Housing Doom

“He who defends everything defends nothing.” - Frederick the Great

March 9th, 2007

Twist vs. Lereah in the Washington Post

I’ve been wondering for some time why David Lereah  was not taken to task more for his reporting methods by the mainstream media.  I must confess I was very pleased when  Rachel Beck decided to do so with an AP article in this morning’s Washington Post, [online] with a quote from yours truly:

Bloggers have been quick to pounce on the National Association of Realtors for spinning its assessment of housing conditions.

For instance, last summer NAR chief economist David Lereah said that new home sales were "stabilizing." But that turned out to be untrue, a result of the trade group relying too heavily on economic data and underestimating how psychological factors were affecting home purchasing, said NAR spokesman Walter Molony.

It still hasn’t perfected its game. This week, blogger Debi Averett of Phoenix-based HousingDoom.com, noted that the NAR’s pending home sales report says that the data should be compared on a year-over-year basis, not month to month.

But the first number that the NAR plays up is the Pending Home Sales Index’s 4.1 percent decline in January from the month before. It then says the index was down 8.9 percent from a year ago. The NAR also highlighted that the January reading was the highest since last August and "more importantly" there has been a narrowing trend from year-ago levels since last July.

"When the year-over-year and month-over-month don’t suit the spin, apparently showing that things are not looking as bad as they did six months ago is the expedient alternative," Averett said on her blog, which discusses issues in the declining real-estate market.

NAR’s Lereah, when asked for comment, said the trade group would consider raising the year-over-year figures in its next report. He noted that its existing home sales report leads with monthly sales, and that will eventually become the basis for the pending sales report after more years of data are collected.

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March 9th, 2007

Las Vegas- Houses here, houses there, houses everywhere

According to Hubble Smith in this morning’s Las Vegas Review Journal: [Hat tip Judge!]

There are 19,639 single-family homes for sale on the Multiple Listing Service, up 4.6 percent from 18,774 in January and up 11 percent from 17,675 in February 2006. Condos and townhomes for sale increased to 5,524, up 8 percent from 5,116 in January and up 34 percent from 5,212 last February.

Single-family sales slumped to 1,407 in February, a 21.3 percent decrease from the same month a year ago, but 10 more homes than were sold in January.

The condo and townhouse segment was worse. The 277 sales in February were off 12.9 percent from the previous month and 42.8 percent from a year ago.

This is not good news for the Las Vegas home market.  This means there is a 14 months supply of SF homes on the market, and a 20 month supply of condos on the market.  Realtors like to call a 6 month supply a "balanced" market- these ratios indicate stress in the market.  Prices are expected to decline, as sellers are forced to compete for the few available buyers.

Encouraged by the GLVAR, many sellers took their homes off the market in the past winter, so it is expected that inventory will continue to grow in the coming months.

 

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March 9th, 2007

Op-Ed Friday- It’s Been Quite a Week

The bears and the bubbleheads were feeling smug this week as the stock market shook from subprime meltdown.  The news and the spin has been coming at us at an amazing rate.

John and I appreciate it when Doomers help us try and make sense of it all, by sharing your links, comments, stories and insights.
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