Condos that were around when the
Hurricanes lost a national championship game to the Nebraska
Cornhuskers in the Orange Bowl are flooding the South
Florida market.
That was 30 years ago.
Gasoline was about $1.17 a gallon and the average condo sold
for about $57,000, or $120,000 today adjusted for inflation.
Average condo prices are a lot higher than that now, but
they have been falling as more properties hit the market
looking for buyers.
There is a crush of condos built in 1994 or earlier for sale
in South Florida — almost 18,000 condos of that vintage were
on the market in the second quarter. About nine of every 10
condos for sale in Miami-Dade, Broward and Palm Beach
counties dates back to at least 1994, according to real
estate sales and marketing firm ISG Worldwide.
“What we’ve seen in the last 12 months is a rush to sell by
the owners of those condos,” said ISG Worldwide CEO Craig
Studnicky. “That’s met with a lack of rush from the buyers
who want to buy that stuff.”
Condominium prices across the region have fallen back to
about where they were in February. They have dropped for
four straight months through June in Miami-Dade County.
Broward condo prices have fallen for three out of the past
four months. And they fell in Palm Beach County from May,
according to data from the Miami Association of Realtors.
A Flourish chart
The lower prices come as the number of condos for sale has
skyrocketed. In June, the number of condos listed for sale
in Broward County was more than double from a year ago. And
it’s taking longer to sell a condo — the average is about
three months across the three counties.
The number of condos for sale in South Florida has been
growing steadily for the past year. It has almost tripled in
the past two years. All of the increase between the first
and second quarters of 2024 is from buildings that were
built before 1994.
One big reason?
Surfside.
The early morning partial collapse of the Champlain Towers
South building in 2021 killed 98 people. It led to a series
of condominium reforms passed by the Florida Legislature.
Two of the more significant changes for condo owners are a
mandatory structural inspection and increasing reserve funds
for condo associations of buildings at least 30 years old.
“The buyers who are moving to Florida are specifically
asking, ‘Realtors, don’t take me to one of those [older
buildings],'” said Studnicky. “Those would be a building
that is more than likely going to get tagged with a special
assessment. ‘Bring me somewhere new,’ [they’re saying],'” he
said.
ISG Worldwide Craig Studnicky on the balcony of Circ
Residences in Hollywood. The building was built as an
apartment building in 2019. It’s developer is now selling
the apartments as condos.
Studnicky spoke to WLRN from the living room of an apartment
on the 20th floor at the Circ Residences on Young Circle in
Hollywood. Its balcony looks east toward the Atlantic Ocean.
The building hopes to benefit from buyer worries about older
vintage condos. The Circ was built in 2019 — “a puppy dog by
construction standards,” said Studnicky.
In February, its developer decided to change course and sell
its 386 apartments as condos. Studnicky’s firm is leading
the sales effort. Prices range from $450,000 to $1.3
million. Two-bedroom, two-bath units range in rent from
$2,200 to $3,100 per month. Studnicky said many buyers of
the condos are turning around and renting them out.
The market certainly is showing signs of stress for older
vintage units. While average sales prices for condos younger
than 30 years old have continued increasing, those dating
back to 1994 or before have seen price drops. That bucks the
trend experienced by most residential real estate in South
Florida since the COVID-19 pandemic.
“I hesitate to say the word glut,” said FAU housing
economist Ken Johnson.
“Imagine yourself as an owner of a condo in South Florida.
It’s very difficult to sell there. There’s uncertainty over
future pricing of condos,” he said.
Pressure on older condo buildings to turn to rentals
Johnson doesn’t think the big jump in older condos for sale
and associated price declines will infect the overall
housing market. Instead, he predicts it could lead to just
the opposite of what Studnicky is leading in Hollywood,
where a recently-built rental apartment building is going
condo. Johnson thinks older condo buildings facing increased
assessments and a soft market of buyers will look to the
rental market.
“I think you’ll see a lot of pressure on condo associations
to allow for rentals because otherwise you’re going to have
a property setting empty. You’re going to have somebody that
can’t sell because of the price,” Johnson said.
That would require many condo associations to change their
rules around renting. It is common for associations to
restrict rentals in condo buildings such as limiting the
proportion of units able to rent or restricting the number
of leases a unit owner can enter into each year. These
regulations can discourage a condo owner from offering a
unit for a short-term rental through AirBNB and VRBO. They
also can make it difficult to have a traditional annual
lease.
Johnson acknowledges condo associations would have to become
more rent-friendly, and if they do, the changes would
increase the number of rentals on the market.
“This will result of an infusion into the supply side of
roofs to live under and rent plus roofs to live under and
own,” Johnson said.
While such new rental supply may benefit those renting, he
admitted owners and associations of older condos won’t like
it.
“It’s kind of a zero-sum game,” he said.