from thedropped to single digits.
multi-million-dollar mansion down the street.In layman's terms that means the home you bought a
Different areas have been hit by the slowing real18 months ago at a ridiculous price would still command
estate market in very different ways. Places like Sanan even more ridiculous price today.
Diego which witnessed Wild West style appreciationAt this point, I think the best answer is it that it all
seem to have been hit the hardest.depends on what you're buying or selling and how it's
In contrast, undiscovered markets like Boise, Idaho, andpriced. Does this mean that home prices haven't
Marfa, Texas, have been discovered big time. Sincesignificantly declined? Not exactly.
homes in these towns and small cities are stillReal estate agents have ways of relisting their
considered cheap by many living in big cities, they areproperties at lower prices without signaling a price
enjoying an extended, no end in sight boom, largelyreduction. Sometimes it's their way to make the listing
funded by second-home buyers and investors.seem fresh.
Some markets seem especially schizophrenic. ForBut even if there have been substantial sleight of hand
instance, in Solano County California prices have risenrelistings by real estate agents, a serious buyer's
over 16 percent since last April, while the number ofmarket as many of my renter friends would define it
houses sold in April 2006 plummeted a full 35.7 percenthas not yet arrived, nor will it ever.
in the same period.The problem for most home buyers is is that even
Sales numbers tend to get a lot of attention in realwith substantial price reductions, the market still looks
estate punditry because they mean so much to theabsurdly overpriced when compared to their wages.
real estate industry itself. After all, high sales mean highBubble or no bubble, it's as if real estate froth had
commissions. But for the average homeowner, it's thebecome like fog: a permanent part of the landscape
price that counts.that many of us, for better or for worse, have decided
So while most homeowners can congratulateto live with.