Is the financing plan realistic?

  • Erstellt am 2017-01-26 08:06:44

Lewrny

2017-01-26 08:06:44
  • #1
Hello everyone,

we (me 29/she 30/child 2) are considering whether it is possible for us to build a house.

Our current income:
3200 (me full-time 2300 / her 18 hours 900)
I get an average annual salary increase of 3%, and my wife does too (over the last ~5 years). Additionally, when the child is older, my wife will also work more again, but that is still a long way off, although definitely before a possible end of the fixed interest rate period.
In addition, we have Christmas/holiday bonuses/special payments annually of about ~1500-2000. However, I would not include these in the calculation but keep them "extra" for vacation/saving/other.

Current monthly expenses:
- Warm rent: 1000
- Mobile phone: 45
- Sky: 40
- Insurances: 280
- Internet: 30
- GEZ (broadcasting fee): 19
- Electricity: 40
- Public transport/fuel: 140
- Other expenses (food/child/hobbies/leisure/money for living): 800

Rounded up, that is 2400 expenses. These are not fictitious values but we actually track them precisely, and they come out every month within +- 50-100 euros.

Currently, we save 800 euros per month in a daily allowance account. But about ~200 euros of that should be deducted as they are reserved for a new car someday or maintenance costs of the current one.

Planned costs:
- Plot (including all incidental costs): 82,000
- House (have various offers, whether prefab house/solid house — on average all come to about 270,000 euros (130-140 sqm, turnkey including all incidental costs with garage KFW40 - 55))
- additionally planned costs: kitchen 10,000, outdoor facilities 10,000, other furnishings ~5,000)

This would total just under 380,000.
Equity currently available is 45,000 euros.

TL;DR:
What monthly installment would be feasible in your opinion?
If I take our current warm rent of 1000 + 600 (800 - 200 for car), we would have 1600 available with which monthly installment + monthly ancillary costs must be covered. The "planned" repayment period should not be more than 35 years due to age, of course.

We aimed for a loan repayment of ~1000-1100 monthly. The rest would then be for ancillary costs/saving.

We have already been to 3 local banks and a rough financing plan was made, and all said it is realistic and affordable (for ~35 years at fixed interest rate. Of course, that probably won't stay the same, but possible increases could be absorbed by salary increases, I think). But those are of course banks and somehow I don't trust them.

So is that realistic? What financing amount do you consider realistic? Or should we wait a few more years? But I definitely don't want to wait more than 5 years.
 

Lewrny

2017-01-26 08:39:13
  • #2
Somehow I can't find the edit button. It is also worth mentioning that we would probably inherit some agricultural land in about 15-30 years (current value ~200,000 euros or the lease income from it).
 

Caspar2020

2017-01-26 09:17:26
  • #3


Have you already included childcare costs or planned for them? Depending on the area, a kindergarten spot can be quite expensive, plus possibly a lunch flat rate.
 

Lewrny

2017-01-26 09:21:24
  • #4
Sorry, there is only 1 child. How can one edit here? Yes, they are included in the other expenses and are currently already being paid.
 

Caspar2020

2017-01-26 09:26:55
  • #5
Thought it was age "Edit" only works within 15 minutes.
 

Lewrny

2017-01-26 09:27:46
  • #6
Yes, it is also the age. But it is a bit misleadingly stated. So 1 child, 2 years
 

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