Posts tagged as:

tax credit

Foreclosures Spike

by Chris McLaughlin on May 13, 2009

Foreclosures Spike 32% in April – Highest on Record

Real Estate News & Commentary by Chris McLaughlin, May 13, 2009


http://www.shortsalesriches.com/welcome.html

No money, no credit – but an honest desire to succeed?
That’s all it takes to get into the lucrative business of
finding and reselling short sale properties.  We’ve had
people go from zero to six figures in less than six months!

See if there’re any spots left for this webinar Thursday at
8:30 PM ET, 5:30 PM PST:

https://www2.gotomeeting.com/register/518985075

Foreclosures Spike

One in every 374 U.S. homes received foreclosure filings in April, the highest monthly rate that RealtyTrac, an online marketer of foreclosed properties, has recorded in four-plus years of record keeping. US foreclosures spiked 32% in April. 342,000 homes received notices of default, auction notices, or underwent bank repossessions, and 63,900 bank repossessions, the last stop in the foreclosure process, took place. “April was a shocker,” said Rick Sharga, RealtyTrac’s senior vice president for marketing. “I would have bet on a dip because March foreclosures were so high. “We had been predicting 3.4 million filings for the year, but we’ll blow those numbers out of the water.” Ten states accounted for 75% of all foreclosure activity, and they fell generally into two categories: one-time bubble markets and the rust belt. The bubble markets were in California, (96,560 filings), Florida, Nevada, and Arizona. The rust belt filings took place in Illinois, Ohio, and Michigan. Georgia, Texas, and Virginia made up the rest of the top 10 list.

But why so many foreclosures?

We’ve been talking about the wave of new foreclosures likely to come after uncertainty over Obama’s various mortgage “rescue” plans spurred a temporary moratorium on foreclosures by mortgage finance companies, including Fannie Mae and Freddie Mac. Well, it’s here with a vengeance and it’s expected to get worse as the foreclosures make their way through the system. Most of April’s filings were ones in the early stages of the process, like notices of default, according to James Saccacio, RealtyTrac’s CEO. The steady erosion of home prices, like those reported by the National Association of Realtors yesterday, just makes it worse as people find themselves with mortgages that cost more than the property is worth. “[The home price decline] will lead to more foreclosures,” said Mike Larson, a real estate analyst for Weiss Research. The Obama administration announced plans in March to provide $75 billion in incentive payments for the mortgage industry to modify loans to help up to 9 million borrowers avoid foreclosure, but with the recent heavy-handed government meddling in the banking industry, no one knows how much the lending industry will cooperate in modifying loans. If there’s a silver lining to this whole thing, it’s this: After banks take over foreclosed homes, they usually put them up for sale at deep discounts. According to the National Association of Realtors, sales of foreclosures and other distressed properties made up about half of the market in the first quarter.

Refinancing slows, purchases steady

The Market Composite Index, a measure of mortgage loan application volume released by the Mortgage Bankers Association (MBA), was 895.6, a decrease of 8.6 percent on a seasonally adjusted basis from 979.7 one week earlier.  On an unadjusted basis, the Index decreased 8.1 percent compared with the previous week and increased 28.4 percent compared with the same week one year earlier. Refinancing demand has trended down from its mid-April peak, while purchase demand has increased slightly in recent weeks. The Refinance Index decreased 11.2 percent to 4588.6 from 5169.3 the previous week and the seasonally adjusted Purchase Index increased 0.5 percent to 265.7 from 264.3 one week earlier. The four week moving average for the seasonally adjusted Market Index is down 5.1 percent.  The four week moving average is up 0.2 percent for the seasonally adjusted Purchase Index, while this average is down 6.5 percent for the Refinance Index. The refinance share of mortgage activity decreased to 71.9 percent of total applications from 74.4 percent the previous week. The adjustable-rate mortgage (ARM) share of activity increased to 2.3 percent from 2.1 percent of total applications from the previous week.

Retail sales fall

The Commerce Department said total retail sales fell 0.4% in April, compared with March’s revised decline of 1.3% (from 1.2%) — a second straight month of sales declines, as consumers continued to pull back on all types of unessential purchases. Economists had forecast April sales, excluding auto purchases, to rise 0.2% from the previous month, but instead they fell a surprising 0.5%. “This is a disappointing report,” Ian Shepherdson, chief U.S. economist with High Frequency Economics, said in a report. Michael Niemira, chief economist with the International Council of Shopping Centers (ICSC), said he was “puzzled” by the broad declines in core April retail sales given that many merchants, including Wal-Mart, had reported much better-than-expected same-store sales earlier in the month. “The categories that I had expected to be weak like cars and building materials were up and categories that I thought would increase such as general merchandise sales were down,” Niemira said. “So these results were really mixed against my own expectations.”  That confusion seems to be a common theme amongst economists these days.

Tax credit can be used for down payment

Ok, now for some better news. Shaun Donovan, secretary of the U.S. Department of Housing and Urban Development, says that the Federal Housing Administration is going to let its lenders accept the $8,000 tax credit as a down payment. Before this, most buyers wouldn’t receive the funds until after they filed their tax return, and that deterred some people from using the credit. “We all want to enable FHA consumers to access the home buyer tax credit funds when they close on their home loans so that the cash can be used as a down payment,” Donovan said. He added the obligatory plug we’ve come to expect from the government: “I do think we have some early signs that the market overall is stabilizing. Since January we’ve seen both home sales moving up and down around a relatively stable number and we are seeing the first signs that the rapid decline in home prices is starting to abate.” Do tell.

Inflation risk

John Taylor, a prominent authority on monetary policy, former undersecretary of the Treasury for international affairs, and author of the widely cited Taylor Rule of central banking, said the Fed’s monetary stance had “caused, prolonged and worsened” the country’s financial crisis. “My calculation implies that we may not have as much time before the Fed has to remove excess reserves and raise the rate,” he said in remarks prepared for a financial markets conference hosted by the Federal Reserve Bank of Atlanta. “We don’t know what will happen in the future, but there is a risk here and it is a systemic risk.” The Fed has pumped hundreds of billions of dollars into the economy, and may find it very hard to remove this expansion by shrinking its balance sheet in the future. “While Federal Reserve officials say that they will be able to sell newly acquired assets at a sufficient rate to prevent these reserves from igniting inflation, they or their successors may face political difficulties in doing so. That raises doubts and therefore risks. The risk is systemic because of the economy-wide harm such an outcome would cause,” Taylor said.

Now on to our real estate investor education tips section …


Auctions 101

Many short sale investors are naturally curious about auctions. While there are occasionally good deals to be had, it’s important to understand the mechanics behind auctions designed to encourage buyers to over-bid. Learn how to navigate the auction world with this quick tutorial and avoid falling prey to common pricing wars.

Never Forget Rule Number One…

Understand that auctions are a method for determining the highest price. By definition, this does not mean you are likely to get the best buy on any given property since only the highest bidder wins. Unlike short sales, auctions are only awarded to the person willing to pay the most – not necessarily the best qualified or able to determine quality.

Types of Auctions…

Auctions come in all shapes and sizes but the most common types include:

· Sealed bid auction. The better the value the less likely you are to win the sealed bid auction. The person with the highest net typically wins. Bids are typically sealed then opened at a pre-determined time. The auction thrives on bidders ability to drive the price up over time however, due to the sealed bid provision there is less likelihood of ego over-drive resulting in bidding wars.

· English auction. This is the standard open air auction where an auctioneer begins with a low minimum bid then gradually accepts increased bids. High bidder wins. Be cautious of excess fees including surcharges and bidders fees – often in excess of 10 percent plus taxes! Since these tend to be public affairs, the ego-centric bidder is often prone to drive the price up well past the true value. Don’t expect many bargains in this venue.

· Dutch auction. Rarely encountered, a Dutch auction begins high and drops the price. The first bidder to accept a given price wins the bid. Typically considered a gimmick, serious short sale investors are wise to stay away and focus on real value instead.

Winners Curse…

Remember, the one over-riding characteristic of an auction is that the high bidder wins. Always be sure to mentally tally the total cost of the property at auction including bid, buyer’s premiums (10 to 12 percent), taxes, transfer fees, repairs and other expenses. It’s also imperative to learn how to recognize shill bidders…while it’s considered highly unethical, it’s also fairly common practice in many areas. Winning isn’t always everything especially when dealing with real estate auctions. More than one winning bid has walked away with buyer’s remorse due to the winners curse.

Don’t play if you aren’t willing to pay top price. That is the essence of real estate auctions. Search out short sales and REOs instead.

See you at the top!


Chris McLaughlin

http://www.shortsalesriches.com/welcome.html

P.S.

Don’t miss our webinar tonight at 8:30 PM ET, 5:30 PM PST:

https://www2.gotomeeting.com/register/518985075

Copyright Loss Mitigation Institute 2009.
All Rights Reserved.

http://www.shortsalescoach.com
http://www.shortsalesriches.com
http://www.reomillionaireclub.com
http://www.sixfigurebpo.com
Finally, a blog for Real Estate professionals
that want up-to-the-minute news, & how it impacts
us and our market…
http://www.shortsalesriches.com/blog


About the author:

Chris McLaughlin is widely known as America’s top
Real Estate Attorney and Investment Consultant.

* As the top Florida foreclosure and pre-
foreclosure expert, he oversees more than
100 short sale & REO closings each month
* Long-time authority on real estate investing
and rapid flipping of distressed homes. Owns
portfolio of nearly 100 high-value, high-profit
properties
* Owner and Supervising Broker of one of Florida’s
largest Real Estate firms, running 4 different
offices, supporting nearly 450 agents, uniquely
positioning him to help thousands of investors
make money in the biggest market opportunity ever!
* Highly sought-after speaker, consultant, and
seminar leader for current trends and hot topics
in Real Estate Investing, Entrepreneurship, and
Wealth Building
* On twitter:
http://twitter.com/mclaughlinchris
* On facebook:
http://www.facebook.com/addfriend.php?id=709199143

{ 0 comments }

Short Sales Versus Federal Stimulus Package: Which is Better

by Chris McLaughlin on February 18, 2009

Real Estate News & Commentary by Chris McLaughlin, February 18, 2009
http://www.shortsalesriches.com/welcome.html

—-
“How to Exploit a Little Known Flaw in the Stimulus
Package for a Six-Figure Payday!”  (But it’s only
good for the next 14 months…)

I don’t know why people haven’t caught on to this yet.
Because with this, you can forget fearing this recession,
and use it to your advantage instead! 

I’ll show you how this Thursday night, and it’ won’t cost you a cent. 

But there IS a catch – we fill up early, and there’s no
wait list.  And at last count, we only had 25 spots left.

Go and grab one of these last openings NOW, or miss out.
https://www2.gotomeeting.com/register/495733452

Great news! The stimulus package is now law but before you rush out to spend it all in one place, you might want to find out if it was worth the wait.

After all, watching the big banks spend their bail-out dollars looked like a lot of fun but don’t plan on laughing all the way to the bank…in fact, you might want to think twice about driving to the bank if you would like to have enough left over from the first installment of the big bail-out “consumer style.”  Decide for yourself what is the best plan of action for the regular working “Joe” or “Jane”…investing in short sales and REOs to create a future for yourself and your family or waiting around for Uncle Sam and Big Brother to do the job for you. Keep reading for a few of the decidedly underwhelming aspects of the “American Recovery & Reinvestment Act of 2009” that was signed into law yesterday.

Money in your pockets: $400 per person or $800 per family if you work for a living…but don’t expect it all at once. In fact, forget about a lump-sum. Instead, you get to put an extra $13 per week in your pocket at the end of each week beginning in June and ending in December. By January of 2010 that amount will fall to roughly $8 per week or roughly enough to afford a drive through the fast food window….unless you make more than $75,000 at which point – tough.

Does anyone really think $13 a week is going to do anything to stimulate the economy?  This is like filling a lake with a teaspoon.   Yeah, Congress cuts the homebuyer tax credit from $15,000 to $8,000 and puts in this $13 a week tax credit.  I like to call them Morofs … because they are too dumb to be called Morons.

Non-Workers have no fear, you will still get $250 per person check in the mail with the added benefit of not having to wait or spread it out over 18 months. 

More on the First-Time Buyer Tax Credit: If you make less than $75,000 and are planning to purchase your first home then you may be eligible for an $8,000 tax credit as long as you close on the home prior to December 1s, 2009 and live in the home for a minimum of three years; otherwise, you will need to pay it back. You will also have to pay back the current $7,500 plan if you were unfortunate enough to purchase your first home between April 2008 and December 31, 2008. Investors, short sale buyers, retirees and others seeking to take advantage of the “big bail-out” plan are plum out of luck.

High income earners and those able and willing to begin buying homes in order to fix-up distressed properties and turn a profit will find no help from the “stimulus” package. Sorry Charlie, but consider it a blessing in disguise. Going it alone is a sure-fire way to keep the money (and profits) to yourself later down the road.

New Car Tax Deduction: If you have been contemplating the purchase of a business vehicle or other new car then this might actually help offset a little on your taxes by deducting the interest on the loan as well as taxes. Just keep it less than $49,500 and be sure to watch the household income limits. Other miscellaneous provisions include enhanced deductions for computer equipment, extended unemployment benefits and other “benefits” that combined, are likely to put far less than the profit potential of one short sale deal…at a lower tax rate than the typical “earned income”.

Still not excited? Keep reading…we suspect many red blooded Americans will find their blood pressuring going through the roof over these (not necessarily in a good way):

·         $2 Billion to ACORN, an activist group that has been accused of irregularities in the past and covers everything from education for STD’s to voter registration.

·         $54 Billion to state governments that are facing bankruptcy due to out of control spending – despite ten years of increased taxes and some of the largest property tax increases in history taking place within the last decade.

·         1.5 Trillion to expanding social service programs including Head Start, Food Stamps and other entitlement programs over the next ten years.   Hey great idea, but stimulus?  Give me a break.

Savvy real estate investors should realize the current economy is not “labor friendly”; higher taxes, more work and fewer benefits are the name of the game. Search for ways to reduce your earned income while maximizing your ability to take advantage of low capital gains taxation rates and hold tangible assets to preserve your purchasing power during these tough economic times.

Buy real estate, because the economic effects of this “stimulus” package will depress the stock market for years to come.

Remember, you create your own opportunities.  You create your own bailout.  Now go for it!

See you at the top!

 

Chris McLaughlin

http://www.shortsalesriches.com/welcome.html  

P.S.

Don’t miss this awesome webinar replay right here…

http://www.webinarwizards.com/custom/index.cfm?id=170879

P.P.S.:

Sign up for our live webinar this Thursday night at 8:30 PM ET!

Go and grab one of these last openings NOW, or miss out.
https://www2.gotomeeting.com/register/495733452

Copyright Loss Mitigation Institute 2009.
All Rights Reserved.

http://www.shortsalescoach.com
http://www.shortsalesriches.com/welcome.html
http://www.youtube.com/shortsalesriches
*************************************************
Finally, a blog for Real Estate professionals
that want up-to-the-minute news, & how it impacts
us and our market…

http://www.shortsalesriches.com/blog
*************************************************

About the author:

Chris McLaughlin is widely known as America’s top
Real Estate Attorney and Investment Consultant.

    * As the top Florida foreclosure and pre-
      foreclosure expert, he oversees more than
      100 short sale & REO closings each month

   * Long-time authority on real estate investing
      and rapid flipping of distressed homes.  Owns
      portfolio of nearly 100 high-value, high-profit
     properties

    * Owner and Supervising Broker of one of Florida’s
     largest Real Estate firms, running 4 different
     offices, supporting nearly 450 agents, uniquely
     positioning him to help thousands of investors
     make money in the biggest market opportunity ever!

     * Highly sought-after speaker, consultant, and
      seminar leader for current trends and hot topics
      in Real Estate Investing, Entrepreneurship, and
      Wealth Building

 

{ 0 comments }

The Stimulus Bill That Isn’t … at Least for Housing

by Chris McLaughlin on February 12, 2009

Real Estate News & Commentary by Chris McLaughlin, February 10, 2009
http://www.shortsalesriches.com/welcome.html

—-
“2 Careers That Boom in a Recession!”
I’ll tell you about one of these for fr*ee
in my no-charge, no-cost, no-obligation
webinar right here on tonight at 8:30 PM ET, 5:30 PM PST:

https://www2.gotomeeting.com/register/896320431

Why would I do that for no charge?  Because
I want a chance to tell you about the other
high-income opportunity, too.

And I can’t do it in an email.

But If you’re finally ready to blast out of
this economic mess, then get a move on… I’d
hate for you to miss out, because we always fill
up a day or so early.  See if there’re any spots
left:

https://www2.gotomeeting.com/register/896320431
—-
Mediocre.  Pathetic.  Lame.  These are just a few of the terms that came to my mind when I read over the details of the “stimulus bill” last night. The $789 billion at least cuts $100 billion of wasteful spending that would have otherwise been spent, but guess what?

It does little to address the real issue: HOUSING.

The $15,000 tax credit for ANY buyer of homes didn’t make it in the final package. The U.S. Senate tried, but the House of Representatives balked – too much other pork they need for their constituents I guess. The National Association of Realtors lobbyists didn’t muster enough political power to get it done.  What did get in the non-stimulus bill?

An $8,000 tax credit for first time home buyers that is now nonrefundable.  Right now a first time homebuyer gets a 7,500 tax credit that must be paid back over 15 years.  So this bill is an improvement over the last meager effort, but let’s face it folks: it isn’t going give us the shot in the arm that we need in this market.  Get ready for more short sales, more foreclosure, and declining home prices.

So, when they figure out how badly they’ve screwed this up, what we’ll see next is an effort to further reduce mortgage rates.  That’s nice and all, but what we’re finding is that even low interest rates aren’t getting folks off the fence.  Cash in their pocket will.  And that’s why the $15,000 tax credit would have been just the medicine we needed.  Shame, shame, shame on wasting almost a trillion dollars and not really addressing the real issue!

And what do the objective people say?  The Congressional Budget Office says that only 1.2 million to 3.6 million jobs will be added through 2010.   Obama’s number crunchers says 4 million.  If he’s wrong, and the lower end of the CBO office is correct, this is going to be the most expensive boondoggles ever.  Ugh. 

Now, on to our real estate investing section…

Living on $850 Per Month

Does this sound like an enticing scenario? If not, better start making some type of alternative plans for your financial future because left to the federal government’s best economic advisors, this is what the average American worker can expect to receive in the form of inflation adjusted Social Security retirement benefits.

To add insult to injury, the standard retirement age is expected to continue creeping upward from 65 years to the current 67 for younger workers and as late as 70 to 72 for future retiree’s.  Remember, although the dollar amount might eventually increase, the inflation adjust level is expected to remain at the equivalent of $850 in today’s earnings…now ask yourself, are you able to actually live on a mere $850 per month?

Not just for one or two months, not even for six months or a year…but actually live on $850 per month for whatever time you have remaining at retirement? Even if you somehow manage to keep working into your early 70’s (and we don’t know too many companies beating down a door to hire elderly workers for more than Walmart greeters or a few part-time baggers at the local grocer), how will you feed yourself, pay utilities, buy clothing, insurance, mortgage and property taxes on the equivalent of $850 per month? Remember, the average American now lives to their mid 80’s and experts believe medical advances could extend that to the 90’s or beyond. Hmmm, $850 a month for 15 to 25 years?

Buying a car, taking a vacation and eating out will become unaffordable luxuries for those attempting to maximize monthly benefits on a dwindling standard of living. So, how much will you need to set aside? In today’s current earning capacity, you would need over a half million dollars to generate an additional $25,000 to $35,000 income.

On the other hand, you can use leverage to purchase short sales real estate and easily double your retirement benefits with as little as one rental. Heck, splurge and purchase two and you might be able to afford a round of golf now and then. While you are at it, why not go ahead and pick up a half dozen or maybe a full baker’s dozen…flip for short term profits or hold until retirement to build a profitable real estate retirement that only kicks in once you need it. Allow tenants to pay the mortgage in full while you continue to work full-time without the headache and hassle of hunting down elusive part-time jobs over the years.

Instead of depending upon the government pension plan, take steps to secure your future with short sales with these simple to start steps:

1.      Calculate how much you would need to live comfortably into retirement. 

2.      Calculate how many remaining years you have until retirement age.

3.      Determine how many rentals you need to buy to reach your retirement goals.

4.      Finance each mortgage to be paid in full by retirement age (ie, fixed 15 year term, 20 year term, 30 year term etc…).

5.      Search for homes where rental rates will cover the cost of PITI for the mortgage term outlined above. Purchase enough homes to make up the difference between your government and private pension and additional funds required to provide the standard of living you can live with.

 

See you at the top!

 

Chris McLaughlin

http://www.shortsalesriches.com/welcome.html  

P.S.

This week’s webinar replay is right here…

http://www.webinarwizards.com/custom/index.cfm?id=170879

P.P.S:

Wow! This just ranked as the most watched real estate
investor training video ever in a single day!

It’s pretty obvious why once you see it . . .

https://commercial.infusionsoft.com/go/mmic/a181/

Check it out now.

Copyright Loss Mitigation Institute 2009.
All Rights Reserved.

http://www.shortsalescoach.com
http://www.shortsalesriches.com/welcome.html
http://www.youtube.com/shortsalesriches
*************************************************
Finally, a blog for Real Estate professionals
that want up-to-the-minute news, & how it impacts
us and our market…

http://www.shortsalesriches.com/blog
*************************************************

About the author:

Chris McLaughlin is widely known as America’s top
Real Estate Attorney and Investment Consultant.

    * As the top Florida foreclosure and pre-
      foreclosure expert, he oversees more than
      100 short sale & REO closings each month

   * Long-time authority on real estate investing
      and rapid flipping of distressed homes.  Owns
      portfolio of nearly 100 high-value, high-profit
     properties

    * Owner and Supervising Broker of one of Florida’s
     largest Real Estate firms, running 4 different
     offices, supporting nearly 450 agents, uniquely
     positioning him to help thousands of investors
     make money in the biggest market opportunity ever!

     * Highly sought-after speaker, consultant, and
      seminar leader for current trends and hot topics
      in Real Estate Investing, Entrepreneurship, and
      Wealth Building

 

{ 0 comments }

Government Morons Mess Up the Foreclosure Bailout

by Chris McLaughlin on November 12, 2008

Mid-Day Market News & Commentary by Chris McLaughlin, November 11, 2008
http://www.shortsalesriches.com/welcome.html

——

Now I’m madder than I’ve ever been at bureaucrats. You owe it
to yourself to read this, and then forward it on.  Because the
word needs to get out about these clowns.

Did you see the latest joke from the government
about the so-called foreclosure bailouts?  Yeah, clients
have to be 90 days behind on their payments, and Fannie
and Freddie may push their mortgage out from 30 years to
40 years! 

Does our taxpayer money pay for such stupidity? They just
extended the foreclosure mess by another 2 years
with such an absurd proposal.

Think about it.  You’ve got a buddy who’s underwater on his
house but can probably afford to carry the mortgage.  Now he
hears all about the government bailout, and he’s madder than
hell that some folks are gonna get a free ride.  So what does
he do?  He stops making his payments in order to qualify for
the 90 day behind rule. 

The government proposal actually will INCREASE, not DECREASE, loan defaults.  Do any of these people who make these rules have a clue how real estate works?   Do they know how mad people are about bailing out Wall Street and leaving Main Street hanging?

I bet the executive from AIG doesn’t have to wait 90 days to
get help, huh?  He’s got $150 billion reasons to thank Uncle Sam,
meanwhile Realtors are struggling and the bureaucrats don’t
understand basic economics about supply and demand. 

So what was a huge problem…with 4 million people behind on
their payments…is now a catastrophic problem.  All due to
outright government stupidity.

In the worst economy since the Great Depression, this is what
the government offers us?  Pushing loans from 30 to 40 years,
adjusting interest rates?  Please…

Hasn’t anyone ever told these morons that the only way to solve
this crisis is to stimulate DEMAND for homes.  By focusing
on supply, all they are doing is creating more problems and
giving more false hope to millions of homeowners.

How about a $7,500 tax credit that doesn’t need to get paid
back?

Ok, enough of my rant. It is time to take action, and that’s
just what I’m doing.  I’m going to explain, in detail, just
how you can forget about the government’s stupidity, and make
serious cash in this market.  Frankly what would have been over
in 2 years just got pushed out to at least 4 years.

But I’m limiting this webinar to just 30 people.  That’s it. 
The personal attention will let people ask questions about the
bailout, how they can do even more short sales, and how they can
make serious cash in the worst economy since the Great Depression.

The title of the webinar:

“Government Morons Just Made the Foreclosure Crisis Worse. 
How You Can Profit From Their Stupidity.”

So go now to register for the webinar that’s held on Thursday night at 9 PM EST, 6 PM PST, while there’s still room:

http://www.thursdaynightwebinar.com


Now, on to our real estate investing education section…

Asset Classes that Outperform Inflation

Now that Senator Obama has become President Elect Obama, short sale investors would do well to take note of the risk of increased inflationary pressures; after all, the funds to finance broad economic stimulus packages and other spending programs must come from somewhere. With the federal government already running record-breaking shortfalls, the risk of inflation continues to be a major source of concern.

In a search for asset classes that outperform inflation, the average investors doesn’t have unlimited resources like those of Buffet to purchase underperforming (but highly volatile) corporate stocks or bonds. Likewise, gold, silver and other assets are known to be equally volatile in the short term. Thanks in large part to favorable tax treatment and the use of leverage afforded by mortgage loans, real estate remains one of the most accessible asset classes historically known to outperform inflation over the long term.

With media pundits calling for deflation followed by inflationary – or even hyper-inflationary pressures that result in the eventual index of the dollar – every short sale investor should take note of the long viability of investing in real estate. Not only does real estate provide an inflationary hedge but if the dollar is eventually indexed, hard assets are one of the few ways to retain purchasing power.

When speaking of inflationary pressures it is a good idea to keep a few basics in mind including:

1.     CPI – Consumer Price Index is the notorious “basket of goods” used to determine the official rate of inflation for the nation at large.

2.     Personal Rate of Inflation. Many “real” people have a different personal rate of inflation due to individual or family situations such as health and medical expenditures, sending a child to college or other life events.

3.     Investment Time Horizon. The level of inflationary risk you are able to tolerate largely depends upon your retirement time line and long term anticipated spending needs. For example, assume you plan to retire at age 60. According to government statistics, you can expect to live another 25 years…without a paycheck.

The historical average rate of inflation is typically 3.5 percent with the current government rate approaching 6 percent. Clearly, inflation remains a major concern when it comes to retirement planning. Now consider the advantages to short sales:

1.     Instant Equity

2.     Favorable Tax Treatment

3.     Inflationary Hedge

4.     Ability to earn long term income and appreciation

 

More tomorrow…

See you at the top!

 

Chris McLaughlin, J.D., M.B.A.
web:
http://www.shortsalesriches.com/welcome.html

 

P.S.: You are going to be on our next Webinar tonight aren’t you?  As Jim Rohn said: “If someone is going down the wrong road, he doesn’t need motivation to speed him up.  He needs education to turn him around.”  Get that education now:
http://www.thursdaynightwebinar.com

{ 0 comments }