Cash-Out Refinancings: What to Know

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WSJ Your Money Briefing 9 min 3 speakers 8 chapters transcribed 2 months ago
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What is the main topic discussed in this episode?

ReliaQuest Advertiser 0:00
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J.R. Whalen 0:30
Here's your Money Briefing for Wednesday, June 2nd. I'm J.R.

Why are Americans cashing out home equity at record levels in Q1?

J.R. Whalen 0:39
Whelan for The Wall Street Journal. We've talked before about how the rising cost of buying a home is making it harder for a lot of people to move into a bigger place. But rising home values are also allowing homeowners to take advantage of the equity in their homes and a source of cash that's called a cash-out refi.
Deborah Acosta 0:55
People who want to improve their living situation have realized that it might be more economical to fix up their current home than buy a new one. And in order to afford that fix, in order to be able to afford to fix their own homes, they need to take money out of their homes to finance it.
J.R. Whalen 1:13
So what do homeowners need to know about cash out refis? Coming up, our personal finance reporter Deborah Acosta will be here to discuss the questions you should ask yourself before doing one. That's after the break.
ReliaQuest Advertiser 1:24
This podcast is brought to you by ReliaQuest. Cyber criminals are constantly attacking. They want your data. They want your identity. They want your innovation. ReliaQuest fortifies your business with agentic defense, AI that detects, contains, and eliminates cyber threats in minutes. It helps your security team move faster at the work that matters most to protect the business now and delivers insights to help them predict what's next. ReliaQuest, agentic defense for the enterprise.

What exactly is a cash-out refinance and how much equity can I access?

ReliaQuest Advertiser 1:49
Learn more at ReliaQuest.com. That's R-E-L-I-A-Q-U-E-S-T.com.
J.R. Whalen 2:01
Americans are cashing in on their homes. Total home equity cashed out in the first quarter of this year is estimated at nearly $50 billion, according to Freddie Mac. That's up nearly 80% from a year ago, and it's the highest level on record since 2007. But tapping your home for cash can come with some risks if you don't know the rules. Our personal finance reporter, Deborah Acosta, wrote about these so-called cash-out refis, and she's with us to discuss the pros and cons. Deborah, thanks for being with us.
Deborah Acosta 2:29
Thank you so much, JR.
J.R. Whalen 2:31
All right, Deborah, let's go over the basics for just a moment.

Which current housing-market factors are driving increased cash-out refis?

J.R. Whalen 2:33
When somebody withdraws equity from their home, what exactly are they doing?
Deborah Acosta 2:37
Let's start with what equity actually is. Equity is the current market value of your home, which likely is higher than when you purchased it, let's say if you bought it 10 years ago. And so it's the current market value of your home minus what you still owe on that original mortgage that you took out. So when you pull equity out of your home, you're pulling out this value, this cash, and putting it in your pocket. And in general, you could take out up to 80% of your home's equity. in a cash out refi or other types of mortgage products.
J.R. Whalen 3:08
So what is it about this current housing market that's driving so much activity here and so many people either taking that equity in their home or thinking about doing it?
Deborah Acosta 3:16
Well, it's a confluence of factors. We have a situation where home prices have skyrocketed nationwide. So built in, you have a lot more equity in your home. Interest rates are really low. So it's another factor that's pushing people to wanting to refinance and to begin with because they can bring their interest rates lower by doing this. And the third thing is that it's a seller's market where it's great. People can sell their homes for high prices, but the inventory is extremely low. So that's the other thing. Because inventory is so low, people who want to sell their homes to buy another one are finding themselves in this tricky situation where they just can't find anything else that they might like or even afford.

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