iShares Dow Jones US Real Estate (IYR)

All Comments on IYR

  • commenter
    Sep 04 09:56 AM
    Credit Suisse: Housing Bottom More Than a Year Away [view article]
    You can certainly see that 9/11 was the beginning of the end for mortgage lending standards,based on that chart! Reply
  • commenter
    Sep 02 08:31 AM
    Declines from Peaks in Housing Show Big Disparity [view article]
    Perhaps waiting for the bottom to buy is now. Being in the industry, I believe the re-bound is creeping up now... Reply
  • commenter
    Sep 01 03:44 AM
    My Website
    Thursday's Stock Rally Means Little to Trends [view article]
    Fantastic work!!! Reply
  • commenter
    Aug 31 05:03 PM
    My Website
    Thursday's Stock Rally Means Little to Trends [view article]
    Ditto the above comments. Add Cramer to your list of talking heads. He has minimum two "winners" a day on his show of shows. Reply
  • commenter
    Aug 31 02:24 PM
    Thursday's Stock Rally Means Little to Trends [view article]
    Thanks for the 40,000 foot analysis, keeps things in perspective when we start hearing the siren call of the cheerleaders on CNBC and in the administration. Reply
  • commenter
    Aug 31 10:58 AM
    Thursday's Stock Rally Means Little to Trends [view article]
    Nice work. It is helpful from time to time to be reminded of the "big trends" in these primary market indicators. The daily noise can sometimes be deafening if you are just watching the screen and clicking the mouse. These are the charts that should be reminding "long term" investors that there are times when "buy and hold" means a real loss of money and purchasing power. There are times when "sell and just get out of the way" is the trade to make. There will always be a better time to buy in the future. Reply
  • commenter
    Aug 31 01:26 AM
    Declines from Peaks in Housing Show Big Disparity [view article]
    Nearly every article on housing misses the point. Houses are not worth more that 2.5 to 3 times household income. They are primarily shelter for their owners - not retirement investments or inflation hedges. It doesn't make any difference how far prices go down until we reach this 2.5 - 3 x figure.

    I lived in San Diego during 2007 and noticed that houses in the neighborhood where I rented were selling for around $600K. I can guarantee that very few if any of those households had incomes of $200K + per year.
    Reply
  • commenter
    Aug 30 07:16 PM
    Declines from Peaks in Housing Show Big Disparity [view article]
    Yet another story with nothing to say. Certainly, real estate prices and trends vary greatly from one place to another. That was true 6 months ago, a year ago, 5 years ago, 20 years ago, and certainly 100 years ago. The author writes as if he has found some startling hidden truth. The very fact that the "composite" number IS a composite should say that it doesn't represent the reality in any particular place.

    Guess what? I found another hidden but fascinating truth! The average percentage of wins by MLB teams is UNCHANGED from last year, despite the economy. Obviously, MLB teams are UNAFFECTED by the economy. In difficult economic times, it would thus make sense to invest in MLB.

    What's wrong with that? The author probably wouldn't understand. (Hint: just what IS the "average percentage of wins" for a MLB team?)
    Reply
  • commenter
    Aug 30 09:19 AM
    My Website
    Declines from Peaks in Housing Show Big Disparity [view article]
    Good post & great chart. For San Diego 30% seems a low estimate. I just read an article on how changes in jumbo financing may push the San Diego housing market down further. The article is titled Jumbo Financing and the Impact on The San Diego Real Estate Market and can be found at: www.brokerforyou.com/b.../ Reply
  • commenter
    Aug 29 10:10 PM
    June Case-Shiller Housing Numbers [view article]
    note that the y-axis is not the same for all cities.
    Phoenix was up 60% and dropped 30% / year.
    Detroit dropped 15% / year.
    If all cities would use the same y scale, it would look better for Detroit, and much worse for Phoenix and Vegas
    Reply
  • commenter
    Aug 29 05:38 PM
    June Case-Shiller Housing Numbers [view article]
    Please note that the graphs do not reflect prices, but rather change in prices. A simplistic, but handy way to estimate the bottom would be to go back to where you think the bubble started and measure the area under the line (i.e. between ~15% and zero in most markets). Next, assuming we stay at 15% decline year over year, estimate how much area we'll need to cover to neutralize those gains.

    The nice things about percentage declines is that they can go on forever without hitting zero. I expect we'll see 15% declines for the next five years. Good luck with your foreclosures, Jay.
    Reply
  • commenter
    Aug 29 09:47 AM
    My Website
    Declines from Peaks in Housing Show Big Disparity [view article]
    Tth real estate market is on the re-bond
    Just hold tight
    Stocks and real estate go hand in hand, and the stock market is moving up
    TKTK53
    Reply
  • commenter
    Aug 29 09:34 AM
    Declines from Peaks in Housing Show Big Disparity [view article]
    I'm shocked...SHOCKED!!...... all real estate is local.

    Thanks for illustrating this well hidden fact.

    More "brilliant" from Bespoke analysis....
    Reply
  • commenter
    Aug 29 09:11 AM
    My Website
    Declines from Peaks in Housing Show Big Disparity [view article]
    I live in the city of Chicago, I have found it interesting that overall the prices of condos downtown do not seem to be overly affected by the downturn, if in fact the market has lost 10% of it's value I haven't noticed it. Reply
  • commenter
    Aug 28 11:58 PM
    My Website
    June Case-Shiller Housing Numbers [view article]
    good lord! above me jay who must be a realtor says "buy in phoenix" hey dufus, did you miss the part that the drops in phoenix are actually picking up speed? Foreclosures here keep climbing, and the metro is losing jobs for the first time in over 20 years, yep buy today!

    Another 6 months, maybe, another year? but today? 55K inventory, sales rate barely over 5K a month, and foreclosures over 4K. YOU go buy, smarter people will wait and watch prices continue to fall!
    Reply