"Buying a 'transition house' for a few years?"

  • Erstellt am 2021-11-23 10:10:37

leschaf

2021-11-23 10:10:37
  • #1
Hello everyone,

we have now been looking for a house for 2 years. We actually have a pretty good starting position (7500€ household income, about 400,000€ equity plus two debt-free rental properties each worth 300-350K€), but due to lack of offers here (university town with a locally based fast-growing DAX corporation), we have looked at exactly 3 houses in these 2 years. We didn’t like one, one turned out to be at risk of collapse, and one was completely overpriced (and despite the market situation still hasn’t been sold). Meanwhile, prices have risen massively and since we are already looking in the upper segment, that really hits hard. In the long term, our equity will lose significant value (inflation + rising real estate prices). Since we want to buy a property soon, not much of it is profitably invested. Our savings rate is good (2-3,000€ per month), but can’t compensate for rising prices. Also, our rented apartment is slowly becoming too small with 2 children. Additionally, we live in a 4-unit house together with the owner (attic) and her mother (ground floor) - the other party was just given notice for personal use so that the son can move in with his girlfriend - she has more children...

Now we have looked at a semi-detached house that fits our current life situation quite well. Nothing needs to be done on the house itself (roof, facade, interior construction, bathrooms, heating, kitchen, garden... all done step by step over the last 10 years) and everything is very well maintained. So you could move in immediately in the next few months and spend next summer already in your own garden. However, there are also a few points that don’t suit us (e.g. living space – it’s still somehow enough, but not really comfortable from a long-term perspective; location – okay, but not where we actually want to be). Overall, though, it would be a significant (!) upgrade compared to the current situation in the apartment without a balcony ;)

Now the idea is to “just” buy it (if we are selected). We could pay off the required loan (about 250-300K€, depending on invested equity) in 10-15 years or alternatively, with long-term repayment, pay a rate below our current rent. The plan would then be to keep looking at a relaxed pace (for example, we have a promise from an older man that he will “soon” sell to us – but that could also take 5-10 years (or of course never happen), he is over 80 and still actively rides a motorcycle, cross-country skis, etc.) and when we have found something better for us, sell the semi-detached house again.

For me, this is actually quite a no-brainer:
- Yes, incidental costs would be lost, but inflation + saved rent + very likely further rising prices should basically cover that. And even if not, we might lose a few tens of thousands of euros, which would somehow be bearable. And you also get significantly increased quality of life for the time you live there.
- Yes, 2-year period before resale, but even if we found something else immediately now, you would probably have to factor in 1-1.5 years of renovation time. So that shouldn’t be a problem.
- Yes, prepayment penalty. But it’s limited thanks to the small loan amount.

Are we forgetting anything here or do you think this is a good plan?
 

Benutzer200

2021-11-23 10:23:59
  • #2

If the house fits now, then buy it. No ifs or buts.

Addition: There is no 2-year period before resale in case of direct personal use. VE does not apply when changing the property - only an administrative fee (provided the new house fits as collateral).

Just like you, I did the same after my separation - a transitional condominium. I was able to take advantage of a strong increase in value over a few years ;)
 

Pinkiponk

2021-11-23 10:49:53
  • #3

I also believe that you should buy now. Each of your arguments is valid; I do not see any disadvantages. (I assume that there is no highway, nuclear power plant, or similar next to the semi-detached house.)
 

hampshire

2021-11-23 12:47:43
  • #4
The intermediate housing solution seems pragmatic to me. You gain quality of life – not only through a few objective advantages of the house but possibly also by breaking through frustration and a constant topic of discussion that contributes to dissatisfaction. The financial risk is manageable as you described; the incidental purchase costs are simply gone. Depending on the financing, you bind capital that does not work for you elsewhere. You no longer pay rent. I would not rely on an increase in value, nor on a loss in value. Neither will financially ruin you. I wish you a good move.
 

Benutzer200

2021-11-23 13:02:15
  • #5
The OP is paying off properly. With the small financing, the interest is only a fraction of the current net rent. Is that correct, dear OP?
 

hampshire

2021-11-23 13:13:33
  • #6
I would currently not take anything out of my portfolio if I were to get a currently usual low-interest loan for the house - especially since part of the capital is already tied up in real estate. It is a matter of balancing.
 

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