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Updated 5 months ago, 06/24/2024

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Joseph Davini
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Florida's trends and hypothesis'

Joseph Davini
Posted

Hi all, new to the forum and just wanted to gain some insight on the fl market pertaining to some things I have heard on the topic. It is no secrete that recent property listings and price of said listings are not meeting the buying power of these areas. I came across a random podcast talking about FL's market crashing due to inflated cost with too low of a demand, along with refusal to cover storm/hurricane from insurance agency ( I admit I haven't researched the truth behind this one), assuming it pushes owners/investors to go to private thirds at a massive premium. Ultimitly pushing residents and investors north. I'm just wondering what you guys have for predictions based on what you've seen first hand...Thanks! 

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Chris Seveney
Lender
Pro Member
  • Investor
  • Virginia
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Chris Seveney
Lender
Pro Member
  • Investor
  • Virginia
ModeratorReplied

@Joseph Davini

I agree

But I wonder where all the “housing shortage” folks and “interest rates coming down prices will double” people are?

  • Chris Seveney
business profile image
7e investments
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358
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108
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Jacopo Iasiello
  • Investor
  • Miami Beach, FL
108
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358
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Jacopo Iasiello
  • Investor
  • Miami Beach, FL
Replied

Welcome here joseph

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Richard Shepherd
  • Rental Property Investor
  • Bayonne, NJ
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Richard Shepherd
  • Rental Property Investor
  • Bayonne, NJ
Replied

I'm a landlord in Jacksonville and can say the insurance market is a headwind. I think my property insurance 2 years ago was around $13-1400 a year. Then went to $2100 last year, then over $3k this year with less coverage. I changed to a new provider this year, and got insurance at $1450, but had to replace a roof and water heater to do so. 

My understanding is that the government passed some reforms making the market more insurance friendly at the end of 2022 which overtime is suppose to support the market.  Part of the change was to make it less easy for homeowners to make claims for new roofs.  

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Chris Grenzig
  • Property Manager
  • Orlando, FL
243
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392
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Chris Grenzig
  • Property Manager
  • Orlando, FL
Replied
Quote from @Joseph Davini:

Hi all, new to the forum and just wanted to gain some insight on the fl market pertaining to some things I have heard on the topic. It is no secrete that recent property listings and price of said listings are not meeting the buying power of these areas. I came across a random podcast talking about FL's market crashing due to inflated cost with too low of a demand, along with refusal to cover storm/hurricane from insurance agency ( I admit I haven't researched the truth behind this one), assuming it pushes owners/investors to go to private thirds at a massive premium. Ultimitly pushing residents and investors north. I'm just wondering what you guys have for predictions based on what you've seen first hand...Thanks! 

 @Joseph Davini I'm more in the multifamily space than single-family space, we own and operate a few multifamily properties in Jacksonville but we do manage some single-family rentals as well, so I'll be speaking from that space. New supply hit all-time highs or very close to it for many cities in the state. While Florida still has great population and job growth and the economy is overall in good shape with low unemployment, we had more supply than we've had in years and it hit places. Rents stagnated or dropped in most areas, and this is on top of all the rising costs, especially insurance and interest rates. The market is kind of in a stalemate with owners who aren't forced or want to sell just holding on, and buyers waiting for deals at prices that make sense. There hasn't been this huge wave of foreclosures or short sales as people are hanging on, doing cash-in refi's or doing work outs with lenders. There are definitely some deals being foreclosed on, but it's the minority and it's happening slowly. 

From a single family buying perspective, my only experience has been buying a new home 6 months ago, selling our current home, and talking with people I know. My impression is everyone thinks costs are up, more and more people are fine with renting right now, and those that want to buy new homes aren't in as much of a rush. One family member wants to move to get into better schools, but they don't want to give up their 4% rate and they're fine right now to continue to hold off, keep looking and wait for the next couple for years. 

My insurance guy for the past 2.5 years has been at wits end because he had to continue to deliver bad news on referrals and estimates for new properties. Only in the last 3-4 months has he said he's seen some light at the end of the tunnel and they're starting to see minor insurance premium relief on properties, but it's for the best of the best assets (New construction, concrete block, 250+ units, etc). Eventually we kind of both agreed this will trickle down to other assets (speaking from the multifamily side), so I would imagine a similar thing will happen with single family. Insurance is a market like any other. I think it will swing back, but I doubt we're getting back to 2018 levels given the rise in asset prices, rise in construction costs, material costs, labor costs, etc. 

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Joseph Davini
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2
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Joseph Davini
Replied
Quote from @Chris Grenzig:
Quote from @Joseph Davini:

Hi all, new to the forum and just wanted to gain some insight on the fl market pertaining to some things I have heard on the topic. It is no secrete that recent property listings and price of said listings are not meeting the buying power of these areas. I came across a random podcast talking about FL's market crashing due to inflated cost with too low of a demand, along with refusal to cover storm/hurricane from insurance agency ( I admit I haven't researched the truth behind this one), assuming it pushes owners/investors to go to private thirds at a massive premium. Ultimitly pushing residents and investors north. I'm just wondering what you guys have for predictions based on what you've seen first hand...Thanks! 

 @Joseph Davini I'm more in the multifamily space than single-family space, we own and operate a few multifamily properties in Jacksonville but we do manage some single-family rentals as well, so I'll be speaking from that space. New supply hit all-time highs or very close to it for many cities in the state. While Florida still has great population and job growth and the economy is overall in good shape with low unemployment, we had more supply than we've had in years and it hit places. Rents stagnated or dropped in most areas, and this is on top of all the rising costs, especially insurance and interest rates. The market is kind of in a stalemate with owners who aren't forced or want to sell just holding on, and buyers waiting for deals at prices that make sense. There hasn't been this huge wave of foreclosures or short sales as people are hanging on, doing cash-in refi's or doing work outs with lenders. There are definitely some deals being foreclosed on, but it's the minority and it's happening slowly. 

From a single family buying perspective, my only experience has been buying a new home 6 months ago, selling our current home, and talking with people I know. My impression is everyone thinks costs are up, more and more people are fine with renting right now, and those that want to buy new homes aren't in as much of a rush. One family member wants to move to get into better schools, but they don't want to give up their 4% rate and they're fine right now to continue to hold off, keep looking and wait for the next couple for years. 

My insurance guy for the past 2.5 years has been at wits end because he had to continue to deliver bad news on referrals and estimates for new properties. Only in the last 3-4 months has he said he's seen some light at the end of the tunnel and they're starting to see minor insurance premium relief on properties, but it's for the best of the best assets (New construction, concrete block, 250+ units, etc). Eventually we kind of both agreed this will trickle down to other assets (speaking from the multifamily side), so I would imagine a similar thing will happen with single family. Insurance is a market like any other. I think it will swing back, but I doubt we're getting back to 2018 levels given the rise in asset prices, rise in construction costs, material costs, labor costs, etc. 


 This gave a great perspective that I don't believe I would have received anywhere else.Thank you for your insight and time, Chris! 

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Mya Toohey
  • Real Estate Agent
  • Tampa Florida
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536
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Mya Toohey
  • Real Estate Agent
  • Tampa Florida
Replied

Well, I am in the Tampa Florida area. I have seen property owners have to raise the prices of rent due to inflated property values and insurance coverage. Flood insurance has gone up considerably and is making it hard for buyers to use FHA or some conventional loans. So, yes investors have been using creative or private money financing. Houses are either sitting on market if the sellers are using comps from the past year or if the house is modestly priced, are lasting 3 hours.

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Replied
Quote from @Joseph Davini:

I came across a random podcast talking about FL's market crashing 


 Every podcaster/youtuber thinks they are an expert.   

No one has a crystal ball.   I’ve seen many YouTube vids claiming a crash is imminent.  Look at the channel history to see how many posts they’ve made spouting doom and gloom.   

I have no crystal ball and I am no expert.  

Are there serious challenges in Florida?   Yes.   

Insurance is a huge concern right now.    I think it’s too soon to say if it will get better.  There are new companies issuing policies in Florida while others continue to say they are leaving.   Regardless they all act the same.   They all cry they are broke when it’s time to pay claims.    

Condos are a huge question currently.   New laws are forcing condo associations to get their reserves properly funded as most have not properly funded reserves for years.   The structural evaluation that is now required (should have been common sense) is being done for the first time in fifty years in some cases.   This is revealing required maintenance that condo associations have zero reserves built up to pay for.   


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Replied

Joseph, I really appreciate your question & the insight it's brought in the reply posted! I too am in FL albeit the west panhandle, and am preparing to make my first investment deal so kudos for asking a great question! & thank you to the reaponses