New single-family house construction through partial mortgage swap or let it be?

  • Erstellt am 2023-04-24 18:38:01

Hausbau2425

2023-04-24 18:38:01
  • #1
Hello everyone,

longtime silent reader and not completely inexperienced in this area, I need your advice or input.

We have found a plot of land that appeals to us and where we are considering taking the next step.
The plot costs about €520,000 (600 sqm) including incidental costs.

Currently, we live in a newly built end-terrace house (150 sqm) in a big city, which we bought in 2020 and moved into in 2022 after completion.

Before that, we lived in a condominium, which we sold last year.
We have parked the loan of this apartment (remaining debt €220k at 1.7% and monthly installment €980) with the bank.

Our terraced house itself has a remaining debt of about €500,000 with the same bank, financed at 1.2% (installment just under €2,000).
I would conservatively estimate the value of the terraced house at €750,000, probably more.

Additionally, we have equity of almost €280,000.

Our plan would be to use the equity and the loan from the apartment, which is parked at the bank, for the plot. There are still several plots available; we have not yet entered into price negotiations, which we definitely would.

Then start the planning slowly and calmly so that construction begins at the beginning of 2025.

The money for the house would come from the sale of the terraced house.

What I absolutely cannot estimate is the construction itself.

The plot is located in a newly developed area.
We would like to have a house with 180-200 sqm, a fireplace, a large garage, a gallery, etc., so rather upscale.

My calculation would be approximately 190 sqm * €3,500 = €665,000
Additional building costs about €50,000
Buffer: €35,000

Overall, the project would be just over €1.25 million.

Equity would be around €500,000 - €550,000.

Monthly burden from the loans only would be just under €3,000.

We can afford it, I would say; the sum is of course not negligible, but the equipment is also our wish. Otherwise, we could stay in the terraced house; there is enough space, but it is not the same as a detached house with everything included.

What is your opinion, does it fit financially, also regarding the estimate?
We would inquire here in the house building world and at Luxhaus, Huf Haus, etc. (so rather upscale) in the next days to get a rough direction. Later of course also a general contractor, whom I know well and who builds very high quality.

Our current situation looks like this:

General information about you:

    [*]How old are you? 36 and 30
    [*]Are there children? None, but there should be at least one in 2-3 years
    [*]What do you do professionally? She, educator & He in finance
    [*]Both employed, She 39 hours, He 40 hours

Income and asset situation:

    [*]What income do you have (gross/net)? He €5700 net, She €1800 net, annual bonuses/Christmas bonus/vouchers etc. about €6,000 per year, salary increases occur regularly thanks to collective agreement
    [*]How much child benefit do you receive? 0 €
    [*]How much equity do you have? approx. €280,000 (diversified across different asset classes but available short-term)
    [*]How much equity do you want to invest in the house project? All

Expense situation:

Housing costs: €2400


    [*]Current cold rent: €2,000 monthly loan installment to the bank
    [*]Homeowners’ association fees: €300
    [*]Electricity: €70
    [*]Phone, internet, mobile: €30

Mobility costs: €730

    [*]Leasing: €400
    [*]Insurance: €50
    [*]Taxes: €30
    [*]Fuel: €200
    [*]Repairs: €50

Insurance costs: €150

    [*]Occupational disability + household contents + liability + accident

Living expenses: €1700

    [*]Groceries
    [*]Restaurant costs
    [*]Personal care/drugstore
    [*]Pets (food, vet, medication, stable costs)
    [*]Medication
    [*]Clothing
    [*]Furniture
    [*]Daycare/school fees (and meal costs)
    [*]Toys

Savings: €700


    [*]Vacation: €200 Rest from bonuses and Christmas bonus
    [*]Miscellaneous: €500 (buffer)


Other expenses: €980

    [*]Loans? The parked loan with the bank with repayment

Income and expense totals:


    [*]Total income: €7,500
    [*]Total expenses: €6,660
    [*]Balance: €840
    [*]Of that sum cold rent and dispensable savings (e.g. saving rate for house): €3,000


General information about the property:


    [*]How big is the plot? 600 sqm, previously used as garden land, but located in an approved development plan area,
    [*]What are the dimensions? 16*37 m, rectangular, level terrain
    [*]What is the standard land value? €650
    [*]New build, old building (year built), house type? New build, gable roof,
    [*] ? Large, rather double garage, if possible
    [*]How big is the house? ( / usable area) 180-190 sqm
    [*]What market value do the plot and house have after completion? Around €1.2 million, probably more

Building or purchase costs:

    [*] : €500,000
    [*]Development costs: I have to ask the neighbors who are building next to us
    [*]Ancillary acquisition costs (notary, court, property transfer tax, broker): only tax & notary: €38,800 is included in the plot price
    [*]Building or purchase costs (incl. , ): none yet
    [*]Additional building costs + partially outdoor facilities, driveway already existing: I calculate €50,000
    [*]Total costs: I calculate €1.25-1.30 million


Cost summary:

    [*]Total costs: €1,250,000
    [*]Deductible equity: 500,000
    [*]Financing amount: €750,000

I have already entered all information slightly higher regarding our ongoing costs. We like traveling, we treat ourselves, go out to eat with friends, etc. Of course, we know that when children come it will be a bit tighter with parental leave, daycare, etc. Currently, we live in a Rhine metropolis and would move somewhat more rural but still with a tram connection to the current city.

I find the sum naturally not insignificant, but clearly, plot prices are just high, and building itself has not become cheaper and will not.
What is difficult to assess is simply what our current terraced house will bring in the end in a very upscale condition; therefore, we have calculated a bit conservatively.

The sum does not cause me sleepless nights, but €3,500 per month in burden is not negligible, although we almost have that now anyway, but with the option to redeem the parked loan or to buy a condominium for renting.

After the interest rate expiry, some properties remain (young new builds), which could be sold after the 10-year period. But not before 2027.
 

ypg

2023-04-24 19:50:16
  • #2
I cannot say or do not want to say anything about the financing at the moment. But:

When I read Hufhaus, you are a bit off with €3,500/sqm. On average, you can calculate €3,000/sqm for a standard house. With a fireplace and somewhat more upscale, gladly €500-1,000/sqm more. But I see a 200 sqm Hufhaus rather at €800,000-900,000.


That may be about right. Then you did not mention the large garage with €50,000 and for a very upscale house, landscaping is also kalkulatorisch included—not paved in the cheap segment. So, a flat rate of €80,000-100,000 extra for outdoor facilities on top.

You calculate a buffer as 10% of the house construction.
 

ypg

2023-04-24 22:28:47
  • #3

We would still count on €500,000 as a loan.

Rather more, as already mentioned in #2.

…consequently also more…

I don’t see it under 1 million if every other sentence aims at living bigger, better and more upscale.

I wouldn’t necessarily see it that way. You have good equity… but are somewhat far from the stated desires.

… and a good salary, which is reduced with children as well.

I see in the urge to buy a condominium and a relatively young terraced house the very upscale house construction, basically the flagship of the architect house/prefabricated house, the desired large Hufhaus, then your passage about quality of life and living costs (hobby horse?, car leasing) and the wishes for _more_ a bit much _want more_ and _want a lot_ something too much of it. Your situation is not that good either.
One income could always disappear; that can’t even be stopped for a short time.
You already have a liability of €720,000 (if I calculated correctly) and want to increase that _wish for something_ by another €500,000 (+-€100,000). I do NOT see that.

Regarding the construction costs again: where a square meter of land costs €600 and more, house construction is also not in the lower segment.
 

Tassimat

2023-04-24 23:28:58
  • #4
1,000€ more burden per month with a balance of only 840€ does not add up. Shouldn't that already be 3,000€ for the new house plus 1,000€ for the old apartment loan? One million euros of debt is really too much for your income.
 

Hausbau2425

2023-04-25 08:11:08
  • #5
Hello everyone,

thank you for your feedback.
A brief note on horses, nothing against horses, but we do not pursue such a hobby.

The debts would actually be "only" €720,000. (€220,000 from the condominium with a monthly payment of €980 and €500,000 from the current townhouse with a monthly payment of almost €2,000). All of this at a mixed interest rate of almost 1.4% and a repayment rate of 3%.
The condominium has already been sold and the money and the loan are parked with the bank and are even being paid off monthly by us. We would also sell the townhouse and put the money along with the loan into the house project.

€500,000 - €550,000 would be equity.

The house including the land would cost €1.25 million, which would also be our absolute maximum.
In other words, the construction including ancillary building costs (I am excluding kitchen and furniture) should not cost more than €750,000.
I was not aware that the Hufhaus was so expensive. Then it would be out for us as well. It was important to us to build with a rather upscale manufacturer. There are still alternatives such as Luxhaus and others or a good general contractor.
 

Tassimat

2023-04-25 08:50:30
  • #6
Have you ever been to your house bank to see if they even want and can support your project? Ask about the maximum credit limit and the expected conditions. It is quite important to know.
 

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