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Week of September 1, 2003

Front Page

President's Message

* Building for Tomorrow Starts With Accommodative Housing Policies

Housing Forum

* Builders Care About Saving Trees

Housing and Economics

* New Home Sales Headed for a Banner Year
* July Existing-Home Sales Smash Record
* Eye on the Economy

Systems Building

* Systems-Built Housing Is on the Rise

Multifamily

* Post Office Easing Mailbox Retrofit Requirement
* Good Management Can Stamp Out Apartment Meth Labs

Business Management

* Don’t Mix Personal Funds and Company Finances (If You Can Help It)

Sales and Marketing

* Productive Direct Mailing: It’s All in the Detailing

Small Builders and Remodelers

* There Are Three Good Reasons to Earn an NAHB Designation

Housing Finance

* Navy Announces Privatization Project for Pacific Northwest

Seniors Housing

* Forget What You Used to Know About the Retirement Market

Labor

* Builders to Train Dallas Youths in Construction Trades

Building Products

* New Line of Insulation Is Formaldehyde-Free

Women's Council

* Women Building a Legacy One House at a Time

Member Dividends

* New York Focuses on Associate Member Retention and Recruitment With NAHB Help

International Housing

* Mexico Is Focus of International Housing Conference

Building News Coast To Coast

Association News & Events

* Survey Aimed at Improving Arbitration Services
* Boost Your Marketing Through These Awards Programs
* Calendar of Events

NBN Back Issues

 

Forget What You Used to Know About the Retirement Market

“Retirement” has taken on such new meaning that all of our ideas about when people retire, what they want out of their retirement years and where they’ll live need to be reexamined.

What Do We Know About This Market?

First, we know that today’s retirees are active and that there is no one age at which people stop working. People are retiring early at 50-years-old and many are still working full-time past the age of 70. And even if they are not working full-time, home-based consulting businesses, part-time work, active volunteer schedules and recreational pursuits are keeping older persons busy from sunrise to sunset.

Second, we know that family units are changing. Just when the kids are finally gone, Mom moves in. Or it’s time to retire but there are still teen-agers in the household because of delayed child bearing or a second or third marriage.

Third, despite what we are hearing about the unprecedented wealth of the current generation of 60- to 70-year-olds and the wealth that boomers will inherit, we also know that more than one-third of all households headed by someone over 65 have an annual income of less than $25,000.


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Active Home Buyers Present Challenges

Building for active adults poses several specific challenges.

First, older new home buyers do not usually move because they need to. They aren’t looking for better schools or relocating for a new job. They are discretionary buyers.

Second, this market is not homogenous. Prospective buyers in this market are more individualistic. Many belong to target audiences such as wealthy ethnic groups and multi-generational families that should not be overlooked. And buyers in today’s retirement market tend to be looking more for new exciting opportunities than pursuing a life of leisure.

Third, there are many more options for retirement living. Retirement used to be limited to remaining in the family home; moving to a smaller home in a warmer climate or near family members; moving to a condo or apartment, especially if a spouse was deceased; and ultimately, as needs dictated, moving into a nursing home.

Added to the options available to today’s “over-55” market are: renting or purchasing an apartment or single-family home in a conventional, age-qualified or age-targeted community; moving to an attached villa, town home, condominium, apartment or detached single-family house; finally building or buying one’s “dream” home; establishing several homes to escape cold winters and hot summers while still remaining close to family and friends; buying or renting a downtown apartment in the center of cultural and recreational activities; or buying or renting a unit that offers resort amenities, meal plans and whatever supportive services might be needed for the rest of a person’s life.

To our surprise, we discovered in our research a significant number of “empty nesters” purchasing four- and five-bedroom, 4,000-square-foot luxury homes. This is no longer a one-dimensional “move-down” market.

Fourth, there is no historic precedent for what is occurring in the retirement housing market today. Until recently, most existing “active adult” prototypes relied on buyer relocation to Arizona, Nevada or Florida. And many of the characteristics that made retirement communities in those states a success — climate, land availability and financing for the lifestyle infrastructure that needs to be in place to attract discretionary buyers — are difficult to apply to other parts of the country.

A burgeoning second home market has also been helping to reshape what older persons want and need in their primary residence. Will second homes become primary residences for retirees who don’t want to move away from an already established base of friends, services and family traditions?Will older buyers consider dual residences so that they can stay in a familiar setting yet take advantage of another location offering seasonal weather or recreational advantages?

While much has been written about baby boomers, no one really knows the answers to these questions because their options and preferences are still emerging. We have some ideas about where this market is headed. We know, for example, that maintenance-free homes in smaller “at-home” communities may sound like a good option. But what we really know for sure is that the housing baby boomers want won’t be what their parents wanted, and it probably won’t be what the current generation of “active adults” wants either.

Finally, older households are going to be responding to idiosyncrasies in the local market when they decide where they want to live.

When marketing to older persons, you need to create the desire to move to a new home. You’re competing with the home in which your target buyer is already living, a place to which they have probably grown strongly attached over the years.

In focus groups, older respondents will often tell us that they want a new home that’s the best place for them, not their children. It’s their turn in life to fulfill some of the desires they have been working for. They will base their home buying decisions on their aspirations, not their needs, even though they may be better able to articulate what they need than what they desire.

Since “all real estate is local,” the particular idiosyncrasies of the local real estate market will shape what is considered a dream home in that location. Several major universities with strong alumni loyalty are finding that it involves homes on, or near, the campus with an active interchange between the two.

Ethnic mores (particularly as they relate to family expectations), the number of military retirees or other affinity groups, existing familiarity with active adult products and regional differences all influence what the older adult market will buy.

Sorting It All Out

Figuring out what older buyers want is not going to be an easy job. But there are approaches that will help you start zeroing in on the many opportunities this emerging market has to offer, and that will be the topic of the second, and concluding, part of this article in the upcoming issue of Nation’s Building News.

Doris Payne, a gerontologist, is the senior consultant at Marketscape Research and Consulting, which is based in Chula Vista, CA. She and her colleagues work nationally with home builders to assisting them in designing, answering questions and making decisions about conventional and seniors for-sale and rental housing. Payne is a member of the NAHB Seniors Housing Council and was a speaker at the 2003 Seniors Housing Symposium. She can be reached by e-mail or at 619-934-1816.

For more information about seniors housing and 50+ market, visit the NAHB Seniors Housing Council Web site at www.nahb.org/seniors. To join the Seniors Housing Council, click here or contact Jeff Jenkins at 800-368-5242 x8292 or jjenkins@nahb.com.


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