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California's home buyers increasingly choose ARMs

December 26, 2003

La Jolla, CA.--A rising portion of California's home buyers are financing with adjustable-rate mortgages as rising prices and rate increases earlier this year make it harder to buy, a real estate information service reported.

The percentage of buyers who financed with an ARM reached 52.3 percent in November, passing the halfway mark for the first time since February 1995 when 52.7 percent of all buyers chose ARMs. A year ago 28.9 percent chose ARMs. The all-time peak was in September 1988 when 66.1 percent financed with ARMS, according to DataQuick Information Systems.

By choosing an ARM, the homeowner takes on risk as interest rates fluctuate. ARMs are typically cheaper, and are generally easier to qualify for than fixed-rate mortgages.

"ARMs were probably underused a year ago because of a risk averse financing environment. While interest rates have come up somewhat since summer, most of the current increase in ARM usage has to do with rising prices," said Marshall Prentice, DataQuick president.

The median price paid for a California home was $324,000 in November, up 16.1 percent from $279,000 for the same month a year ago. The interest rate on a thirty-year fixed-rate mortgage with two "points" was 5.6 percent a year ago, it dipped to 4.8 percent last June, and is currently 5.5 percent. In the fall of 1988 interest rates were over ten percent.

DataQuick, a subsidiary of Vancouver-based MacDonald Dettwiler and Associates, monitors real estate activity nationwide and provides information to consumers, educational institutions, public agencies, lending institutions, title companies and industry analysts. The ARM percentages include all "hybrid" mortgages, which are typically home loans that have a fixed rate for several years, and a cap on how high they can adjust.

ARM usage is highest in the Bay Area (see chart), where homes are most expensive, and lowest in the Central Valley and rural areas where homes cost much less.

The typical monthly mortgage payment that California home buyers committed themselves to paying was $1,478 in November. A year ago it was $1,284. In April 1989 it reached $1,278 when interest rates were over eleven percent. In today's dollars April 1989 "typical" payment would be $2,216.


Percentage of home buyers choosing
adjustable-rate mortgages


County/Region Nov-02 ARM% Nov-03 ARM%
Los Angeles 29.5% 52.9%
Orange 33.3% 60.1%
San Diego 37.1% 64.5%
Riverside 27.2% 49.9%
San Bernardino 20.5% 40.9%
Ventura 34.8% 58.3%
SoCal 29.7% 53.7%
San Francisco 44.5% 60.0%
Alameda 43.0% 64.2%
Contra Costa 40.7% 63.0%
Santa Clara 48.8% 68.1%
San Mateo 50.6% 65.0%
Marin 43.0% 67.6%
Solano 34.1% 62.1%
Sonoma 36.8% 59.4%
Napa 39.2% 63.2%
Bay Area 42.7% 64.2%
Santa Cruz 39.5% 62.0%
Santa Barbara 25.8% 55.5%
San Luis Obispo 28.7% 45.2%
Monterey 34.7% 65.2%
Coastal Counties 31.4% 58.3%
Sacramento 21.0% 46.9%
San Joaquin 28.3% 55.9%
Placer 21.2% 50.3%
Kern 8.8% 21.4%
Fresno 12.0% 31.9%
Madera 13.4% 32.9%
Merced 25.6% 54.7%
Tulare 6.3% 17.1%
Yolo 17.9% 47.6%
El Dorado 20.2% 37.8%
Stanislaus 24.8% 54.1%
Yuba 12.2% 23.4%
Central Valley 18.7% 40.3%
Mountain Regions 16.2% 37.9%
Rural N California 8.7% 23.8%
Statewide 28.9% 52.3%

Source: DataQuick Information Systems

Media Inquiries: John Karevoll (909)867-9534


Copyright © 2003 DataQuick Information Systems.
All rights reserved.


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