Apartment Trends Magazine May 2019 | Page 24

ECONOMY RON THROUPE Unintended Consequences of Rent Control I heard on the TV on April 22 a reporter saying there is a debate today in the state senate on rent control and the soaring rents in Denver, with the average rent now approaching $1,500 per month! That is close to this report’s number of $1,480.74 per month average, but rents are soaring? Does that mean all pay the average or that there is such a thing as an average unit? Not really. Higher priced units drive up the averages. They are higher priced due to land costs, materials, labor, and demand. There are price point choices, although maybe more are needed as in most cities. Does that mean a so called “toolbox” is needed with rent control? How about more affordable programs, and less “opt out” fee type deals? The real question is how much to think before action is warranted, and what are the unintended consequences of various actions? We hear of anecdotal evidence saying that rent-control policies give tenants stability and lessens the impacts of gentrification, preventing displacement. Ok, maybe for that generation, but how about the long-term viability of the neighborhood? Does it change or lead to unintended consequences? Those who cite rent control as detrimental are sometimes considered to be just one opinion among many. However, it is a historical economic reality that these policies have previously led to some detrimental long-term effects! So what are we going to do differently to prevent the past? One of the first to address these economics were Nobel Lauriat’s Milton Freidman and George Stigler, “Roofs or Ceilings”. Let’s look at the actual rent changes (right) for more insight. Note from the table that rents over the time period have fluctuated and the annual change for the eleven years is 5.1% for the average rent and 5.25% for the median rent. These increases are greater than overall inflation but far from soaring. Truth is, Denver has become an attractive place to locate and demand for housing followed. There were some spike years in 2014- 2016 as housing supply needed time to catch up with demand, but since then, Denver has gone back to historical rent escalations and may be on the verge of rents flattening as housing supply catches up to demand, and wages increases also follow suit. The historic studies by economists show that rent control over time has a diminishing effect on the availability, cost and quality of housing. A research piece out of Stanford states that a benefit of rent control is that more current inhabitants stay locally if rent control is implemented. Who would leave if they have no inflation in housing costs? This reduces availability of units. As a real life case study, a friend of mine is 69 and lives in Manhattan, and has not moved for 40 years. Moving would be crazy. He is an art broker now worth millions. Unintended consequence? A developer will construct a for rent project with a non-growth pro forma, what does that do to the future sales price? That is partially what “tax credit” programs are created to resolve. Truth is, projects get built because there is demand at a particular price range. If not, then developers do something else. Has anyone thought what a capital market bias could create by a ‘stay out of Denver” mentality from the Wilmar Is Now Kitchen & Bathroom d www.GetAGrip.com (303) 913-9897 22 | TRENDS MAY 2019 HomeDepotPro.com/Multifamily 800.345.3000 www.aamdhq.org