Financing realistically with current interest rate developments

  • Erstellt am 2022-09-03 22:23:45

Maverick101

2022-09-03 22:23:45
  • #1
Hello everyone,

we would actually like to build a house. We have now also found a suitable plot of land, but the current interest rate development worries me a bit, whether this is still realistic and whether it can be sustained in the long term.

General information about us:

    [*
      Who are you? M + F
      [*]How old are you? 30+29
      [*]Are there children? 1 + (soon) 1
      [*]How many hours do you work? 38 / 0 - currently on parental leave

    Income and asset situation:

      [*]What income do you have? €5200 (net) (incl. ElterngeldPlus)
      [*]How much equity do you have? €250k
      [*]How much equity do you want to invest in the house project? €175k

    Housing costs:

      [*]no rent costs
      [*]additional costs: €200

    Mobility costs:

      [*]2x car, each owned
      [*]approx. 500 km regular driving distance per month with currently one car

    General information about the property:

      [*]How large is the plot? 781 m2
      [*]new build

    Construction or purchase costs:

      [*]land costs: €80k - €100k (price will only be finalized in October, incl. ancillary costs)
      [*]prefabricated house: turnkey (incl. bathrooms, floor coverings, and foundation slab): €405k
      [*]additional construction costs: €70k
      [LIST]
      [*]site preparation: €15k
      [*]electricity/water connection: €10k
      [*]completion: €10k
      [*]insurance: €5k
      [*]furniture: €10k
      [*]buffer: €20k

    [*]outdoor facilities, garage: would be done later (40k home savings plan not yet eligible)

Cost summary:

    [*]total costs: €575k
    [*]deductible equity: €175k
    [*]financing amount: €400k

We already have an offer for the house (fixed price guarantee 24 months), the land is still a bit open, the price will only be final after development. The plot itself is flat, so I do not expect any nasty surprises with the earthworks, also no basement. We already have a new kitchen and furniture - so we would take them along and would only have to buy a few individual cabinets. The pre-sampling is still outstanding - but I could also do part of it as personal work. Some other things will probably still come up, but our "comfort-wish-must-have things" have already been included in the offer price and clarified in advance.

Ultimately, I would like to do it so that the house is financed and the rest runs through equity.

Assuming 3.5% interest (15-20 years fixed interest) and 2% repayment, I now come to €1,833 per month. Since interest rates are currently rising slightly again - but I will not/cannot sign anything before the land is "safe," I almost fear it will go towards 4% (€2,000). We ourselves have been saving an additional €1,750 every month for almost 2 years now (increased to €2,000 since 02/2022) as equity buildup and as a "repayment test." This has not bothered us so far, I also believe that we will manage well with it, especially since income will increase in the next few years. As soon as my wife works again, a good share will also be added.

However, I am still unsure whether this might already be borderline for our income. I really cannot assess this at all - on the internet there are so many, partly contradictory things. My bank advisor somehow takes a more relaxed view - unlike me. I have also been reading here in your forum for a while now - some statements like (net 5000 for a new build is no longer enough) scare me.

I would appreciate an honest assessment from you. :)

Best regards
Mave101
 

Snowy36

2022-09-03 22:26:55
  • #2
The 5200 net is that you alone or with parental allowance?
 

Maverick101

2022-09-03 22:29:53
  • #3
With ElterngeldPlus (i.e. 50%). This is our total net amount.
 

Snowy36

2022-09-03 22:36:03
  • #4
And if your wife then works part-time, it will increase again, right? Well, I think it's good that you tested the savings rate for so long and have a high equity ratio plus a very young age ….
 

Maverick101

2022-09-03 22:40:55
  • #5
Yes, so my wife definitely wants to work again, but as you said, first part-time. It will definitely be more than the parental allowance, how much of course depends on how many hours she will effectively work. Now with the second child, she will stay at home for another two years. The [EZ] from the first would have ended in October.
 

SoL

2022-09-03 23:52:09
  • #6
How much could you save in addition to the €2000 installment? The house has additional costs that you currently don’t have in the calculation ([Grundsteuer, Müll, Wasser, Wohngebäudeversicherung, ...])? Otherwise, I would see it the same way as your bank advisor.
 

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