Falling prices? Coming soon to the company you want to sell or buy?

professional profile

November 20, 2021

by a professional from University of Southern California - Marshall School of Business in North Palm Beach, FL, USA

Will what's occurring with real estate values migrate to pricing SMBs? "Housing Market Shows Cracks With Price Cuts in Pandemic Boomtowns"

"No city exemplifies the mania of the Covid-era U.S. housing market better than Boise, Idaho, where prices have surged by more than 30% in the past year. But in a sudden reversal, buyers are now the ones with power. The result: Prices are running up against the reality of local economic fundamentals."

Hmmm . . .

Anyone want to comment?

Read more: https://www.advisorperspectives.com/articles/2021/10/26/housing-market-shows-cracks-with-price-cuts-in-pandemic-boomtowns

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Reply by an intermediary
from Wesleyan University in Granville, OH, USA
Macro economics will impact M&A and transaction values, for sure. I think it's more about shifting forecasts (both revenue and costs). The current homebuying dynamics are mostly about supply and demand, itself impacted by borrowing costs. Otherwise the demand level is largely driven by qualitative considerations.

I suspect SMB buyers are typically more selective and more knowledgeable about the asset than the typical homebuyer. There's also a fundamental qualifier with businesses transactions - ROI, in whatever form you want to calculate it. A home purchase mostly rests on non-quantifiable preferences. Outside of large cities there is rarely a deep pool of truly comparable properties. Even in Manhattan, probably the densest real estate market in the country, I found this true. I paid more for a great view, new building, and walking distance to work. There were certainly lower cost but otherwise similar places nearby that I passed up. I wouldn't go about it the same way if I were buying a business and I don't advise clients to overpay because they just love the industry, location, or office design.
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Reply by a searcher
from Massachusetts Institute of Technology in Los Angeles, CA, USA
Home values are based on willingness to pay, not cost. Hard goods are typically sold on cost of manufacturing + shipping + inherent value (willingness to pay also, but as an overall component of price this commands a much smaller share). what happens in the housing market will impact the rest of the economy, however I doubt it will be boom-bust for businesses. Price of goods have increased due to increase in manufacturing costs and shipping coss, not because customers willingness to pay has increased.
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