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Kenna Real Estate Group · Colorado move-up buyers

Move-Up Buyers in Colorado: Selling With Equity and Buying at 7%, the Real Math

You have a low rate and a lot of equity, and the house you want is finally on the market. The rate you give up is real. The equity you carry and the thin buyer pool on the other side are bigger.

A live person answers. Not a robot, not a phone tree.

The short answer

A Denver-metro owner who bought in 2019 at $450,000 has about $200,000 of equity today. That equity is a 25 percent down payment on an $800,000 home, and 25 percent down at 7 percent on $600,000 is $3,992 a month principal and interest. The old 3 percent loan was cheap; it was also on a house you are leaving. Move-up buyers win in this market because the same 7 percent that scares first-time buyers thins the competition on the home you want, and sellers of $800,000 homes are giving credits.

Typical 2019 buyer

$200,000

of equity, Denver metro

After selling costs, a 25 percent down payment on an $800,000 home.

The new payment

$3,992

P&I, $600,000 loan at 7%

About $4,900 all in with taxes and insurance.

Seller credit

$15,000 to $25,000

on homes past 30 days

A 2-1 buydown on $600,000 costs about $14,000 and saves $770 a month in year one.

Competition

4.7 months

of supply, Denver metro

Multiple offers are rare above $700,000; you negotiate terms.

The math, honestly

LineStayMove up
Home$650,000 today, bought at $450,000$800,000
Loan$330,000 at 3%$600,000 at 7% (25% down from equity)
Principal and interest$1,391$3,992 (about $3,220 in year one with a 2-1 buydown)
All in, with taxes and insuranceabout $2,000about $4,900
What you getThe house you haveThe house you want, and $150,000 more asset appreciating

The payment roughly doubles for most move-up buyers. Two things cut it: the seller credit as a buydown, and putting more of the equity down. A third: refinance when rates fall; the house does not change, the rate does.

How to sell and buy without carrying two payments

  1. Price the old home right and launch on a Thursday. Priced-right homes go under contract in the first two weeks; yours has the equity cushion to price to sell.
  2. Write the new offer with a sale contingency on a home past 30 days on market, or sell first with a 30-to-60-day rent-back.
  3. Ask for the credit on the new home and give one on the old home if it stalls; both change payments more than price cuts.
  4. Use a HELOC on the old house for the earnest money and the down payment if the closings do not line up; it is paid off at the sale.

Where move-up buyers are looking

kennarealestate.com · free guide

The Colorado Seller
Concession Worksheet

Your net at list, at a 3 percent cut and with a $10,000 credit, side by side, plus the listing wording and the buyer-loan caps

The simple answer

A credit is a targeted price cut: the same money at closing, a much bigger change to the buyer's payment. Sellers who priced right and offered a credit netted about 98% of list; those who held out and cut late netted about 93%.

Prepared by
KENNA REAL ESTATE GROUP
Call or text 303-955-4220 · A live person answers.

Kenna Real Estate GroupPage 1 of 9

Sample from page 3: Why a credit beats a cut

  • $11,200 off the price: the buyer's payment drops about $74 a month.
  • $11,200 as a 2-1 buydown: the buyer's payment drops $616 a month in year one.
  • Your cost at closing: the same $11,200 either way.
  • Your list price: unchanged, so the comps and the appraisal hold.
The rest arrives by email
What is inside (9 sections)
  • 1Why a credit beats a cut
  • 2Your net, three ways
  • 3Which problem you have
  • 4The listing wording
  • 5The buyer-loan caps
  • 6When not to give a credit
  • 7Repairs versus credits
  • 8The worksheet: your net three ways
  • 9The checklist, and who to call

Get the seller concession worksheet

9 pages · PDF · free · emailed the same day · in your inbox within a minute

Name, email, phone, and the PDF is in your inbox within a minute. A live person follows up once. Want to see more first? Open the guide page, or call or text 303-955-4220.

Related

Want both numbers?

Text your address to 303-955-4220. A live person sends what your home nets today and the payment on the one you want, with the credit and the buydown priced in.

Call or text 303-955-4220What is my home worth?

Questions people ask

Should I give up my 3% mortgage to move up?

The 3% loan ends when you sell no matter what. The question is whether the home you want is worth the new payment, and whether the equity you carry plus a seller credit makes that payment carryable. For most 2019 buyers it does.

How much equity do I need to move up?

Enough net equity after selling costs to cover a 10 to 20 percent down payment on the new home plus a reserve. A 2019 Denver-metro buyer has about $200,000; that is 25 percent down on $800,000.

Do I sell first or buy first?

Sell first with a rent-back in most cases. Buy first only with a HELOC or bridge loan you can carry, and only on a home you would lose otherwise.

Will my move-up payment come down?

When rates fall you refinance the rate; the house and the equity are locked in at today's price. A 2-1 buydown covers the first two years.