will inflation eat away at my downpayment?

edited September 2007 in Seattle Real Estate
hi all. lurker coming out of the shadows here...have a question for you.

my wife and i are renting in lynnwood at the moment for dirt cheap (renting from my in-laws), and we've got more than enough cash saved away for a 20% downpayment on houses in the price range we're looking at. i've been planning on waiting the decline out a little bit before buying (I was thinking spring of next year), but all this recent talk of inflation has me worried. if they cut rates again, and then maybe again, is inflation going to eat away at my liquid cash downpayment? what do you all think the balance will be in the long run between waiting it out and buying sooner?

(the money is getting a decent interest rate, 5.05%, in one of these internet banks)

Comments

  • Inflation penalizes savings and rewards debt by making the dollar worth less, so yes your (and mine) downpayments are getting eaten away daily. The Fed has apparently decided they want to reward debtors at the expense of savers, and thus lowered rates. :x
  • Simple,

    If you are concerned with inflation eating away your down payment, have you considered investing in TIPS (Treasury Inflation Protected Securities)? You are guaranteed to earn a rate of return above inflation on securities that are backed by the US Treasury. You can gain access to these through many types of mutual funds and if you have a personal brokerage account you may want to give them a call and they can help you out.

    However, if you're currently earning 5% you should handily beat inflation which is currently running at 2-3%.
  • lets look at 'real' numbers.


    Did you buy any gold in 1998/1999 when it was down to $260 - $270?

    How many loafs of bread did you 'give up' for one oz? Bread was about $1.00 /loaf then and is close to $2.00 today. But gold is now $735. So, the 260 loafs of bread you gave up then will now get you 367 loafs today.

    If you had put that $260 in your mattress, your 260 loafs would have shrunk to less than 130 today. Inflation sux.
  • Six months is a pretty short horizon. Given recent (and predicted future) market volitility I would probably stay in cash. Personally, I don't plan to buy for quite some time, and I agree, you are hanging your arse in the breeze of you are all USD cash on a long position.
  • I'm a big fan of this and other bubble blogs, but the inflation fear mongering lately has been too much. Yes, inflation can be an ugly phenomenon, and it has the potential to cut into the return for savers, but that doesn't mean that short term savings are a bad idea. There have only been a few time periods when the real (inflation adjusted) return on short term treasuries/CD's has been negative (ex 1976-77). Even the hardest core goldbugs have to admit we're not to that point.

    In any case, it sounds like you are convinced (and I tend to agree) that a particular asset (housing) will decline/deflate in value. This provides a strong incentive to save, because your return is increased by waiting (5% return + INCREASED housing purchasing power in future). Even if prices stayed flat, your return of 5% is well above high estimates for present inflation levels.

    Save away and stop worrying about being 'penalized' for doing so.
  • MrRational wrote:
    Simple,

    If you are concerned with inflation eating away your down payment, have you considered investing in TIPS (Treasury Inflation Protected Securities)? You are guaranteed to earn a rate of return above inflation on securities that are backed by the US Treasury. You can gain access to these through many types of mutual funds and if you have a personal brokerage account you may want to give them a call and they can help you out.

    However, if you're currently earning 5% you should handily beat inflation which is currently running at 2-3%.

    Don't forget those pesky taxes. Interest is income and is taxed as such. So that lovely 5% is actually somewhere in the 3-4% range after taxes, assuming you're a "little person" and actually pay taxes. ;)
  • It seems to me that inflation gets you whether you have short term savings or put your money into a mortgage.

    If the numbers quoted on the news are true (~ 2%), then it's easy enough to find a savings vehicle that matches or beats inflation. If real inflation is more like what some bloggers say (10%+/-), then your paycheck and savings are getting eaten up either way. If you have a mortgage, inflation leaves you with less and less for the payment, unless you are getting raises yearly that exceed real inflation. If not, you have much more leeway, but the savings you have are worth less all the time.

    More than inflation, rampant house price appreciation damages down-payment savings strategies. At least that is what happened for me. By the time I came up with 20%, prices are so out of whack that I couldn't take the risk on the PITI on a house I'd live in here.
  • laxtosnoco wrote:
    There have only been a few time periods when the real (inflation adjusted) return on short term treasuries/CD's has been negative (ex 1976-77). Even the hardest core goldbugs have to admit we're not to that point.

    Couldn't disagree more. Official inflation is way understated because this is an advantage for the state: lower cola adjustments for entitlements. Thus your Tips + guaranteed return could easily be lower than the actual rate of savings devaluation.

    There are sites that try to track the Fed's discontinued M3 series and the CPI index as it was calculated before the "adjustments" made during the Clinton years, and by that measure, TIPS are a loser. If you are waiting for a 5% home price decline and already experiencing a 3% decline on your savings PLUS having to pay taxes on the "earnings" you make to try to keep up with it....

    Consider the possibility that the inflation fear mongering you perceive only looks that way because you don't understand it.
  • Ben Stein's column in today's New York Times that sheds some historical light on the situation:

    [url]http://www.nytimes.com/2007/09/23/business/23every.html?_r=1&oref=slogin
    [/url]
  • Here is a link to the story where you don't have to log in.

    (I love when people offer me a link where I can give out my personal info to a large corporation - thanks so much. It is an even bigger bonus now that Murdoch owns them!)

    But, don't bother. Ben's full of shit. He doesn't know what he's talking about. We KNOW what causes inflation. Watch that linked video and then read Ben's article again. If you understand the video, you'll do what I did halfway through reading Ben: stop.
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