Hickory Area Happenings!

Starting November 16, 2025, Fannie Mae is removing the long-standing 620 minimum credit score requirement for loans processed through its Desktop Underwriter (DU) system. What does this mean?

More flexibility. Instead of relying on a single credit score cutoff, DU will now assess a borrower’s full financial picture—credit history, income, debt, property type, and more.

Alternative credit welcomed. Rent, utility, and phone payment histories may now help demonstrate creditworthiness for those without traditional credit.

Expanded access. This change could help first-time buyers, long-time renters, and underserved communities qualify for conventional loans—not just FHA.

Potential savings. Conventional loans often come with lower long-term costs than FHA loans, especially when it comes to mortgage insurance.

Important: Lenders will still pull credit scores, and other underwriting standards remain in place. But this shift marks a major step toward inclusive, holistic lending.

If you’ve been told “you don’t qualify” because of your credit score—this could be your moment. Let’s talk about your options and what this means for your path to homeownership.

DM me or schedule a call to explore what’s possible under the new guidelines.

Sheree

Posted in:GeneralPosted in:buyersPosted in:FinancePosted in:InvestorPosted in:Wealth BuildingPosted in:BankingPosted in:Market DataPosted in:Mortgage
Posted by Shane Greene on November 11th, 2025 10:10 PM

Okay, for those who didn’t live through the 2008 housing bubble that led to artificially low interest rates, let talk about the proposed 50-Year Mortgage…Dream Home or Debt Trap? Let’s Break It Down.  Thinking about stretching your mortgage to 50 years? Here’s the truth in a nutshell—because your time (and money) matter.

Pros: Why Some Buyers Say “Yes!”
• Lower Monthly Payments: Spread over 50 years, your payment drops. A $500K home might cost ~$2,277/month vs. $2,548 on a 30-year loan.
• Bigger Buying Power: Qualify for more house with less monthly strain—especially helpful in high-cost markets.
• Short-Term Relief: Ideal for first-time buyers or those needing breathing room now.

Cons: What You’re Really Signing Up For:
• Massive Interest Over Time: You could pay double the interest compared to a 30-year mortgage.
• Slow Equity Growth: You’ll build wealth at a snail’s pace—bad news if you want to sell or refinance.
• Debt Into Retirement: You might still be paying off your home in your 70s.

Bottom Line:
A 50-year mortgage can unlock doors—but it may also chain you to them. If you’re considering it, ask yourself: Am I buying time… or borrowing my future?

Save this post. Share it with someone house-hunting. Let’s make smart moves, not just long ones.

Posted by Shane Greene on November 9th, 2025 7:49 PM

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Buyers can save thousands by assuming a seller’s low-interest mortgage—here’s how it works.

 

If you're shopping for a home in today’s high-interest environment, there's a little-known strategy that could dramatically reduce your monthly payment: mortgage loan assumption. This option allows you to take over a seller’s existing mortgage—often at a much lower interest rate than what lenders are offering now.

 

?? What Is a Mortgage Loan Assumption?

A mortgage assumption means the buyer takes over the seller’s current mortgage, including the remaining balance, interest rate, and repayment terms. Instead of applying for a new loan at today’s rates (often 7% or higher), you “step into” the seller’s loan—potentially locking in a rate as low as 3–4%.

 

?? Why It Matters in 2025

With interest rates climbing, assuming a low-rate mortgage can save buyers hundreds of thousands over the life of the loan. For example:

 

Loan Type

Interest Rate

Monthly Payment

Total Interest Paid

Assumed Loan

3.5%

$1,796

$246,624

New Loan

7.0%

$2.661

$558,360

 

Savings: $311,736 in interest alone.

 

? Which Loans Are Assumable?

Not all mortgages qualify. Here are the most common types:

  • FHA Loans: Most are assumable. Buyer must qualify with the lender.
  • VA Loans: Assumable even by non-veterans, but the seller’s entitlement may remain tied up.
  • USDA Loans: Assumable for eligible rural properties.

 

Note: Most conventional loans include a “due-on-sale” clause, making them non-assumable.

 

?? What’s Required?

To assume a mortgage, buyers typically need:

  • A qualifying credit score (580+ for FHA, 620+ for VA)
  • A debt-to-income ratio under 43%
  • Stable employment and income
  • Payment of an assumption fee (usually $300–$900)

 

?? How to Find Assumable Homes

  • Ask your Realtor® to identify listings with FHA, VA, or USDA loans.
  • Look for homes purchased between 2020–2022 when rates were historically low.
  • Confirm with the seller and their lender that the loan is assumable.

 

??? Final Thoughts

Mortgage assumptions aren’t just a financial loophole—they’re a strategic way to buy more home for less. If you’re an empty nester, first-time buyer, or relocating to the Catawba Valley market, this could be your ticket to affordability and legacy-building.

 

?? Want to explore assumable homes in your area? Let’s talk.

 

Sheree Byrd, Realtor®
 Faith Parker Properties
?? 828-556-5468

info@shereebyrdrealtor.com

Posted in:FinancePosted in:BankingPosted in:Mortgage and tagged: MortgageFinanceBanking
Posted by Sheree Byrd on November 3rd, 2025 2:28 PM

If you’re selling an investment property, the IRS offers a little-known gift: the 1031 Exchange. It’s not flashy, but it’s powerful—allowing you to defer capital gains taxes when you reinvest the proceeds into another “like-kind” property. Translation? You keep more of your money working for you.

Here’s how it works: instead of cashing out and paying taxes on your profit, you roll that equity into another investment property. The key is timing and structure. You’ll need a qualified intermediary to hold the funds, and you must identify your next property within 45 days and close within 180. Miss those deadlines, and the tax bill lands in your lap.

Why bother? Because deferring taxes means more buying power. Let’s say you sell a rental for $500K with $200K in gains. A traditional sale might cost you $40K+ in taxes. With a 1031 Exchange, that $40K stays in play—fueling your next purchase, whether it’s a bigger building, a better location, or a property with stronger cash flow.

It’s not just for big investors. Even mom-and-pop landlords or vacation rental owners can use it to upgrade, diversify, or reposition their portfolio. Just remember: this strategy is for investment properties, not your personal residence.

Bottom line? The 1031 Exchange is a savvy tool for sellers who want to grow wealth, not just cash out. Talk to your tax advisor early, plan ahead, and make every dollar count.

Posted by Sheree Byrd on October 30th, 2025 10:24 AM

Posted in:GeneralPosted in:buyersPosted in:FinancePosted in:BankingPosted in:Market DataPosted in:Downsizing
Posted by Sheree Byrd on October 29th, 2025 2:18 PM
Lenders use debt-to-income ratios to assess a borrower's ability to manage monthly payments and repay debt.  It's a key factor in mortgage approval and determines the maximum loan amount a borrower may qualify for.  Each loan program has different flexibility levels based on risk tolerance - or the specific borrowers ability to repay.

Typical debt-to-income requirements by loan type:
Conventional           Up to 45% (sometimes 50% with strong credit or reserves)
FHA             Up to 43% - 50% possible with compensating factors
VA              The guideline is 41% but can easily go much higher (into the 50s) with residual income analysis
USDA           29% front end (mortgage and escrows only) and 41% back end (all debt plus mortgage and escrows)
Jumbo Loans      Typically 40-45%

Down Payment Assistance:
1.  Maximum 45% back in to the loan amount
2.  Some programs consider front end and must have a range of 25-32%

Factors that can offset a higher DTI:
1. Strong credit scores
2. Significant cash reserves or assets
3. Large down payment
4. Low payment shock (current rent vs new payment)


This information is provided by Denise Poole Shelton with Primis Mortgage.  If you would like to learn whether you qualify, reach out to us and we will be happy to connect you!

Sheree

Posted by Shane Greene on October 23rd, 2025 10:02 PM

Why For Sale By Owner Isn't the Best Strategy for Selling Your Home

Selling your home can be a daunting task. Many homeowners consider the For Sale By Owner (FSBO) route to avoid paying commission fees. While this approach may seem appealing at first, it often leads to challenges that can cost you time, money, and peace of mind. Here’s why opting for FSBO might not be the best strategy for selling your home.


Lack of Market Expertise

One of the primary reasons many attempts FSBO is the desire to save on real estate commissions. However, this often comes at the expense of market knowledge. A seasoned real estate agent brings expertise in:

  • Pricing Strategies: Real estate agents utilize comparative market analysis (CMA) to determine the right price for your home. Mispricing can result in longer days on the market or losses when it finally sells.

  • Local Market Trends: An agent understands current trends, allowing them to position your home effectively to attract serious buyers.

Limited Exposure

When you sell your home yourself, you significantly limit its exposure. Real estate agents have access to:

  • Multiple Listing Services (MLS): MLS listings are broadcast to a network of agents and potential buyers, increasing visibility.

  • Broader Marketing Strategies: Professional agents employ marketing tactics, including online listings, social media marketing, and traditional advertising, to get your home in front of more potential buyers.

Negotiation Skills

Negotiating the sale of a home can be overwhelming, especially if you lack experience in real estate transactions. Real estate agents are trained negotiators who can:

  • Secure Better Offers: Agents know how to navigate offers and counteroffers effectively.

  • Manage Emotional Factors: Selling a home can be emotional. An agent provides an objective viewpoint that helps you stay focused on achieving your goals.

Legal Complexities

Real estate transactions involve a myriad of legal documents and requirements. Without the right knowledge, you risk non-compliance, which can lead to:

  • Financial Pitfalls: Errors in documentation can impose costly liabilities.

  • Delays in Closing: Missing key legal steps can stall the sale or lead to the loss of buyers.


The Cost of Time

Time is a valuable asset when selling your home. FSBO often leads to longer sales periods due to:

  • Inexperienced Marketing: Without targeted, professional marketing, homes may linger on the market longer than necessary.

  • Handling Inquiries: Fielding calls, conducting showings, and responding to interested buyers can take considerable time and effort, diverting you from your daily responsibilities.

Potential Financial Loss

The goal of selling your home is to maximize your return on investment. Unfortunately, by going the FSBO route, you might inadvertently reduce your profits. An experienced agent can help ensure:

  • Maximized Sale Price: Proper pricing and marketing can lead to higher offers.

  • Reduced Overall Stress: Working with a professional can also minimize your personal stress, allowing you to focus on your next steps post-sale.


Conclusion: Choose a Partner in Your Journey

Selling your home is more than just putting a sign in the yard or listing it online. It’s a complex process that requires knowledge, experience, and a strategic approach. While FSBO may seem like a financially sound choice, the potential pitfalls could cost you significantly more in the long run.

If you’re considering selling your home and want to maximize your investment without the stress, I invite you to take the first step with a free home evaluation. Understanding your home’s current market value is essential, and I’m here to help you through every step of the selling process.

Feel free to reach out today for your no-obligation evaluation!


By avoiding common FSBO mistakes, you’ll position yourself for a successful, profitable home sale. Your future deserves expert advocacy—don’t go alone!

Posted by Shane Greene on October 20th, 2025 9:22 PM

Buying a home is not just one of the most exciting milestones in your life; it’s also one of the most significant investments you'll ever make. With so many steps involved in the process, it can feel overwhelming. However, having a clear understanding of the sequence of events can make this journey much smoother. Here’s a detailed overview of what to expect, along with insights on how we can assist you every step of the way.


Step 1: Getting Pre-Approved

Why Pre-Approval Is Important

The initial step in your home-buying journey is to secure a mortgage pre-approval. This process involves a lender evaluating your financial history and current financial situation to determine how much they are willing to lend you. Pre-approval not only clarifies your budget but also signals to sellers that you are a serious buyer.

How We Can Help:

  • Access to Lender Network: We can connect you with reputable lenders who can provide tailored options based on your unique financial situation.
  • Credit Evaluation: We’ll guide you on how to improve your credit score if needed, increasing your chances of getting better loan terms.

Step 2: Finding Your Dream Home

Research and Preferences

Once you’ve determined your budget, it’s time to start searching for your dream home. This involves understanding your needs and preferences. Are you looking for a cozy condo, a family-friendly house, or a spacious estate?

How We Can Help:

  • Personalized Consultation: We will meet with you to discuss your wish list—considering factors like location, size, amenities, and lifestyle.
  • Market Insight: With our expertise in the local market, we’ll provide you with valuable insights about various neighborhoods, schools, and amenities to help you make informed decisions.

Step 3: Making an Offer

Crafting a Competitive Offer

When you find a home that feels like "the one," it’s time to make an offer. This is where strategy comes into play; you want to make sure your offer stands out.

How We Can Help:

  • Market Analysis: We’ll conduct a comparative market analysis to ensure your offer reflects current market conditions.
  • Negotiation Skills: Our experienced team will negotiate on your behalf, considering factors like seller motivation and market competition to secure the best terms.

Step 4: Home Inspection and Due Diligence

The Importance of Inspections

Once your offer is accepted, conducting a home inspection is crucial. An inspection reveals the property's condition and identifies any potential issues.

How We Can Help:

  • Recommendations: We can recommend trusted home inspectors who will thoroughly evaluate the property.
  • Addressing Concerns: If any significant issues arise from the inspection, we’ll help you decide whether to renegotiate or move forward with the purchase.

Step 5: Securing Financing

Finalizing Your Mortgage

After passing the inspection, it’s time to finalize your mortgage. This process involves submitting final paperwork and securing your loan, so it's essential to keep communication open with your lender.

How We Can Help:

  • Keeping You Informed: We’ll ensure you understand all the necessary documentation required for final approval.
  • Problem Solving: If any challenges arise during this stage, we’ll be there to assist you in resolving them promptly.

Step 6: Closing the Deal

What to Expect on Closing Day

Closing is the final step in the home-buying process, where you'll sign all necessary documents and take full ownership of your new home.

How We Can Help:

  • Guidance on Paperwork: We’ll walk you through each document, explaining important terms and conditions.
  • Ensuring Smooth Transactions: Our team will coordinate with all involved parties, including lenders, title companies, and inspectors, to ensure that everything goes off without a hitch.

Step 7: Moving In and Beyond

Settling into Your New Home

Once the closing is complete and you have the keys in hand, it's time to move in! But the journey doesn’t stop there.

How We Can Help:

  • Post-Move Support: We offer resources for moving services, home improvement contractors, and local services to help you settle in.
  • Ongoing Relationship: We believe in building long-term relationships with our clients, offering continued support and resources for future home needs.

Start Your Journey with Us

Buying a home is not just a transaction; it's a journey that requires careful planning and expert guidance. Our dedicated team is here to provide the support you need throughout the entire process. With our extensive knowledge of the market and access to a network of trusted lenders, we can help you navigate each step, ensuring you find the perfect home at the best possible terms.

Ready to start your home-buying journey? Contact us today to schedule a consultation and learn how we can assist!

Posted in:GeneralPosted in:buyersPosted in:HickoryPosted in:HomePosted in:RelocationPosted in:Downsizing
Posted by Shane Greene on October 20th, 2025 9:17 PM

After a rollercoaster ride of rising interest rates, homebuyers are finally catching a break. Mortgage rates, which peaked at nearly 7.8% in late 2023, have moderated to around 6.2% as of fall 202512. While still higher than the historic lows of 2021, this shift is making a noticeable difference in monthly payments—especially for buyers shopping in the average price range.

What Does This Mean for Buyers?

Let’s break it down. A $400,000 mortgage at 7.79% would have cost buyers roughly $2,877/month in principal and interest. At today’s moderated rate of 6.2%, that same loan now costs about $2,450/month—a savings of over $400 monthly1. For homes priced closer to the median in our region (around $300,000–$350,000), the savings are still substantial, often trimming $300–$350 off monthly payments compared to last year’s peak.

This moderation is especially meaningful for first-time buyers, empty nesters, and relocators who were previously priced out of the market. With slightly lower rates and more predictable monthly costs, the window to buy is opening wider.

Why Morganton, Hickory, and Newton/Conover Are Worth a Look

Beyond the numbers, western North Carolina is buzzing with new energy. The Morganton–Hickory–Newton/Conover corridor is seeing a wave of new businesses and infrastructure that’s turning heads—and drawing relocators.

Here’s what’s brewing:

  1. The Honey Hog Restaurant is under construction in Morganton, promising a vibrant new dining experience on Carbon City Road. With steel framing underway, it’s expected to open in a brand-new facility by year’s end3.
  2. WeCare Pharmacy, a full-service compounding and specialty pharmacy, is opening in Morganton’s former Smoothie King building. It’s designed to serve patients with chronic and rare conditions, adding a layer of healthcare sophistication to the area3.
  3. Village Inn Pizza Parlor is expanding with a new location on Bush Drive, bringing a beloved regional favorite to more families3.
  4. Hickory’s economic development continues to shine. Recognized as one of the fastest-growing economies in the U.S., the city is actively attracting new businesses and fostering a culture of craftsmanship and innovation4.
  5. Catawba County’s Future Summit recently brought together over 360 leaders to chart bold visions for growth, signaling strong regional momentum and investment5.

A Lifestyle Worth Relocating For

Nestled between Charlotte and Asheville, this region offers a rare blend of affordability, natural beauty, and economic opportunity. Whether you're a remote worker seeking a scenic backdrop, a retiree looking for community, or a family craving space and value, Morganton, Hickory, and Newton/Conover deliver.

With interest rates easing and new businesses planting roots, now is a strategic time to explore relocation. The mortgage math is improving, and the lifestyle perks are multiplying.

?? Thinking about making a move? Let’s connect. Whether you’re buying, selling, or just exploring, I’m here to help you navigate the market with clarity and confidence.


Sources:


References (5)

1Data Spotlight: The Impact of Changing Mortgage Interest Rates. https://www.consumerfinance.gov/data-research/research-reports/data-spotlight-the-impact-of-changing-mortgage-interest-rates/

2How Federal Reserve Rate Decisions Impact Mortgage Rates in 2025 .... https://www.kiplinger.com/real-estate/mortgages/how-the-federal-reserve-affects-mortgage-rates

3Here's the latest on businesses coming to Morganton | Business | The Paper. https://www.thepaper.media/business/from-farewells-to-new-construction-here-are-the-latest-morganton-business-updates/article_5601c03b-8349-40a3-a5aa-b72c013c296f.html

4Breaking Ground | City of Hickory. https://www.hickorync.gov/breaking-ground

5Home - The Chamber of Catawba County. https://catawbachamber.org/

Posted by Shane Greene on October 19th, 2025 10:38 PM

Let's talk inventory, absorption, and pricing power.  

The absorption rate in Catawba Valley is hovering around 3.6 months - still favoring sellers.  But buyers are getting pickier.  Homes that show well and are priced right are flying off the market.  Those that miss the mark?  Sitting.  If you are prepping to list, presentation is everything.  I can help you determine how to best position your home for listing and provide a well-thought out strategy for pricing to get the quickest turnaround and highest dollar.

Remember, your house is only worth what someone is willing to pay for it.  So, let's get you ready to command the best the market has to offer.

Sheree

Posted by Sheree Byrd on October 16th, 2025 11:09 AM

Buyer urgency is rising.  Sellers, take note.

With rates dipping below 6.5%, buyers are re-entering the market with confidence.  This creates a window of opportunity for sellers - especially those with move-in-ready homes.  Expect more showings, faster offers, and competitive pricing.  if you've been waiting for the right moment, this could be it.

Sheree

Posted by Shane Greene on October 14th, 2025 8:31 PM

A look at homes that didn't sell and how they're bouncing back...

In the past 60 days, over 40 homes in Catawba Valley were relisted after failing to sell.  The common thread could have been poor marketing, unclear pricing or missed emotional connection for buyers.  Sellers who re-entered the market with fresh visuals and strategic storytelling saw renewed interest.  If you've tried to sell before, let's explore what could work better this time.

Sheree

Posted by Shane Greene on October 13th, 2025 10:19 PM

From lakefront estates to modern farmhouses - here's what's trending.

Homes over $75k are moving faster than expected, especially those with high-end finishes, guest quarters, and outdoor entertainment zones.  Buyers are prioritizing lifestyle over square footage.  Hickory, Lake Hickory, and parts of Morganton are seeing strong activity.  If your home fits this niche, it may be time to revisit your pricing strategy.

Sheree

Posted in:sellersPosted in:HickoryPosted in:Home for SalePosted in:Market DataPosted in:Relocation
Posted by Sheree Byrd on October 8th, 2025 10:43 AM

Scenic views, legacy estates, and a lifestle shift are driving demand.  Catawba Valley is seeing a surge in relocations from Charlotte, Raleigh and even out-of-state markets like Florida and New York.  What's drawing them?  Privacy, mountain views and homes with character.  Legacy properties with acreage or lake access are especially hot.  If your considering selling, now's the time to highlight what makes your home unique.

Sheree

Posted by Sheree Byrd on October 7th, 2025 9:26 AM

Home values, inventory and buyer behavior - here's your Q4 snapshot.

Home values in the Catawba Valley market rose 4.2% this quarter, with luxury homes seeing the biggest gains.  Inventory remains tight, especially in Hickory and Lake James, where days-on-market dropped below 30.  The broader market clocked in just over 50.  

Buyers are moving fast, and sellers with updated kitchens or outdoor living spaces are commanding top dollar.  Want to know what your home might be worth in today's market?  Let's chat.

Sheree

Posted by Sheree Byrd on October 6th, 2025 1:49 PM

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Faith Parker Properties, LLC

A Realtor You Can Have Faith In

620 4th ST SW
Hickory, NC 28602