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Ben Tripp

Ben Tripp

Posted: June 11, 2010 03:57 PM

The Real Estate Plague Nobody Is Talking About

What's Your Reaction:

There's a plague on the real estate market that isn't being talked about, but I suspect it's having as big an impact on this ailing industry as foreclosures. It made the news for a while, but the government assures us it's all A-OK now. I beg to differ. Qualified buyers are finding it impossible to get mortgages.

My wife and I are not rich, but we're a good bet for a home loan. In fact, we're the very people the puritanical types like to hold up as exemplars of model citizen behavior: We don't spend much, we save all we can, and we pursue a modest lifestyle -- we don't even get cable.

In fact, we wouldn't even be in the market for a house, except our landlords keep getting into financial trouble and raising the rent or selling the property. We finally decided we'd better buy something, if we didn't want to have to move every eight months. So -- with the sun setting on the tax credits -- we got preapproved, went out and found a place well within our price range, and made an offer.

Preapproved doesn't mean much.

Suffice it to say that after several banks, two appraisals, reams of paperwork, and an incredible amount of jumping through hoops, we still don't have a mortgage. Escrow ended ten days ago, and the seller is almost insane with worry. We're about to get evicted from our current digs, and are looking at rentals again, even going so far as to fill out lease applications. Five days ago, we were one day from having the loan. Then three days ago, same story. And yesterday, and today, and it looks like we could just keep on responding to contingencies and demands until winter comes around.

I'm rubbish at paperwork, but my beloved wife is a genius with the stuff. She's a documentary producer -- even won an Oscar for it -- and she knows how to deal with bureaucracy. She has been hunting down scraps of documentation so obscure we didn't know they existed, along with signed reassurances from our accountant, past landlords, employers, and distant acquaintances that we're not grifters. The bank wants pay stubs from the time of the Edison Cylinder Phonograph through next year. She literally had to call a CPA off the golf course to deal with this. The only thing the bank hasn't demanded is a stool sample; I may send one anyway. And yet, with time running out and the urgency evident to all, there's always something else. It has become patently clear that banks are getting out of the mortgage business.

I can understand this. They lost their shirts, and our shirts, too. All those bad mortgages, signed off on no more collateral than a couple of expired lottery tickets, have left the banks extremely cautious. I would be, too. But we're the dull, coupon-clipping, cash-hoarding types everybody's demanding Americans become -- if we can't get a loan, who can? This has gone beyond caution. It's turned into a weird game.

We're fed up with it. If the bank wants anything else from us -- thumb prints, wax effigies, or a copy of the Magna Carta -- they're not getting it. We'll walk away from the deal. The seller will hang himself, and probably the mortgage broker will follow suit. Our real estate agent is used to it: according to her, 50% of all home sales are falling out of escrow -- because it's so incredibly difficult to deal with the banks. It must be a nightmare for all of them. It's a nightmare for us.

Not a nightmare like ten thousand barrels of porpoise death spewing out of a ruptured undersea pipeline; not a nightmare like Haitian earthquakes or being unemployed for two years or living next door to the Palins of Alaska. But in the scope of our relatively ordinary lives, a nightmare. The bank refuses to take our money -- and we're not the only ones.

I'm told this situation is epidemic. Vast numbers of highly qualified buyers can't get into houses, because the banks don't want to lend. We were told that crisis had passed, but it hasn't. Whenever I bring it up, there's always somebody with an equally frustrating tale. I know, I know. It's a problem everybody should have. Poor me, unable to buy a house when there are so many people on the streets. But the American economy runs on consumer spending, and the queen of all consumer expenditures is a house in the suburbs. If it's this difficult for qualified buyers to get into a house, I don't see real estate making a comeback any time soon -- and if the banks want another bailout, they can send the request care of current resident.

It probably won't be us.

 
 
 
 
 
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HUFFPOST SUPER USER
mbo2
12:44 PM on 06/23/2010
May 7, Access Bank, Champlin, Minnesota closed
May 7, Towne Bank of Arizona, Mesa closed
May 7, 1st Pacific Bank of California, San Diego, California closed
May 14, Midwest Bank and Trust Company, Elmwood Park, Illinois closed
May 14, Southwest Community Bank, Springfield, Missouri closed
May 14, Satilla Community Bank, Saint Marys, Georgia closed
May 14, New Liberty Bank, Plymouth, Michigan closed
May 21, Pinehurst Bank, St. Paul, Minnesota closed
May 28, Bank of Florida – Southeast, Fort Lauderdale, Florida; Bank of Florida – Southwest, Naples, Florida; and Bank of Florida – Tampa Bay, Tampa, Florida all closed
May 28, Granite Community Bank, N.A., Granite Bay, California closed
May 28, Sun West Bank, Las Vegas, Nevada closed
June 4, Arcola Homestead Savings Bank, Arcola, Illinois closed
June 4, TierOne Bank, Lincoln, Nebraska closed
June 4, First National Bank, Rosedale, Mississippi closed
June 11, Washington First International Bank, Seattle, Washington closed
June 18, Nevada Security Bank, Reno, Nevada closed


Yep, all those banks just sitting on hoards of cash. uh huh
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castlerider
"A man's home is his castle"
12:27 AM on 06/14/2010
Thanks for this post...
I'm a new home salesperson, have been working in the home industry for 30 years, and I've never seen anything like this. It truly is a nightmare.

This is a serious, serious blindspot on the part of this administration, and one of the biggest reasons Obama should have taken serious steps to nationalize the banks to the portion necessary to keep money flowing to small businesses, homebuyers, and the middle class in general.

Why? because there has NEVER been an economic recovery in this country that wasn't centered around the home industry.
Why? because it's so smack dab in the middle of our economy, and creates jobs.... Jobs in every direction, from the surveyors, to the sheetrockers, to the salespeople, to the windowtreatments, to the title companies, to the insurance companies, to the childcare centers- everywhere..
And where is Obama? Nowhere close to the realization and attention this so richly deserves... He's busy with his ridiculous "man-crush" with Geithner, telling him how to deal with the banks from the outside.. His inexperience is showing so big in this situation, it's mortifying, because anyone who knows how important this is would be all over the money people, to get them to open the channels and let the middle class have some momentum with the capital we're being strangled from.
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porsche996
an inelastic scattering of photons
07:12 PM on 06/13/2010
Thanks for sharing this...it is exactly as I have suspected. Who can know what anything is worth? I believe THAT is the major hitch in the lending git along...how do they approve lending on an appraised value that's so fluid and fantastic?

The Banks have enormous portfolio's (millions) of loans now they can't value or possibly know the worth of,,,they should generate more?

Between the time of APPRAISAL? and the closing...what is the property worth TODAY? What about by the time the first payment is due? Have they already lost security in margin?
Have you already lost any down payment or supposed equity?
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mbo2
12:31 PM on 06/23/2010
You might want to check the fact that banks are still failing almost daily. Pointing to a couple of mega-large banks and making it seem like that represents the overall health of the banking industry is not too helpful.
10:43 AM on 06/13/2010
without stats of the rejection applicants it is hard to form an opinion:

What % down?
Loan to Income ratio?
Overall Debt payments as a % of income?
Credits score


I'd say 20% down, 5:1 loan to income 35% debt payments on income ad a credits score of 700 or over would be "highly qualified"
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HUFFPOST SUPER USER
Alexandra Mandelis
Occupy.
02:07 AM on 06/13/2010
The only reason banks are reporting having recovered is because they're all back to the game of lending to each other with bailout dollars (in the US) and profit from bonds and conservative investments (in Canada). They're making money lending to each other, but they're not extending that generosity to consumers who fuel the economy.

I don't know about the mortgage market, but I know that the personal loan market has become very difficult to get into in Canada. Banks advertise lines of credit to students which are supposed to supplement government loans. But the same conditions that prevent you from accessing a government loan, can prevent you accessing a private loan as well.
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HUFFPOST SUPER USER
Skeptical Patriot
05:11 PM on 06/12/2010
The government took over the mortgage market about 14 months ago and effectively nationalized the business. In the past 45 days, they are moving out of this position but fundamentally, unless it's a conforming loan under the gov't program, the market doesn't exist.

The government has a chance to "encourage" large scale banks to put their balance sheets out. JPM and others are playing a balance sheet game, writing up the balance sheet and creating earnings. They are in a position to generate earnings without lending. This has to stop. This can be encouraged to changes in financial accounting reporting rules. For some reason, the government is pursuing this.
11:23 AM on 06/12/2010
Bank regulators are a big part of the problem. They are allowing banks to stick their heads in the sand and pretend that the collateral value of their bad loans will come back, while at the same time they are doing everything they can to prevent banks from making more bad loans. The latter sounds good in theory, until you realize that the beaurocrat's way to prevent more bad loans is to prevent all loans.
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mbo2
12:33 PM on 06/23/2010
until a higher percentage of loans show long-term health then the NATURAL result is that loans will demand more substantiation in every instance
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HUFFPOST SUPER USER
RhiannonRings
Childfree and loving it!
10:52 AM on 06/12/2010
I live in an apt. that belongs to my mom, and I think I'll stay here until they have to carry me out on a stretcher!
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12:06 AM on 06/12/2010
this is classic banker behavior for those who are actually trying to cause a depression, they reduce the amount of money in circulation
get the dvd at secretofoz.com
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ryker88
“I shall seize fate by the throat.” Beethoven
10:30 PM on 06/11/2010
You are absolutely correct. A good friend of mine who, together with her husband-- she's a writer and author and he is a lawyer who does really well-- are looking to buy a house, down sizing quite a bit from their 4000 sq. foot house they've lived in for many years and which is up for sale. They found the perfect house but the bank will not give them a mortgage because they cannot find comps in the neighborhood. No house within a mile has sold in 10 years so the bank won't finance it. Believe me, if anyone is good for a mortgage, they are. Ridiculous!
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HUFFPOST SUPER USER
RhiannonRings
Childfree and loving it!
10:50 AM on 06/12/2010
That is the craziest thing I've heard all day. I wish your friends luck!
08:32 PM on 06/11/2010
As a Realtor, I see this happening all day long...every day. This "stone-walling" by lenders has created a cash-cow for the wealthy who can afford to plunk down all CASH for a property. Sellers are compelled to accept a lower "cash" offer over a considerably higher offer from a qualified buyer who must obtain a loan in order to purchase. Why? Because sellers fear having to depend on these lenders in order to close their escrow. This is particularily prevelant in the case of "bank owned" properties. These CASH sales bring the "comps" down and totally hamper the real estate recovery. Those with an abundance of cash are building their real estate portfolios while middle income people are being denied the opportunity of owning their own homes.
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HUFFPOST SUPER USER
jcaunter
Profile: schizoid, INTJ, IQ145
06:52 AM on 06/12/2010
Easy access to credit (because of Fed monetary policy) caused the house prices to sky rocket. Now that the credit bubble is deflating that the houses are returning to their actual prices.

If you are expecting a "recover" in the form of a second housing bubble while the first bubble still deflating, you are living pie-in-sky lala land, sorry. Looking at the macroeconomic picture, we can expect housing prices to fall another 40% before the market becomes liquid again.
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GlobalCtzn
WE are creating our world
11:04 AM on 06/12/2010
I agree. I believe housing prices are in for another huge drop over the coming 12-24 months. There is no recovery because the 70% of our economy that IS consumer spending will, in my opinion, never return to pre 2008 levels - NEVER!

All the things that the booms of the last generation were built are gone and not coming back anytime soon.
Ii am seriously considering selling my house of 18 years as I believe it will not be worth what it is today for very long. Sit on the sidelines with cash equity and re-enter the housing market as an owner in 2-3 years? Makes me sick to even be considering it, but it seems very foolish not to be at least thinking about it.
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castlerider
"A man's home is his castle"
12:21 AM on 06/14/2010
You don't know fully what you're talking about. Forget any second bubble, there's no reason to wait for anything just because it would be "easy". How about just being fair to hard working people... Allowing them to get further in their lives, and own a home.

This is a serious, serious blindspot on the part of this administration, and one of the biggest reasons Obama should have taken serious steps to nationalize the banks to the portion necessary to keep money flowing to small businesses, homebuyers, and the middle class in general.

Why? because there has NEVER been an economic recovery in this country that wasn't centered around the home industry.
Why? because it's so smack dab in the middle of our economy, and creates jobs.... Jobs in every direction, from the surveyors, to the sheetrockers, to the salespeople, to the windowtreatments, to the title companies, to the insurance companies, to the childcare centers- everywhere..
11:25 AM on 06/12/2010
What a wicked turn of events that the only people who can now buy a house are the people who can actually afford it. Man, who ever saw that coming? How 1950's - practically primative.
05:17 PM on 06/12/2010
Are you incinuating that only those people that can offer "all cash" should be able to buy a home?
07:42 PM on 06/11/2010
As a Realtor, I see this all the time. I imagine you are self-employed. If you had a corporate w2 type job and your debt to income ratios looked good, no problem getting a loan. (Which is sort of amazing, because in that case you could be down-sized any minute).

On the other hand, if you are self-employed, be prepared to perform like a circus beast, jumping through fiery hoops, etc. and even then may need to pay more for the loan, because of "actuarial risk." You are lumped in with all of the old stated income, non-performing loans of the past.

Another possible explanation someone told me: the banks are getting tons of 0 interest money from the Fed, then buying treasuries yielding 3-4% interest. Why lend to someone at 4-5% who might not pay them back?
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HUFFPOST SUPER USER
jcaunter
Profile: schizoid, INTJ, IQ145
07:20 AM on 06/12/2010
Yes. The Treasury and the Fed are working together to give the banks free money via the mechanism you outlined in your final paragraph. It's no accident that things worked out that way; the instant that free money stream dries up, the zombie banks will collapse.

The secondary concern though is that mortgages are now a whole lot less liquid than they were during the housing bubble, and banks believe (correctly) that they need a large pile of liquid assets to survive the coming financial apocalypse.
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GlobalCtzn
WE are creating our world
11:13 AM on 06/12/2010
I am self employed (9 years) and had been in my present home for 17 years as of last spring. I refinanced my home because rates were so low and it made sense for me. I refinanced at 4.5% (no cash back) and even with a 806 fair Isaac score and 17 years of spotless payment history, no debt of any kind except my house, and 35% equity in that, they required my 76 year old father to co-sign. Utterly rediculous. So unless you have spotless credit, big equity, secure employment, a solid co-signer, and a local bank branch that has known you for 17 years, you have no chance.

I say get a crash helmet, a life jacket, a flashlight, and a whistle. It is going to be a seriously bumpy ride for the foreseeable future for us average Americans!
06:20 PM on 06/11/2010
Soon only the well-off will own. Evreyone else will just rent...from the well-off. That's the plan.
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Y3rMawm
veni, vidi, bibi.
04:57 PM on 06/11/2010
Unless you are getting a smoking hot, below market deal, only a fool would buy a house now, or while the govt is handing out checks to buyers, which has been artificially inflating prices. Give it at least 3-4 months. The banks know, that asset prices will start dropping once the subsidies stop, interest rates rise, and the shadow inventory hits the market.
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GlobalCtzn
WE are creating our world
11:21 AM on 06/12/2010
3-4 months?

First time home buyers who are employed and able to save should sit on the sidelines the next 2-3 years saving and waiting and watching. They will be able to cherry pick a great home at a GREAT price. No need to be in a hurry kids, it is all going to get a whole lot cheaper!
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Y3rMawm
veni, vidi, bibi.
11:06 PM on 06/12/2010
lol...that is a minimum. I did say "At least."

Just depends on how long the Goobermint continues to play games with, Mark to Fantasy accounting, low interest rates, and Cash for Clunkers HGTV Edition. (READ: How long China is willing to keep lending us money to keep the ponzi afloat.). If the lending chain is yanked, banks will be coughing up properties, left and right, for pennies on the $

If Japan, and TGD 1.0 are any indication, we could of course, drag this out for a decade or two.
04:53 PM on 06/11/2010
Ben,
The technical reason that banks are scared to death is this: Interest rates sit at low low, historically low rates. Fed funds rate 0.25%, Prime at 3.25%. Accordingly the current interest rate for home loans continues low at 5% or so. However, in a year or two those rates will be Fed funds at 5% and Prime at 8%. This means that home loan rates will be in thye 7-8% range and this higher interest rate will have to come from the respective monthly payments people can afford. So the arithmetic of this is a 20%-25% drop in the value of housing, for all houses in the the USA. As rates come up, a trillion will be lost in the market value of homes and a trillion will be lost in the market value of Treasury Notes (the ones held as assets by respective owners). And this is what Ben Bernanke and the bankers have in front of them. (I might add this is the result of Greenspan putting the rates to 1.0% nominalm negative real, because whenever they return to normal, the rates, the asset prices deflate ouch for all of us)
11:59 AM on 06/14/2010
As a practical matter, it may be easier to get an adjustable rate mortgage, because that gives banks "comfort" that your interest rate will rise when other interest rates rise sometime in the future. Banks borrow short to lend long, and most bankers believe high inflation (and high interest rates) are just around the corner. You can always refinance if/when that happens. Also, since adjustable rates are usually lower than fixed rates, if you get an adjustable rate, but make monthly payments equal to what the fixed rate mortgage would require, you can pay down the principal to the point that you will net-net save money, even if you end up refinancing later at a higher fixed rate than you can (in theory, anyway) get today.