What can we finance?

  • Erstellt am 2019-01-21 21:24:04

Altai

2019-01-28 09:24:13
  • #1
The maintenance reserve is missing in the last analysis, which would make it look worse for the buyer.

Everyone who has built or bought their own home for the sake of the return should speak up. It is primarily about the added living value, distance from annoying neighbors, garden use, design according to your own wishes...
It also makes no sense to compare apples and oranges. Rather, compare a condominium with a rental apartment, a single-family house with a rented house. For example, with us, you can hardly ever rent houses.
 

Steffen80

2019-01-28 09:47:08
  • #2
The decisive point is: Whoever has extra money besides the single-family house to invest in assets, tends to invest it rather into their own house/property. As a tenant, they couldn't do that and that's exactly why they end up worse off. I see it in ourselves..what we invest in the garden..now there's also a photovoltaic system and and and..
 

chand1986

2019-01-28 10:12:53
  • #3


Such a thing simply does not exist as a rental property, so direct comparisons are out of the question.

This is also only about a model with a smaller house, which under certain circumstances could also exist as a rental property. Beyond that, you are right: In real life, people buy more expensive kitchens, more expensive bathrooms, more expensive gardens, etc. in ownership than they would in a rental property. But that simply cannot be calculated anymore, in no model whatsoever. However, it also speaks against the approach of house=great retirement provision.
 

ghost

2019-01-28 10:35:50
  • #4
: Your example is also designed to be advantageous for buyers. Maintenance is completely ignored, rent is high, and the house price is rather low.

I have dealt with the topic "Buying vs Renting - Model Calculations" for a long time, and a truly reliable comparison cannot be made. The calculations depend on the assumptions. Each side manipulates (shifts) and adjusts the variables until it fits. A popular tool here is, among other things, maintenance costs.

Of course, there are situations and market phases where buying is cheaper than renting. Especially whenever capital service + incidental costs + maintenance < cold rent + incidental costs. At the moment, construction costs / purchase prices are rising significantly faster than rents. Therefore, in most cases, the tenant currently has the advantage.

In the short term of 5 to 10 years, as shown by Musketier’s example, building a house certainly was a good investment from the current perspective. No one disputes that.

What has not been mentioned here is that a comparison also falls short elsewhere: A broadly diversified portfolio is compared with a single investment (house). The core characteristics of this single investment are regionality (property location) and individuality. Historical returns on the capital market can still be determined relatively well based on statistics. For the house, this is impossible. Maybe I build a floor plan that only I like but no buyer?

The risk has not been examined here either. A single investment of course involves an unsystematic risk. Single stock: management error, fraud, wrong business strategy. House: construction defects, deficiencies, planning errors. A broadly diversified portfolio eliminates this unsystematic risk and only retains systematic risk (economic downturn, etc.).

In the end, the following general statements can be made—based on the past: In individual cases, these can of course be completely wrong.

1.) For a house, usually the land gains value and the house structure only slightly increases in value or remains value-stable.

2.) In most cases, a combination of rent + capital market is more advantageous for wealth. Most tenants do not use this advantage because they consume the money.

3.) At retirement, many homeowners are wealthier than tenants. However, this is not because the house is such a great investment, but because the loan contract is a positive forced savings contract. As a result, their savings rate is significantly higher than that of the tenant.

Why do many buy/build a house even though it is economically less sensible? Because many do not have the life goal of ending up the richest person in the cemetery but, among other things, to lead a fulfilled life. Owning a house represents part of that for many and increases their quality of life.

If you consider a house as a luxury consumable item that ties up a large part of the wealth, you are certainly doing very well. Whether it proves to be a good retirement provision will only be seen later. I would not count on it.
 

chand1986

2019-01-28 10:38:48
  • #5


Thanks for this, in my opinion, the best post on the topic so far.
 

Steffen80

2019-01-28 12:10:44
  • #6
Exactly. It would never occur to me to see the single-family house as a "investment property". It is a luxury that costs me a lot of money in life but it is worth it..
 

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