Home Sales Decline in December? Bad Stats

Mon, Jan 25, 2010

General News

Home Sales Decline in December?  Bad Stats

Here is an example of biased stat making not painting the whole picture.

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WASHINGTON (MarketWatch) – Sales of U.S. existing homes plunged 16.7% in December to a seasonally adjusted annual rate of 5.45 million from 6.54 million in November as a popular tax credit was set to expire, a national real estate trade group estimated Monday. The 16.7% percentage decline from November to December was the largest on record, the National Association of Realtors reported. The decline was larger than the 11% drop to 5.80 million that was expected by economists surveyed by MarketWatch. Sales in December were up 15% compared with December 2008. The median sales price rose to $178,300 in December, up 1.5% compared with a year earlier. It’s the first year-over-year increase in prices since August 2007. Link To Article

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You know this bias play on Stats.  But why pick the ‘Decline’ stat?  These are positive numbers.  Here’s what I read of the sales drop in December. 
 
- True lack of available property unlike any year previous.  Less homes = fewer sales.   Fewer homes than ‘economists expected’ – but UP 15% over same time period in 2008. 
 
In most areas of the country, home sales decline in December.  Banks, lenders and appraisers have almost 1/3 less time in the month to get the homes processed and closed.  North County home sales have declined as much as 30% – even in the go-go years of 2002-2004.  I would like to see year on year comparison for the past decade of the same time period. 
And I would like to see the sales figures put up against # of homes for sale.  If the ‘months of inventory’ nationally is similar to North County figures of 2-3 months…then low sales figures is a function of lack of available inventory.  The headline would suggest a decline in sales; which infers less demand and a softening market. 
 
The headline could read
 
“Home Sales up 15% – Prices push higher”
 
“Home Values Inch higher:  Sales up 15% over 2008″
 
A sales decline is more relevant when sellable inventory is above 12 months; or a changing pace is leading that direction.  Price declines can be expected when property competes.     
 
Just a thought.     Tyson Lund
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This post was written by:

Tyson Lund - who has written 10 posts on The Lund Team Real Estate Blog.


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