The Failure of Silicon Valley Bank & Real Estate | Burr Ridge & Western Suburbs of Chicago

The Failure of Silicon Valley Bank & Real Estate | Burr Ridge & Western Suburbs of Chicago

What does the collapse of Silicon Valley Bank mean for real estate? Is the housing market going the way of SVB? In this video, we will consider:
✅ Why Silicon Valley Bank failed
✅ What implications this may have for the economy, banks, and real estate
✅ The challenges facing today’s housing market
✅ If 2023 will be 2008 all over again
✅ Whether or not the housing market is safe

Eric Andersen, B.A., M.Div.
Owner/Designated Managing Broker, Eric Andersen Homes
📲 Text/Call: 708.674.6725
📩 Email: eric@eandersenhomes.com
🌎 https://www.ericandersenhomes.com

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Transcript:

The recent collapse of Silicon Valley Bank has some predicting a wholesale economic apocalypse and the collapse of the real estate market. I’m Eric with Eric Andersen Homes, and in this video, we’ll consider what impact the collapse of Silicon Valley Bank could have on the real estate market. The failure of Silicon Valley Bank is significant and represents the second-largest bank failure in US history. The bank was involved in some risky investments, which backed 50% of all venture captial-funded technology. Having such a high proportion of their assets tied up in tech and life sciences resulted in about 94% of their deposits being uninsured since most of them exceeded the $250,000 FDIC limit. Silicon Valley Bank also scaled very quickly over the past three years, with its assets nearly tripling. In 2019, deposits were $65 billion, and by 2021, they had grown to a staggering $189 billion. The recent, steep decline in US tech companies’ share prices caused a drop in SVB’s share price from around $750/share in October, 2021 all the way down to $106 in March, 2023. As Silicon Valley Bank’s vulnerabilities were exposed, tech investors stormed the bank to get their uninsured deposits out, and the bank couldn’t recover. What does this mean for real estate? Silicon Valley Bank was not a RE-specific entity, and their collapse is unlikely to have a direct effect on home values in the short-term, if at all. The bigger issues facing the housing market include higher interest rates, tighter lending standards, lack of inventory, and the possibility of a recession, all of which can have an impact on mortgage demand and home values. Some headlines are suggesting this will be 2008 all over again, but the challenges facing the US economy today are different. The infamous NINJA loans, where consumers could get a mortgage with no income, no job, no assets, are not happening. The biggest issue facing banks today is higher interest rates. This restricts loan availability and reduces demand, resulting in a lower valuation of bank assets. But this is a problem of short-term volatility, not long-term risk. This is good news for the economy overall and the real estate market in particular. There’s no denying that the economy is under no little stress due to inflation, higher interest rates, and bank failures, and so some volatility in the equity and real estate markets is to be expected. But the current challenge to the banking system is driven more by short-term liquidity challenges than a systemic problem with the fundamental assets underlying the economy. To the question, Is the housing market 100% safe, a recent Forbes article said, quote, “No, every investment, including real estate, involves some level of risk. And right now the housing sector is also under pressure from rising rates. Mortgages are now a lot more expensive than they were last year and the year before. That’s significantly reduced demand in the real estate market, with sales numbers in January 2023 down 36.9 percent from a year prior. Prices have held up reasonably well so far as there hasn’t been a lot of inventory on the market, but they are starting to slowly decline… So the housing market is slowing, but it doesn’t look like a housing collapse is imminent.” Economist Susan Wachter, professor of Real Estate at the Wharton School of Business in Philadephia recently said, “Single family and multi-family [homes] will be the first to recover if we go into a slowdown. The good news is the single family mortgage market actually is in safe hands and it’s stable.” If you found this video helpful, be sure to subscribe to my channel for regular updates about the real estate market and homes for sale in Burr Ridge and the western suburbs of Chicago. I’m Eric with Eric Andersen Homes, a family-owned brokerage where we treat our clients like family.

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