Metro Area Home Price Appreciation 2000-2008
Posts Tagged 'housing'
Tags: boom, bust, economy, home price appreciation, home prices, housing, market, Real Estate
Tags: Big macs, bonds, Commodity, economy, Energy, ETFs, home prices, housing, Interest Rates, M&A, market, Oil, Oil in Big Macs, Real Estate, rent vs. buy, stocks, Utilities, Utility ETFs, yield curve
There are a gazillion ways to play the energy sector with exchange traded funds, but you’re not just limited to oil, natural gas or solar power. Utilities might be an off-the-beaten path way to invest in the nation’s changing energy picture.
ETFDesk users see this as a potential opportunity to: buy Rydex S&P Equal Weight Utilities ETF (RYU)
Analysts at Deutsche Bank attempt to answer the question “Rent of Buy?” in a new research piece out today. While falling home prices and declining interest rates have narrowed the rent-buy gap, home affordability is not high by historical standards.
ETFDesk users see this as a potential opportunity to: sell iShares DJ US Real Estate (IYR);
ALTHOUGH THE FED HAS reaffirmed its low short-term interest rate policy, it cannot control long-term interest rates. In fact, the yield on the benchmark 10-year Treasury note has risen from a low of 3.23% at Thanksgiving of last year to its current level 3.87%.
ETFDesk users see this as a potential opportunity to: sell iShares Lehman 20+ Year Treasury Bond Fund (TLT)
Mergers and acquisitions boomed in Asia in the first quarter in sharp contrast to a slump in deal volume in Europe and the US, underlining a global shift in activity in the wake of the credit crisis.
ETFDesk users see this as a potential opportunity to: buy Gabelli Global Deal Fund (GDL)
The idea for this comparison of Oil to Big Macs, is that a Big Mac is representative of a basket of agricultural goods and thus compares the relative advantage of trading food for oil. Whats interesting about this is that theoretically, it should be a somewhat inflation-adjusted measure of oil prices. As of now it appears agricultural goods is undervalued relative to Oil.
ETFDesk users see this as a potential opportunity to: sell United States Oil Fund LP (USO)
Tags: Dave Rosenberg, economy, employment, housing, industrial production, Jobs, labor market, market, nonfarm payrolls, real estate housing starts, real GDP, Recession, retail sales, stocks, unemployment
Tags: housing, new home sales, Real Estate
New Home sales came in at a seasonally adjusted rate of 308,000 for Febraury 2010, 2.2% below the revised Janaury rate of 315,000 and 13% below the Feb 09 rate of 354,000.
Months of supply is rising to 9.2 months of supply in Feb 2010.
One has to wonder how bad these numbers can get post Tax credits in 2nd half 2010?
Tags: existing home sales, homes, housing, market, Real Estate
Existing-home, which are finalized transactions that include single-family, townhomes, condominiums and co-ops, slipped 0.6 percent nationally to a seasonally adjusted annual rate of 5.02 million units in February from 5.05 million in January, but are 7.0 percent higher than the 4.69 million-unit pace in February 2009.
Total housing inventory at the end of February rose 9.5 percent to 3.59 million existing homes available for sale, which represents an 8.6-month supply at the current sales pace, up from a 7.8-month supply in January. Raw unsold inventory is 5.5 percent below a year ago.
more at Calculated Risk
Tags: Apartment REITs, bonds, Britain, Congress, debt, Emerging Markets, ETF, Financials, housing, Interest Rates, market, REITs, stocks, vacany, Volker
LONDON — As Greece’s debt troubles batter the euro, Britain has done its utmost to stay above the fray.
Multi-family housing could be an interesting counterintuitive idea. Yes, vacancy rates are still near alltime records and unemployment is still very high. And, yes we still believe the economy is on less than stable footing. However, this could be an interesting play.
Swollen with cash from fast-growing economies, many emerging-market companies are on the prowl for acquisitions. At the same time, their counterparts in the West — desperate for growth and often seeing few prospects at home — are opening their wallets to move into developing countries, trying to get at resources, new customers or both.
Offshore oil platforms operate at ever-greater depths
The success of genetically modified crops provides opportunities to win over their critics
The Obama administration told members of Congress to introduce a new 10 per cent limit on an individual bank’s share of overall liabilities on Wednesday as it sent a fleshed-out “Volcker rule” to Capitol Hill.
sell SPDR-Financial (XLF)
Tags: economy, ETF, housing, market, REITs, rental, stocks, vacany
Multi-family housing could be an interesting counterintuitive idea. Yes, vacancy rates are still near alltime records and unemployment is still very high. And, yes we still believe the economy is on less than stable footing. However, this could be an interesting play. The Great Recession forced builders to cut supply and we may just be seeing the bottom of rent deflation and landlord concessions. Construction costs have also fallen over the past year. More importantly, this has a more long-term demographic aspect to it. The key rental cohort (age 20-34) is going to expand by 5 million over the next decade. You have to think the housing debacle will certainly have an affect on the buying mentality of the younger generation. Its not a stretch of the imagination to think the Recession will push housing purchases to later dates than the previous era (post-Tax credits, of course).
ETFs worthy of a look:
REZ iShares FTSE NAREIT Residential Index Fund
ICF iShares Cohen & Steers Realty Majors