January 25, 2007

“The Correction Is Beginning” In Florida

The Florida realtors have the December numbers out. “Sales of existing homes and condos in Florida were down in December. A total of 12,415 existing single-family homes sold statewide last month, a decrease of 28 percent from the 17,215 homes sold during the previous December, according to the Florida Association of Realtors.”

“Looking to Florida’s existing condominium market, sales also declined in December with a total of 3,788 condos sold statewide compared to 5,428 in December 2005 for a 30 percent decrease, according to FAR.”

The Sun Sentinel. “The median price of an existing Broward County home last month was $367,600, off $1,400 from $369,000 in December 2005. The year-over-year decline wasn’t as sharp as in previous months. Palm Beach County’s December median was $368,200, a $40,000 decline from $408,200 in December 2005.”

“Broward had 1 foreclosure for every 35 households in 2006, RealtyTrac said. Broward had 21,144 foreclosures last year, up 56.5 percent from 13,514 in 2005. Palm Beach County had 1 foreclosure for every 51 households in 2006. The county had 10,915 foreclosures in 2006, up 29 percent from 8,454 in 2005.”

The News Press. “Sales of existing homes plummeted 45 percent in December, compared to a year ago, according to FAR. The median price also dropped, from $322,300 to $262,500, down 19 percent from a year ago.”

“Percentage-wise, Lee County saw the biggest decline in the state. Statewide, the numbers of sales dropped 30 percent, while the median price saw a decline of 2 percent from $205,500 to $200,600.”

From TC Palm. “(FAR) says that single-family home sales in the Fort Pierce-Port St. Lucie metropolitan statistical area, which includes Stuart, dropped 27 percent to 330 closings in December from levels of the same month in 2005. Sales of existing single-family homes in the Vero Beach area, tracked by the Realtors Association of Indian River County, dropped 22 percent.”

“Prices on the Treasure Coast also declined from the previous December. In the Fort Pierce-Port St. Lucie area, the median home price fell 9 percent to $240,000. Vero Beach’s median home price fell 6 percent to $220,000.”

The Herald Tribune. “Pressure continued in December on home sellers to lower their prices. The median sales price for homes sold during December in the Sarasota-Bradenton market was $284,700, down 17 percent when compared with the same month last year.”

“Though Coast Bank officials are downplaying the financial turmoil brought to their business by a floundering Southwest Florida home builder, there are strong indications that the problems will grow in coming weeks.”

“Most of the $110 million in troubled construction loans that Coast has on its books were made to out-of-state investors, people more likely to walk away from their obligations to the bank.”

“Customers who bought homes are becoming more and more convinced that they were defrauded by a group of home-building, mortgage and real estate companies that lured them into risky real estate investments in various Florida developments during the market’s boom years.”

“Fernando Cacoilo, the owner of Jodfer Land Service, started clearing and grading home sites for CCI two years ago, and the demand quickly consumed his small business. Now he finds himself short $1 million.”

“He has filed 186 liens against CCI home buyers for bills of $3,000 to $15,000. ‘Fifty percent of my work was from CCI because they just kept pushing, pushing, pushing,’ Cacoilo said.”

“CCI kept him busy, but the company never paid a bill in full, Cacoilo said. Other subcontractors were strung along the same way, he said. ‘As long as we kept getting a check every week, we were all OK,’ he said. ‘My dumb ass didn’t pay attention to the billing.’”

“Before the work stopped, CCI principals were driving Hummers, and construction supervisors new pickup trucks, Cacoilo said. All the contact from customers that Cacoilo has had makes him wonder where the money went. ‘I keep getting calls from homeowners that I liened: ‘CCI drew $127,000 on my home, and all I got is dirt with a pad on it,’ he said.”

“Developers facing a downturn in the housing market want a freebie from Palm Beach County traffic rules. The Gold Coast Builders Association asked the County Commission for a two-year ‘blanket extension’ of building deadlines for all developments.”

“‘These guys always say, ‘Let the market decide,’ said Joanne Davis, spokeswoman for (a) watchdog group. ‘When the market decides against them, then they want government to decide. They can’t have it both ways.’”

“‘Too many homes got built because of the speculation boom,’ real estate analyst Bradley Hunter said. ‘The correction is beginning.’”

“Benderson Development’s plan to build 1,750 new homes next to a new mall seems a bit riskier. A glut of housing has other builders scaling back. ‘This project might be ahead of its time,’ said (consultant) Jack McCabe. Noting that the median price of homes sold in this market is down 18 percent from last year, McCabe said it is ‘an optimistic endeavor to start this type of project in a declining marketplace.’”

“Real estate agent Clay Hyslop’s client bought a two-bedroom condominium on Flagler Drive in 2005, but didn’t spend much time there and needs to sell it. Easier said than done in today’s housing market.”

“‘Sometimes there aren’t buyers,’ Hyslop said. ‘It’s like having the best lemonade stand in the middle of the desert.’”

“So Hyslop persuaded the seller to try something different: listing the West Palm Beach condo in a public auction Saturday in Hollywood. Roughly 160 properties, most of them in South Florida, will be auctioned at the event.”

“Nicole Hollander, president of Auction USA, said she expects plenty of below-market sales at this event as the housing slump lingers in this region. Some sellers in the auction paid $1,500 for the right to turn down the highest bid. But others paid nothing and have agreed to sell to the highest bidder, regardless of price.”

“Two sellers who tried unsuccessfully to list their properties in the auction broke down and cried, Hollander said. ‘There was almost a desperation in people’s voices,’ she said.”

“Richard Lane, a full-time investor, figures the auction is his best chance to sell his house in Hollywood. He bought a home with a pool early last year for $344,000. He said he sank $47,000 into renovations and put it back on the market in May.”

“Carrying costs are about $3,500 a month, and the longer the property sits unsold the more money Lane loses. ‘I’ve had a million agents call me and say they want to list it,’ he said. ‘But nobody wants to bring me a buyer.’”




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166 Comments »

Comment by Ben Jones
2007-01-25 11:10:18

The Orlando Sentinel:

‘Florida had 124,721 filings during the year, RealtyTrac said, or 1.7 percent of all households in the state. Metro Orlando had 12,271 filings during the year, RealtyTrac said, representing 1.8 percent of households. That placed Orlando as the 26th highest metro rate of foreclosures in the country. The highest rates were seen in Detroit, Atlanta, Indianapolis, Denver, Dallas, Fort Worth, Las Vegas, Memphis, Fort Lauderdale and Miami.’

BTW, I think the News Press may have been referring to one metro with those numbers. I’ll try to find out.

Comment by mojo
2007-01-25 11:29:35

Yes that News Press article didn’t make much sense to me either (see my post below).

It says median dropped 19% and then later says that the statewide median dropped 2%.

 
Comment by david cee
2007-01-25 12:44:00

And the Super Bowl is in Florida this year. How appropriate for the start of the spring real estate listing season should start where all the foreclosure action is. Am dying to see how many listings hit the MLS once Super Bowl is out of the way.

 
Comment by flatffplan
2007-01-25 12:52:53

so from this and the Detroit numbers it’s fair so say at 2% you’re in total meltdown
what was 1991 ??? anyone know

 
 
Comment by phillygal
2007-01-25 11:18:36

‘As long as we kept getting a check every week, we were all OK,’ he said. ‘My dumb ass didn’t pay attention to the billing”.

Small business Rule #1: Pay attention to the billing.

Comment by IrvineRenter
2007-01-25 11:34:05

At least he gave an accurate appraisal of his business acumen.

Comment by phillygal
2007-01-25 12:48:33

‘Fifty percent of my work was from CCI because they just kept pushing, pushing, pushing,’ Cacoilo said.”

And he forgot about the part where CCI was supposed to pay, pay, pay him? The guy ended up a million dollars short!

The way it’s playing out, it appears that many involved in the continuation of the RE boom thought they had hit the mother lode. Instead they’re royally hosed.

 
 
 
Comment by jstab
2007-01-25 11:21:48

What the heck was in the water down there? Looks a lot like ‘gators from here…

Comment by P'cola Popper
2007-01-25 11:59:23

I don’t know but it won’t flush down! Someone get a plunger!

 
 
Comment by pressboardbox
2007-01-25 11:23:00

Soft landings are for sissies!

Comment by Dougie944
2007-01-25 15:01:34

good one.

 
 
Comment by phillygal
2007-01-25 11:23:11

“Two sellers who tried unsuccessfully to list their properties in the auction broke down and cried, Hollander said. ‘There was almost a desperation in people’s voices,’ she said.”

Capitulation?

Comment by IrvineRenter
2007-01-25 11:32:24

In witnessing this event, which emotion would you have felt: sadness, or schadenfreude?

Comment by wmbz
2007-01-25 11:43:51

Schadenfreude 100% ! When sistuations like the housing market get as out of hand as this has there will be a lot of pain during the correction. I’ve learned many of my lessons in life the hard way, key word being learned. Lot’s of folks are getting ready/are in for a hell of a lesson, as it should be. Something for nothing is a pipe dream some bodys got to pay. Always have, always will.

Comment by dvo
2007-01-25 13:07:52

“Schadenfreude 100%”

Hear, hear. Sometimes I think about the upcoming carnage and I feel bad for what’s about to happen. Then I remember all these IDIOTS with their Escalades and Rims and Plasmas and Boats and Vacations. Stupendously Stupid & Shallow American Sheeple, with their MINUS 2 PERCENT savings rate last year, most definitely have it coming.

Reality check will do ‘em good.

“If I do this wrong, it may hurt a little.”
“What it you do it right?”
“Then it’s going to hurt a LOT.”

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Comment by jim A
2007-01-25 12:15:57

Sadness. It is neccessary for markets to punish those who gamble their futures. It’s part of the great economic “circle of life.” But it would have been better for the market to have corrected more quickly so that FBs would be losing fingers in the machinery of commerce, not hands and arms. We would be in much better shape as a country if the RE bubble popped in 2003 or 2004?

Comment by 85249 is Toast
2007-01-25 12:44:46

Blame government policy, not the market, for the slowness and size of the coming correction. Expansion of credit to those who shoudn’t have it, rates kept artificially low for too long, excessive building permits granted in hopes of increased tax revenue. Markets correct far more quickly, and less painfully, when they are allowed to work unencumbered by central planners.

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Comment by Jim A.
2007-01-25 13:44:43

Well the market itself is arguably a product of government. Enforceable contracts, land titling, eviction of trespassers are all preconditions for a real estate market and are all brought to you courtesy of “The Government.”

 
Comment by technovelist
2007-01-25 15:22:20

This is completely wrong as a matter of history. The market preceded government and has existed in many places where there was no government. What the government provides is force, not markets.

 
Comment by Jim A.
2007-01-25 19:15:02

The very reason that Manhattan was “bought” for a few clocks and blankets was that the Indians that sold it just didn’t have the same conception of land as property as the Europeans who paid them for it. It’s believed that they thought that they were getting the better part of the deal, little different than those companies that will “sell” you a star.

Even in the Middle Ages there wasn’t really a real estate market. Land wasn’t bought and sold for cash. Instead a variety of tenures were inheritable. The very idea of a free market in real estate would have been regarded with the disgust that we regard buying and selling of politcal offices or court judges.

Certainly markets in personal goods exist without any form of government. Posession is, as they say 9/10ths of the law, and is it easy to posess that which you carry. But posession of land requires that you deny it’s use to others, and this is difficult to impossible to do without the cooperation of your neighbors. And sitting down with your neighbors and agreeing to rules of behavior is the very ESSENCE of government.

 
Comment by Tulkinghorn
2007-01-26 02:40:13

Astonishing rule learned the first day of law school: without government, nobody owns land. They might possess it, but can not own it.

 
 
Comment by implosion
2007-01-25 17:50:33

More like the “circle jerk” of life.

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Comment by salinasron
2007-01-25 11:37:44

“unsuccessfully to list their properties in the auction” If their properties were in the auction weren’t they listed? Or should this have read ‘were unsuccessful in selling their properties at auction?

Comment by mojo
2007-01-25 11:41:14

Good question? If the seller has an unreasonable price expectation might they auctioneer not accept them?

 
Comment by Fran Chise
2007-01-25 16:10:16

Pay to list with a reserve, no payment to list no reserve (auctioneer will get paid).

 
Comment by implosion
2007-01-25 17:52:54

Can we see any of these auction properties online?

 
 
Comment by KirkH
2007-01-25 11:43:51

“Capitulation?” I’m in the panic camp.

Comment by Neil
2007-01-25 12:13:07

approaching panic in Florida. Only approaching. Soon we’ll hit panic and then desperation.

By fall, Florida will be in Capitualation. But its going to take the slow steady process of going through the steps.

That reminds me, I haven’t checked the implode-o-meter today! (Why do I find tracking the sub-primes so facinating… oh yea, what we predicted is finally happening.)

Got popcorn?
Neil

Comment by lizziebeth
2007-01-25 12:23:20

Neil,

I was just thinking the same thing. this is exactly what we thought would happen. The reporting is a far cry from when I first started following this blog. At the time though, we were nuts, irrational and unfounded! HA!

Are there any archives to look back on. If not, maybe we can start a new blog “the best of the housing bubble blog”.

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Comment by SKB
2007-01-25 13:30:35

I would love to read old archives of the FB’s saying “there is no bubble”. and we are just jealous renters priced out forever.

I wonder what those people are doing now to fill their time before the bank comes takes back their property?

SKB

 
 
Comment by Jim A.
2007-01-25 13:47:25

Well I predicted that the market for subprime loans would disappear. I didn’t realize that those loans were SO toxic that holding onto them would result in immediate death for the mortgage brokers.

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Comment by IrvineRenter
2007-01-25 12:11:17

Imagine for a moment you are one of these FB’s. You know your screwed, but your still in denial. You hear about this action, so you sign up and buy a few more weeks of denial, but now as the time approaches you start to realize that you must either get your sales price or face foreclosure and bankruptcy. The big day comes. Bids are coming in. Each higher bid raises your spirits. You get closer and closer to your price and your anxiety starts to turn to greed as you think you might actually make a few bucks. Then, suddenly, the bidding stops. You realize you are still well short of your needed “avoid bankruptcy” price. You look around the room feverishly hoping someone, anyone will “up” the latest bid. It doesn’t happen. The auctioneer closes the bidding at too low a price. The reality of the situation sets in on you. Your future is ruined. You have nothing left but to accept your fate. You become despondent, break down and cry.

Sucks to be them.

Comment by emcee
2007-01-25 12:16:43

Cash back mortgage fraud to the rescue!

 
Comment by Rich
2007-01-25 12:19:06

LMAO,
and you now owe the auction company $250 =)

CRY OHHHH CRY ME RIVVVVERRRRRR!!!! WE NEEED THE WATER FOR OUR CROPS!!!!!

Comment by Rich
2007-01-25 12:31:13

LMAO, $1,500!!!!!

Ill be nice and let these flippers eat the peanuts outta my shit when they are starving. Nobody can say that I don’t have a heart.

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Comment by wmbz
2007-01-25 13:33:21

Will you be serving, roasted,honey glazed, boiled or plain?

 
 
 
Comment by P'cola Popper
2007-01-25 12:22:09

LOL. Excellent narrative IrvineRenter!

 
Comment by Tbone
2007-01-25 13:27:47

Mmmmmm….your tears are so yummy and sweet!

 
 
Comment by GetStucco
2007-01-25 12:13:57

If they couldn’t sell, then they priced wrong. List your reserve price at $0 and you will sell with 100% success.

Comment by jim A
2007-01-25 12:19:06

But they really can’t have a reserve price that is lower than the amount they owe plus their bank account and credit limit. Otherwise they’re really engaging in fraud because they can’t guarantee clear title that the bid price.

Comment by GetStucco
2007-01-25 12:20:05

Excellent point!

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Comment by phillygal
2007-01-25 12:20:33

oy

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Comment by Norcal Ray
2007-01-25 11:24:11

The Sun Sentinel. “The median price of an existing Broward County home last month was $367,600, off $1,400 from $369,000 in December 2005. The year-over-year decline wasn’t as sharp as in previous months. Palm Beach County’s December median was $368,200, a $40,000 decline from $408,200 in December 2005.”

“Broward had 1 foreclosure for every 35 households in 2006, RealtyTrac said. Broward had 21,144 foreclosures last year, up 56.5 percent from 13,514 in 2005. Palm Beach County had 1 foreclosure for every 51 households in 2006. The county had 10,915 foreclosures in 2006, up 29 percent from 8,454 in 2005.”

Prices should be dropping very soon at a signficant percentage with such a high foreclosure rate in these two counties. Hard to believe the median price only dropped less than 1% in Broward County YOY.
I think it will get ugly with the foreclosure rate.

Comment by MDMORTGAGEGUY
2007-01-25 11:38:25

i read that too and thought that cant be right. 1 in 35 homes foreclosing, that is an astounding number. How can this not be a banner of “Breaking News” on the CNN website?

Comment by Rich
2007-01-25 12:21:26

Because it’s bad news. MSM does not cover bad business news, entill it explodes all over everone.

 
Comment by OB_Tom
2007-01-25 12:29:14

Notice it says households, not homes. Renters are households too, but rarely go into foreclosure. So the real number is higher than 1 in 35 homes isn’t it?

Comment by Diane
2007-01-25 14:40:58

Somebody owns rental units, often investors. There is no reason that rental units can’t go into foreclosure.

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Comment by miamirenter
2007-01-26 06:38:17

my friend who timed his purchase of condo in aug 2005, has seen 15-20 (pre)foreclosure (NOD) out of 200 units just in last 2 months. A good 70% is investor units and a good portion of that is now section 8 housing …
I also see lots of defence folks getting rentals (gubment money)

The rentals are much weaker w/ promotions galore nowadays.

 
 
 
 
Comment by Crazy G
2007-01-25 11:42:34

I have a vague recollection, that Palm Beach County only sold 12-14,000 homes in 2005 [check that figure??]…
The point being, that foreclosures are now approximating sales!!!
When foreclosures #’s go ahead, then we know we’re winning

 
Comment by OB_Tom
2007-01-25 12:33:46

CNN actually just interviewed John Karevoll, chief analyst at DataQuick Information Systems. He said: “So far, this isn’t alarming, but if we reach 2 foreclosures for every household, then I would start to worry about a possible softening trend”.

Comment by dreaming 08
2007-01-25 12:39:08

2 foreclosures for every household would indeed be alarming.

“That’s unpossible!”

Comment by dvo
2007-01-25 13:14:19

Unpossible, you say?

I think you misunderestimate the magnitude of this ‘decelerating appreciation.’

Might I suggest you catapult the propaganda?

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Comment by OB_Tom
2007-01-25 13:22:58

No, I called John Karevoll and he said that he deals in numbers and doesn’t factor in variety of qualitative factors. It’s a fairly simple model based on a handful of factors, and he will make a prediction based on standard error of 1. He’ll normalize it so there is very little, if any, probability of a prediction that will be skewed one way or the other.

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Comment by Jim A.
2007-01-25 13:50:56

Well there HAVE been alot of “second homes” sold…

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Comment by ft lauderdale
2007-01-25 17:29:02

I have a theory on why the price has dropped so little, so little as a percentage of what is listed actually sold, so the sales are not enough to be a good sample. otherwise I predict fraud somewhere. When I drive around, there are “reduced” signs everywhere.

Comment by kbo
2007-01-25 17:44:06

I do not buy into these numbers either. I am from Vero and there was an article in TC Palm about three months ago stating that the median price in Indian River had dropped to $214k. I am looking for the article and will post if I can find it. Now the same paper is saying median price is $220k. The paper is just blindly reporting whatever the NAR is putting out. There is no indepenent verification.

Also, the article says there is only a 22% drop in sales from YOY (Dec. to Dec.). How the heck is that possible? Every Sunday in the local Vero Beach paper all sales/transactions over 25k are reported. A year ago the sales/transactions took up an entire page! Today, the sales/transactions do not even take up a quarter page. Again, I think it is just lazy, blind reporting.

Comment by HK_Vol
2007-01-25 18:54:49

I think what you are seeing makes sense.
Most subprime loans are made for homes that sell for the median price or less. So when subprime freezes up, sales on median priced homes and lower dries up. Assuming that the high-end market remains constant with hedge fund guys with their bonuses buying condos at the Four Seasons, the actual median selling price goes up. It makes for distortive statistics, as the actual price for an individual home is going down. But because only the high end homes is holding up, the median gets skewed in the short term.

Or am I off base here?

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Comment by Jim A.
2007-01-26 03:46:43

The small YoY drops from Dec to Dec are all about the seasonality of the data. If you look at a sales chart the sales in summer 06 were MUCH lower than 05. What happened was that THOSE house took longer to sell and bumped up the DEC numbers.

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Comment by az_lender
2007-01-25 11:24:37

Fla SFH sales down 28% yoy, condo sales down 30% yoy,
Palm Beach County prices down 10% yoy.

Was posting just the other day that my Palm Beach County cousin, a veteran rehabber/flipper, had told me his realtor friends were saying that sales contracts are now more numerous than a year ago. Ha ha. I must phone my cousin and point out the actual December numbers, in case he listens only to his lying “friends” who would like to sell him X.
(Actually i should say not X but POSs. BTW, i wonder if the plural of POS should be PsOS.)

Comment by implosion
2007-01-25 18:01:09

I still think it’s POS, the plural being implied by the context.

Comment by jim A
2007-01-26 11:22:17

Certainly local radio announcers are careful to use RBI and not RBIs as a plural. OTOH, soldiers eat MREs.

 
 
 
Comment by Dan
2007-01-25 11:25:47

From the story:
“”Sometimes there aren’t buyers,” Hyslop said this week. “It’s like having the best lemonade stand in the middle of the desert.”

I wish the reporter would have said….location…..location….location. He could have asked what’s going to happen to the stand if the desert turns into the dark side of the moon. (Pink Floyd’s Brain Damage plays in background)

Comment by P'cola Popper
2007-01-25 12:05:44

As we learned a week or so ago water intoxication or hyponatremia is an all too real risk in these kind of situations so better not drink the lemonade or buy the house.

 
Comment by jim A
2007-01-25 12:21:25

I think he meant to say a “kool aid” stand. There are plenty of people standing around watching, but nobody’s drinking anymore.

 
 
Comment by mojo
2007-01-25 11:26:01

Am I reading this wrong or is this an extremely contradictory statement?

“Sales of existing homes plummeted 45 percent in December, compared to a year ago, according to FAR. The median price also dropped, from $322,300 to $262,500, down 19 percent from a year ago.”

And then they say…

“Statewide, the numbers of sales dropped 30 percent, while the median price saw a decline of 2 percent from $205,500 to $200,600.”

So which was it? Did the statewide median drop 19% or 2% ?????

Comment by Ben Jones
2007-01-25 11:33:14

As I said in the comments above, they must have been referring to a single market. And keep in mind FAR spilt out the combination SFH/condo reports last year, so I don’t know where the NP might have gotten a combined number.

Here is the annual breakdown, with tables at the bottom. Fort Walton Beach condos show their off 38%.

FAR put out two reports today. Annual and December.

Comment by mojo
2007-01-25 11:40:21

We must keep in mind that the medians in the chart you provided are for calender year 2006 vs. calender year 2005. These numbers are obviously different than the December 2006 vs. December 2005 year-over-year numbers that the reporter in the article is apparently quoting.

Thanks for the chart Ben.

Comment by DC in LBV
2007-01-25 12:00:19

The 45% down and 19% down are Ft. Myers ONLY. The 28% and 2% down are state-wide.

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Comment by edward
2007-01-25 12:12:03

Yes, the News-Press is talking about it’s local area ( Lee County) with the 45%, 19% down numbers.

 
 
 
 
 
Comment by txchick57
2007-01-25 11:26:07

“The Correction Is Beginning”

That’s very amusing. I’m sure the average seller wannabe of the past year in Florida would scream if he or she read that headline.

Comment by AE Newman
2007-01-25 11:44:02

posted ““The Correction Is Beginning”
That’s very amusing. I’m sure the average seller wannabe of the past year in Florida would scream if he or she read that headline.

That’s what I say…I have been reading for over a year how Florida is getting stomped.

Comment by emcee
2007-01-25 12:13:28

Don’t you have the feeling, though, that the commercials have ended, the lights have at last dimmed and the main feature is about to begin?

Comment by 45north
2007-01-25 13:18:22

first the previews

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Comment by DaniW
2007-01-25 13:54:55

But, wait, they haven’t warned us to turn off our cell phones yet

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Comment by Neil
2007-01-25 12:14:36

What’s sad is it will take a year to begin reading this headline in LA or the Bay area. Some areas (DC?) will drop yet remain in denial.

Cest la vie.
Got popcorn?
Neil

Comment by NoVa Sideliner
2007-01-25 13:11:03

Yes, DC is in denial — already. The Virginia suburbanites around me still think this is just a bit of a pause on the long march skyward. Well, the homeowner ones, anyway.

Perhaps half the renters I know are the same way, thinking prices will still go up and wishing they could buy (yikes!), but the other (sensible) half are licking their chops at the prospect of a potential bust — or just simply sitting back and enjoying the spectacle as it unwinds here ever so sloooowly.

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Comment by jim A
2007-01-25 12:23:20

The beatings will continue until morale improves.

Comment by dvo
2007-01-25 15:53:39

…the beatings will continue, and then Increase, in both frequency and severity, until morale improves…

aka

I’ll GIVE you something to cry about.

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Comment by OB_Tom
2007-01-25 12:39:32

But I just read that we’ve reached the bottom? So “The Correction Is Beginning” means prices are going up again, right? Right? No?

Comment by SKB
2007-01-25 13:20:32

I caught that to Tom,
I guess it depends what camp you are from and what stage of denial you are still in.

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Comment by waaahoo
2007-01-25 11:26:14

“CCI kept him busy, but the company never paid a bill in full, Cacoilo said. Other subcontractors were strung along the same way, he said. ‘As long as we kept getting a check every week, we were all OK,’ he said. ‘My dumb ass didn’t pay attention to the billing.’”

When i was just starting out an old Florida mason called this “getting mothered”, and warned me about it thank God. I watched a lot of guys get so far behind a GC that they had no choice but to keep working in hopes of eventually getting paid.

Comment by Graspeer
2007-01-25 12:04:06

“I watched a lot of guys get so far behind a GC that they had no choice but to keep working in hopes of eventually getting paid. “

And builders need to keep building to keep getting loans and mortgage companies need to keep giving out loans so they can keep on getting fees and brokerage houses need mortgages so they can turn them into bonds and get their fees and on and on it goes until the music stops

 
Comment by phillygal
2007-01-25 12:11:06

I’m curious as to what % of the money owed the sub was used to string him along. I knew a small business owner whose biggest client owed her $40k or so. Every now and then client would throw her a bone - 2 or 3 thousand bucks, and that kept her happy. Well, maybe not happy, but “mothered”, at least…!

Comment by P'cola Popper
2007-01-25 12:19:09

Its also a reflection of the margins charged by the subcontractors if they could be strung along for so long.

 
Comment by waaahoo
2007-01-25 13:42:35

It’s different for each sub pgirl. The first time the sub doesn’t get his check he’ll go to the GC begging for at least X amount to pay his bills and then the GC knows what he needs to pay him to mother him along. Then the GC just has to throw in a little extra everytime tempers flare and before you know it the sub his so far behind he is basically an employee of the GC.

 
 
 
Comment by Greenlander
2007-01-25 11:32:57

Woohoo!!! Florida houses for everyone!!!

 
Comment by SKB
2007-01-25 11:34:39

Taken from another site:

“It’s like having a lemonade stand on a corner among a thousand other lemonade stands, in a land where nobody is thirsty and it’s always raining”

ROFLMAO

SKB

Comment by 85249 is Toast
2007-01-25 11:52:28

Hilarious!

 
Comment by Brooklynite
2007-01-25 11:56:19

That’s one of the best descriptions I’ve ever heard.

 
Comment by Caveat Emptor
2007-01-25 12:03:18

“‘Sometimes there aren’t buyers,’ Hyslop said. ‘It’s like having the best lemonade stand in the middle of the desert.’”

No, it’s like having the best “can’o’sand” stand in the middle of the desert.

 
Comment by GetStucco
2007-01-25 12:19:07

At least you can still sell lemonade in the SW desert… not so sure about houses, though.

Comment by Blackbox
2007-01-25 13:13:58

yeah, but foot traffic is a bitch!

 
 
Comment by Jim A.
2007-01-25 13:55:16

You know, in another year, it will be like having a kool-aid stand in Jonestown the day after.

 
 
Comment by patient renter
2007-01-25 11:34:51

“Some sellers in the auction paid $1,500 for the right to turn down the highest bid. But others paid nothing and have agreed to sell to the highest bidder, regardless of price”

This will be interesting. Someone please post the results after the auction.

Comment by GetStucco
2007-01-25 12:16:42

“But others paid nothing and have agreed to sell to the highest bidder, regardless of price”

Some sellers are smart enough to ensure they get out the exit door before this market takes a Cat-5 dump.

 
 
Comment by Sobay
2007-01-25 11:38:42

-“Before the work stopped, CCI principals were driving Hummers, and construction supervisors new pickup trucks, Cacoilo said.

Here in So Cal the principals drive Maserati’s and the foreman drive the Hummer Pickup Trucks.

Comment by Fran Chise
2007-01-25 16:24:18

California is ALWAYS at the outer edge of ridiculous.

 
 
Comment by ubaldus
2007-01-25 11:41:14

Miami-Dade is holding much better than Broward or Palm Beach, it seems. The sales in the neighbourhoods I am tracking are close to 2005 level, and prices are just slightly below the peak, and waaay above 2004 prices (30-40% above).
The inventory is back up again though, and by April I expect it to be 20-25% above the Nov-2006 peak.

I wonder who is still buying in Miami. Are there enough reach Colombians and Venezuelans to keep buying these overpriced properties.
The prices for land in good places are obscene - .5 acre in Pinecrest will run ~700k, ih Gables ~1m.

Comment by ubaldus
2007-01-25 11:42:26

reach = rich

 
Comment by pinch-a-penny
2007-01-25 13:10:25

I don’t think that the Colombians are buying much, as they have their own nice little bubble going, but they are at 2004 level, with all the over-building, and exorbitant prices.
Bogota is building high rises in the middle of slums all over the place, and these things are huge, like 20-30 stories high, and 6 or 8 condos per floor….

 
 
Comment by James
2007-01-25 11:50:49

I am wondering how many sales are fraud and subtracting out cancels in those numbers. I’m wondering if any of the realotrs are doing property trades to make it look like sales are higher as well.

Any way to sort out realtor to realtor transactions?

A coworker is about to have one drop out of escrow (got the unreasonably long time to close thing happening). They are renting till the property closes while letting the prospective buys live rent free.

Still making a killing on the place if they move it.

Comment by Bernadette
2007-01-25 12:05:43

Asking prices in Broward are still high, any reasonable explanation considering the foreclosure. WPB asking prices on th eother hand seem more in line with the market. Comments from the FL bears, please.

Comment by txchick57
2007-01-25 13:37:48

I have noticed that too. My best friend is down there and judging from recent sales, he could still make a very nice profit on his place bought in mid-2004 if he’d just get real and drop the price just a little. For fun, he and I have researched the property records for the mortgage obligations on some of his neighbors and I am here to tell you they are beyond scary. Some of them have paid full bubble price with suicide loans that adjust to something like 14 or 15%!!!!

Comment by Fran Chise
2007-01-25 16:30:20

That’s scary! Fun to be a financial voyeur.

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Comment by Bernadette
2007-01-25 12:06:08

Asking prices in Broward are still high, any reasonable explanation considering the foreclosure rate. WPB asking prices on the other hand seem more in line with the market. Comments from the FL bears, please.

Comment by JimmyJ
2007-01-25 17:32:46

Ok here’s the answer as I have plenty of friends in Broward and PB. They are leveraged to the max using HELOC to pay the IO loans.

They CANNOT lower their asking price or they lose money. Soon they will forclose - 9-18 months. Then the prices will drop!

Comment by SouthFL Renter
2007-01-25 19:12:13

This is probably accurate in many cases. Look at the Palm Beach Assessor’s website for the sales records of homes that appear to be languishing with high asking prices, and most of them were bought high. They literally can’t sell any lower.

Having said that, I’ve noticed (unscientifically) that many of the new listings in PBC are coming out lower than I have seen in the fall of last year. That is surprising if true, as my sentiment is that the ASKING prices didn’t change much all last fall.

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Comment by Ian
2007-01-25 11:58:47

By curiosity… how many other country besides the US don’t force losers in lawsuits to automatically pay for the other party’s legal expenses???

That’s because I expect a Tsunami of those here obviously. Even when people signed and knew what they were getting into, the value of a signature is now in doubt as a valid token of buisness dealing. I expect soon you will be required to give a DNA sample when getting a mortgage… yuk!!!

Comment by Fran Chise
2007-01-25 16:32:52

Lick this spot please…..

 
 
Comment by accroyer
2007-01-25 12:01:52

Is it just me or every week I read how a housing bubble is just BEGINNING in Florida. These headlines have been going on for over a year now.

Comment by Dan S
2007-01-25 13:08:23

That’s correct, it is just beginning. YOY numbers have hardly changed because of all the massaging of the numbers. The bubble exploded for 5 years, and it will probably take 10 years to completely deflate.

 
 
Comment by salinasron
2007-01-25 12:01:54

“Broward had 1 foreclosure for every 35 households in 2006, RealtyTrac said. Broward had 21,144 foreclosures last year, up 56.5 percent from 13,514 in 2005.”
And no one is calling on the MSM or local RE associations to account for their lies printed in the media in 2005 and 2006. Maybe this is clearly and example of why people should avoid the MSM, RE and their ilk when evaluating anything to do with housing or associated participants.

 
Comment by Crazy G
2007-01-25 12:03:25

Well, I found the numbers of forclosures vs sales for 2005 vs 2006, in Palm Beach County….2005 [8454 forclose vs 13679 sales] 2006 [10915 forclose vs 8640 sales]… sales down vs foreclose up

Comment by P'cola Popper
2007-01-25 12:15:32

In 2006 foreclosures exceeded sales? That’s got to be a little unusual, right?

 
Comment by Neil
2007-01-25 12:17:02

Am I reading correct that Palm Beach had more foreclosures than sales in 2006? wow! Don’t get me wrong, that will become common in a lot of bubble zones. But to see it this early… is amazing. And yes, I’ve been a voice on how frustrating its been watching this slow train wreck… But I recalibrated my timeline and now am amazed to see foreclosures greater than sales.

So let’s see… six to 10 month delay to get a foreclosure on the market… that doesn’t bode well for home prices appreciation in Florida in 2007… or 2008!

Got popcorn?
Neil

Comment by Crazy G
2007-01-25 13:22:28

The caveat here is how the FAR posts their sales numbers…
The sales numbers were for single family homes [yr over yr], and foreclosures were for “households”….

 
Comment by KirkH
2007-01-25 14:59:17

Orville Schadenfreude is a scary old man.

 
 
 
Comment by Bad Andy
2007-01-25 12:03:42

Palm Beach Post chose to give year over year numbers in their story compared to the Dec 05 to 06 numbers like Sun-Sentinel did. Let me tell you, my neighbors just put their 4/3/2 built in 2004 up for $299K and have already dropped to $269K. Unbelievable! I think 07 will be a nasty, nasty year. Bottom feeders prepare to feed in 08

Comment by MGNYC
2007-01-25 12:12:22

amen to that
im looking for a condo under 75k in a nice florida area please do tell when this happens

Comment by Bad Andy
2007-01-25 12:15:56

Keep waiting…prices in some of the 55+ communities didn’t have the boom over the last 5 years. If that’s what you’re looking for, you may be priced in the market right now. Market rate, you might get a 1 BR box on the wrong side of the tracks.

 
 
 
Comment by Auger-inn
2007-01-25 12:06:45

“Nicole Hollander, president of Auction USA, said she expects plenty of below-market sales at this event as the housing slump lingers in this region. Some sellers in the auction paid $1,500 for the right to turn down the highest bid. But others paid nothing and have agreed to sell to the highest bidder, regardless of price.”

The bulbous head of reality is pushing past the sphincter of denial, finally! The folks paying the $1500 are futilely clenching their cheeks against the final, inevitable assault. I say SUBMIT and be done with it! This is getting good!

Comment by Sniggle
2007-01-25 12:40:20

“The bulbous head of reality is pushing past the sphincter of denial, finally! The folks paying the $1500 are futilely clenching their cheeks against the final, inevitable assault. I say SUBMIT and be done with it!”

LMAO…

 
Comment by jag
2007-01-25 13:29:14

“she expects plenty of below-market sales”

Memo to Nicole: The sale prices ARE the “market” prices.

 
 
Comment by GetStucco
2007-01-25 12:11:50

“‘Too many homes got built because of the speculation boom,’ real estate analyst Bradley Hunter said. ‘The correction is beginning.’”

Me confused. Thought soft landing was in the bag?

Comment by MGNYC
2007-01-25 12:13:35

i thought we were running out of land?
i wish this type of action would head north

Comment by GetStucco
2007-01-25 12:17:45

Don’t you suspect at least a few FL investers live in your hood?

Comment by MGNYC
2007-01-25 12:23:03

i know they do gs but in ny it is all rah rah rah
no bubble here.

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Comment by GetStucco
2007-01-25 13:14:42

Roubini and Roach will get the last laughs…

 
Comment by Alex
2007-01-25 13:30:14

And I bet a lot of roaches are enjoying all those empty Florida houses.

 
 
 
 
Comment by emcee
2007-01-25 12:18:51

Turns out the landing strip was just a really thick, dark cloud formation.

Comment by jim A
2007-01-25 12:29:02

“Hey, what’s a mountain goat doing in a cloudbank?”
–Obligatory FAR SIDE reference.

Comment by sleepless_near_seattle
2007-01-26 00:34:58

LOL! I used to quote that one all the time, but had forgotten about it! All time fave Far Side!
Thanks!

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Comment by kuros
2007-01-25 12:15:56

whats going on in Sarasota Florida? There was a big project planned for the corner of stickney point road and highway 41 in which they ousted dozens of mobile home owners to build a BIG mixed use project and yet i have seen nothing going on there for months
yet take a look at this:
http://www.heraldtribune.com/apps/pbcs.dll/article?AID=/20070125/NEWS/701250382/1060/SNN

Comment by SFC
2007-01-25 12:40:10

That someone would decide where to live based on the quality of the local shopping mall both baffles and depresses me. “residents here are clamoring for more luxurious shopping opportunities, said Milt Flynn” - WTF!! Five minutes in any mall, looking at the people selling worthless crap from various kiosks, or girlymen selling $80 polo shirts at Nordstroms, is all I can stand.

Comment by snake charmer
2007-01-25 13:16:28

And I’ve seen enough derelict malls to know that “shopping opportunities” is a completely ephemeral justification to buy a home somewhere. It’s like saying there’s a trendy nightclub nearby. This being Florida, once the fashion models move on that place will be a biker hangout, not that there’s anything wrong with that.

Comment by lizziebeth
2007-01-25 16:31:45

or the fashion models will end up dancing on tables

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Comment by oregontreehugger
2007-01-25 13:33:22

Now it is “what can I save” not “what can I make”.

 
 
Comment by Ian
2007-01-25 12:34:58

“Sometimes there aren’t buyers,” Hyslop said this week. “It’s like having the best lemonade stand in the middle of the desert.”

Still in denial… to the foreclosing and thereafter those people will blame destiny, the phase of the moon and everyone else for “robbing” them from their entitled benefits.

Lemonade stands are also a trademark of young children doing their first business venture… how fitting!!!

 
Comment by Ian
2007-01-25 12:40:25

Another nugget:

“Some sellers in the auction paid $1,500 for the right to turn down the highest bid, if they don’t feel it’s sufficient. But others paid nothing and have agreed to sell to the highest bidder, regardless of price.”

Ha ha ha some of those don’t have $1500!!! They are screwed… the house will sell at the REAL market price.

 
Comment by OB_Tom
2007-01-25 12:43:15

BTW, speaking of scary titles (“The Correction Is Beginning”), how about the title on PMI’s latest report: “Welcome to 2007″.

 
Comment by Mike
2007-01-25 12:53:58

CNN News website has a story about how snow birds are staying in Florida for much shorter periods and their numbers are declining because they cannot afford Florida rental prices. Ah, yes. It’s all working out very well. Build a gazillion properties and retirees will buy them…NOT. Florida has always been a haven for those on fixed incomes seeking a place they can afford….NOT. Still, not to worry. They can go to Arizona where the property is cheaper……NOT. Okay, how about Nevada? NOT. A friend just came back from Nevada (Las Vegas) where he used to visit several times a year. He said, “That was my last trip to Vegas.” I asked him why? He said now that corporate America has totally taken over, it’s too expensive. He said corporate America has done the same to Disneyland. He now feels he is being “gouged” for every cent they can squeeze out of him. I told him the CEO’s of these cortporations have to do that. How else are they going to get those $200 million golden parachutes.

Comment by snake charmer
2007-01-25 13:24:54

I haven’t been to Las Vegas in over twenty years, but I’m with you on Disney. Some of it is becoming an adult. When I was a kid, all I could see was Mickey Mouse and Goofy and the Space Mountain roller coaster. Once I grew up, the whole theme park became nothing more than a way to get money out of my bank account and in Disney’s hands as fast as possible.

 
Comment by zeropointzero
2007-01-25 13:34:09

Corporate Vegas is exceptionally well-designed to strip as much money out of awed tourists and drunken bachelor-party guys as possible — every casino restaurant works the “up sell” effectively, the pools let you sign for plenty fruity $8 drinks made with cheap rum charged to your room, and the bars are no better.

Oddly enough - the only good deals I got were lapdances on a slow night, and free drinks while winning moderately (all luck, I assure you) at $5 blackjack tables. In other words, the “sin” is still a bargain, but the legit stuff, not so much.

Comment by Mike
2007-01-25 14:10:01

Well, Las Vegas corporate greed is one thing which certainly needs to be addressed but lets not get carried away here! Some things are tradition and I, for one, would be very upset if anyone tried to curtail the tradition of lap dancing. Keep up he good work, zeropointzero.

 
Comment by Auger-inn
2007-01-25 17:23:03

I’m in Vegas for the next couple of months and I can tell you that all the good stuff (lap dances, etc) are still here so come on out! Lots of bizarre people though.
Drove past several multi-family complex’s (condos probably) being built on both sides of 515 just south of Tropicana Blvd. Had to be at least a thousand in the framing stage. I’m going to go back and try to get a scope of the building. This is going to crash hard here, very hard.

Comment by tj & the bear
2007-01-25 23:22:39

Take a trip around the outer loop while your there.

The amount of new construction will astound you… especially those lines of three story box houses set six feet apart. Geez, you’d think it was Malibu beachfront — not friggin’ desert — the way they maximum SFH land usage.

LV is toast.

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Comment by Fran Chise
2007-01-25 16:45:08

He’s just now thinking that corporate America has taken over Disneyland? I recall that 20 years ago when I had to pay $8 for a hot dog on the obligatory trip with the 4 year old. I felt like I was personally paying Eisner’s parachute. He needs to open his eyes.

 
 
Comment by edgewaterjohn
2007-01-25 13:00:05

“‘These guys always say, ‘Let the market decide,’ said Joanne Davis, spokeswoman for (a) watchdog group. ‘When the market decides against them, then they want government to decide. They can’t have it both ways.’”

I would have so much more fun reading this blog if it weren’t for the looming spectre of future government meddling. At what point will the political hacks come riding to the rescue with our cash in their hands?

Free market, my buttocks.

Comment by Mike
2007-01-25 14:26:27

Good point, edgewaterjohn. I’m a liberal with limits but, unfortunately, the Dems are far more likely to step into the picture if we get a flood of news stories about Joe Sixpack’s being separated from his family because of foreclosures. Worse if they are on tv. Not good for politicians image and that’s all politicians care about.

That said, this mess could get so bad that government couldn’t even get their (so-called independant) partners at the Fed to install more printing machines and crank out a few more trillion dollars to bail out fb’s.

Not sure what they could do outside of lowering interest rates or giving the nod to 80 year mortgages. The main part of interest rates, unless they split interest rates into 2 types one for fb’s and another for everything else, are determined by foreign investment and the USA HAS to pull in billions from foreigners everyday just to service it’s massive obscene debt. Btw, forget Bush’s double talk on reducing the debt. Not a chance in hell of wiping it out in 12 years. He’s as good at predicting the end of that problem as is is at predicting outcome in Iraq.

Comment by climber
2007-01-25 16:42:41

For the Fed to be effective they would have to buy and forgive non performing loans. Maybe with some kind of means test to keep it from being “abused”. Set up a special website http://www.buyandforgivemymortgage.com have people enter their “documentation” and wa la the fed buys your mortgage and you own your house free and clear. It’s so simple it’s scary.

 
Comment by climber
2007-01-25 16:48:02

I can imagine a way. Have the Fed buy and forgive non performing loans. Maybe with some kind of means test to keep it from being “abused”. Set up a special website http://www.buyandforgivemymortgage.com have people enter their “documentation” and wa la the fed buys your mortgage and you own your house free and clear. It’s so simple it’s scary.

 
2007-01-26 05:00:15

The builders association contends that forcing developers to ask for extensions one-by-one, as currently required, would tie up the county’s permitting process and leave proposed neighborhoods unfinished.

Developers have an ally in Commissioner Mary McCarty, who said she supports a blanket extension to help them. McCarty said the county took similar action during a housing market slowdown in 1992.

“It is the biggest industry we have in this county,” she said.

Translated: “It is the biggest industry to line my wallet with ‘campaign contributions’”.

Elected officials like her are truly the root of all evil.

 
 
Comment by tj & the bear
2007-01-25 23:30:01

I’ve said it before and I’ll say it again… the scope of this problem is so large as to defy any rescue.

 
 
Comment by Wombat Lover
2007-01-25 14:36:17

Wait…Keep waiting. It is going to get a lot worse.
2 more lenders went out of business today. Housevalues.com is no longer selling mortgage leads. Foreclosures have just begun to skyrocket.

Once you see that home prices are constantly declining - then you know we are on the way to the bottom. We have a long way to go.

There are going to be builders, contracters, appraisers, title companies, mortgage banks /brokers and every other housing related business to a huge crack-a-lacking.

The adjustment is just beginning. It did not start 1 year ago. It started the last 3 months. HOA dues, in new communities, are skyrocketing due to un occupied homes. Pass the cost on to the people who live their I tell ya… HAH.

By the time FL government works out all the insurance and tax issues 20% of the population will be busted or on their way to the Carolina Hills.

This adjustment is long overdue and it is going to come with a lot of pain.

 
Comment by MacAttack
2007-01-25 16:04:51

By the way, Casey Serin and the other two parasites are having a catfight. If you’re an attorney or work with contracts, you’ll enjoy the reading.

Comment by phillygal
2007-01-25 16:27:58

OMG hilarious, Mac.
This is what I got from scanning his site -

First, after believing the Parasites had some kind of plan to save his financial ass, he discovers: THERE IS NO PLAN

Then after I signed the deal I started to get a queezy feeling in my gut, as if I just made a terrible mistake. I proceeded to ask the ladies about what their plan was for me next. After talking for about 20 minutes I realized they don’t really have a plan!! They said that everything is still up in the air and we are going to BRAIN-STORM a plan now. There was also talk about me staying in Phoenix for a while and other crazy stuff that we never talked about before. I was under the impression that they had an actual plan for me!

However, The East Coast Mentor really DID have a plan…(phew!)
“Right then, I remembered the offer from The East Coast Mentor and (he actually had some kind of a plan). And I thought how STUPID it was for me to rush into this deal with Erin/Joy without fully comparing both offers first. Yet another impulsive decision!!”

Then, it gets downright spicy…

I am now convinced that Erin Morgan (PrLinkBiz) and Joy O’Day want nothing else but to SCREW ME and to TAKE ADVANTAGE of my situation.

Maybe seeing him sitting on the big blue ball made them hot?

BRAIN-STORM

 
 
Comment by yvonne
2007-01-25 17:07:53

it is amazing , prices have gone up not only in Miami but in many other cities. I can’t figure it out, anyone who has not bought a home before 2004 is out of the market one way or another. Rents vs buying still makes no sense and eventually when the flipper landlords realize they may not be in the buying business but in the landlord business, may want to increase the rents. We are forced in a major inflation and I don’t see prices drop to even 2004 levels ( when prices were high ). I live in Miami and don’t see much going on, prices are not coming down much if any and I can’t understand who is buying all this property?

Comment by ft lauderdale
2007-01-25 17:36:02

What part of Miami? The parts I see on a semi regular basis are full of “make an offer” signs… My husband just hired a kid (ok, 30 yo person) who had a lowball offer accepted in Miami… (30% below asking) and before anyone says anything, YES we talked to him….

 
Comment by say what
2007-01-25 17:44:44

What probably will happen is that one day the bottom will just fall out. One day we go to sleep and wake up to headlines of towns and subdivisions that have been abandoned overnight:) Anyway, here in Tampa it is unbelievable. Last year, knowing were the marked was heading we decided to rent a new house as soon as they’ll hit the market, well we are ready and the market is flooded with rental houses with negotiable rents. Owners begging prospective tenants to rent their property… To be honest it is scary because this is only the tip of a iceberg. You can rent in areas that were not for rent just year ago. Needles to say we are not moving yet, to avoid catching the renters falling knife, -overpaying when there are more desirable rentals for less or renting from a landlord facing foreclosure.

 
 
Comment by ft lauderdale
2007-01-25 17:40:52

Here is a funny mental image, the folks at Florida’s reality associated drinking heavily last night trying figure out how/what to spin late last night…, I bet that would have been a lot of fun to watch.

 
Comment by HK_Vol
2007-01-25 19:00:42

Most subprime loans are made for homes that sell for the median price or less. So when subprime freezes up, sales on median priced homes and lower dries up. Assuming that the high-end market remains constant with hedge fund guys with their bonuses buying condos at the Four Seasons, the actual median selling price goes up. It makes for distortive statistics, as the actual price for an individual home is going down. But because only the high end homes is holding up, the median gets skewed in the short term.
Example (on 7 homes)
2005 Prices Sold
500,000
450,000
400,000
350,000
300,000
250,000
200,000
Median Sale Price = $350,000
2006 Sales
500,000
450,000
400,000
350,000
300,000
(no lower priced homes sell, as subprime freezes up).
Median sale price: $400,000
Simplistic example I know, but you get the idea.
Or am I off base here?

Comment by ft lauderdale
2007-01-25 19:58:27

That makes perfect sense to me.

 
Comment by Mike a.k.a/Sage
2007-01-26 01:08:52

How about breaking the median up into two tiers. The top tier; houses above $250k, and the bottom tier; houses below $250k. Show a median price for each tier. This should give a more accurate view of the market.

Comment by bubbleRefuge
2007-01-26 02:29:22

How bout finding a way to compare apples to apples. 1500 sqft house
in X neighborhood sold for Z this year and Y last year.

 
 
 
Comment by yvonne
2007-01-25 19:55:37

That makes a lot of sense, I’ve just looked a few hours at realtor.com and asking prices are still very high. Who knows, maybe just as quick as prices rose, they could very well come down. How is life in WPalm Beach or Brandenton? Wonder if I should throw in the towel and move. One thing about Miami, I like living here but don’t know if it is a good place to raise a child unless you can afford private school. My daughter is turning 10 next week and I worry about the middle school years.

 
Comment by JC
2007-01-25 20:48:15

It will take a while for prices to really come down. Many have pulled money out of equity to survive. And some are using that equity money now to play the stock market.

 
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