The Difference Between Investing and Speculating

Everyone wanted to get into the game. Real estate was the darling topic at cocktail parties and from your hair dresser. People were quitting their jobs and running after real estate riches. This frenzy was fueled by lenders who were giving loans to anyone who can fog a mirror a loan – with no money invested. Loan requirements were being relaxed to Prozac-like standards. Teaser low rate and negative amortization loans were everywhere. Appraisers appraised at way over market values. Why buy just one property when you can get five and make even more money? After all, if my manicurist can do this, why can’t I?

What could possibly go wrong?

Well the bloom is off the rose.

After 20 years in this business, I can tell you this is no surprise. I have been telling people this since 2005. Everyone was saying that low interest rates were fueling the market and that when interest rates rise that will be the end. Well interest rates have actually gone down and still real estate is collapsing. Millions of people have adjustable rate loans that are adjusting. Banks have swung the pendulum in the other direction and are over cautious about who can get loans and how much they have to put down. No one wants to buy the junk sub-prime loans that were created so they could be sold to hedge funds, other central banks and unsuspecting pension funds.

The real estate market is flooded with newbees who are really speculators – not investors. These are people who are ruining it for the rest of us. They don’t bother to educate themselves; they don’t go to real estate clubs to network; they don’t buy tape sets; they don’t go to seminars. They depend on the advice of people who have something to gain from their actions. These promoters do not care whether they are giving good advice or not – as long as the promoter is making money. Everyone has something to pitch – new construction bought before the shovel is in the ground – ideas that are just ideas.

These speculators don’t bother to find the right places to learn about what is happening in the real estate market RIGHT NOW! They were hypnotized by all the hype that was going on about how the real estate market will go up forever and that this time is different – there won’t be a downtown. Sound familiar? Just like the stock market hype in the year 2000. Everyone swore that things had changed and that history no longer repeated itself. It seems that all these ex-stock investors were pouring their money into real estate. There just does not seem to be any other place to put money. However, even the stock market is scary and lately, so is real estate.

These people were under the delusion that what goes up will continue to go up forever so all they have to do is buy anything at full market price, take out a no money adjustable rate loan and rent it and hold onto it for a few years and make big bucks. Well some of the people who ran to Vegas and tried to do that already found out the hard way that there were thousands of others doing the same thing and they could not rent the house. Even if they could, renters don’t always pay and sometimes they destroy things. Think that can’t happen elsewhere?

Now the difference between these people and true investors could not be more dramatic. These people are learning the hard way that what goes up will eventually come down.

We investors were taught to buy below market for appreciation and cash flow through improvements to the property. I was always taught that you make money the day you bought the property. If you have this philosophy, you can never get hurt. No matter what happens to interest rates or prices, I bought right. If it appreciates, fine – that’s only the gravy. The meat and potatoes were the price I paid. I don’t care what happens to interest rates. I only keep properties with fixed rate loans under 6%.

It is more important now than ever to become educated. All the people I trained with say the same thing; buy below market and make your own appreciation, buy for the long haul and let your tenants pay off your loans, or buy for cash flow. DON’T BUY FOR APPRECIATION!!

The scariest thing about all this is that usually real estate markets are regional as well as cyclical. After all, economic conditions are different in different parts of the country, so when one market is up, the other one is down. Well, it looks like the markets across the county had the same bad thing happen to them at the same time – like rising interest rates and teaser rates adjusting. Things could get ugly for the whole national economy. Not a pretty thought!

Well, that’s when the fun begins for true investors like me and I hope, you. It is imperative to get educated so you know the difference between investing and speculating or the school of hard knocks will educate you.

Phyllis Rockower, REIC of LA founder