Commentary on real estate related news to help you read between the lines and find the hidden opportunities.
The ghosts of the Great Financial Crisis of 2008 still linger (as they should) in the minds and hearts of seasoned real estate investors … … even though it’s been a an equity party for the last 10 years. Of course, no one wants to hear it might be ending. Then again, every new beginning […]
The system is dead. Long live the system! Read More »
If you’re wondering which way the financial winds are blowing … look to the news! From the rollercoaster ride of the stock market, to negative interest rates on mortgages, to big moves in gold and oil … it appears the winds are changing. Something is coming. Savvy real estate investors are reading the signs and
Clues in the News – Stocks, Negative Rates, Oil, Gold and You Read More »
A long, long time ago in a world without video games, we played a boardgame called Mousetrap. Since a picture’s worth a thousand words … As you can see, Mousetrap is a pretty elaborate set up where an initial action sets off a chain reaction of subsequent actions … … until finally the unsuspecting mouse
Avoid getting caught in this trap … Read More »
As of this writing, we’re not sure what the Fed will do with interest rates, though it’s widely expected they’ll cut. So as much as we’d like to talk about what it means to real estate investors, we’ll wait to see what happens. And even though mainstream financial media are finally paying attention to gold
Easy money is both a symptom and a sickness … Read More »
Mass consumers of financial news and commentary get fed a steady diet of hope, hype, doom, and gloom. That’s because fear and greed are the two primary investor emotions. So anyone selling anything to investors, from media to money management, are working overtime to stoke one or both of those primary emotions. And if you’re
359 reasons why this is NOT the end … Read More »
In our last edition, we discussed what gold might be revealing that the Fed isn’t … while waiting to see what Fed Chair Jerome Powell would say to Congress. But now the great and powerful Powell has spoken … and there are a couple of notable nuggets worthy of an inquisitive real estate investor’s attention.
Jerome Powell has spoken … now what? Read More »
The real estate story behind Walt Disney World in Florida has a valuable lesson for investors today … and it’s not what you think. If you’re unfamiliar, Walt Disney decided to create a new and improved East Coast version of his epic California Disneyland. But he needed land … LOTS of it. So he went
From Disney World to Bizarro World … Read More »
As the United States celebrates its independence this week, it’s a good time to consider something of utmost importance to real estate investors … Property rights. After all, if you can’t safely, securely own private property … then there’s no hope of accumulating wealth and personal prosperity. Private property ownership is the foundation of personal
The foundation of liberty … Read More »
Buying an income producing property is an investment in the underlying economy. That’s REALLY where the income originates. That’s why we put so much emphasis on market analysis. Investors who focus exclusively on deal analysis (crunching the numbers on the property) but fail to underwrite the market sometimes end up in a mess. The context of a deal is
Market analysis for dummies … Read More »
In our last edition we took a look at this chart for clues to where we’re at in “the cycle” … Housing Price Index to Production Wage Index SOURCE: FEDERAL RESERVE ECONOMIC DATA HTTPS://FRED.STLOUISFED.ORG (The data came from the Fed, but the chart was put together by The Heritage Foundation here) You can see a tight
A divergence in the farce … Read More »