Friday, December 13, 2013

What buyers want and Qualified Mortgage Rule takes effect in 2014



While David Letterman’s Top 10 lists generally culminate in a No. 1 ranking, the following list includes in no particular order 10 things that are important to buyers today, especially Millennials or generation Y, generally born in the 80’s,  who represent a significant buyer niche in today’s market.
  1.     Quality of the neighborhood – The National Association of Realtor’s 2012 Profile of Buyers and Sellers revealed that neighborhoods are really important to buyers, but that neighborhood choice varies by household composition.

  2.     Convenience to job – Commuting is a necessary evil, but homes that are close to work enhance work-life balance, a growing priority for many Americans, especially Millennials.

  3.     Overall affordability of homes – With job markets tight and retirement funds depleted or eroded thanks to the great Recession, it has never been more important to keep housing related costs as low as possible, ideally no more than one third of your pre-tax income.

  4.     Quality of schools – A recent survey by realtor.com revealed that nearly 45 percent of today’s buyers are willing to pay a premium for quality schools.   High ranking Carmel schools attract many buyers here.

  5.     Homes suited for the next 15 years – Just five years ago, buyers were looking to stay in their home about 10 years.  Today, buyers expect to stay closer to 15, so it’s important to find a home that can support lifestyles as they evolve through that time period.

  6.     A mortgage – In today’s tight credit environment, getting a mortgage can be a challenge. Buyers should be willing to consider homes below what they may quality for in order to bump up the loan to value ratio. (mortgage amount divided by homes appraised value) For example, Jim needs to borrow $92,500 to purchase a $100,000 property. The LTV ratio yields a value of about 92.5%. Since bankers usually require a ratio at a maximum of 75% for a mortgage to be approved, it may prove difficult for Jim to get a mortgage.

  7.     Energy efficiency – The National Association of Homebuilders surveyed buyers to see what was most important to them in new home construction and energy efficiency topped the list.  Four of the top most wanted features involve saving energy: 94 percent of home buyers want energy-star rated appliances, 91 percent want an energy-star rating for the whole home, 89 percent want energy-star rated windows, and 88 percent want ceiling fans.

  8.     Open floor plans – Spaces that are great for entertaining mean quality time with friends and family, something especially important to Gen Y.

  9.     High ceilings – Taller ceilings are not only aesthetically pleasing in that they impart a grandness to the home, they also promote greater air circulation and more natural light than lower ceilings

  10.  Technology – Can you run your home from a cell phone?  A Millennial prizes a home’s technological amenities prized over curb appeal!

So this is what buyers are looking for, let’s talk a bit about the challenges ahead for buyers.  The Qualified Mortgage Rule was passed in 2010 and takes effect in January 2014. 

A Qualified Mortgage is one that establishes minimum standards to determine the ability to repay a mortgage.
 
  1.      Underwriting Factors: there are 8 minimum factors that must be verified by a 3rd party in addition to what a borrower provides as evidence of each.
a.      Current or reasonably expected income or assets
b.      Current employment status
c.      The monthly payment on the loan applied for
d.      The monthly payment on any simultaneous loan
e.      The monthly payment for the mortgage-related obligation (taxes and homeowner’s insurance)
f.       Current debt obligations, alimony and child support
g.      The monthly debt-to-income ratio or residual income
h.      Credit history
  2.      Prohibition of loans with:
a.      Negative amortization, a loan with a payment structure that allows for a scheduled payment to be made where it is less than the interest charge on the loan at the time the scheduled payment is made. When a payment is made which is less than the interest charge at the time, deferred interest is created. The amount of deferred interest created is added to the principal balance of the loan, leading to a situation where the principal owed increases over time instead of decreases.
b.      Balloon payments
c.      Terms exceeding 30 years (no 40 year loans)
d.      Interest Only
  3.      Max debt-to-income ratio of 43% (calculated as minimum monthly payments on all credit cards, loans and mortgages rating on a credit report plus the proposed housing payment of the new loan—including the taxes and insurance and dividing this by the gross income)
  4.      And the clincher—which is not mentioned in the Summary of the Ability to Repay and Qualified Mortgage Rule document—is that of the proposal of a required 30% down payment – yikes! 

24805 VALLEY WAY, Carmel 93923




Class:
Single Family Residential
List Date:
07/19/2013
Beds:
2
List Price:
$799,000
Baths:
1 (1/0)
Sale Price:

SqFt:
1,012 (Assessor)
HOA Fee:

Lot Size:
4,100 Sqft (Assessor)
X-street:
Lower Trail
Elem Dist:
Carmel Unified


High Dist:
Carmel Unified




List Agent:
Patricia J Ross

List Office:
Sotheby's Int'l Realty-Rancho









Direction:
Carpenter to Lower Trail- Corner




Remarks:
Smart and sophisticated, this Mid Century modern home was designed by a protege of Frank Lloyd Wright. The 2/1 has been remodeled with wood laminate floors, granite counters, wood burning fireplace with gas starter, and built in stereo speakers. Ocean view and walls of glass bring Carmel woods inside completing this close-to-town gem.

So to avoid all this, if you can get into contract before Jan 1st, it will be much easier and quicker to obtain a loan this year!  Having said that, prices are still low, interest rates are still low and inventory is still plentiful in many areas on the peninsula.

Patty Ross
831-236-4513

Click here to listen to Patty discuss the latest trends in Northern California Real Estate including the communities of Carmel, Carmel by the Sea, Carmel Valley, Marina, Monterey, Pacific Grove, Pebble Beach and Seaside

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