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What’s Ahead For Mortgage Rates This Week – January 29th, 2024

January 29, 2024 by James Scott

It was an uneventful week for the data reports, as the majority of the interest waits for the Federal Reserve’s rate decision heading into the following week. One of the most notable reports is for New Home Sales, which had managed to greatly exceed the projections for the end of the year moving into January. It is an early sign that there is a surge in response to the week-to-week rate cuts we have been observing over the last two weeks.

The second largest data reports come from the PCE Index and preliminary projections for the Q1 GDP statistics. It is expected that the Federal Reserve’s decision to hold the current rate will hold true, but there is some optimism that a small rate cut may be a possibility.

Pending Home Sales

U.S. pending home sales shot up in December as falling mortgage rates brought buyers back into the market.

Pending home sales rose 8.3% in December from the previous month, according to the monthly index released Friday by the National Association of REALTORS®.

GDP (Prelim)

The U.S. grew at a robust 3.3% annual pace in the fourth quarter, showcasing the economy’s remarkable vigor despite high interest rates and still-elevated inflation. The Forecast of Growth was projected to be 2.0%.

Although growth slowed from the third-quarter’s surprising 4.9% clip, the back-to-back readings were the strongest since 2014, if the sharp recovery after the pandemic is set aside.

PCE Index

The rate of U.S. inflation — based on the Federal Reserve’s preferred PCE gauge — rose a mild 0.2% in December and pointed to smaller price increases in 2024.

Inflation picked up a bit at year end after declining in November, but there’s little evidence of emerging trouble. The increase in prices in the 12 months ended in December was unchanged at 2.6%.

Primary Mortgage Market Survey Index

• 15-Yr FRM rates are seeing an increase by 0.20%, with the current rate at 5.96%
• 30-Yr FRM rates are seeing an increase by 0.09%, with the current rate at 6.69%

MND Rate Index

• 30-Yr FHA rates are seeing a 0.05% increase for this week. Current rates at 6.20%
• 30-Yr VA  rates are seeing a 0.08% increase for this week. Current rates at 6.25%

Jobless Claims

Initial Claims were reported to be 214,000 compared to the expected claims of 200,000. The prior week landed at 189,000.

What’s Ahead

All sights are set for the Federal Reserve’s rate decision coming next week. There are other notable reports alongside the rate decision including Non-farm Payroll statistics, Consumer Reports (Univ. Michigan), PMI numbers, and Shiller Price Home Index statistics, first reports of the year.

Filed Under: Financial Reports Tagged With: Financial Report, Jobless Claims, Mortgage Rates

Mortgage Rate Locks When and How to Secure a Favorable Rate

January 26, 2024 by James Scott

Rate locks play a crucial role in the mortgage application process, helping borrowers secure a favorable interest rate for their home loans. Here’s an explanation of the importance of rate locks and when and how to secure the best rate:

Interest Rate Protection: Mortgage rates are subject to market fluctuations and can change daily or even multiple times a day. Rate locks protect borrowers from potential rate increases during the loan processing period.

Budgeting and Planning: Knowing the exact interest rate allows borrowers to budget more effectively and plan their finances with certainty. It prevents unexpected increases in monthly payments, helping borrowers manage their expenses.

Peace of Mind: Homebuyers can experience peace of mind when they know their interest rate is secured. This allows them to focus on other aspects of the home-buying process without worrying about market volatility affecting their mortgage terms.

Financial Stability: Rate locks provide financial stability, especially for those on a tight budget. Unpredictable rate changes can significantly impact the affordability of a mortgage, and a rate lock mitigates this risk.

When to Secure a Rate Lock:

Timing Matters: Rate locks are typically available for a specific period, such as 30, 45, or 60 days. It’s crucial to lock in a rate at the right time, considering the expected duration of the loan approval process.

Market Conditions: Monitor market conditions to identify favorable times for rate locks. If interest rates are low or expected to rise, it might be advantageous to secure a rate lock sooner rather than later.

Loan Approval Status: It’s generally recommended to wait until your mortgage application is complete and the loan is in the underwriting process before locking the rate. This ensures that the lock period aligns with the expected timeline for loan approval.

How to Secure the Best Rate Lock:

Shop Around: Obtain quotes from multiple lenders to compare interest rates and terms. This provides a basis for negotiating and helps you identify the best possible rate.

Understand Lock Terms:

Be aware of the lock period and any associated fees or conditions. Longer lock periods may come with higher fees, so it’s essential to strike a balance that suits your needs.

Consider Float-Down Options: Some lenders offer float-down options, allowing borrowers to secure a lower rate if market conditions improve before closing. Understand the terms and conditions of this option.

Consult with a Mortgage Professional: Work closely with your mortgage broker or loan officer. They can provide guidance on the optimal time to lock in your rate based on market trends and your specific financial situation.

In the end, rate locks provide stability and predictability in a volatile market, enabling homebuyers to secure favorable mortgage terms. Timing, market awareness, and careful consideration of lock terms are essential to ensuring you get the best rate for your mortgage.

Filed Under: Home Buyer Tips Tagged With: Mortgage Rate Lock, Mortgage Rates, Real Estate

How to Evaluate Property Taxes and What You Need to Know Before You Buy

January 25, 2024 by James Scott

Retirement is a significant milestone in one’s life, symbolizing the culmination of years of hard work and dedication. As individuals approach this stage, meticulous planning becomes imperative to ensure a comfortable and financially secure future. Among the plethora of retirement planning options, real estate emerges as a challenging player, offering unique advantages that can enhance the overall strategy. Let’s discuss the pivotal role that real estate plays in retirement planning and why it deserves a prominent place in your financial portfolio.

Building Equity for the Future:

One of the fundamental advantages of investing in real estate is the potential for equity growth over time. Unlike other assets that may fluctuate in value, real estate often appreciates in the long run. By acquiring property early in your career and allowing it to accumulate value, you’re essentially building a robust foundation of equity that can serve as a valuable financial resource during retirement.

Steady Income Stream through Rental Properties:

Real estate’s ability to generate a steady income stream is a crucial factor in retirement planning. Owning rental properties allows retirees to enjoy a regular source of passive income, supplementing other retirement income streams such as pensions or social security. Well-managed rental properties can provide a reliable and predictable cash flow, ensuring financial stability throughout retirement.

Diversification for Risk Mitigation:

Diversification is a key principle in any successful investment strategy, and real estate offers an excellent avenue for achieving it. By diversifying your retirement portfolio to include real estate assets, you can spread risk and reduce vulnerability to market fluctuations. Real estate’s performance often exhibits low correlation with traditional financial markets, providing a hedge against economic downturns and uncertainties.

Hedging Against Inflation:

Inflation erodes the purchasing power of money over time, posing a significant threat to retirees. Real estate, however, has historically proven to be an effective hedge against inflation. Property values and rental income tend to rise with inflation, ensuring that the real value of your real estate assets remains relatively stable over the long term.

Downsizing and Lifestyle Adjustments:

Real estate plays a dynamic role in retirement planning by offering options for downsizing or making lifestyle adjustments. Retirees can leverage the equity built in their properties by selling and downsizing to a smaller, more manageable home. This not only releases funds for retirement expenses but also reduces maintenance costs and property taxes.

As individuals navigate the intricate landscape of retirement planning, embracing the role of real estate can significantly enhance their financial well-being. From building equity and generating passive income to providing a buffer against inflation, real estate stands as a versatile and resilient asset class. Including real estate in your retirement portfolio offers not only financial benefits but also the peace of mind that comes with a diversified and well-rounded approach to securing your future.

Filed Under: Taxes Tagged With: New Home, Propoerty Taxes, Real Estate

How Do Mortgage Lenders Decide How Much You Can Borrow?

January 24, 2024 by James Scott

When you visit your lender to get a mortgage for your home, they will tell you the maximum amount that you are allowed to borrow. But how do they reach this total and what factors do they take into consideration?

How do they determine that one borrower can take on a bigger mortgage than the next? This decision is made by mortgage companies by considering a wide range of factors, including your credit information, your salary, and much more.

Here Are Some Of The Common Ways That Lenders Determine How Much You Can Borrow:

1. Percentage Of Gross Monthly Income

Many lenders follow the rule that your monthly mortgage payment should never exceed 28% of your gross monthly income.

This will ensure that you are not stretched too far with your mortgage payments and you will be more likely to be able to pay them off. Remember, your gross monthly income is the total amount of money that you have been paid, before deductions from social security, taxes, savings plans, child support, etc.

2. Debt To Income Ratio

Another formula that mortgage lenders use is the “Debt to Income” ratio, which refers to the percentage of your gross monthly income that is taken up by debts. This takes into account any other debts, such as credit cards and loans. Many lenders say that the total of your debts shouldn’t exceed 36% of your gross monthly income.

The lender will look at all of the different types of debt you have and how well you have paid your bills over the years. By using one of these two formulas, your mortgage lender calculates the size of a mortgage that you can afford.

Of course, many other factors need to be considered, such as the term length of the loan, the size of your down payment, and the interest rate.

Remember that when factoring in your income, you usually have to have a stable job for at least two years in a row to be able to count your income. If you want to increase your chances, you could consider paying down your debts or buying with a co-borrower, which will improve your debt-to-income ratio.

For more info about mortgages and your home, contact your mortgage professional.

Filed Under: Home Mortgage Tips Tagged With: Debt-to-Income ratio, Mortgage Lenders, Percentage Of Gross Monthly Income

The Crucial Role of Real Estate in Retirement Planning

January 23, 2024 by James Scott

Retirement is a significant milestone in one’s life, symbolizing the culmination of years of hard work and dedication. As individuals approach this stage, meticulous planning becomes imperative to ensure a comfortable and financially secure future. Among the plethora of retirement planning options, real estate emerges as a challenging player, offering unique advantages that can enhance the overall strategy. Let’s discuss the pivotal role that real estate plays in retirement planning and why it deserves a prominent place in your financial portfolio.

Building Equity for the Future:

One of the fundamental advantages of investing in real estate is the potential for equity growth over time. Unlike other assets that may fluctuate in value, real estate often appreciates in the long run. By acquiring property early in your career and allowing it to accumulate value, you’re essentially building a robust foundation of equity that can serve as a valuable financial resource during retirement.

Steady Income Stream through Rental Properties:

Real estate’s ability to generate a steady income stream is a crucial factor in retirement planning. Owning rental properties allows retirees to enjoy a regular source of passive income, supplementing other retirement income streams such as pensions or social security. Well-managed rental properties can provide a reliable and predictable cash flow, ensuring financial stability throughout retirement.

Diversification for Risk Mitigation:

Diversification is a key principle in any successful investment strategy, and real estate offers an excellent avenue for achieving it. By diversifying your retirement portfolio to include real estate assets, you can spread risk and reduce vulnerability to market fluctuations. Real estate’s performance often exhibits low correlation with traditional financial markets, providing a hedge against economic downturns and uncertainties.

Hedging Against Inflation:

Inflation erodes the purchasing power of money over time, posing a significant threat to retirees. Real estate, however, has historically proven to be an effective hedge against inflation. Property values and rental income tend to rise with inflation, ensuring that the real value of your real estate assets remains relatively stable over the long term.

Downsizing and Lifestyle Adjustments:

Real estate plays a dynamic role in retirement planning by offering options for downsizing or making lifestyle adjustments. Retirees can leverage the equity built in their properties by selling and downsizing to a smaller, more manageable home. This not only releases funds for retirement expenses but also reduces maintenance costs and property taxes.

As individuals navigate the intricate landscape of retirement planning, embracing the role of real estate can significantly enhance their financial well-being. From building equity and generating passive income to providing a buffer against inflation, real estate stands as a versatile and resilient asset class. Including real estate in your retirement portfolio offers not only financial benefits but also the peace of mind that comes with a diversified and well-rounded approach to securing your future.

Filed Under: Personal Finance Tagged With: Planning, Real Estate, Retirement

What’s Ahead For Mortgage Rates This Week – January 22nd, 2024

January 22, 2024 by James Scott

The following week of CPI and PPI reports are typically lighter, with this week showing the same trend. There are a number of interesting interim reports that are worth noting however, including the Federal Reserve’s Beige Book which indicates the labor market has been cooling across most of the country. Following up is the Consumer Sentiment Reports, which is an excellent indicator for how the average consumer feels about their buying power, reflecting on the current economic conditions. Slower inflation, cheaper gas and a healthy economy have boosted optimism. Lastly, retail sales reports showing activity in December.

Consumer Sentiment Report

The numbers: Consumer sentiment jumped in January to the highest level since the summer of 2021, reflecting fresh optimism about the economy as inflation slows and incomes rise.
The preliminary reading of the sentiment survey shot up to 78.8 from 69.7 in December, the University of Michigan said Friday. Two straight strong increases pushed the index to its highest level since July 2021.

Retail Sales

The numbers: Sales at retailers jumped 0.6% in December to cap off a fairly robust holiday-shopping season and underscore the resilience of a still-growing U.S. economy.
Economists polled by The Wall Street Journal had forecast a 0.4% increase.

Primary Mortgage Market Survey Index

• 15-Yr FRM rates saw a decrease by -0.11% with the current rate at 5.76% 
• 30-Yr FRM rates saw a decrease by -0.06% with the current rate at 6.60%

MND Rate Index

• 30-Yr FHA rates seeing a 0.15% increase for this week. Current rates at 6.15% 
• 30-Yr VA rates seeing a 0.16% increase for this week. Current rates at 6.17%

Jobless Claims

Initial Claims declined to 187,000 compared to the expected claims of 208,000. The prior week’s count was 203,000.

What’s Ahead

Next week boasts a number of larger employment rates which come at a quarterly pace. There is also the very large Fed Rate Decision for the first quarter which strongly determines how most lending partners and markets as a whole will view things going forward. There is a lot of optimism for rate cuts this year.

Filed Under: Financial Reports Tagged With: Financial Report, Jobless Claims, Mortgage Rates

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