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Category Archives: finance

2018 Tax Facts At A Glance

2018 TAX FACTS AT A GLANCE To help make things just a little easier at tax time! (Courtesy of TransAmerica)   Beverly Tate, Realtor Windermere Homes & Estates (858)776-2779 / beverly@ericmatz.com www.SanDiegoPropertySource.com   *This is not meant to be tax advice. Contact your licensed tax advisor for all questions and to verify information.

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2018 Housing Forecast

If you are thinking of buying or selling in the new year, contact me for a custom market analysis and plan to help you achieve your real estate goals in 2018! Beverly Tate (858)776-2779 / beverly@ericmatz.com

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Tax Reform – Real Estate Related Changes

TAX REFORM REAL ESTATE RELATED CHANGES 1.  MORTGAGE INTEREST DEDUCTION There was concern that the mortgage interest deduction (MID) would be eliminated. That didn’t happen. However, the bill has made the following changes: Reduces limit on deductible mortgage debt to $750,000 for new loans taken out after 12/14/17 (from the existing $1,000,000). Current loans up […]

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Why Millennial Buyers Are Swiping Left On Your Home

WHY MILLENNIAL BUYERS ARE SWIPING LEFT ON YOUR HOME (And 12 Great Tips To Get Them To Say YES To Buying) They want it fast, they want it easy, and it better be perfect. That pretty much sums up the typical millennial homebuyer today. So, if that’s your target and your house isn’t pristine, they’re […]

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Looking to Move-Up to a Luxury Home? Now’s the Time!

LOOKING TO MOVE-UP TO A LUXURY HOMES? NOW’S THE TIME! If your house no longer fits your needs and you are planning on buying a luxury home, now is a great time to do so! We recently shared data from Trulia’s Market Mismatch Study which showed that in today’s premium home market, buyers are in […]

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It’s a Seller’s Market – Should I Downsize?

IT’S A SELLER’S MARKET – SHOULD I DOWNSIZE? A study by Edelman Berland reveals that 33% of homeowners who are contemplating selling their houses in the near future are planning to scale down. Let’s look at a few reasons why this might make sense for many homeowners, as the majority of the country is currently experiencing […]

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The Great News About Rising Prices for Homeowners

THE GREAT NEWS ABOUT RISING PRICES FOR HOMEOWNERS Recently there has been a lot of talk about home prices and if they are accelerating too quickly. As we mentioned before, in some areas of the country, seller supply (homes for sale) cannot keep up with the number of buyers out looking for a home, which […]

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3 Questions to Ask If You Want to Buy Your Dream Home

3 QUESTIONS TO ASK IF YOU WANT TO BUY YOUR DREAM HOME If you are debating purchasing a home right now, you are probably getting a lot of advice. Though your friends and family will have your best interest at heart, they may not be fully aware of your needs and what is currently happening […]

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The Seller’s Roadmap: 8 Important Steps to a Successful Home Sale

THE SELLER’S ROADMAP Below are 8 Important steps to get you to the successful sale of your home!   If you’re thinking about buying or selling a home in 2017 give me a call and we can discuss a plan to help you reach your goals! Beverly Tate, Realtor (858)776-2779 For real estate information and […]

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Daydreaming About Your Perfect Home? Know What You WANT vs. What You NEED

DAYDREAMING ABOUT YOUR PERFECT HOME? KNOW WHAT YOU WANT VS. WHAT YOU NEED In this day and age of being able to shop for anything anywhere, it is really important to know what you’re looking for when you start your home search. If you’ve been thinking about buying a home of your own for some […]

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Buyer Demand Is Outpacing the Supply of Homes for Sale

BUYER DEMAND IS OUTPACING THE SUPPLY OF HOMES FOR SALE   The price of any item is determined by the supply of that item, as well as the market demand. The National Association of REALTORS (NAR) surveys “over 50,000 real estate practitioners about their expectations for home sales, prices and market conditions” for their monthly […]

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Why Pre-Approval Should Be Your First Step

WHY PRE-APPROVAL SHOULD BE YOUR FIRST STEP In many markets across the country, the number of buyers searching for their dream homes greatly outnumbers the amount of homes for sale. This has led to a competitive marketplace where buyers often need to stand out. One way to show you are serious about buying your dream […]

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3 Tips for Making Your Dream of BUYING A HOME Come True

3 TIPS FOR MAKING YOUR DREAM OF BUYING A HOME COME TRUE Realtor.com recently shared “5 Habits to Start Now If You Hope to Buy a Home in 2017.” Setting up an automatic savings plan that saves a small amount of every check is one of the best ways to save without thinking a lot […]

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7 Important Steps to Help You Buy Your First Home in 2017

7 IMPORTANT STEPS TO HELP YOU BUY YOUR FIRST HOME IN 2017 Thinking about buying your first home? What an exciting time this is bound to be. And, also, what a (potentially) overwhelming, confusing, and stress-filled time. It can easily veer into scary territory if you’re not prepared and not surrounding yourself with professionals who […]

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Existing Home Sales Surged Through The Holidays 

EXISTING HOME SALES SURGED THROUGH THE HOLIDAYS SOME HIGHLIGHTS: November’s Existing Home Sales report revealed that sales are now at an annual pace of 5.61 million which is “now the highest since February 2007 (5.79 million) and is 15.4% higher than a year ago (4.86 million).” Total housing inventory (or the inventory of homes for […]

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