Inflation and Real Estate

I suspect that inflation will continue to rise for an extended period of time, well past the time where Covid stops impacting supply chains.

A large reason for this is the real estate component to the calculation for inflation. From an article in Aug 2021:

Rent and owners’ equivalent rent cover housing costs and are about a third of CPI. Inflation in rent is stickier and more persistent than other price pressures.

Private sector reports show double-digit increases in rents across the U.S. this year…

“Rental increases, which is the biggest chunk is only going to accelerate here. I don’t see rent increases as transitory.”

The pressure on rental prices has to do with a long-running shortage of housing stock, which has roots going back to the financial crisis,

https://www.cnbc.com/2021/08/11/inflation-rent-could-be-a-pe…

When new-build inventory does come on it market, it will still be at current day’s elevated prices, unless it is a non-profit building building them. Post Covid slaughter at the retirement homes, I am seeing an increasing desire of the elderly to age in place. While the vaccines may temper the desire to age in place for some, IMO others will wonder about the next virus and desire to have more control over their environment. Perhaps an increase of the popularity of multi-generational housing will happen, as parents help their child buy a property with an in-law suite where they can both live. We anticipate a growing appetite for solutions that enable older adults to age in place. The US home care market is expected to grow from $100B in 2016 to $225B by 2024. The trend is driven by Baby Boomers, who overwhelmingly prefer to age in place. This has had the effect of further reducing resale inventory coming on market as the elderly decide not to sell.

these new types of supplemental benefits allow Medicare Advantage plans to cover services essential to aging in place

As COVID-19 has surfaced new fears associated with long-term care facilities, the desire for aging in place has accelerated.

https://rockhealth.com/aging-in-place/

SFH inventory has been snapped up by large corporations to place on the rental market: The median price of an American house has increased by 28 percent over the last two years, as pandemic-driven demand and long-term demographic changes send buyers into crazed bidding wars.

Might the fact that corporate investors snapped up 15 percent of U.S. homes for sale in the first quarter of this year have something to do with it?

https://slate.com/business/2021/06/blackrock-invitation-hous…

All this contributes to a declining inventory of available homes for sale that has nothing to do with Covid supply chain issues. Add on to that the increasing number of Millenials looking to buy: But most housing analysts don’t expect a wave of sustained home price cuts for quite a while. They say the pandemic and the emergence of remote work accelerated millennial home-buying trends already under way.

It is often theorized on this board that rising mortgage rates will bring housing costs down, but this will not happen until there is a balance between supply and demand. The insane rate of increase for housing will slow down, but it will continue to rise. 30 year fixed rate mortgages are still sub 4%, which is historically cheap. Rising mortgage rates will add fuel to the feeding frenzy as people bid on limited inventory in an attempt to buy before rates increase further.

I can provide similar links to articles describing why rents are skyrocketing and unlikely to come down anytime soon. Supply of rentals are constrained, with an increasing number of people unable to afford homes that continue to rise in price increasing rental demand. Large corporations have continued to buy SFH at a fast clip and can to some extent control the market. Continued inflation of property value causes significant increases of property taxes in areas where it is not regulated. Ours just went up 20%, and that will be passed on to our tenants at renewal.

So that’s my theory. Please criticize or enforce it with further insight.

How do we invest with this in mind? Real estate itself is great for those who don’t mind the work involved or have the personality where control can be ceded to a manager, but realizing capital gains on a property results in taxation of the whole transaction, unlike selling off shares in a fund which allows for better control. Investing in the US Homecare Market sounds interesting as well, and of course the very limited Ibonds that we can access.

Ideas?

IP

2 Likes

How do we invest with this in mind?

From two weeks ago:
www.marketwatch.com/story/coming-up-u-s-housing-starts-repor…
Most of the boost in permitting activity stemmed from a swathe of authorizations for multifamily buildings and projects with between two and four housing units. Single-family permits only increased 2% between November and December.

Similarly, the number of single-family homes that builders started construction on actually dropped by roughly 2% on a monthly basis. The overall increase in housing starts was driven by a nearly 14% gain in construction on multifamily projects.

Are There Small Multifamily Home Reits?
www.s-ehrlich.com/are-there-small-multifamily-home-reits/#:~….
ETF investors interested in gaining exposure to this ongoing trend in the housing market can consider residential-heavy REIT ETFs, such as the iShares Residential Real Estate Capped ETF (REZ) and NuShares Short-Term REIT (BATS).

Some apartment REITs:
AvalonBay Communities, AVB
Equity Residential, EQR
Essex Property Trust, ESS
Irstead Realty Trust, IRT
Camden Property Trust, CPT
Apartment Investment and Management Company, AIV
Campus Communities, ACC

Single family home rentals:
American Homes 4 Rent, AMH
Invitation Homes, INVH

DB2

3 Likes

I wish there was a super-rec because your post is worth 10 of most ordinary rec’d posts.

Wendy

1 Like

DrBob2, thank you for your suggestions.


Symbol   P/E Ratio     Div Yield

AVB       33.65 	2.62%
EQR       31.66         2.74%
ESS       48.05         2.53%
IRT       80.13         0.36%
CPT      135.10         2.08%
AIV       -              -
ACC      418.88         3.62%
AMH      110.19         1.03%
INVH     92.68          1.63%

Obviously, a lot more research would be needed before investing in any of these stocks. A glance at this list shows that EQR has the best combination of P/E ratio and dividend, with AVB a close second.

Wendy

I wish there was a super-rec because your post is worth 10 of most ordinary rec’d posts.

Wendy

Much appreciated. I’m a huge fan of your super detailed and thought out posts as well, finding myself trying to copy your format. Why should anyone believe this random internet stranger if I don’t back things up with research and links?

IP

Wendy,

I confess I did the research on this to confirm or deny my theory about real estate, which is the market I know best. It tipped our decision way over in our buying another rental property that we saw yesterday. Good values are few and far between, but they do exist.

Am having too hard a time figuring out if the stock market will make us money or have it whither away. Am not similarly conflicted about real estate in our area.

IP

I read an article yesterday that also pointed out that real estate constitutes roughly 1/3 of the CPI calculation. Not sure how I forgot that if I ever knew it.

Because of my lack of aptitude for real estate investing, I thought about it from the perspective of a frugal consumer. We are close to achieving the twin goals of our home being less than 1/10th of our total net worth and our home expenses - HOA fees, taxes, utilities and routine maintenance being less than 1/10th of our investment income.

We did loan money to our daughter to help her buy some land 3 years ago upon which they built a small home and planted an orchard, a berry patch and a consumption garden. My inflation hedge may come in the form of fresh produce.

1 Like

A glance at this list shows that EQR has the best combination of P/E ratio and dividend…

Wendy, for REITs the PE ratio is not a good measure. See, for example, this Fool article:

Why P/E Ratios Are Useless When Evaluating a REIT
www.fool.com/investing/general/2015/06/18/why-pe-ratios-are-…

For example, here are a couple of Pr/FFO (funds from operations):


AVB   31.4
EQR   31.2
ESS   26.5

DB2

1 Like

I read an article yesterday that also pointed out that real estate constitutes roughly 1/3 of the CPI calculation.

Some clarification is necessary here.

Real Estate is excluded from CPI. Purchases and ownership are considered an investment, not an expenditure.

Rents are about 1/3 of CPI.

2 Likes

To expand outside of strictly “housing” REITS and into more general real estate, look into Realty Income (O), National Retail (NNN), and W.P. Carey (WPC). IIRC, both O and NNN are dividend champions, i.e., they have paid in increasing dividend for 25+ years.

JLC

We are close to achieving the twin goals of our home being less than 1/10th of our total net worth and our home expenses - HOA fees, taxes, utilities and routine maintenance being less than 1/10th of our investment income.

Buying rental real estate is like buying stocks on margin, except it is the tenants that pay your mortgage for you while it appreciates. You put down 20% yet reap the appreciation on the full value of the property. That’s one area where inflation can be made a plus. 30 year fixed mortgage rates acting as an inflation hedge, and an inflation adjusted value of your home.

IP

Real Estate is excluded from CPI. Purchases and ownership are considered an investment, not an expenditure.

Rents are about 1/3 of CPI.

And rising cost of housing purchases increases demand for rentals, escalating the cost of rents. They do an imputed rent for homeowners: https://www.bls.gov/cpi/factsheets/owners-equivalent-rent-an…

IP