Stockworth Management - Quarterly Reports Q2 2022

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QUARTER 2 2022

CENTRAL FLORIDA RENTAL REPORT

July 27, 2022

LOCAL & NATIONAL RENTAL STATS Median Rental Rate (Orange County, FL)

Median Home Sale Price (Orange County, FL)

Median Home Sale Price (USA)

Q1 2022: $2,500 Q2 2022: $2,670

Jan 2022: $355,000 Jun 2022: $410,099

Jan 2022: $433,100 Jun 2022: $440,300

+7% Avg Rental Rate Increase

+19.8% Avg Rental Rate Increase

+7.7% Avg Rental Rate Increase

IS REAL ESTATE THE BEST INFLATION HEDGE? By Evan Caulfield, Stockworth Management

Real estate in Central Florida has outperformed many asset classes to date. In Orange County, Florida, prices have soared nearly 16%, thanks in large part to a massive influx of 1,000+ new central Florida residents weekly. Nationwide, median home prices have risen a modest 2% since January, 2022. With the Consumer Price Index jumping by 9.1% over the last year, the largest 12-month increase since 1981, rising inflation numbers have left investors scrambling to hold more cash reserves or find the best possible inflation hedge. As a result, the stock market has taken a major hit, with the S&P 500 falling 19% since January 2022, the worst performance in nearly 50 years. Will this trend in real estate appreciation continue? That remains to be seen, however, housing prices have historically increased over time. According to the Federal Reserve Bank of St. Louis, even when inflation peaked

to a high of 15% in 1980, US median real estate prices doubled over that next decade. Furthermore, rising inflation led to higher median rental rates, increasing 84% from 1980 through 1990. Keep in mind, mortgage interest rates were between 10% to 16% during that time period, so higher interest rates didn’t stop buyers from purchasing properties. If history repeats itself, real estate investors could benefit from this macro economic environment. It all depends on if we have actually hit peak inflation levels. Disclaimer: All investment strategies and investments involve risk of loss. Nothing contained in this article should be construed as investment advice. Sources: U.S. Bureau of Labor Statistics, U.S. Census Bureau, U.S. Department of Housing and Urban Development, Orlando Regional Realtor Association, Stellar MLS, Freddie Mac.


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