As featured in The Property Tribune

Welcome to the Entourage Report for 2021/22

This year saw two major topics making headlines across the country: house prices and interest rates. From a housing bubble to a housing market crashes, looming rate hikes and first home buyers completely priced out of the market, we heard it all. Sensationalist headlines aside, we’re sitting in an incredibly low interest rate environment with the cash rate at 1.35%. No one is under any illusion though, rates will probably increase for the balance of the year until inflation is bought back to the 2-3% sweet spot.

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Finance Update

We thought 2021 was a big year for the business, in FY2022 we settled far more than ever before at $520M and helped over 600 clients along the journey.

This financial year we helped our existing clients save over $550K annualised by repricing their existing loans with their current lender. As interest rates start creeping up, this remains an important part of how we help provide great service to our existing customers.

Entourage Finance settled loans across 27 different lenders, with Macquarie and Bank of Melbourne being most popular with our clients this year.

Brokers talking about offset account

Preparing for future rate rises

There are a couple of options to reduce rising interest rate pressures. The first is to make repayments at a much higher rate than the  minimum. For example, calculate what the repayment will be here if rates hit 5% or even 7% and increase your contribution accordingly.

Another option is to park as much money as possible into your linked offset account. Every dollar sitting in offset reduces the balance interest repayments are calculated at. This means a mortgage of $1M with $200K in offset will be charged interest on $800K. Based on these figures and a rate of 5% on a 30 year term, interest charged would drop by around $348 per month or over $4K across a year.

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How high can rates go?

In the 1980’s interest rates peaked at 17%. Our current cash rate sits at 1.35% which is negligible in comparison. Anyone who’s owned a mortgaged property for more than ten years will have experienced rates three times higher than this. 

So for those worried about where interest rates will go, at this point in time, they’re going up. But no one has a crystal ball. There could be another global financial crisis, pandemic or something else unforeseen that which occurs and sends rates plummeting again. 

The gap between fixed and variable rate products also changed. The discount to fix in a home loan interest rate rather than hold it at a variable rate is around 0.5 per cent.

The RBA went on to drop the cash rate to a record low of 0.10 per cent and have stated they plan on leaving it there for three years. This also impacts the rate the banks pay on the funds they access to lend to borrowers, keeping downward pressure on rates for the foreseeable future. 

Other influences on buyer behaviour

There were a number of other factors impacting buyer behaviour this year including cash back offers, turnaround times and grants and incentives.

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Cash back offers

New purchases has begun to slow as the property market begins to slow, which means many banks are incentivising mortgagees to refinance.

All of the major banks and a lot of their subsidiaries were offering as much as $5K to borrowers who refinanced a new loan with them.

Outstanding mortgage debt in Australia currently sits at $2.1 Trillion (Source: CoreLogic, Housing Market Update, June 2022).

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Fixing rates

From December 2021 fixed rates began to increase across the board. With the first two increases bumping variable rates up too, lots of borrowers began asking the question; “is now the time to fix?”.

Fixed rates went up over 1.0% last month (as much as 1.40% in some cases) across a few of the major banks. For example, CBA’s fixed rates start at 5.94% (2 year, P&I, OO, 80% LVR, 5.57% comparison rate).
Side by side we’re looking at 5.94% for a 2 year fixed vs. anywhere from 3.5% to 4.75% variable (which we may not reach this year or even next).

 

Grants and incentives

As we emerged from lockdowns and life returned to normal, many of the grants and incentives began to be scaled back.

That said, with the change of government new incentives were introduced and old ones given an overhaul such as the First Home Loan Deposit Scheme.

Entourage Report 2022

Property Update

Property prices across Australia increased 14.1% throughout 2021/22. Capital cities saw an increase of 11.7% combined and regional areas grew in value by a huge 22.1%.

According to Core Logic, growth is slowing now across markets, with some capital cities beginning to see a decline in values. The last two residential property cycles in Melbourne ran for around 18 months with around nine months of growth, followed by nine months of decline. 

The total value of residential real estate increased to $9.97 Trillion, up from $8 Trillion the year prior. Outstanding mortgage debt sits at
$2.1 Trillion, also up from $1.9 Trillion year on year.

Commercial real estate cracked the Trillion-dollar threshold too,
boasting a total value of $1.2 Trillion.

What is “normal”?

The market is now what I would call a normal market. We aren’t seeing crazy growth or the bottom falling out. There is some uncertainty and nervousness around rates and where they are headed over the coming two years. Property stock is in good supply with vendors capitalising on the strong growth experienced over the past couple of years. Buyer demand has also been consistent, with auction clearance rates steady week on week, sitting at around 60%.

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Is it easier to buy now?

It is easier to buy now for several reasons. There’s less desperation and competition than there was 12 months ago, properties are sitting on the market for longer, allowing more buyers through and for people to take their time in making the decision to purchase.

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The great migration

Most recent available data via the ABS shows net population decline in Victoria and NSW continued throughout 2021 due to interstate migration. This trend continued from March to
September 2021 with 2022 data yet to be published.

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Is it still a good time to sell?

We never advise our clients to try and time the market. If you need to buy or sell at a given time, and it’s right for you
financially, then do it. Don’t hold on to something hoping for the next growth cycle or try and buy at the low point. It’s very hard to timet he market, and most of the time you don’t know it was the peak or low until you look at it retrospectively.

Therefore yes, now is still a good time to sell.  

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Top Suburbs

Top growth suburbs according to REIV for the March 22 quarter are quite different compared with the list we saw last year. When someone says a suburb has “peaked” Brighton is a perfect example of the fact that a suburb has never peaked as it’s maintained a continuous trajectory and is consistently in the REIV top growth list.