Cov neeg tsim khoom hauv tsev hais tias kev poob qis zuj zus tuaj thaum cov neeg yuav khoom rub rov qab

Ib tug neeg ua haujlwm xyaum plywood rau ntawm ib tsev neeg uas tab tom tsim kho hauv Lehi, Utah, hnub Friday, Lub Ib Hlis 7, 2022.

George Frey | Bloomberg | Getty Dluab

Kev lag luam vaj tsev kub ib zaug tau txias tawm ntawm qhov ceeb toom, thiab qee tus neeg tsim vaj tsev hais tias nws tsuas yog yuav mob zuj zus tuaj rau xyoo tshiab raws li kev txiav txim tshiab qhuav.

Cov nqi tsev qiv nyiaj ceev ceev tau ua rau cov neeg yuav khoom hauv tsev ib zaug dhau los ua rau lawv lub luj taws thiab txhawj xeeb txog lawv cov peev txheej peev thiab kev noj qab haus huv ntawm kev lag luam tag nrho.

Gene Myers, CEO ntawm Thrive Homebuilders hauv cheeb tsam Denver tau hais tias "Muaj lub pob zeb no tau tshwm sim nyob rau lub Ib Hlis," said Gene Myers, CEO ntawm Thrive Homebuilders hauv cheeb tsam Denver, uas yog ib qho ntawm cov lag luam kub tshaj plaws nyob rau hauv lub xyoo ua rau thiab dhau los ntawm kev sib kis.

Cov neeg tsim tsev hauv Asmeskas tau txais txiaj ntsig loj ntawm Covid kev lag luam. Sau cov paj laum qis, ua ke nrog kev xav tau los ntawm cov neeg siv khoom nrhiav chaw nyob ntau dua, ua rau muaj kev khiav ntawm vaj tsev tsis zoo li feem ntau tau pom ua ntej. Cov nqi tsev tau nce siab tshaj 40% hauv ob xyoos xwb, thiab cov neeg tsim tsev tsis tuaj yeem ua tau raws li qhov kev txiav txim sai txaus. Lawv txawm tias qeeb kev muag khoom tsuas yog ua kom nrawm. Tag nrho cov ntawd dhau lawm.

Cov tsev nyob pib rau tsev neeg ib leeg poob ze li 19% xyoo dhau los hauv lub Cuaj Hli, raws li US Census. Daim ntawv tso cai tsim tsev, uas yog qhov qhia txog kev tsim kho yav tom ntej, poob 17%. Hlav, yog ib lub tebchaws loj tshaj plaws hauv tsev tsim khoom, tau tshaj tawm nws qhov kev tshem tawm tau dhia los ntawm 15% hauv lub quarter thib ob ntawm lub xyoo no mus rau 24% hauv peb.

Cov pej xeem hauv tsev uas tau tshaj tawm cov nyiaj tau los txog tam sim no tau pom tias muaj txiaj ntsig zoo, tab sis qhov ntawd yog vim tias feem ntau ntawm nws yog raws li kev rov qab los ntawm cov tsev uas tau cog lus rau lub caij nplooj ntoo hlav dhau los. Qhov ntawd yog ua ntej cov nqi tsev qiv nyiaj hla 6% thiab tom qab ntawd 7%.

Tam sim no cov neeg tsim khoom tab tom npaj rau qhov yuav los tom ntej. Myers tau hais tias nws lub tuam txhab daim ntawv tshuav nyiaj li cas tam sim no muaj zog heev, ua tsaug rau lub tsev muag khoom ntawm tus nqi siab, tab sis nws tau kwv yees tias kev ua lag luam yuav "tsis zoo" thaum pib xyoo tom ntej.  

Nws tau hais tias "Nws yog qhov nyuaj rau tsaws rau vaj tse," nws hais. "Txhua qhov kev cia siab ntawm kev tsaws muag muag tiag tiag evaporated lub caij nplooj ntoo hlav dhau los, thaum nws tau pom meej tias peb cov neeg siv khoom uas tau ua raws li cov nqi qiv qis qis tsuas yog mus tawm tsam."

Myers nyob ib ncig ntawm lub sijhawm kawg vaj tse sib tsoo, uas tau coj los ntawm kev lag luam qiv nyiaj tsis raug uas tsuas yog hais txog leej twg, tsim nyog lossis tsis tau, tuaj yeem tau txais qiv tsev. Nws ua rau muaj kev khiav loj heev ntawm vaj tse, raws li yuav luag tag nrho ntawm kev xav txog kev yuav thiab muag los ntawm cov tub ua lag luam. Ib tsev neeg ib leeg pib poob qis 80% txij lub Ib Hlis 2006 txog Lub Peb Hlis 2009, tab sis Myers sau tseg tias nws yog qhov qeeb qeeb piv nrog qhov tshwm sim tam sim no.

"Kuv xav tias peb tab tom pom qhov hloov pauv sai tshaj plaws hauv kev ua lag luam hauv kuv txoj haujlwm, thiab kuv tau nyob ib ntus," nws hais. "Kuv tsis tau pom kev muag khoom tsuas yog tua, uas rau peb tau tshwm sim rau lub Tsib Hlis."

Downward kauv

NW nyuam qhuav muaj rau lub hlis dhau los, ib tsev neeg pib vaj tsev nyob tseem nce 10% xyoo dhau los. Qhov ntawd tsuas yog ua ntej cov nqi qiv nyiaj tiag tiag pib dhia sai. Txhawm rau mus los ntawm 10% txhua xyoo nce hauv kev tsim kho mus rau 19% poob rau lub sijhawm ntawd yog qhov kev hloov pauv keeb kwm yav dhau los.

Txawm hais tias kev muag khoom ntawm cov tsev tsim tshiab tau poob qis, cov nqi tseem siab dua piv rau ib xyoos dhau los. Feem ntau qhov ntawd tau ua nrog cov nqi pheej yig rau kev ua haujlwm thiab cov khoom siv. Ib feem ntawm tus nqi zog tsuas yog qhia tau hais tias cov tsev twg muag, uas yog cov nqi kim dua. Tab sis qhov ntawd yuav hloov sai sai, thiab.

Sheryl Palmer, CEO ntawm Arizona-based homebuilder Taylor Morrison, uas nyuam qhuav tshaj tawm cov nyiaj tau los muaj zog rau nws lub quarter thib peb, hais tias cov neeg yuav khoom nkag tau pom meej meej. Tab sis nws kuj tau lees tias cov neeg yuav khoom siab dua tsis muaj dej nyab hauv lub qhov rooj ntxiv lawm.

Palmer tau hais tias "Thaum peb saib ntawm peb qhov kev txav mus los thiab peb cov neeg yuav khoom hauv kev ua neej lawv yeej tseem muaj peev xwm yuav tau, tab sis kev xav, koj yuav tsum muaj kev ntseeg siab," Palmer hais. ntawm CNBC's "Mad Money” nyob rau hnub Friday. "Txawm tias niaj hnub no tus nqi, ob qho tib si peb FHA thiab cov neeg yuav khoom ib txwm muaj ntau chav, tab sis muaj peev xwm them taus nws tsis tau txhais hais tias lawv muaj kev ntseeg siab, muab txhua yam uas tau tshwm sim hauv kev lag luam niaj hnub no."

Demand for new homes down 86% since last year

Palmer tau hais rau cov kws tshuaj ntsuam xyuas ntawm lub tuam txhab cov nyiaj tau los hu tias kev txiav txim tshiab tau nqis "ntse" hauv lub Cuaj Hli, thiab tias qhov kev poob qis tau xav tias muaj ntau yam ntawm cov nqi, thaj chaw thiab cov neeg siv khoom. Raws li qhov tshwm sim Taylor Morrison tab tom rub rov qab los ntawm kev nqis peev hauv av, txo qis nws txoj kev tsim kho tshiab pib thiab muab cov neeg yuav khoom ntxiv kev txhawb siab.

Kev muag khoom ntawm cov tsev tshiab tsim tau poob qis dua qib ua ntej muaj kev sib kis nyob rau lub Cuaj Hli, thiab kev tshem tawm tam sim no yog ob npaug ntawm lawv ib xyoos dhau los, raws li National Association of Home Builders.

"Qhov no yuav yog thawj xyoo txij li xyoo 2011 kom pom qhov poob qis rau ib tsev neeg pib," NAHB Tus Thawj Saib Xyuas Nyiaj Txiag Robert Dietz tau hais hauv kev tshaj tawm. "Txawm hais tias qee cov kws tshuaj ntsuam xyuas tau hais tias tam sim no kev lag luam vaj tsev yog qhov sib npaug ntau dua, qhov tseeb yog tias cov tswv tsev yuav poob qis hauv peb lub hlis tom ntej raws li cov paj laum siab dua thiab cov nqi tsim kho txuas ntxiv ua rau tus nqi ntau ntawm cov neeg yuav khoom. ”

Kev xa khoom ntawm cov tsev tshiab tshiab tseem nce siab, tsis zoo li hauv kev lag luam hauv tsev uas twb muaj lawm, uas cov npe tseem tsis tshua muaj. NAHB tau tshaj tawm tias ib feem peb ntawm cov neeg tsim khoom tam sim no txo ​​tus nqi.

Thiab qhov ntawd yog qhov loj tsis paub. Cov nqi tau txias rau ob qho tib si tshiab thiab cov tsev uas twb muaj lawm, tab sis cov kws tshuaj ntsuam tau muab faib ua seb lawv puas yuav qhia tau tias qhov kev poob qis ib xyoos rau ib xyoos, thiab qhov kev poob qis npaum li cas. Myers tau hais tias nws tau hnov ​​​​txog 20% ​​tus nqi poob rau kev tsim kho tshiab.

"Thiab nws suab hnyav heev, tab sis thaum peb saib rov qab, vim tias peb cov nqi tsim kho tau nce sai heev, peb tsuas yog yuav tsum hu rov qab me ntsis hauv ib xyoos kom tsawg dua li peb tam sim no," Myers tau hais. "Yog li xav txog, zoo, peb tsuas yog yuav rov qab mus rau 20 tsis zoo li yuav luag vwm li 2020% kho tus nqi. Tab sis kuv xav tias nws yuav tsum tshwm sim yog tias peb yuav rov qab nrawm dua. "

Tau qhov twg los: https://www.cnbc.com/2022/10/31/homebuilders-say-steeper-downturn-is-coming-as-buyers-pull-back.html