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by Gustomaximus 3612 days ago
This lacks recognition. So many factors could come into play. E.g.

The downstream effects of house prices has to hit entrepreneurship. Previously a bunch of people would be in a good place to take a couple years off to start a business mid-career. Now people have these huge mortgages where your ability to start a business is hampered by your ability to get a financial buffer to take this year or 2 off. And lets not forget most businesses are created form people mid-career, not the TV typical university dropout.

And small community business, how will they exist in the future. If someone wants to set up a local 'physical presence' vet/daycare type business that are typically mixed into residential areas the threshold is now too high to exist let-alone set up a new business. How can a daycare buy a million+ dollar house and expect to make money paying that back on having 30 local kids being looked after.

Also what is going to happen with social services like retirement and periods of higher unemployment. I suspect society will be less stable as either the government has to foot much higher rent costs (unlikely) or we will see increased population movements during retirement, and now the government has to look after older people that before a family who lived nearby could help out with. And during low employment cycles society can no-longer absorb this downturn if people have large income-to-debt loans. Historically people could 'tighten belts' for a year while things improve, harder when you're neck deep in debt. So we will again see more movement of people, debt default etc. It will serve to exacerbate recessions etc.

Also these higher prices skew the economy. When people are tied up in these ever increasing loan/income ratios there will be less spending on dining, holidays, hobbies etc. It will weaken the economy by concentrating the spend in limited areas.

From this I really believe we should be talking seriously about ensuring affordable housing for owner occupiers. Residential investment need to be discouraged (note I'm not saying stopped) as a speculative asset class. I've seen a few suggested methods to achieve this but I feel the simplest is to place a yearly 'asset tax' on non-owner occupied residential property (I would also include farms). Having a % tax would make it easy to adjust to find the right balance given economic cycles change. Also this would encourage property hoarders not in heavy debt to sell for lower taxed asset classes. This I feel is important as most solutions focus on controlling the investment lending side which is limiting in reach. And the 'add supply' will always be a limited case solution.

Good luck. It seems most western governments have stopped caring about looking past the most immediate budgets.

4 comments

Some great points here for sure.

I forgot to mention in my post that not only is the government in bed with the real estate industry (new rumors that the biggest real estate marketer in the city was notified weeks in advance about the new foreign buyer tax), but that they also "unexpectedly" took in 50% more than forecast, to the toon of $500+ million, in extra property transfer tax last year. Good luck getting them to slow down that gravy train.

The gravy train doesn't have to stop. With a non-owner tax they ride a new gravy train. And the biggest complainers will be non-voting foreigners that dont matter and the foreign governments like China will hardly care exiting money is being punished, so bonus. It will be tough for those that bough at the peak, but it seems those will be the minority to the almost 50% of the population in my town that cant afford a home in their own city.

That said the 'loudest' voices will be the uber wealthy with large property holdings so again...good luck...

I was very tempted to just play devil's advocate here, but then I come to think there might be more than that. So...

"Now people have these huge mortgages where your ability to start a business is hampered by your ability to get a financial buffer to take this year or 2 off."

How will they manage? By learning to adapt, which will be a critical ability in their careers as entrepreneurs. Say, they can start modest, with modest allocation of time instead of lavishing with both time and money to only hit the ground if they fail. Also, they may identify the opportunity of having around them this market of deep pocket potential clients! ...or may not, we'll see. The idea is, wealth is coming in, and people complain instead of finding ways to take advantage of it. I know that this isn't as easy to do in other domains as it is in real estate, but still.

"How can a daycare buy a million+ dollar house and expect to make money paying that back on having 30 local kids being looked after."

By raising the price of the provided services accordingly! The city is getting stuffed by each passing day with rich kids. What are you waiting for?

"When people are tied up in these ever increasing loan/income ratios there will be less spending on dining, holidays, hobbies etc."

I think those people can ask more for their services in order to get in an enjoyable zone or leave the city entirely if they can not. A life of struggle is not one worth living when you have a choice.

> The city is getting stuffed by each passing day with rich kids. What are you waiting for?

My impression is that many of those buyers don't even set foot in Vancouver. It's just an investment for them.

I think this is true, but it's also the case that businesses that cater to the very rich are doing very well. My wife works for a luxury retailer who's Vancouver location is seemingly supporting the entire company with it's sales. Revenue has basically tripled over the past 4-5 years.
So this is why they tore down all those grocery stores in Park Royal and built high end clothing stores instead.
Exactly. Just last night talking to a guy in Montreal about to open a new eco cafe. He can take the risk because rents are lower here. Fuck the banks. Long live Henry George.
They don't even care about the immediate budgets; otherwise the taxes on foreign-owned residential properties would be sky-high.