DON'T RETIRE RICH

Saturday, 8 January 2022

ARE YOU READY TO BUY YOUR FIRST HOME ?


ARE YOU READY TO BUY PROPERTY?

 


ARE YOU READY TO BUY YOUR 1ST HOME?

 

 

 

Gone are the days when Property used to bought only after getting WELL SETTLED (married and have kids)

Now…immediately post landing a job, and after the mandatory Apple iPhone and a Bike, the youngsters are ready to swoop in on the newest gadget (home) and show off!

Yes..its exciting when you start scouting for that DREAM FIRST HOME but before that there are some factors that should be compulsorily considered.

Buying a property is a SERIOUS Decision and needs SERIOUS INTROSPECTION. Not just financial but it has turned into even an emotional roller coaster when it comes to buying your first home.

 

 

Property typically increases in value over time and provides SECURITY IN RETIREMENT.

Not having to pay rent when you don’t have or steady income in indeed a blessing.

And of course, the status you get in society when you are living not on Rent but OWN HOUSE is something different.

Isn’t it?

 

But have you checked whether you truly are ready to buy property?

Are you ready to take such a huge financial decision?

Will you be able to digest such a big dent in your corpus?

 

ANSWER THE FOLLOWING QUESTIONS YOURSELD AND YOU CAN FIND YOURSELF WHETHER YOU ARE INDEED READY TO BUY THAT PROPERTY

 


1.  Do you have a Steady Income?

90% of Property buyers go for EMI which means a committed monthly expense.

If you are a salaried person, then its easier to plan for the house but if your income is variable and volatile, you may get stuck in financial mess when you may not be able to pay the EMI during lean periods of income. How will you overcome that?

Even when it comes to salary, you need to answer if the job is steady, and capable of giving you SIMILAR salary if you have to move out.

Let me reiterate that it’s not salary that makes for STEADY income. It could be even your Dividend income, Interest Income (or even Rent from other properties you may have)

Only thing for you to answer is WILL YOU BE ABLE TO PAY THE MONTHLY EMI WITHOUT FAIL MONTH AFTER MONTH

 

2.  Do you have Emergency Fund?

Of course, once you don’t steady income, the obvious next question would be whether you have at least the Emergency Fund.

Emergency fund ensures that you can tide over the temporary financial crises and pay any EMI and other expenses without an issue. Medical contingencies, job loss, salary cuts are some of the Emergencies that you MUST be prepared for.

Ideally, 6 months of expenses is a good enough buffer to have as an Emergency Fund. This Emergency Fund acts like a SHOCK ABSORBER and you can easily sail through the tough periods. It is not that you should keep 4-6 months of your Monthly Expenses in Contingency Fund at one go. Go about it slowly. Start with 15 days of expenses, then 1 month and gradually scale up.

 

3.  Is your Debt manageable?

If you have any existing Loans and committed interest outgo, you need to check whether you can manage the additional EMIs that may come up. It is inevitable that once the new Home EMI starts hitting you, the spending will invariably see a reduction but it should not result in NEED based spending cut.

Debt is pleasure today and pain tomorrow.

Be honest about what you can afford

If you spend too much on a high EMI, it could hurt your day to day expenses (especially in terms of cash crunch)

Needs are a must.

 

4.  Do you have a Lumpsum Corpus?

Prudent Financial Plan says that you should pay at least 50% of the Total Property as Lumpsum from your side

The value of the property you are buying should NOT be more than 3 times of your Annual Income.

Suppose your annual income is 50 lakhs, the value of property you are considering to purchase should NOT cross Rs.1.5 crores.

You cannot take a Rs.80 lakh loan for a Rs.1 crore property.

You should not even if the Loan Provider is ready to give you.

The Higher Lumpsum from your side, lower will be the EMI. Hence make sure you have sufficient Lumpsum for that Property

Home Loan EMI should not 30% of your take home pay.

 


5.  Ready to take care of your own maintenance?

When you are living in a rented home, the maintenance is taken care by the landlord or the Association. But when it come to your own property, you need to get your hands dirty be it fixing the Geyser, the Electric Switch, the Leaking Tap.

And actually, there is nothing wrong in it, right?

So, either you should be mentally ready to do all this (dirty) things or PAY someone to do this for you.

 

6.Have you answered the question whether it is Cheaper to Rent than Buy?

               Yes....sometimes it may well be cheaper to stay in Rent than buy a house depending on the Housing Market situation.

A house is an expensive investment.

Make sure that you have factored the cost of Interest Payments, maintenance of the property, the Taxes to be paid

Suppose the house you plan to purchase is Rs.1 crore and the annual rent you are paying is, say about Rs.3 lakhs…then the rent ratio works out to 33 which is very expensive.

Any Rent Ratio which is above 20% means, you are better off owning a house rather than paying rent.

 

 


 

BEFORE CLOSING…KNOW THIS….

Besides the above, things which are ignored by most buyers are small small things but which can add up to tidy sums

a) The closing costs
The registration of property, the brokerage, lawyer fees, the license fees to electricity board, Water board, Home Insurance,  etc all these add up to quite a sum.
Also, you need to understand that the property you purchase will be BARE without any furnishings and you need to provide for the same.
And of course, the Interiors cost depends on the taste you have and the cost could well end up for 10% to 15% of the property cost.  

 

b) Moving Expenses

Moving from your existing home to new home costs not just the 1 time shifting transporting of stuff but also the factor of your distance to office from the new house and also the distance for your kids to school/college

 

c) RESALE VALUE:
Not exactly a point which many consider but cannot be ignore at all is the RESALE VALUE.

Yes...you are indeed buying your first home to stay FOREVER but you never know...future is unpredictable.

Your job may change, your kids may move out....

and I am not just talking about moving to different city altogether but even within the city, you may be forced to relocate.

Thus, the resale value is an important factor

 

d) Even as you accumulate the HUGE corpus required for purchasing your first home, consider REITs. Owning a Real Estate is a challange both financially and legal hassles, REITS is an easy simplified asset class to own the same without owning it Physically.

c) Your future family size must be definitely considered before purchasing.

You may have kids in future or maybe your parents may join you. Consider all these things before zeroing on an property

 

 

And, before saying YES to going ahead with your purchase of your FIRST HOME, make sure your credit history is in good shape. Build up the score beforehand.

The Interest could go up or down steeply depending on your credit score. Make sure you have a good CIBIL score.

Your Cibil score is a measure of how trustworthy you are and hence higher the score, the better it is.

 

 

 

Remember unlike earlier days, your first property could well be your LAST property in life.

So, make sure that you are zeroing in on the right property in all aspects

Cost is only 1 factor.

Your need to look at the distance to work, the neighbours, the facilities nearby, etc

 

And without missing, also read our article on MAKING YOUR HOME LOAN INTEREST FREE!

https://srikavimoney.blogspot.com/2021/04/make-your-home-loan-interest-free-heres.html/ 

https://srikavimoney.blogspot.com/2021/04/make-your-home-loan-interest-free-heres.html

 

 

Finally, You don’t have to buy a house just for society sake. There is no rule that ONE MUST HAVE OWN HOUSE.

Buy only if YOU WANT to not because the society is asking you questions.

Ultimately what matters is WHETHER YOU ARE COMFORTABLE in where you are

Buying a property should result in satisfaction and not Tension!

Enjoy the experience of getting your First Home and all the very Best.

Wish you all the very best

Srikanth Matrubai

Author - DONT RETIRE RICH

 







All the best,
Regards,
Srikanth Matrubai
MUTUAL FUND DISTRIBUTOR
REBALANCE VOLATILITY CERTIFIED COACH
Srikanth Matrubai, Author of the Amazon Best Seller DON'T RETIRE RICH


You are strongly encouraged to consult your financial planner before making any decision regarding this investment. The views expressed here are the author's personal views and should not be interpreted as a recommendation to invest/avoid.

 
Srikanth Matrubai Author of the Amazon Best Seller DON'T RETIRE RICH

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3 comments:

  1. excellent write up and clear explation , can be well planned before buying home..

    ReplyDelete
  2. Very simple & practicle advice. Anyone who is planning to buy home should read this article first.

    ReplyDelete

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