Squeezed by high interest rates and record prices, homeowners are frozen in place. They can’t sell. So first-time buyers can’t buy.

If buying a home is an inexorable part of the American dream, so is the next step: eventually selling that home and using the equity to trade up to something bigger.

But over the past two years, this upward mobility has stalled as buyers and sellers have been pummeled by three colliding forces: the highest borrowing rates in nearly two decades, a crippling shortage of inventory, and a surge in home prices to a median of $434,000, the highest on record, according to Redfin.

People who bought their starter home a few years ago are finding themselves frozen in place by what is known as the “rate-lock effect” — they bought when interest rates were historically low, and trading up would mean a doubling or tripling of their monthly interest payments.

They are locked in, and as a result, families hoping to buy their first homes are locked out.

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  • partial_accumen@lemmy.world
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    9 months ago

    First, don’t share any information that you’re not comfortable with. I’m not trying to pry into your life. However, I’m not quite following this your numbers and seeing your same limits.

    • 2017 house for $130k at 4% 30 year = $621/month for principal and interest
    • 2024 house for $350k-$160k in current home appreciation-$3k (approx) in principal paid on current house means a mortgage on the new house of $187k at 7.5% = $1,318/month for principal and interest

    So yes, your mortgage payment would be more than double what it is now, but the difference is only $5208/year more. That’s certainly not nothing, but you also said…

    even after more than doubling our income through job changes.

    Does doubling your income still make $5208 more of housing cost per year difficult?

    By pushing up your purchase price and getting a mortgage on a $400k home ($237,000 mortgage with your current equity) would push your monthly payment up to $1,673 or an extra $12,624/year over your current mortgage and interest payment. Unless your starting salaries were pretty low to begin with, it seems like this would possibly be in reach for you.

    What am I missing?

    • Ghostalmedia@lemmy.world
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      9 months ago

      One other random thing to consider, many of us did a refi during the pandemic. Hell, my bank simply said they’d lower my interest rate if I didn’t leave and refi with another bank. Shit was bonkers during the pandemic.

      All in all, they might be sub 4% or even sub 3%.

      • SeaJ@lemm.ee
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        9 months ago

        Absolutely. We refinanced to 2.8% from 3.9% but we also rolled a high interest student loan into that so we ended up saving $1000/month. We could move but unless we completely moved areas, the housing prices are going to be similar to ours but with a 6.9% interest rate.