For first time home buyers, or for anyone considering the purchase of a new home, the list of requirements below may just save you from what could be a very costly mistake.   The list below is quite different than one from the perspective of the realtors or bankers, but rest assured it is the right list to follow if you don’t want to lose money!

  1. There are no current national or large bank mortgage foreclosure moratoriums in place.  These temporary measures do nothing but skew the statistics in a futile attempt to artificially raise the market prices of homes.
  2. The total monthly cost of ownership must be a maximum of 5% larger than the cost of renting a near equivalent place.  Regardless of what financing and down payment is actually used, the monthly cost of ownership should be calculated separately assuming a ZERO DOWN loan, with a 30 year fixed MARKET interest rate (NOT TEASER).  Include principal and interest payments, real estate taxes, insurance, association dues, and special charges (i.e. flood insurance) in the monthly cost of ownership.  Also see the Geldpress Rent vs Buy calculator.
  3. The Case Shiller index in your area must show a flat or positive trend from the latest available data point to that of 3 months prior.  Case Shiller housing price data are the only ones worth viewing, because it is OBJECTIVE. Any data coming from the MLS or NAR is subjective and biased!  As of today, Case Shiller data is available through November 2008.  To consider buying a home in the Seattle area, compare the November data point for Seattle (166.23) with that of the August data point for Seattle (175.24).  The trend is still negative, so it is not the time to buy in Seattle (or most parts of the country).

Not in the Requirements to Buy a Home:

  • Inventory numbers showing a flat or negative trend.  While it is interesting to look at the trend in “months of supply” data, there is to much manipulation to trust the data.  Developers are intentionally de-listing properties to keep the supply numbers low.  Banks are intentionally holding back REO properties so as not to flood the market.  Delinquent home “owners” are not being foreclosed on in a timely fashion.  Stick with the 3 requirements above and you will be fine when purchasing a home under these conditions.  Note, however, that MAS and I disagree on using inventories when trying to pick a bottom in real estate.