Homebuilding Gross Margins May Not Be What They Seem
December 31, 2007
Homebuilding Gross Margins May not Be What They Seem | online.wsj.com
Some reported gross margins from home sales may appear to be higher than they really are. Investors should be alert for situations where reported gross margins are inflated by prior inventory writedowns.
November 9, 2007
Tousa retains Kroll Zolfo Cooper to review restructuring options | www.reuters.com
- Bad idea from the start. - Now what does one do?
November 1, 2007
STATE BY STATE - BUY NOW OR WAIT? | www.searchprg.com
Today is not the day to pull the trigger on the residential real estate market.
September 7, 2007
credit flu may delay housing recovery | ww.wsjournal.com
Consolidation will occur in the industry The strongest companies will survive the downturn five years from now there will be significant changes to the industry
LOCAL MARKET KNOWLEDGE FOR BUILDERS
August 7, 2007
No Housing Turnaround for Two Years? | www.businessweek.com
1. Favorite First-to-Turn-Around Markets 2. Favorite Long-Term Markets 3. Favorite Market After Housing Bottoms 4. Favorite Fairly Priced, Highly Competitive Markets
July 30, 2007
No Housing Turnaround for Two Years? | www.businessweek.com
Favorite First-to-Turn-Around Markets Favorite Long-Term Markets Favorite Market After Housing Bottoms Favorite Fairly Priced, Highly Competitive Markets
July 24, 2007
Florida's Existing Home Sales,Median Price Down in May 2007 | www.floridarealtors.org
The housing market returns to heathly levels as percieved demand is replaced by real demand, and reverts to affordable levels to meet the real homebuyers needs.
Homebuilding--The Hidden Cash Requirement
July 10, 2007
Rule of Thumb Hammered | online.wsj.com
Payment requirements under land option contracts are an important consideration when evaluating the cash flows of homebuilders.
Resale Home Prices Are Likely to Fall in Many Markets
June 28, 2007
New-home sales continue decline | www.chicagotribune.com
Why so many markets? Why so much in some markets? Why so little in other markets?
June 12, 2007
Housing Stocks Tumble on Higher Rates, Threat of Continued Price Declines | biz.yahoo.com
There is widespread interest in the housing industry, housing stocks and bonds, etc. This impacts many industries and companies. The article offers my point of view about the current state of the homebuilding industry and suggests when and why things will turn around.
February 6, 2012
Las Vegas real estate: A happy new year?
January 20, 2012
Commercial property sales plunge in New York City: Why should everyone care?
January 19, 2012
Are Macy's closures a leading indicator of mall REIT values?
January 18, 2012
Ireland's commercial property outlook
January 9, 2012