Please note that this was written by me in June and I am just transferring it to this blog.
Ok. some folks know already, my company is moving in a few months and I probably am as well. I keep hearing all about
buying houses and how great it is and whatnot, so I wanted to go ahead
and put up a little rant about my stance on the subject.
Let's clear up a couple myths:
1. Houses are great investments
2. Houses are great long-term investments
3. The market might stagnate, but your house will never lose value.
Ok, we'll get to an excercise here in a bit, but first a little talk
about numero uno. Houses are not great investments, they aren't even
good investments and they are mediocre (at best) as hedge investments.
There is no blanket rule that makes them a sure-fire win great
investment. A house can be a great investment, yes, but it's about as
common as a car being a great investment. If you still don't believe
me, ask yourself this question: What other investment vehicle requires
you to borrow many times as much money as you earn and pay interest on
that borrowed money for up to 40 years?
Now, the next thing
you will hear is that houses are only great long-term investments. In
the short-term you will only pay on interest and gain no equity.
Living in a house for 5, 10, 20 years, etc makes it a great
investment. This is a lie. In all reality, the best way to make
houses true investments is to buy for the short-term. You see, when
you mortgage a house you are leveraging your assets, generally 10-1 or
more. Consider the market, nationally houses gain about 6% value
yearly, if you were to buy a house for $100,000, that means it would be
worth $106,000 in one year. If you were to put 10% down and sell it in
one year, you would make about 60% on your initial investment and would
have essentially paid rent for a year. The longer you stay in the
house, the more you equalize your position and reduce your rate of
return. The best way to make a house a good investment vehicle is to
buy under value and sell at an inflated value or to buy low, add value
(home repairs, additions, landscaping, pool) and sell high. Either
way, the best way to turn this into a worthwhile 'investment' is to
flip it, not buy and hold as if it were a blue-chip.
Lastly,
houses lose value. Property gains value, houses can have value added
to them, but if they are just simply used, they will lose value. If
you buy into a subdivision, you will see lesser and lesser returns as
it gets older and, given enough time, value will drop in the area. If
you sink additional money into your house yearly (which most do) you
will slow this, but it is near impossible to stop.
Now that
everyone is sufficiently disappointed, let's talk about some good
things. Home ownership is not a 'good' investment, but it's a much
better one than rent in many cases. Over the years, your mortgage will
probably be outpaced by rent prices and you will have a lower cost of
living than renters. You will also get some of your money back when
you move, something that is very hard to do if you rent. Houses help
your credit, give you some reserve of money if you absolutely need it
and provide you a very modest return. No other consumer product that I
know of will let you use it and give you more money than you put in.
It's not a bad product, just a poor investment. The fact is, you have
to live somewhere, so buying is a much better financial decision than
renting in many areas.
Now, for those who don't belive houses are bad investments, here's a little excercise I did...
Let's assume that a young person like me has $15000 (10%) to put down
on a $150,000 house. Let's also assume that my great credit allows me
to get a good 6% mortgage rate. Assuming that I only put $1200 extra
into my home every year for upkeep (bathroom maintenence, flooring,
paint, windows, heating/cooling, etc.), my mortgage payment would be
about $921, this includes my county taxes in Wilmington and my PMI
insurance becuase I put less than 20% down. We need to add in my $1200
yearly for repairs, which is probably a bit low, so my cash outlay for
the year is $12,252.
Now, assuming my house gains 6% value
yearly, at the end of a 30 year mortgage my home will be worth a grand
total of $861,523, an impressive sum, but wait... I paid that $150,000
for the house, plus I paid $156,384 in interest and another $36,000 in
repairs. So, once I subtract my additional 'investments', I have a
total net gain of $519,139. So, in a 30 year period, I didn't even
manage to double the money I put in. Just so everyone knows, our money
should have doubled twice at 6% over 30 years. Now, let's look at some
investment vehicles and see how they compare if I invest the same money:
House Value: $861,523
Money Market Account Value: $877,313
Bond Fund Value: $1,044,459
Agressive Mutual Fund Value: $5,650,324
Our home 'investment' didn't even beat a money market account from
CapitolOne. Money market accounts are not considered investments or,
generally, even considered hedges. The are used as a way to keep our
capital liquid and still get a return on it. By the way, your money is
far from liquid if you own a house. Next on the list was a
super-conservative municiple bond fund. This beat our 30 year
investment by almost $200,000. If this were a corporate bond fund or a
higher-end muni fund we could have had double the worth of our house.
Lastly, I used the Ariel fund, a proven performer, to show what a real
investment would yield. This was 6.5 times the yield of our house.
The downside to this great investment, of course, is that I can't live
in it and it won't give me showers and entertainment. Houses are
incredible things and great consumer products, but they are terrible
investment vehicles. They make poor hedges becuase they are not liquid
enough and too volitile. People invest in low return vehicles for
stability, not long term returns.
Just in case you're curious:
Money Market: CapitalOne High Yield Moeny Market - 4.75% APY.
Bond Fund: Evergreen High-Income Muni - 5.67% incepted average. EFHYX
Agressive Fund: Ariel Investments Ariel Fund - 13.92% incepted average. ARGFX
I used calulators at moneychimp.com to make this possible.
I want to thank Ben Stein for first showing me the truth about home ownership.

