The Waterfront Guru
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When it comes to real estate, especially waterfront real estate, everyone is an expert.  
No one has a crystal ball yet everyone has an opinion...that is what makes a "market". 
This Report was prepared by WaterFront Jim to provide information for discussion about  the single family waterfront real estate market in South Florida, in general, and Fort Lauderdale, in particular.   Please note appropriate disclaimers at the end of this report.  I don't know the future and no one else does either!      All the "Water Front Guru's" who have opinions about the market are invited to participate in this forum.   I welcome you to  email me your interpretations and opinions of the market and your predictions about the direction it will take in the coming months.
(Data represent Multiple Listed ocean access waterfront properties East of Federal Highway in Ft. Lauderdale)
 
September 1, 2007- September 30, 2007    September staged a modest comeback from the dismal August performance.     August/September have historically been the slowest months and the  national sub-prime mess also may have thrown some cold water on the waterfront party that was improving in the late spring and early summer.   However,  the average price of the 10 closings did set a monthly record of $2,826,500 and the median closed price was $1.975,000.      The active inventory,  reversing its downward trend,  increased to 357 units from 341 in August after at low of  335 in July.  
 
Looking at the bigger picture, there is a remarkable similarity between the year-to-date performance  in 2006 and 2007.  The number of units closed is almost the same and the average price is only down 2.44% (although the median is down 14.7%). 
 
YEAR TO DATE  Waterfront Closings in Fort Lauderdale East of Federal Highway:   127   vs.  128 in 2006
 
  Total  Closed Sales Year-to Date     127             (2006  128) 
  Average Closed Price:                   $2,111,975    (2006 $2,164,780)
  Median Closed Price                      $1,700,000    (2006 $1,995,000)
  DOM (Days on Market)                       178            (2006  153)
  SP/LP  (Sold Price / List Price)          87%            (2006   91%)
  SP/SQFT (SoldPrice/SqFt)                 $518            $558
 
New Closed Sales in August, 2007      10
New Pending Sales  August, 2007    9   
New Listings In September,  2007           24
Current Active Listings  10/01/2007      357
 
August Closings     #       Avg $          Median $    DOM     SP/LP   SP/SQFT
2005                         17   $2,062,901    $1,900, 000     101      92.08
2006                          6    $2,914,166    $2,947,500     268      88.37
2007                          7    $1,564,164    $1,512,000     248      90.0
September Closings
2005                        19   $2,068,526    $1,950,000        94      93.52
2006                        15   $2,219,298    $2.025.000       167      86.47
2007                        10  $2,826,500    $1,975,000       246    89.0
October Closings
2005                        8    $1,456,335  $1,337,500       34        96.33
2006                        8    $1,756,068  $1,200,000      119       91.28
November Closings
2005                       7     $3,760,571   $2,800,000      123       76.99
2006                       7     $1,560,571   $1,640,000      115       93.90
December Closings
2005                       9     $2,562,166   $2,350,000      176       87.61
2006                       9     $1,900,555   $1,260,000      144       85.34
January Closings 
2006                    15    $2,842,000     $1,765,000      155       91.8
2007                      3    $2,493,600     $2,700,000      134      92.2
February Closings
2006                    14    $1,993,142     $1,762,500         87      92.2%
2007                    12    $2,209,750     $1,347,500       130      86.5%
March Closings
2006                   23    $2,299,435     $1,900,000       176      92.0%
2007                   17    $2,254,044     $2,050,000       153      87.0%
April Closings
2006                   12    $2,142,750     $2,100,000       212      90.0%   
2007                   18    $2,325,056     $1,725,000       214      85.0%    
May Closings    
2006                   25   $2,004,808     $2,025,000       132       90.0                 
2007                   14   $1,850,428     $1,795,000       136       91.0     
June Closings   
2006                    8    $1,793,750     $1,700,000         47       90.0    
2007                   20   $2,128,240     $2,195,000       190       87.0     
July Closings    
2006                   12   $2,718,833     $2,299,708       155       89.0         
2007                   14   $2,204,421     $1,976,679       202       90.0     
New Pending Sales
                 Dec    5      
                 Jan    9      
                 Feb   18    
                 Mar   20     
                 Apr   23    
                 May  14    
                 Jun   14
                 Jul    18
                 Aug   7
                 Sep  10
End of Month  Pending Sales
                 Dec   13    
                 Jan   16    
                 Feb   22    
                 Mar   29    
                 Apr   30     
                 May  23    
                 Jun  20
                 Jul   18
                 Aug 12
                 Sep  18
 
HEARD ON THE WATERFRONT THIS WEEK: 
 
"Now you know why we are here"  Senior Executive LXR Hotels and Resorts.
 
You can certainly feel the energy level in Ft. Lauderdale rising to an even  higher pitch than usual.   Every day more and larger yachts are arriving back in town.  Party boats are cruising the ICW.  Restaurants are full and the season of the charity fund raising benefits is back.  Last night Grill 66, at the Hyatt Pier 66 Resort, was abuzz and packed with people for a worthwhile charity auction and dinner.   A guest of the event visiting  from Miami could not get over the ambiance of the evening with a beautiful sunset on the Intercoastal overlooking an amazing  collection of Super Yachts, literally at the Gateway to the Yachting Capital of the World!   A senior executive of LXR Luxury Resorts and Hotels summed it up to her:  "Now you know why we are here."  LXR manages the prime hotel resort properties in Fort Lauderdale for The Blackstone Group (the largest real estate investment firm in the world) which purchased the South Florida package of properties for over $1.25 billion  and  announced recently that it plans to invest more than $400 million into its LXR properties over the next several years to ensure they become or continue to be the finest resorts and hotels in the luxury marketplace."   
 
I rest my case.  Now you know why I am  here.  Don't worry...be happy! 
 
Now for the rest of you that insist on worrying let me go on.
 
There are definite areas of stress in the market, but the single family home waterfront market is demonstrating resilience, in spite of the "perfect storm" of issues regarding taxes, insurance, hurricanes, rising interest rates and credit market crises.       We have weathered two hurricane seasons without a named storm hitting Florida shores, and shocks to the market from increases in interest rates, insurance and property tax  (and the constant barrage of the media) seem to have peaked and are now on their way back down, albeit slowly.
 
Recently, I have heard comments from Canadian and European market watchers that  the media stories of doom and gloom have been way overdone when it comes to our luxury waterfront market.      These prospective buyers, and presumably others,  are now taking advantage of buying opportunities  before this phase of the cycle comes to an end.
 
Iin the last 10 years the Canadians have seen the dollar go from $.80 to $1.02.  The Euro also has been on a tear.  What will happen to our market when some of that purchasing power flows back into Florida real estate?  What will happen if our state political leaders finally see the light and roll back budgets and eliminate taxes?  What will happen when gaming expands and generates more economic activity and other tax revenue?
 
One more development needs to be noted.  That is the all-time records that were set in the equity markets last week, less than a month after the stock market took a tumble when the sub-prime mess hit the press.  As painful as it is to many affected by the credit crises, it may be that the sub-prime hysteria  was an over-reaction by the media and the market-makers took advantage of it?
 
For a comparison of the sub-prime mess to the savings and loan crises of the late 1980's, see the article by Dr. George Friedman:  http://www.stratfor.com/products/premium/read_article.php?id=293933
"The size of the total subprime market is estimated by Reuters to be about $500 billion. Again, this is the total asset pool, not nonperforming loans. The GDP of the United States today is about $14 trillion. That means this crisis represents about 3.5 percent of GDP, compared to between 9 percent and 10 percent of GDP in the S&L crisis. If history repeats itself -- which it won't precisely -- for the subprime crisis to equal the S&L crisis, the entire asset base would have to be written off, and that is unlikely. That would require a collapse in the private home market substantially greater than the collapse in the commercial real estate market in the 1980s -- and that was quite a terrific collapse."   And, it should be noted, following the recovery of the S and L crises witnessed  one of the best real estate markets in history for the next fifteen years.
 
Go Figure!
 
We will have to watch several factors which will affect the market in the months to come: 
1.  Interest rates continue to fall for the fifth month for borrowers with good credit and documentation, while underwriting requirements continue to stiffen (see my Mortgage Market Update below and on  www.WaterFrontJim.com)
2.  Property taxes and government budgets are going back down (although not as much as we want...yet).  Plus, law suits and taxpayer protests are keeping the pressure on the Governor and the Legislature to bring about meaningful tax reductions  in the coming year).  
3.  The hurricane season, so far, has been another non-event like last year. This should take pressure off of insurance rates.
4.  A drop in fuel prices  will encourage the Fed to relax interest rates further into the end of the year.
 
PROPERTY TAX UPDATE
A new taxpayer revolt movement is gathering steam after the miserable failure of the Governor and the Legislature to pass meaningful tax and budget reform (They are not doing any better in the current October Special Session after their previous bill was ruled unconstitutional).   Known as www.FloridaBallotInitiative.com, the citizen reform group proposes six petitions to go on the 2008 Ballot.  Please go to the website, print and sign the 6 Petitions and mail them to the address on the website.   Over 60,000 signatures are needed as soon as possible.  Please help to eliminate property taxes.
 
Judge declares  tax-cut plan unconstitutional. " Meant to deceive."  Really?
A Tallahassee judge heard arguments to take the proposed property-tax amendment off the Jan. 29 ballot.
Posted on Wed, Sep. 12, 2007
BY MARC CAPUTO
TALLAHASSEE --
A conflict over the real intent of the Legislature's property tax cut amendment has a judge deciding whether lawmakers meant to lower taxes or phase out the state's Save Our Homes tax assessment cap.
It's chiefly the second choice, argued Weston Mayor Eric Hersh, whose lawsuit to block the five-year, $23 billion local-government tax-cut plan was heard Tuesday in Leon County Circuit Court.
Hersh and his attorneys argue the Legislature wrote ''misleading'' language in the ballot's summary because it fails to tell people they'll eventually lose the popular protection that has kept taxes disproportionately low for most homesteaders. His suit also claims the Legislature improperly set the election date and infringed on local-government taxing powers.
Judge Charles A. Francis said he'll rule on a motion for summary judgment within 10 days. Regardless of what he decides, both sides will take the case to the state Supreme Court, which initially declined to hear the case.
The state's lawyers say the case has no merit and that the Legislature followed the proper procedures for getting the measure on the ballot, isn't unilaterally affecting the local-government taxation system and didn't have to clearly state every possible effect of the amendment.
''There's no intent to deceive,'' said Scott Makar, the state's solicitor general, who is representing the Secretary of State's Office and Department of Revenue. ``There's nothing misleading going on here.''
Though Makar suggested the Legislature's chief intent was not to do away with Save Our Homes, the senator who helped draft the package, Dan Webster of Winter Garden, said repeatedly during the June special session on property taxes that the homestead-exemption plan was designed to phase out Save Our Homes, which limits homestead tax-assessment increases to a maximum 3 percent yearly and has helped distort the tax system.
Hersh's lawyer, Jamie Cole, said the Legislature was ''hiding the ball.'' He pointed out that by saying the homestead exemption would be boosted from $25,000 for ''everyone,'' it failed to tell people that they won't get the exemption unless they choose it.
Also, the Legislature wrote the ballot language to say the plan ''revises'' Save Our Homes, rather than ''eliminates'' it.
On that point, Judge Francis wondered if the punctuation in the ballot language was clear enough for voters to help them understand what they would be deciding.
Said Hersh, who's not acting in his official capacity in suing: ``If they put in there that this would eliminate Save Our Homes, it would fail.''
 
More Relief in Sight...More casinos a sure bet for South Florida...Could take pressure off property tax payers.
"In closed-door negotiations with the Seminole Tribe, Gov. Charlie Crist has offered the tribe permission to run Las Vegas-style slot machines at its casinos as well as the exclusive right to run Las Vegas-style card games, like blackjack and baccarat, according to people close to the administration.
In return, the state would get something it has long coveted: a piece of the tribe's action from gambling. The tribe pays no state tax because it is a sovereign nation."  Details  http://www.miamiherald.com/459/story/194767.html
 
Flash: 
Florida Legislators Will Not Back Seminole Gambling Expansion....(editor's note: what's with this? All the more reason to back the www.FloridaBallotInititative.com The state needs to stop the games eliminate property taxes and find more ways cut the budget, and raise revenue such as from gaming!  More on this is the News at www.WaterFrontJim.com  Go Charlie!)
As has been reported here at CGW, Florida Governor Charlie Crist is close to getting a deal done with the Seminole Indians that would allow Vegas style slots, as well as Blackjack and Baccarat.

On Monday, however, that pending agreement was put in jeopardy as State House leaders claimed they would not ratify such an agreement.

Marco Rubio, the House Speaker, in a letter to Governor Crist said that his chamber would not support an agreement that would allow more than what is already offered in Broward County. In other words, table game expansion would not be supported.

Although the addition of these games would give a major boost to the states economy, Rubio had this to say,"Because of our opposition to the expansion of gambling, we believe that the pursuit of increased revenue for the state should be of secondary importance in Florida's negotiations with the tribe."

He went on to say in the letter, which was signed by Rubio and his top lieutenants,"For us, money is not and never will be the primary consideration. Rather, we believe the aim of the negotiations should be to agree to the bare minimum amount of gambling to which the Tribe is entitled to under law."

The problem with Rubio's thinking and statement, is that it does not seem well researched. The Seminole Indians are not asking for anything that is not already legal according to law. The new law in affect gives access to class three gambling licenses, that is what the Vegas style slots that Broward County allows, falls under.

The Seminoles are simply stating that if slots are legal under the class three license, then so too should Blackjack and Baccarat, both games that also fall under the class three gambling license.

Governor Crist has realized the problem for the state here if the Seminoles case goes to Federal Court, so he has decided to enter into negotiations with the tribe to get the state a portion of the profits.

Crist has said before that he would like to offer legislators a say on the compact, but he does not feel legally that he must have their approval, and he plans on having the compact ready by next week.
 
Now this article shows that other states are having the same issues that we are.  But Georgia has a leader with a solution, much like what we are proposing in
This is must reading and send it to your local political reps!
 
House speaker seeks to abolish ad valorem taxes
By Glenn Richardson Ga. House Speaker
The time has come to eliminate all property taxes in Georgia, and I firmly believe the people of the state of Georgia should be given an opportunity to vote on a constitutional amendment to repeal all property taxes.
That opportunity could come in November of 2008 if the General Assembly will agree that Georgia's economy should be based on the exchange and receipt of money and not taxing property.
While I welcome any and all discussion and debate about tax reform and HR 900, a recent House proposal to eliminate property taxes, it is helpful if that discussion and debate is based on fact.
When HR 900 was originally written, it was intended simply as a framework to open debate, gather ideas, and obtain input. Since then, we have received complaints, suggestions and opinions from citizens all across the state, and that is exactly what we wanted.
From the beginning of this process, our goal has been to eliminate all ad valorem taxes in Georgia. The details of exactly how we reach that goal have changed and will continue to change as we weigh the best options for our state, but one thing is clear.
The current property tax system is outdated, unfair and excessive.
Georgia is divided into 159 counties, each with the power to tax their residents. One hundred and eighty school districts also each have the power to tax.
But that power goes beyond simply collecting taxes. Rather than determining the amount of money they have and then creating a budget, as Georgia's families do every day, a county can simply determine how much money they need first and then decide how much to charge their residents.
If a county or school district decides they need $50 million, all they have to do is determine where to place the millage rate and their property values in order to raise $50 million.
If times get tough, they simply raise the millage rate or increase property values rather than tighten their belts like working families must do. The system is completely backwards.
The biggest part of the problem is that property taxes are increasing faster than personal income.
Since 1990, personal income has increased 146 percent while property taxes have increased 176 percent. Even though people are not earning more income, the government is requiring that they pay more taxes.
A family can live in a home for 30 years and suddenly find they cannot afford it anymore because their property taxes have increased so much.
They are not requiring any more services from their local government, and yet that government keeps taking more and more money from them. The biggest asset most people have is their home; it's the American dream. Yet if they can't pay, they lose their home.
The current property tax system was created when we were an agricultural society and people made a living off of their land.
The last overhaul of the system was 70 years ago, and since that time our economy has changed significantly.
Home ownership has increased from 30 percent to 70 percent. We have moved from an agricultural society to a service-based society, as has the rest of the nation, and yet, we do not tax services at all.
It is the twenty-first century. It is time to go to a system that taxes the receipt and exchange of money, not the ownership of property. It is time to eliminate property taxes.
Our proposal is called the GREAT Plan, which stands for Georgia's Repeal of Every Ad valorem Tax.
The GREAT Plan calls for a sales, use and service tax of 4 percent. It also calls for elimination of many sales tax exemptions that special interests have accumulated over the years.
By taxing services and eliminating most exemptions, we can generate the same amount of money being generated from the property tax, and we can eliminate all property taxes in Georgia.
Local counties, cities and school districts will be guaranteed to receive not less than the amount they are currently receiving.
If local control is what a community wants, they may continue local option sales taxes such as the SPLOST and ELOST, all of which will continue to be determined by the vote of the citizens.
We have opened a dialogue in this state on serious reform of taxes so that Georgia may lead the nation.
Over the coming months, we will hold hearings and continue to seek advice.
I look forward to hearing from you and working together to make Georgia a GREAT place to live, work and raise a family.
Glenn Richardson, RHiram, is speaker of the Georgia House of Representatives.
 
 
 
 
Interest Rates
Mortgage rates tumbled to their lowest level in four months as a shockingly downbeat employment report convinced investors that a Fed rate cut is at hand. The benchmark 30-ye