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Tariffs, Equity and The "Lock-In Effect"

By
Real Estate Agent with Big Block LPT Realty 858.232.8722 CA BRE# 01261476

The "lock-in effect." Many homeowners are hesitant to sell due to low mortgage rates secured during the previous housing and refinancing boom of 2020-2021.
As these homeowners are reluctant to list their properties for sale, available inventory decreases, exacerbating housing shortages.

However, as homeowners pay down mortgages and home values increase, the gap between mortgage balances and home equity widens, potentially reducing the impact of the low interest rates in their decision-making. Over time, this might lead to more homeowners considering selling as their equity grows.

 

In the midst of all this, while the Fed may pause rate cuts, the ongoing effects of tariffs could create economic pain, which is often necessary for long-term solutions. The dynamic relationship between these factors means we need to stay well-informed and adapt our strategies accordingly. 

The dirty little "not so secret" in real estate is: bad for the economy the economy, often is  better for the interest rates, Again, we lived this in 2020-2021 when the global pandemic that caused a massive job loss-economy; saw some of the lowest interest rates and highest real estate sales in my lifetime let alone my career. Today, as I understand it, The Federal Reserve is focused less on rising prices caused by tariffs and more on the job market and overall economic strength.

 

Concerns have emerged that tariffs could negatively impact job creation by hindering imports and exports. Higher prices for car and lumber could lead to decreased purchasing, potentially worsening existing supply shortages in housing.

Ultimately, prolonged trade wars could harm the broader economy, which might inadvertently benefit interest rates. We're in a unique position where deteriorating economic conditions could actually lead to lower mortgage rates, which would help alleviate the inventory challenges in the housing market. 

 

Posted by


Thomas J. Nelson
REALTOR®, CRS, RCS-D, CDPE, e-Pro, Certified Military Home Specialist, Luxury Home Specialist, Author, Keynote Speaker and  Podcast Host 

Serving Coastal San Diego from Carlsbad to Coronado, Downtown, Balboa Park Area,
La Jolla/UCSD & Mission Bay Park Areas
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Disclaimer:  Nothing in this blog article is to be construed as legal advice, tax advice, medical advice or financial advice.  For legal advice see an attorney.   For tax advice, health or financial advice see a tax attorney, certified public accountant, or other qualified professional.
Show All Comments Sort:
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Prop. Mgr, Wenatchee, WA

Hi Thomas,
It's complicated, isn't it?  Those who track trends, anticipate changes, and are willing to adapt will be the successful ones.

Feb 05, 2025 05:11 AM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good morning Thomas,

A very insightful post and as Carol Williams stated it's complicated!

Feb 05, 2025 05:29 AM
Roy Kelley
Retired - Gaithersburg, MD

This is good information to share with prospective home buyers and home sellers. 

Have a productive February!

Feb 05, 2025 06:46 AM
Anna "Banana" Kruchten
Retired Broker/Owner - Phoenix, AZ
602-380-4886

Keeping on top of what's going on economically is something 'smart' agents do all the time.  Now the same will happen.  Some will flourish, others, not so much. Markets go up, markets go down and on and on and on.

Feb 05, 2025 02:44 PM
Anna "Banana" Kruchten
Retired Broker/Owner - Phoenix, AZ
602-380-4886

Keeping on top of what's going on economically is something 'smart' agents do all the time. And now some  agents will flourish, others, not so much. Markets go up, markets go down and on and on and on.

Feb 05, 2025 02:45 PM
Lew Corcoran
Better Living Real Estate, LLC - East Bridgewater, MA
Expert guidance. Exceptional results.

Thanks for shedding light on such a complex issue, Thomas J. Nelson, REALTOR ® CRS,ABR,PSA,RCS-D, CFSP! Your insights into the interplay between interest rates, tariffs, and home equity really help clarify the current real estate landscape, and I appreciate you taking the time to share this engaging analysis.

Feb 06, 2025 01:53 AM
Brian England
Ambrose Realty Management LLC - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

I love seeing that so many areas of wasteful government spending is being found and I think it will lead to interest rates coming down!

Feb 06, 2025 04:45 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Thomas, it will be interesting to see how all these changes affect our housing markets.

Feb 06, 2025 02:19 PM
Aura Alex
Seattle, WA
Retired Real Estate Pro

Real estate is an important key indicator of the economy. This year will reveal how economic changes impact the market.

Feb 07, 2025 09:37 AM