Depreciation fantasy

May 15 2011 - Vancouver house prices have fallen for the 35th continuous month as the fallout from the global credit crisis continues to hit the metro area hard.  In April the benchmark price for a single family detached home dropped an additional 9% bringing the year over year losses to 74%.  The benchmark price for a detached home now stands at $47,034.

While prices have dropped dramatically across the entire spectrum of housing no market has been hit hard as downtown condos, where prices have dropped to zero and many speculators have simply walked away from their debt never to be heard from again.  Supply continues to increase as some condo towers started during the building boom are completed, but many others have been abandoned by bankrupt developers in a state of partial completion.

The sad state of the downtown core can be blamed on a confluence of factors: the credit crisis, the exodus of jobs and population, multiple bank collapses, oversupply and the discovery of the unique health hazards caused by granite and stainless steel.  The elimination of the CMHC and the requirement for 70% down payments certainly isn’t helping the local market.

While many speculators have been financially destroyed by this market, not everyone is unhappy with the collapse.  Local teacher Sandy Ursus just bought three homes in Vancouvers southlands neighborhood and is quite happy with the purchase.

“The minute I saw this house I fell in love.  We’ve been saving for years, but when this and the neighboring homes came on the market for a combined price under $200k I knew it was time to take my money out of the bank and buy” Ursus explains sipping champagne on her sunny deck. “Since we had the two neighboring homes torn down it’s almost like living in the country here.  Its funny thinking that just a few years ago people were fighting to pay more than the next guy for a house in Vancouver while these days the seller will throw in a new car and a years worth of gas just to get you to buy.”

Is she concerned about predictions of further depreciation and economic woe?

“Not at all, this is a place to live, a place to raise a family, not an investment. We’re debt free and maxing out our RSPs so the price of the house is really not a concern for me.”

Local economist Rusty Summervile disagrees “She should really get rid of that house as soon as possible. History has shown that real estate is a massive wealth destroyer.  The most sensible course of action is to rent and save as much as you possibly can, let someone else shoulder the depreciation.”

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45 Responses to “Depreciation fantasy”

  1. 1
    Ari telias Says:
    As alway, great piece!
    Can we start some sort of bet on which one of the predictions will be closer to reality?
    I am going with “Depreciation Fantasy”.

    Best regards,

    cash in 2016!

    Ari

    Current score: 0
  2. 2
    blueskies Says:
    and the discovery of the unique health hazards caused by granite and stainless steel.

    good point! cutting edge design indeed…

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  3. 3
    richard Says:
    Canadian home sales to fall 15% this year. Doesn’t mention vancouver as the hottest RE market though. Actually, doesn’t mention vancouver.

    Current score: 0
  4. 4
    getbackin Says:
    Boy this blog is getting dull

    Current score: 0
  5. 5
    mflat Says:
    getbackin - getbacktowatchinghgtv then

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  6. 6
    mk-kids Says:
    “Not at all, this is a place to live, a place to raise a family, not an investment.

    What is this outrageous concept? What sort of lunacy would make someone think such a thing? Rx: Rennie.

    Current score: 0
  7. 7
    Re-diculous Says:
    This is too funny not to share. Video: Blonde bimbo 9and very aggitated) RE agent vs. Peter Schiff on Fox news earlier this year.

    http://www.youtube.com/watch?v=A2_Hmt-MKLA

    Current score: 0
  8. 8
    Krrish2 Says:
    The pope,
    in the case of depreciation fantasy Micheal Randalbard would be able to park his car in downtown for free but he might have to bring his own coffee from Richmond then he can walk around on world famous shoping promenade Robson and beautiful marina side but there won’t be anybody to see and hear that micheal is dj made of gold.

    Current score: 0
  9. 9
    bdk Says:
    Good one Krissh, has your Mum reduced the asking price on your only place yet? The one that’s going to go down in price for decades to come? Has your income been cut 2/3 yet? It will in the next five years.

    Richmond has world famous shopping too, everyone I met in Hong Kong knew where Richmond is and you know every asian in the world is rich and is itching to move to Richmond.
    Maybe you can take the bus there and see for yourself.

    What are you doing stalking another man on here?

    Current score: 0
  10. 10
    patriotz Says:
    Not at all, this is a place to live,

    A place to live is an investment, because a having a place to live has a cash value.

    Not to criticize the author however, the character is using “investment” in the popular meaning of “something which is guaranteed to increase in price”, rather than the one economists and business people (and even Marxists) use, an asset that returns income to the owner.

    Current score: 0
  11. 11
    exx Says:
    Risk of Major Housing Price Correction Very Low: Scotiabank

    Wow. What’s this talk about a correction? Now there’s one coming, but it won’t be major? I thought there was no end in sight for yoy price appreciation?

    My favorite part of the article, “5 main reasons why it’s different this time [that a major correction won't occur]”

    1. Home prices in Canada are not overvalued. COUGH… CHOKE…
    2. There’s little evidence of widespread speculation. COUGH… CHOKE…
    3. Canada’s housing market is not overbuilt. COUGH… CHOKE…
    4. Households are not over-leveraged, noting that mortgage carrying costs as a share of disposable income are historically low. COUGH… CHOKE…
    5. Overall mortgage quality is still sound, as Canadian lending standards are tighter than those in the U.S. COUGH… CHOKE…

    It’s like they put together a list of some of the bear arguments and printed the exact opposite.

    Current score: 0
  12. 12
    patriotz Says:
    Now would this be the same Scotiabank that unloaded a truckload of ABCP garbage unto unsuspecting buyers?

    Canaccord alleges that Scotia Capital, the group’s investment-banking and capital-markets unit, received materially relevant information last July on the risk associated with the third-party paper’s U.S. subprime exposure, which it didn’t pass on to Canaccord.

    http://www.nationalpost.com/ne.....?id=353629

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  13. 13
    bdk Says:
    2. There’s little evidence of widespread speculation. COUGH… CHOKE…

    Yeah 75-85% of buyers planning to sell before selling isn’t speculating at all!

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  14. 14
    blueskies Says:
    It’s like they put together a list of some of the bear arguments and printed the exact opposite

    always been like that:
    2 kinds of RE markets:
    rising market bullish
    balanced market bullisht

    nothing else can exist on Planet Krissssh

    Current score: 0
  15. 15
    ted Says:
    Not to defend scotiabank, but that article refers to the entire Canadian market. I’d argue that the odds for a major correction in the Vancouver market is much higher than the Canadian market as a whole.

    Current score: 0
  16. 16
    nyc Says:
    And so it has become clear that the only “info” you’ll get on the Vancouver Condo Info blog is pure fiction and fantasy drivel.

    Current score: 0
  17. 17
    distraction Says:
    Why so grumpy nyc? didn’t you hear the good news? You can now marry your boyfriend in California!

    As for me, I enjoy humor and satire. If you don’t why do you read it?

    Current score: 0
  18. 18
    krrish2 Says:
    blueskies,

    Gotta love our nation there is nothing below balance but six percent above even at balance,no rain no sun for bears just few beers to forget the crash then back to work!
    ASAP

    Current score: 0

  19. 19
    richard Says:
    some more kool-aid.

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  20. 20
    Rob Pinocchio Says:
    Let’s face it bears, Rob was right, there will be no RE crash in Vancouver, perhaps a minor 1% to 2% price correction after the Olympics.

    Current score: 0
  21. 21
    Rob Pinocchio Says:
    Make perfect sense to me. Rising inventory, slowing sales = a forecast of rising prices.

    I am learning quickly, I just have a few more concepts to grasp before I can fully comprehend the part where negative cash flow and negative equity is a good thing.

    If only the dogs at Rob’s blog could help me out.

    Current score: 0
  22. 22
    Patiently Waiting Says:
    I can’t believe the way the media quotes every stupid thing that comes out of Rennie’s mouth, but ignores universities full of professors.

    http://tinyurl.com/6cngjs

    Rennie, shut up and stick to your knitting…condo marketing. You are no authority on creating affordable housing.

    Current score: 0
  23. 23
    patriotz Says:
    You are no authority on creating affordable housing.

    Au contraire, Rennie has cooked up an affordable housing strategy that makes the NDP look like pikers.

    Just wait.

    Current score: 0
  24. 24
    read on Says:
    so rennie wants the city to pick up 25% of the cost (and risk) of a huge amount of new RE. So, when prices decline and the city’s balance sheet gets hammered by paper equity losses, the taxpayers pick up the bill yet again. What a f-king stupid idea.

    Current score: 0
  25. 25
    blueskies Says:
    Au contraire, Rennie has cooked up an affordable housing strategy that makes the NDP look like pikers.

    Just wait.

    i can see craigslist ads from upside down speculators….”MUST RENT”…..please

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  26. 26
    Abby Says:
    Sorry for my ignorance, new around here ! Is there any way to find out where and when condo completion dates in BC for this year?

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  27. 27
    Rob Pinocchio Says:
    I found this on Garth Turner’s blog

    Here’s an article from the Washington Post in 2005 (about Ben Bernanke in the U.S.) that sounds eerily familiar to what we’re hearing now:

    Bernanke: There’s No Housing Bubble to Go Bust
    Fed Nominee Has Said ‘Cooling’ Won’t Hurt

    By Nell Henderson
    Washington Post Staff Writer
    Thursday, October 27, 2005; Page D01

    Ben S. Bernanke does not think the national housing boom is a bubble that is about to burst, he indicated to Congress last week, just a few days before President Bush nominated him to become the next chairman of the Federal Reserve.

    U.S. house prices have risen by nearly 25 percent over the past two years, noted Bernanke, currently chairman of the president’s Council of Economic Advisers, in testimony to Congress’s Joint Economic Committee. But these increases, he said, “largely reflect strong economic fundamentals,” such as strong growth in jobs, incomes and the number of new households.

    http://www.washingtonpost.com/.....02255.html

    But we’re different from the rest of the world, right?!

    Current score: 0
  28. 28
    bdk Says:
    Krissh is just kidding, he knows as well as everyone else that the market is tanking.
    If he’s not joking he’ll be in for quite a shock when his Mum puts her primary residence up for sale in July.

    NYC, if you’re so sure the market isn’t in the process of tanking call any realtor in the book and ask what you could get for your place and how fast it’ll sell.
    If it’s downtown then you have 8,000 other units available and another 10,000 new ones which will either be for sale or for rent in the next year, a lot of the speculators will not be able to obtain a mortgage so they’ll be people willing to assign a brand new unit for the original selling price plus 50% of their original 10% deposit.
    This is exactly what happened in San Diego and the realtors were saying the same things as the bubble was bursting there too.
    The only reason you’re mad is because you’re scared, don’t lash out and call me an assclown. It’s not my fault you just made the biggest purchase of your life without doing any research.

    Read yesterdays New York Times, there is an article about the Miami Condo Vultures who won’t touch units that were previously $750,000 for $200,000 now.

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  29. 29
    Strataman Says:
    NYC You wouldn’t be on this blog if you had any confidence in your decision…real BULLS don’t ever visit this place…but hey you made a friend Krrisssh same intellect same peers right? Scullboy give NYC a slap upside the head if you meet him! From me! :-)
    Current score: 0
  30. 30
    scullboy Says:
    Not me buddy, if it were me I’d be posting as yer mom offering bears “super-double-happy good luck rusty trombone gorrila masks” in order to cover your mortgage, or something like that.

    Oh and I don’t know about the others, but I love my rental life…. awesome refinished REAL wood floors (no crappy laminate), the windows are getting washed this aft, GREAT view on a very quiet little street near the park, close to the beach. I’m downtown close to all the cafe’s! And I’m only paying $1320.

    Someone else takes care of everything, the garden ouside’s gorgeous and if I need to move for a new job… no worries. What’s not to love?

    Current score: 0
  31. 31
    macchiato Says:
    That’s a big 10/4 scullboy, I am in an $800 studio in a central Van location, real hardwood, no taxes or strata to worry about, landlord fixes all the broken stuff, leading to massive accumulations of cash, >50% of net … and the best part, 2 blocks from work. Can’t imagine commuting, change jobs, changes of apartment, easy and no prob.

    Current score: 0
  32. 32
    cashisking Says:
    Realtor wife says
    25 year vets saying - vancouver westside SFH most listings they’ve ever seen and being run off there feet for appraisals
    People not buying until they sell … build while you own your old residence has stopped
    Great spec building property - now showings!

    It’s never different

    relax, be patient and enjoy

    Current score: 0
  33. 33
    crabman Says:
    Why so grumpy nyc?

    People don’t like being warned of upcoming crashes. John Kenneth Galbraith wrote about this phenomenon.

    …leading on as it does to wonder at the increase in values and wealth, to the rush to participate that drives up prices, and to the eventual crash and its sullen and painful aftermath. There is protection only in a clear perception of the characteristics common to these flights into what must conservatively be described as mass insanity. Only then is the investor warned and saved.

    There are, however, few matters on which such a warning is less welcomed. In the short run, it will be said to be an attack, motivated by either deficient understanding or uncontrolled envy, on the wonderful process of enrichment. More durably, it will be thought to demonstrate a lack of faith in the inherent wisdom of the market itself.

    Current score: 0
  34. 34
    Raincouver Says:
    .
    Hey, wasn’t this VHB’s ‘favorite’ project?

    Woodward’s redevelopment project came very close to collapsing.

    A major redevelopment project envisioned to help revitalize Vancouver’s Downtown Eastside almost fell through before construction even began last year, CBC News has learned.

    And it took only $49M to grease the wheels:)

    http://tinyurl.com/3z3kry

    Current score: 0
  35. 35
    Patiently Waiting Says:
    More from the CBC story:

    “I said to (Housing Minister) Rich Coleman, ‘If we lose Woodward’s, you can stick a fork in the Downtown Eastside forever, because no developer is going to take a chance of going in there,” Rennie said.

    After numerous discussions, Rennie said the province announced a $49.3-million contribution towards SFU’s new art school in November of last year.

    ——–

    Excuse me, who the hell elected Bob Rennie to anything?

    This is sick.

    Current score: 0
  36. 36
    BBY Says:
    I wouldn’t be surprised if the W is a boondoggle. I hope not because I agree with the concept of “fixing” the DTES.

    Current score: 0
  37. 37
    jun Says:
    All the comments are quite uneducated. It is simply going to cost more to build as time. All the commodity price is going up, why do you people think it’s going to drop in price. Any market has correction, but the assumption you guys make is simply unreasonable. So… please someone talk about real estate on a more educated ground.

    Current score: 0
  38. 38
    BBY Says:
    Jun said “please someone talk about real estate on a more educated ground.”
    Jun, if that’s what you want, then STFU.

    Current score: 0
  39. 39
    alexcanuck Says:
    All the comments are quite uneducated
    Yes, we need to be sent to a re-education camp, where we can learn obvious “truths” such as:
    Nepal is truly better off under the generals rather than that terrorist radical the Dal Lama.

    The smell in the misty air and the taste in the taste in the murky water is healthy.

    If you can steal and loot the villagers property or children deservedly earn enough to come to Canada then the property market just won’t crash.

    Current score: 0
  40. 40
    crabman Says:
    …why do you people think it’s going to drop in price. Any market has correction, but the assumption you guys make is simply unreasonable. So… please someone talk about real estate on a more educated ground.

    I’m not sure what assumptions are so unreasonable. If you seriously want educated opinions why real estate in Vancouver is likely to crash, we can answer a lot of questions you may have. If you are just upset that this will happen and want to vent, we can’t help you.

    Current score: 0
  41. 41
    distraction Says:
    why do you people think it’s going to drop in price. Any market has correction

    Thats a contradiction. A correction is a drop in price and isn’t this a market? Would you consider a realtors view more educated? Rob Chipman is on record as expecting a ‘correction’ of up to 20%. How many thousands of dollars does that represent off the average house in Vancouver?

    Current score: 0
  42. 42
    crabman Says:
    3. Canada’s housing market is not overbuilt. COUGH… CHOKE…

    This is yet another one of those “Canada is not like the US” myths. Lets look at some numbers from the 2001 and 2006 censuses:

    2001:
    Population - 30,007,094
    Housing Units - 12,548,588
    Population/Units - 2.39

    2006:
    Population - 31,612,897
    Housing Units - 13,576,855
    Housing Units Required - 13,227,154 (Population/2.39)
    Overbuilt - 349,701

    The population of Canada has been growing at about 321k/year. This means we need an additional 134k housing units/year. (2.39 people/unit) But we’ve been building over 200k/year for several years.

    In 2007 there were 228,343 housing starts, and in 2008 there should be about 214,650. If there is a need for 134k/year, it means 174k were/will be added to the excess supply in 2007 and 2008.

    Adding this 174k to the 2006 total of 349k brings the total to 523k, or almost 4 years worth of overbuilding!

    Current score: 0
  43. 43
    sheeplessinvancouver Says:
    “and the discovery of the unique health hazards caused by granite and stainless steel”

    Not a fantasy. Granite contains small amounts of radiation. According to Wikipedia it’s about 10 to 20 ppm.

    Current score: 0
  44. 44
    sheeplessinvancouver Says:
    Sorry, that should have read “uranium” not “radiation”. If commodity prices, including uranium, continue to rise, I guess you could always rip out the countertop and sell it.

    Current score: 0
  45. 45
    jun Says:
    OKAY, here is the BIG message. Vancouver real estate price will continue going up.
    The reasons are here:

    1. Vancouver is open up straight to Asia. China and India people in this century will be making the big big money. However, people who live in Vancouver locally will continue to wonder why they have so much money. Well, they will have more and more money!! and they are not afraid of buying!!

    2. Commodity price all over the world. “Everything” is going to cost more in this age. “Everything”, but money (currency). Drastically, the cost of building the same building will cost much higher. You have China having crisis with the earth quake. They are going to buy extra extra resource with whatever it costs. It will beat up the commodity price even more.

    US dollar weakness. The weakness is going to drive up the commodity even further.

    3. The resource in Canada. Canada, itself, has a very low population, big land and lots of nature resources. Canada has a huge potential, and a lot of people in the world knows that. What do you think just the people in India and China are going to think?

    I have pointed out a few things that I hope you are going to really think about clearly. Be open minded, the globe is a lot bigger and changing a lot faster now. Don’t trap yourself and being stubborn. Do what you can still and be wise.

    Current score: 0