The Dangers Of Overvaluing Real Estate

We all have done it at one time or another.This decision of America's highest Court has now
When short of listings, the Realtor goes out andcrossed the border with Canada and has spilled into
'buys' one. The process of buying a listing is as old asReal Estate. A case involving a Seller, a Buyer and a
Real Estate itself. The agent shows up at someone'sReal Estate Agent acting in a position of dual agency
doorsteps and inflates the value of the property byis now pending in front of the Supreme Court of
more than $30,000, $40,000 or even $50,000 overOntario. The Agent first grossly overvalued the
and above the actual market value. I know of agentssubject property at the time he took the listing, then
who have actually listed properties for $200,000actually found a Purchaser ready, willing and able to
more than what those properties were in fact worth.buy at a price close the grossly inflated asking price.
The owner happily signs the listing agreement withAs the transaction was being financed through an
those dollar signs sparking right in the eyes, and theinstitutional lender, the underlying case initially also
Realtor happily sticks up a sign right in the front lawn.involved an appraisal firm, which subsequently has
Of course the house subsequently does not sellsettled out of Court with the disgruntled Purchaser.
because it is overpriced, but it doesn't really matter.The decision of the Supreme Court will have an
Or does it?enormous impact on how real estate is practiced in
All the way back in 1988, in a legal case entitled BasicOntario and possibly throughout the whole country,
Inc. v. Levinson, the United States Supreme Courtand it will be interesting to see what the outcome will
endorsed a theory known as 'fraud on the market',be. The Buyer bases his case on the Efficient Market
which in turn relies on another theory known inHypothesis arguing that he reached the decision to
Economics as the Efficient Market Hypothesis. Thepurchase on the integrity of the asking price and
Efficient Market Hypothesis postulates that prices ofclaims, furthermore, that the dual Agent knew or
traded assets like stocks, bonds, or real property,should have know that the asking price was grossly
already reflect all known information and thereforeover and above the market value of the subject
are unbiased in the sense that they reflect theproperty. The Buyer is claiming damages both as
collective beliefs of all investors about the value ofagainst the Agent and the Seller.
the underlying asset and enable investors, therefore,The line of defence is that the true meaningful value
to assess future prospects.of an interest in land is given by its 'objective value',
In essence the Efficient Market Hypothesis, whichdefined as the price that the property will fetch in an
was developed in the 1950's and 1960's, states thatopen and fair market, given sufficient time to find a
subject to certain conditions the market price of aPurchaser, the amount of advertising involved in the
traded asset fully and accurately reflects all themarketing of the property, the relationship between
available information relevant to its value. Under thisthe parties and the terms of financing. The additional
Hypothesis, in an efficient market the only reason asargument of the defence is that the truthfulness of
to why a price changes is that new informationthe Efficient Market Hypothesis is actually being
comes to light.disputed by Economists even in its original field of
Because market prices reflect all available informationapplication: the Stock Market. More specifically, the
about an asset, reasoned the Supreme Court,defence argues that even highly developed financial
misleading statements as to the integrity of price willmarkets such as the New York Stock Exchange are
affect and negatively impact the decision-makingnot efficient enough to allow Courts to calculate the
process of investors, who rely on those statementsfinancial damages caused by fraud, and that
as the primary guide to finalize a purchase. Which isestimates of damages based on the Hypothesis will
tantamount to 'intentional deceit', more vulgarlybe necessarily overstated.
known as ... fraud.The Realtor in particular contends, furthermore, that
That ruling has proven a goldmine for American trialat no time the thought of earning a double
lawyers, who have won fortunes by suing firms forcommission ever crossed his innocent mind (he was
damages when new financial information, often inwalking the dog one day and ...).
practice a restatement of their balance sheets, isAll of which goes to prove once again the point I
followed by a sharp fall in stock prices of the samehave been making for years - that is sellers, buyers,
firms. The fall is treated as proof of overvaluationrealtors, lawyers and judges invariably make an
due to the initial, wrong statements.explosive mix.