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Why Canada did not have a Housing Bubble
Barron's ^ | January 30, 2010

Posted on 01/30/2010 5:12:42 PM PST by reaganaut1

...

Meryl Witmer: Genworth Canada insures consumer mortgages in Canada, whose residential market is safer than ours. It isn't overbuilt. Lenders have had tougher underwriting standards because they retain most of their mortgages. Proof of the difference can be seen in 90-day delinquency rates. In Canada they are below 0.5 basis points [half a percentage point], and in the U.S. they are over 400 basis points.

The Canadian consumer also is different from the U.S. consumer, and not as comfortable with debt. The mortgage borrower is on the hook for life, and the insurer can garnish his wages in perpetuity. The only way to escape a secured loan is by filing for bankruptcy, and in Canada little in the way of owned assets are retained. Also, given Canada's national health system, there are few medical-related bankruptcies. The competitive dynamic is different, too.

...

Oscar Schafer: Mortgage-interest payments aren't deductible in Canada.

Witmer: Good point. Canadians are incentivized to pay down their mortgages, and they do.

(Excerpt) Read more at online.barrons.com ...


TOPICS: Business/Economy; Society
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The above is an excerpt from the Barron's 2010 Roundtable discussion of money managers. Of course you'll have lots of defaults when you issue low-downpayment, non-recourse mortgages, tax-deductible mortgages. Canada having fewer blacks and Hispanics is also a factor, since those groups have defaulted at higher rates, and underwriting standard were loosened in the U.S. partly to increase homeownership in those groups.
1 posted on 01/30/2010 5:12:42 PM PST by reaganaut1
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To: reaganaut1

They also don’t have Bawney Frank.


2 posted on 01/30/2010 5:14:42 PM PST by gthog61
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To: reaganaut1

That is an incredible delinquency rate!


3 posted on 01/30/2010 5:15:22 PM PST by Vendome (Don't take life so seriously... You'll never live through it.)
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To: reaganaut1

It isn’t a lower cost of Candadian real estate, either. Housing in Southwest B.C. is very expensive.


4 posted on 01/30/2010 5:20:11 PM PST by USNBandit (sarcasm engaged at all times)
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To: reaganaut1

They don’t seemto have much in the way of 30 year fixed rate, either. They like you to go in 5 year chunks. That would scare me to death.


5 posted on 01/30/2010 5:22:00 PM PST by Dr. Sivana (There is no salvation in politics)
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To: reaganaut1

Odd; I thought Canada HAD had a housing bubble, judging from the news reports I had been hearing while visiting there this past summer. Maybe its a matter of scale. But looking at some data I found, it looks like prices have actually gone up strongly. Maybe they had just meant the rental market.


6 posted on 01/30/2010 5:24:48 PM PST by dangus (Nah, I'm not really Jim Thompson, but I play him on FR.)
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To: reaganaut1

As we speak, the leftist bureaucrats in Canada at CMHC are trying to emulate the fannie /freddie affrmative mortgage fiasco. They keep pushing for less oversight by the federal governmen so thay can pllay the leftist afformativeaction lending gane, and cripple the economy for the instigation of “Class warfare.” However, Harper knows what they are up to.

They offer 95% mortgages ( and recently offered 100% mortgages). Housing bubbles are being created in the areas of greatest immigrant population: Toronto, Vancouver and Montreal.

Real EState prices are through the roof punative. You buy now, you get punished.

That bubble will burst in the larger cities over the next 3 years.

Things are not as rosey in Canada as folks would lead you to believe.70% of real estate in Canada is overvalued by as much as 45% because of easy money.


7 posted on 01/30/2010 5:25:10 PM PST by Candor7 (((The effective weapons against Oba- Fascism are ridicule, derision , truth (.Member NRA)))
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To: reaganaut1
Canadians are incentivized to pay down their mortgages

Motivation is not a bad thing, some Americans need to incorporate the same notion.
8 posted on 01/30/2010 5:28:28 PM PST by SouthDixie (We are but angels with one wing, it takes two to fly.)
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To: reaganaut1
Canada didn't have two presidents in succession who sought to convince their people that having a mortgage meant "home ownership" just so they could claim that they presided over a growing economy. Both Clinton and Bush pushed Fannie and Freddie to buy more mortgages so the numbers would look good under them.

Anyone else wonder why Greenspan under Bush, kept the rates so low claiming necessity to keep the economy afloat (meaning the economy was in a precarious position) and Bush kept pushing for minority home ownership and creating govt. programs to help them? Even going so far as to call for tax dollars to subsidize down payments for them?

the last sixteen years were filled with manipulation and lies by Clinton and Bush regarding housing.

They convinced people having a mortgage was the same as owning a home. Equity was touted as "money in the bank". Congress pushed for easing of requirements and no one complained as long as the tax dollars off of the housing industry kept floating in.

And, there are people who think only one side of the aisle is corrupt.

9 posted on 01/30/2010 5:29:10 PM PST by raybbr
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To: dangus
I thought Canada HAD had a housing bubble, judging from the news reports I had been hearing while visiting there this past summer.

There were certainly price spikes in the oil rich areas (e.g. Alberta), but I do not think it was a nationwide phenomena, and it was backed by real growth.
10 posted on 01/30/2010 5:34:36 PM PST by Dr. Sivana (There is no salvation in politics)
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To: reaganaut1
Canada is in a HUGE housing bubble right now and it is set to pop...
11 posted on 01/30/2010 5:36:41 PM PST by 2banana (My common ground with terrorists - they want to die for islam and we want to kill them)
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To: Dr. Sivana

Yep. My sister and BiL started with 5%, at five years it was 12%. They had to sell the house. When they moved to the USA, my BiL loved the fixed 30 year rate.


12 posted on 01/30/2010 5:38:59 PM PST by svcw (Ellie and Mark come out come out where ever you are.....)
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To: gthog61

Maybe the Banking Queen can convince them that they really need make banks give government guaranteed mortgages to deadbeats and illegal aliens


13 posted on 01/30/2010 5:41:24 PM PST by RightGeek (Bill Ayers for Obama's head of the secret police)
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To: reaganaut1

Just another attempt to raise taxes.


14 posted on 01/30/2010 5:47:52 PM PST by driftdiver (I could eat it raw, but why do that when I have a fire.)
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To: reaganaut1

No Fannie Mae. No Freddie Mac. No Barney Frank. No Chris Dodd.


15 posted on 01/30/2010 6:00:37 PM PST by Brilliant
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To: reaganaut1

Some counterpoints here:

A Canadian Says “Short Canada”

http://globaleconomicanalysis.blogspot.com/2009/11/canadian-says-short-canada.html


16 posted on 01/30/2010 6:35:57 PM PST by Need4Truth (All the king's horses and all the king's men could not reprogram the Branch Carbonians.)
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To: Brilliant

Also no sub-prime mortgages, to offload to fannie and freddie.


17 posted on 01/30/2010 6:41:46 PM PST by greeneyes (Moderation in defense of your country is NO virtue. Let Freedom Ring.)
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To: greeneyes

The article misses the biggeswt point about real estate (at least in BC and Alberta) - and that is the folks from East India.

They are hard working families that don’t mind living three or four families to a house. They all go in together on the mortgage, and pay it off in 5 years. Then they buy another house, and one or two of the families move into it. They keep buying houses until they all have their own. since they have multiple incomes, they can afford it.

That is why housing prices are at the old California prices right now up there, with no defaults. Average home price in Vancouver or Kelowna is over $500K.


18 posted on 01/30/2010 6:47:39 PM PST by datura ("Against all enemies, both foreign and domestic")
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To: datura

That’s interesting. Good idea too.


19 posted on 01/30/2010 7:02:19 PM PST by greeneyes (Moderation in defense of your country is NO virtue. Let Freedom Ring.)
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To: reaganaut1

Canada, while quite liberal, does not have a racial-grievance industry and a race-conscious government forcing lenders to lend money to people who don’t deserve to have money lent to them.


20 posted on 01/30/2010 7:56:41 PM PST by driftless2 (for long term happiness, learn how to play the accordion)
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