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Snowbirds love Florida -- but not rising costs, traffic

Amy L. Edwards |
Orlando Sentinel Staff Writer
Posted December 24, 2006

 

 

They bypass blizzards, avoid hurricane season and enjoy what seems like a never-ending, comfortable summer.    They have uninterrupted days on the golf course, plenty of sunshine at poolside and can travel at will.    And to top it all off, they are retired.

 

     
This is the life of a snowbird, formally known as a seasonal resident, and
Florida is their top destination.

Each winter, hundreds of thousands of retirees leave their Northern homes and flock to
Florida. An estimated 818,000 people age 55 or older came into the state for the peak of the 2005 winter season, according to a University of Florida study.

And many of
Florida's snowbirds are making the move permanent.     

Of people age 55 or older who moved permanently to Florida from 2000 to 2003, nearly 25 percent said they lived part of the year in the state before making the move, the study found.

Additionally, 30 percent of snowbirds said it was likely they will move to the state permanently in the future.

That's a move that Marguerite Marion said she could see making when travel from her home in
New York to Lake Wales each year gets to be too much.

"I can't stand the cold and the snow anymore," said Marion, who, with husband Roger, lives in the Towerwood community about eight months a year.

Marion, 71, said she feels better when she is in Florida.

"Your attitude is different. When you can walk to the window and see the sunshine . . . it makes a difference,"
Marion said. "The sun is definitely a big draw down here."

Florida has competition                                  

At the same time, other states are competing with
Florida for the affections of snowbirds and retirees, said Mary Lu Abbott, editor of Where to Retire magazine.

Georgia and the Carolinas are gaining in popularity because they offer four seasons but don't have the harsh winters of Northern states.

Some retirees are turned off by the congestion and growth in parts of
Florida, she said.

Others can't afford to live here anymore, said Gerry Brissenden, president of the Canadian Snowbird Association. Rising property taxes and homeowner-insurance premiums are squeezing some retirees out of the state.

"A lot of Canadians . . . are selling their properties and looking to
Texas and Arizona as other places to go," Brissenden said. "If you own property down here, you certainly want to insure it. When you can't insure it, you look and say, 'Do I want to be here?' "

Though other states may be gaining in popularity,
Florida still has more snowbirds than any other state, the UF study found. Texas has an estimated 300,000 snowbirds and Arizona about 273,000.

The number of snowbirds and seasonal elderly residents is likely to increase in the coming decades as baby boomers age and incomes grow, the study projected. "
Florida has a long tradition of welcoming its most famous part-time residents, our snowbirds, with open arms," said Gov. Jeb Bush in response to a query from the Sentinel. "We are working to keep this relationship strong, and look forward to welcoming generations to come."

While many are already here,
Florida's snowbird population will begin to peak next month -- 80 percent of snowbirds surveyed reported being in the state from January to March.

 

'Best of both worlds'

Ask snowbirds why they come to
Florida, and you'll likely get the same answer: the weather.

"I think we have the best of both worlds when it comes to weather," said Marge Tackmann, a 69-year-old
Michigan resident who, along with husband Jim, calls Four Corners home during the winter.  "We love it," she said. "Every so often we have to pinch ourselves."

Eighty-three percent of snowbirds surveyed for the UF study said they come to
Florida because of the warm winters.

Snowbirds love
Florida, but not all Floridians share the same affection toward the seasonal residents. Roads are more congested, restaurants crowded, and certain public services -- such as calls for emergency-medical service -- are more taxed when snowbirds are in town.

Auburndale resident and
Florida native Debbie Smith said snowbirds' driving is what irks her.
"They're too slow," she said. "They just don't know how to drive."

Polk County EMS reported an 8 percent decrease in the number of calls it received from April to June 2005 compared with January through March.

Harvey Craven, Polk's interim
EMS director, said paramedics and emergency-medical technicians know winter means a higher call load.

"We know it's coming," he said. "It's something we adjust to."

Boon for businesses

Though they may add more cars to the road and demand government services, snowbirds contend they pay their fair share in property, sales and gas taxes.

"We do spend a lot of money down here," said Brissenden of the snowbird association.

Brissenden said he knows "a lot of people down here complain" about the snowbirds, but he says the snowbirds and tourism help keep
Florida from having more taxes.

"If we didn't come down here, we wouldn't have those roads and those restaurants," he said.

Business people certainly appreciate seasonal residents.

"Snowbirds are our customer base," said Debbie Brozio, who, along with her family, runs Taste of Florida restaurant in east
Polk County. "Eighty to 85 percent of everyone who walks through that door is 55-plus. A majority of those are snowbirds." The restaurant, known for its grapefruit pie and strawberry shortcake, is only open October through May -- when snowbirds are in town, Brozio said.

Kent Buescher, owner of
Cypress Gardens Adventure Park, said seniors make up about 55 percent of his park's visitors during the winter but only 15 percent to 20 percent during the summer.

The musical lineup at Cypress Gardens is one example of how businesses cater to snowbirds: Concerts range from Willie Nelson and "Frank, Sammy and Dean -- A Rat Pack Tribute" in the spring to Christian-rock band Third Day in the summer.

Though no state tourism organization or area business group could put a dollar amount on the impact snowbirds have, officials at various agencies agreed they are crucial to
Central Florida's economy.

"A significant portion of our tourism revenue is coming from snowbirds," said Mark Jackson, director of Central Florida Tourism and Sports Marketing.

Winter residents also help the short-term-rental market, which has a strong presence in
Four Corners, said Sara Moore, spokeswoman for the Central Florida Property Managers Association.

"Smaller properties [condos and town homes] tend to have higher occupancy and longer rentals during the winter,"
Moore said. "This is due in part to snowbirds taking advantage of a rental home away from home, either by staying in their own property or renting through a management company."
Abbott agreed retirees have positive economic and social impacts on a community.

"First, most of those who relocate from other states are bringing a nest egg: pensions and money gained from selling a home. They're looking to reinvest in a home at their new town," she said.

"Second, they are bringing talent and energy. Many who retire and relocate to a new state are active retirees who want to get involved and contribute to the community. They now have time -- and money -- and many want to give back to society, to make a difference."

 


Survey: Boomers still prefer the single-family home, even for retirement


ERA Real Estate has announced the results of its annual survey of mature consumers regarding their opinions toward real estate and the home buying and selling process.  The national telephone survey of more than 1,000 men and women aged 50 years and older determined that the majority of respondents (64%) clearly identify the single-family home as their preferred residence of choice.

The survey found that 21% of 50+ consumers were considering a move in the next five years.  Of those who plan to move, a majority (63%) are looking to purchase a single-family home, while 18% would purchase a condo or townhose and only a scant 2% would choose an adult community.

More than half of those surveyed (55%) cited retirement os one of the reasons for buying a new home.  Other motivationg factors identified include a desire to downsize, lower taxes, proximity to friends and family, a change of climate and affordability.  Predictably, 42% of seniors over 65 years of age factored health concerns into their decision to move.  A surprising 15% of senior men and women actually said that they wanted to upsize their home.

"The mature consumer continues to be an extremely influential group with very specific wants and needs" says Brenda W. Casserly, president and COO, ERA Franchise Systems, Inc.  

Family Ties

Though the 50+ demographic may be mobile, they aren't planning to stray too far from loved ones any time soon.  71% said it was important to be near their family.  Family ties were even stronger for women (77%) than men (65%).

Home Sweet Second Home

A relaxed lifestyle appears to be high on the priority list for some 50+ buyers.  15% of respondents said they owned a second home or vacation home while an additional 10% indicated they would consider buying one in the next 5 years.  While 55% of respondents who own or plan to buy a second home want it for vacation purposes, 48% made or plan to make their second home purchase for retirement.  A savvy 45% bought it or plan to buy it as an investment though there's a dramatic difference between males and females when considering the investment potential of a second home with more males (51%) than females (37%) citing investment potential as a reason for buying. 

House Hunting

When it comes to searching for a house, one out of four (27%) said their first step would be the internet if they were thinking of moving or buying a home in the next 5 years.  However, this search method was more prevalent for those under the age of 65 (33%) than those age 65 or older (12%).  Talking to a real estate agent or broker that they know, was the preferred first step for 18% of those polled while 14% would choose to talk to a friend, family member or business associate.

Choosing a Sales Associate

While mature consumers report being comfortable searching for a new home on the internet, when queried about how they would choose a real estate agent they indicate that they would rely more on interpersonal contact with 62% saying they would get a recommendation and 60% would call a friend.  Almost half (45%) said they would visit one or more real estate brokers and talk to sales associates.  One in five would look in the newspaper or search the internet.

Ideal Neighbor

Surveyed respondents might be counting on practicing their golf swing real soon.  When asked which celebrity would make the best next-door neighbor, the majority chose pro golfer Tiger Woods.  Affable talk show host Regis Philbin was a close second while funn lady Ellen DeGeneres was third.  Only a small percentage of respondents would borrow a cup of sugar from Desperate Housewife Teri Hatcher, and James Gandolfini of the Sopranos fame ended up dead last.

This survey represents the latest in ongoing series to monitor and address the concerns of the growing mature consumer market.  These efforts include customized and personalized marketing approaches that meet the needs of mature consumers, as well as a variety of targeted services, resources and financial options.

This article was contributed to the Destin Log by RIS Media.

 


Building for Boomers and Beyond Conference focuses on 50 and older market


Builders eager to learn about the fastest-growing segment of the housing industry will convene at the Building for Boomers and Beyond: 50+ Housing Symposium 2006, held April 24-26 at the Pointe Hilton Tapatio Cliffs Resort in Phoenix, Arizona.  Hosted by the National Association of Home Builders 50+ Housing Council, the Symposium is considered the premier educational and networking conference for the 50 and older market.  With America's 50 and over population estimated to hit 100 million by the year 2010 and the first wave of boomers turning 60 this year, builders, developers and other housing professionals recognize the importance of the active adult market.  Now in its sixth year, the Symposium was created to give attendees the tools to serve this evolving market and prepare for the future.    

                                                                                     

"This symposium is a valuable investment for anyone interested in the 50+ housing market," said Norman Cohen, chairperson of the 50+ Housing Council and a principal at Camelot/Signature Development of Marietta, GA.  This year's format features courses and speaker sessions covering virtually every aspect of this segment of the building industry.

The symposium will offer separate educational tracks in design, multi-family, operations, planning, and sales and marketing, where attendees will learn how to:

- Design and develop active adult communities.

- Meet the evolving needs of boomer buyers as they plan for retirement.

- Develop marketing that appeals to mature consumers.

- Capitalize on upcoming trends in 50+ housing.

- Streamline operations from and manage from the ground up.

In addition to educational sessions, attendees will have the opportunity to explore the exhibit hall to see the latest products designed for the 50+ market.  The symposium also features special events for attendees, including a kick-off reception, a golf tournament, and a tour of active adult communities in the Phoenix metro area.

Neil Howe, a prominent expert on generational issues and author of the best-selling books Generations, 13th Gen, and Fourth Turning, will keynote the event.  Howe will discuss today's generations, focusing on the mature market and what motivates them as consumers and workers and how they will shape our national future.  he will offer attendees insights on how to market to the mature generations by providing information on the groups' behaviors, attitudes and what messages they best respond to.  Other nationally recognized speakers include LeRoy C. Hanneman Jr, former CEO and president of Del Webb Corporation, who will show industry leaders how to prepare for the boomer generation, the most affluent and lucrative market in US history.  To register for Building for Boomers & Beyond or for more information visit www.nahb.org/build4boomers, or call 800-368-5242 x 8338.

This article was contributed to the Destin Lob by NAHB.

 

 


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