With Housing So Unaffordable, Do Sellers Still Have the Upper Hand?

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WSJ Your Money Briefing 8 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 0:35
Here's your Money Briefing for Tuesday, July 12th. I'm J.R. Whalen for The Wall Street Journal.

How has housing affordability changed this year and why does it matter?

J.R. Whalen 0:40
It's been a great time to be a seller in the housing market over the past year and a half, with home prices rising to record levels and buyers competing against one another amid limited supply. And now rising prices coupled with rising mortgage rates have pushed the market to a boiling point. May was the most expensive month to buy a house in 15 years. But are things about to change?
Nicole Friedman 1:01
It is becoming less of a seller's market. There are more homes on the market. Homes are sitting longer because a lot of buyers have dropped out.

How much have monthly mortgage payments risen for a typical buyer?

Nicole Friedman 1:08
They simply can't afford the current home prices at the current mortgage rates.
J.R. Whalen 1:14
So does this shift mean better news on the horizon for potential buyers who've been priced out of the market? Our housing market reporter, Nicole Friedman, has been sizing up the climate for both buyers and sellers. And she'll be here with an update after the break.
ReliaQuest Advertiser 1:27
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Which groups are being hit hardest by declining housing affordability?

ReliaQuest Advertiser 1:34
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J.R. Whalen 2:04
High prices and low inventory have made buying a home nearly impossible for many prospective buyers trying to stay within a budget. The National Association of Realtors Housing Affordability Index fell in May to its lowest level in more than 15 years. But with mortgage rates falling for the past several weeks, is there reason for homebuyers to feel optimistic? Nicole Friedman covers the housing market for the WSJ, and she joins us with more. Hey, Nicole, thank you very much for being with us.
Nicole Friedman 2:30
Thank you for having me.
J.R. Whalen 2:31
So, Nicole, how unaffordable has housing gotten?
Nicole Friedman 2:34
So housing affordability has really worsened since the start of the year because mortgage interest rates have risen quite rapidly. And for home buyers, that has pushed up the amount that they can expect to spend every month by hundreds of dollars a month. So the way that the National Association of Realtors calculates this is for a typical family buying a home in May using a 20% down payment and a 30-year fixed rate mortgage, their expected monthly payment would be $1,842. And that's up from the same family in January would have expected to pay $1,297. And a year ago, it would have been even lower, $1,220. An increase of more than $600 a month in a year will just push a lot of prospective homebuyers out of the market.
J.R. Whalen 3:25
Yeah, and among those buyers that are being pushed out to the margins, who among them is being affected the most?
Nicole Friedman 3:31
So as always, the people affected the most by declining housing affordability are those without a lot of cash to spend upfront on a home purchase. And that tends to be first time home buyers because they can't benefit from selling their current home. To generate the cash, they have to use savings or some other source of funds for a down payment.

Is the market shifting away from sellers and what signs show that?

Nicole Friedman 3:53
And so as the cost of the home goes up, the expected down payment goes up. And with higher mortgage rates, their expected monthly payment is also going up. So for a lot of first-time homebuyers, that might just be enough to make them decide to rent instead of buy.

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