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Will tax credits jumpstart home sales?

Plus, a home in a coffee lover's paradise
͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 
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March 16, 2024 • Issue #133
Money Moves

Happy Saturday!

This week, we’re taking a look at Biden’s proposed homebuyer tax credits and a mountain hacienda on a tropical island. 

Affordable housing is in the federal government’s spotlight
Home
Money; Getty Images

Frustration over the lack of affordable homes for sale has finally reached the highest level of government — as in the president of the United States.

During his State of the Union address last week, President Joe Biden announced a series of proposals aimed at improving affordability for middle-income households and expanding programs that help low-income Americans achieve homeownership.

Although Biden announced several initiatives, the ones garnering the most attention are the first-time homebuyer and homeowner tax credits.

Here’s how much of a credit is being proposed:

  • First-time homebuyers would receive a total credit of $10,000, spread over two years, or $5,000 per year.
  • Homeowners who sell their “starter” home (defined as one that is valued below the area’s median home price) would get a $10,000 tax credit for one year.

The goal of the homebuyer tax credit is to provide some relief from the high cost of financing a home today. The White House estimates that the credit would be equivalent to having a lower mortgage rate — as much as 1.5 percentage points lower, which is a pretty big difference.

The homeowners' tax credit is intended to motivate owners who feel “locked in” by their low mortgage rate to sell and move up into a larger home, providing the market with some much-needed affordable housing options.

Dan Green, CEO of Homebuyer.com, tells me that Biden’s proposal will “help level the playing field for lower- and middle-income households.”

But not every prediction is as rosy. There are concerns in some quarters that the tax credit will attract more buyers to a market that is still extremely low on inventory, and the increased competition for homes could cause home prices to rise, at least temporarily.

As to who will qualify for the tax credits, there are no official requirements yet, but Green thinks that the framing of the proposal will follow Biden’s 2021 homebuyer tax credit proposal, which was not approved by Congress.

If that’s the case, a first-time buyer would be defined as someone who hasn’t owned a home in the past 36 months,  has a modest income based on their location and is using the tax credit for the first and only time (sorry, no refills here).

But until Biden’s plan is actually presented to Congress, discussed and approved, we won’t really have all the details. For now, it’s all about the possible impact Biden’s plan could have on the housing market.

 “The long-term effect is more homebuying, more homebuilding and stronger U.S. communities,” Green says.

Money Move of the Week
Falling rates, rising home prices.
Mortgage

With mortgage rates trending lower this year, the housing market is heating up and home prices could be on the rise. Take advantage of today’s competitive rates and start shopping for your dream home.

Check out Money’s top picks for the best mortgage lenders available today.

Mortgage

Listing of the week
Exterior
B. Michael Sorenson | Puerto Rico Sotheby's International Realty
Wake up and have a cup, too

This week we’re taking a look at a unique home located in the western mountains of Puerto Rico (my home).

Built in 1830, Hacienda Lealtad is one of the oldest plantations on the island, boasting over 600 acres of lush vegetation and a history that includes a stint as Puerto Rico’s largest coffee producer.  The main house, known as “La Casona,” has four bedrooms, two bathrooms and three powder rooms.

But don’t worry if you want to have guests come visit. Three other buildings bring the total number of bedrooms to 12 and the number of bathrooms to 13 (plenty of space for your extended family — or to use as short or long-term rentals). There’s also a restaurant, complete with an events room and wine cellar, and a chapel that can be rented out. Is anyone up for a Caribbean wedding? All the buildings have been restored and brought up to date.

The property is located in Lares, an area known for producing world-class coffee. Contact Brenda Nieves of Puerto Rico Sotheby’s International Realty and you can make this mountain retreat yours for $16 million. Just remember to say hello to the peacocks that roam the property.

Collage
B. Michael Sorenson | Puerto Rico Sotheby's International Realty

’Til next time,

Leslie

P.S. Have you seen a unique listing on social media I should feature in this newsletter? Or have a question about housing or mortgages you desperately want answered? Let me know on Twitter at @LeslieLCook or via email at leslie@money.com.

P.P.S. Have a friend who loves real estate or is looking for a home of their own? Please forward them this email or send them to the Money Moves subscription page.

Money’s Essential Home Buying Resources: Winter

On the hunt? Check out Money’s Mortgage Calculator, list of The Best Mortgage Lenders and look at the latest mortgage rates.

Thinking of refinancing? Our list of The Best Mortgage Refinance Companies can help. You can also use our Mortgage Refinance Calculator or these refi tips.

Key question: How much house can I afford?

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