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FRI Forum Topics
- All Comments on FRI
- General Discussion on FRI
- Real Estate [REIT] ETFs [view article]
- Struggling ETFs [view article]
- Homeowner Equity at Post WWII Low [view article]
- ETF Fund Revenues: A View from the Bottom [view article]
- Swensen's 20% in REITs Is Too Much for Me [view article]
- Morgan Stanley: Commercial Construction Is the Recession's Next Victim [view article]
- Choosing a Real Estate ETF [view article]
- Are REITs Really a Bargain? [view article]
- Eleven Good Points On Residential Real Estate [view article]
- A Slew of New ETFs, Including a Different Take on Water [view article]
- First Trust Launches AlphaDEX Family of Quant ETFs [view article]
loading ...Recent FRI Articles
- Struggling ETFs
- Eight US Real Estate ETFs
- Homeowner Equity at Post WWII Low
- ETF Fund Revenues: A View from the Bottom
- How Are REITs Holding Up in the Credit Crunch?
- Housing: Underwater Isn't the Same as Negative Equity
- Morgan Stanley: Commercial Construction Is the Recession's Next Victim
- Swensen's 20% in REITs Is Too Much for Me
- House Prices: The Best and Worst US Cities
- Eight Notes On Residential Real Estate
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Real Estate [REIT] ETFs [view article]
Should you add Cohen & Steers Global Realty Majors ETF (GRI) to the section entitled Broad International REIT Index ETFs? Also, it might help to have the date of the last update in the various sections of the ETF Selector so we know how current it is and don't make the mistake of assuming the lists are full representations of what's available. Reply
ocks
Struggling ETFs [view article]
I think its unfair to list NETS etfs in this list even though they have very few assets.NETS launched a whole bunch of these country specific etfs like DAX for Germany recently. So it may take some time before they grow. What do other readers think? ReplyStruggling ETFs [view article]
also etns may be easier to create by issuer than etfsif a demand appears
the issue is whether ubs feels it pays to have resources devoted to a 5 mln indexed certificate of deposit (uag)
plus timing, nets may take some time to take off Reply
Struggling ETFs [view article]
in second tableisn't turnover more relevant than volume?
ok brk is rather a mouthfull
but on this scale een seems twice as illiquid as ifeu, although ranked otherwise Reply
Homeowner Equity at Post WWII Low [view article]
If you dig into the numbers ( at least the prior issuances of this data) you find that the % of owners with fully paid off mortgage or good LTV ratios hasn't changed that much. However the portion of people with high LTV (little to no equity; the new buyers of the past several years ) are much more levered. Hence, combined with value reducitons the average equity declinewe end up with two classes- the housed and comfortable, and the broke Reply
Homeowner Equity at Post WWII Low [view article]
That would make sense analyst, but that isn't what Americans have done. Instead, they went on a massive spending binge from all the available cheap credit under the auspices that their homes would keep going up. It was at best, naive.Houses, compared to wages, have been high priced for a while. Maybe this corrction will level that out a bit.
~X~
Reply
Warming
Examiner
Homeowner Equity at Post WWII Low [view article]
I am not surprised that home equity is lower with falling home prices. But that may not be the only reason. With interest rates below the inflation rate, the prospect of the dollar continuing to fall, and investments available in hard assets and/or foreign currencies; wouldn't it make sense to borrow against your home at a fixed rate with the plan on paying it off later with 'cheaper' dollars even if you could pay off the loan balance now. Replyprai aol.com
Homeowner Equity at Post WWII Low [view article]
Why hasn't this been posted every month/year? This is one of several things wrong with America and similar countries...My dad and mom paid off their home at the ages of 40 and 33 and dad was able to retire at 60.Thanks Mom & Dad. Reply
Tiedeman
ETF Fund Revenues: A View from the Bottom [view article]
Nice data! Thanks! ReplyNusbaum
Swensen's 20% in REITs Is Too Much for Me [view article]
a lot of what I read says that the RE crisis is just now getting to Oz, Spain, Ireland, UK etc. does that effect an Aussie mall operator with half its properties in the US? do you want 20% in Japan RE? The HKD peg does some strange things to HK RE and interest rates what do you know about that?I've got some questions for you but not too many answers. Is your interest because it is down from where it was or because looking forward you can build a case for it going higher? Reply
Swensen's 20% in REITs Is Too Much for Me [view article]
What is your opionion of WPS? WPS is in its lower range. Do you see WPS gaining in the forthcoming days? Is international real-estate moving better than domestic? ReplyEditors
General Discussion on FRI
Is this a buy or a sell? ReplySwensen's 20% in REITs Is Too Much for Me [view article]
NRF (a mortgage REIT) EQR, FR, DRE. About 1% of assets in each. ReplyMorgan Stanley: Commercial Construction Is the Recession's Next Victim [view article]
Your exactly right in your analysis... as far as it goes. You did not mention that in 2007 L/V ratios expanded to 118% and that 59% of commercial loans were interest only, meaning they were financed with short term financing that must be refinanced (like much of the loans in the last couple of years) but refinanced at sharply higher rates as revealed by the interest rates paid in the auction market for high quality munis. This means that the higher mortgage payments will make many commercial investments unfeasible... leading to foreclosure of a lot of prime real estate of all types... possilby leading to fire sales. I suggest shorting REITs or SRS and gain from this mess that is sure to get worse in short order. ReplySwensen's 20% in REITs Is Too Much for Me [view article]
igr Reply