Coffee heat rising

What’s that light at the end of the tunnel?

Earlier this week I spoke with Audra, the loan origination officer at the credit union who helped us refinance the so-called Investment {snark!} House at a very favorable rate. Called her because I’m beginning to feel a little frantic about the drop in value in that neighborhood, and because M’Hijito, who presently occupies the place with a roommate, has expressed interest in going to graduate school in another city.

Our Realtor came up with an estimate of the house’s current price, which I will not repeat here because M’Hijito reads this blog now and again. If he knew what the guy said, he’d keel right over and we’d be sending him to Bottimer’s Funeral Home instead of graduate school. Realtor Dude thinks we could rent it for about $300 a month less than the mortgage payments, which would be OK, I think, because that amount would post as a loss on our income tax. So I expect we would survive. At any rate, these are among those factoids that grow horns at night and flutter out of the Night Closet to haunt your moments of insomnia.

Audra said their appraisers’ experience is showing that homeowners who can hang onto a property for a while should not worry about comparables based on large numbers of nearby foreclosures. That in fact is exactly the situation: the bank-owned house directly behind ours is on the market for a handful of peanuts, and a house on the corner has been in foreclosure twice since we bought our place. La Maya and La Bethulia bought a doll of a house for their nieces a block away and paid under $200,000 for it. Audra reported that when a cluster of foreclosures occurs, property valuations based on comparables start to creep back up about nine months after the last foreclosure sale closes.

She added that she’s confident centrally located real estate, especially houses located fairly close to the new light-rail line, will increase in value. She believes the house will recover its value within five years, although she agreed it’s unlikely our losses in the stock market will recover in that time frame. She thinks real estate, especially in-town real estate in reasonably healthy neighborhoods, will recover faster than we pessimists expect.

Wait, she said, about nine months before believing any Realtor’s estimate of the house’s value.

Hope she’s right! It’s true that the value of my house, which cost about the same as the Investment House, is still higher than what I paid for it. Despite the foreclosure of the house across the street, we’ve had many fewer repossessions here than in M’Hijito’s neighborhood.

Meanwhile, though, she said that the credit union did not yet have guidelines for how to deal with the economic recovery legislation, but that she would call when she finds out anything. And she advised that if either of us loses our job, we should call her immediately and the credit union will make temporary changes in the loan terms so that we can hang onto the house.

Well… Since the kid is running a bit late in his graduate school applications and so probably can’t start a credible program in the fall, nine months would just about work out: we’ll have a better grasp of where we stand, and if he wants to go to Tucson, by then maybe unemployment will have dropped enough that people can afford to come up with the security deposits and rent payments we’ll need to extract. It’s an awfully cute house in a very convenient neighborhood, and so I expect we’d do OK renting it.
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Speaking of the foreclosure of Dave’s Used Car Lot, Marina, and Weed Arboretum, yesterday a Sears delivery truck pulled up in front of the place. What should be trundled out but a VAST, expensive-looking, stainless-steel side-by-side refrigerator.

This I take as proof positive that the new owners intend to live there and not rent the place out to another Biker Boob. BB’s absentee landlord tricked that house out with the cheapest, chintziest appliances he could get his hands on, as most of the the real estate “investors” around here do.

The former junk-heap is still vacant, but the owners are keeping it maintained—nary a weed in sight, and all the trees and ornamentals are green and happy.

The refinance is here

Yesterday M’hijito and I signed the papers on the refinance for the Investment House. It drops our payments about $200 a month, not quite as much as we’d hoped, but better than a hit on the head.

It’s a 30/15 loan: the payments are calculated on a 30-year basis, but the balance is due in 15 years. We don’t expect to own the house that long-the initial plan was to hold it for five years; we’re now thinking we may keep it 10 years, to give the real estate market time to fully recover. But it’s unlikely he will keep it much longer than that.

If the house is actually worth $250,000 today (I’ll believe that when I see it) and it accrues in value at 5%, a reasonable figure, in 10 years its value will be $407,200. We will owe $176,000 at that time, giving us equity of $231,223. Sounds great, till you figure in the $105,808 we will have paid in interest.

However, let’s suppose he realizes he wants to stay in that centrally located neighborhood for more than ten years, and suppose he wants to get out from under the mortgage:

According to Quicken, if he makes the regular payments on the new mortgage, in 15 years we will owe $147,860.

If he continued to pay at the old rate, putting the extra $200 toward principal, in 15 years he would owe $92,695.

If he paid $300/month toward principal, in 15 years the balance would be $65,112.

And an extra $500 a month would reduce the balance to $9,948 over 15 years and would completely pay off the mortgage in 15 years and 6 months.

Financially, one would no doubt be better off putting extra money into the stock market, unless one wanted to own a piece of property free and clear. Fifteen years is a long haul, and during that time compounding interest will probably grow a mutual fund more than the value of the house itself will grow, especially since it will probably take five years or more for the real estate market to fully rebound. By then he’ll still be twenty years shy of retirement and he will be earning a lot more money, and so there really would be no need for him to own property free and clear. Investing the difference between the old and the new loan would be smarter than paying off the house.

M’hijito has talked about renting instead of selling. I think we could rent the house even now for the mortgage payment, especially if we desert-landscaped the yard. Within three to five years, the amount of the mortgage will be well within the going rate for house rentals. It might make sense, if the house is to be used as a rental, to pay down the mortgage so that a future renter will, in effect, pay off the loan completely before we’re ready to sell the place.