Judy Weil, SA Editor

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68 Comments

    • Mon Jul 21st 08:52 AM | Rating: 0 0
      Commented on:
      Spanish, UK- And Now Canadian Housing Stress [Housing Tracker]
      Dear John the Bear,

      Thanks for the kind words. Just wanted to give you a heads up. At your suggestion, one of today's Housing Tracker's is about the state of the commercial real estate market, containing some information about CMBS and CDOs. seekingalpha.com/artic...

      All the best,
      Judy
      View article »
    • Mon Jul 21st 08:24 AM | Rating: 0 0
      Commented on:
      WCI Buyer Hoax? [Housing Tracker]
      Thanks for the important update. Made a note of it at the top.

      Judy
      View article »
    • Sat Jul 19th 18:47 PM | Rating: 0 0
      Commented on:
      Spanish, UK- And Now Canadian Housing Stress [Housing Tracker]
      Dear John the Bear,

      While I'd like to be able to answer all your questions, I fear I'm not qualified to answer authoritatively on any of those subjects. The first three are interesting and give me an idea of what subjects to research for upcoming Housing Trackers, which, as you know, is a compilation of excerpts from internet articles written on various aspects of the real estate market.

      I don't think I or anyone else can prophecy what will happen in the commercial real estate market. I know from what I've read that there wasn't as much overbuilding in commercial real estate because of the previous downturn, but that doesn't mean lending standards necessarily stayed high. I will do some research, but I do not know the answer to that. I have even less an idea as to the lending standards for commercial re in Europe.

      Off the top of my head, some of the sources I use for commercial real estate research are: Globe St.com, Default Servicing News, Originator Times, Housing Wire, Commercial Property News, CoStar Group, Inman News, Property Shark, Curbed and more. They are all excellent sources of news in this area. Looking at them might give you some more insight to your questions.

      Good luck, and thanks for the research ideas,
      Judy
      View article »
    • Tue Jul 15th 16:54 PM | Rating: 0 0
      Commented on:
      Homebuilders Buying Land Again [Housing Tracker]
      Personally, I like the comment on the San Antonio article where they say building materials have gotten cheaper. (???)
      View article »
    • Thu Jul 10th 12:46 PM | Rating: 0 0
      Commented on:
      California Foreclosures Slowing? [Housing Tracker]
      Thanks xmplary, great info. I noticed on your blog that you're a Georgia realtor, so feel free to post any info you've got about the Georgia market here. Bill (see above) knows the Nevada market well and his comments are tremendously useful for anyone who really wants to know what the facts on the ground are. Thanks Bill!
      View article »
    • Wed Jul 9th 16:57 PM | Rating: 0 0
      Commented on:
      Toll Brothers Will Sell Your Home For You [Housing Tracker]
      All transactions have to be reported to the SEC (within two business days) so I don't think a CEO can get away with that. I wonder though, if a CEO must only report big transactions. Can they do it slowly and then not have to report as long as the transactions are below a certain amount. Anybody know the answer to that?
      Anyway, it's an interesting, if improbable, idea. It probably also wouldn't be worth the effort. If it ever got out, the CEO would be toast.
      View article »
    • Tue Jul 1st 18:05 PM | Rating: 0 0
      Commented on:
      Financials Still In Eye of Subprime Storm [Housing Tracker]
      Thanks Fatcat!
      So can you tell us what other macro trends you're seeing? Housing? Foreclosures? Rebate checks? Anything you've noticed would be really interesting to hear about.
      JW
      View article »
    • Tue Jun 24th 01:47 AM | Rating: 0 0
      Commented on:
      Has A Global Housing Slowdown Begun? [Housing Tracker]
      Dear 'Really'

      I'd like to see the article, but the link brings me to a "page not found"
      any suggestions?

      Thanks,
      Judy
      View article »
    • Sat Jun 21st 17:40 PM | Rating: 0 0
      Commented on:
      House Price/Sales Are Affected By Wall Street [Housing Tracker]
      Hi Bill,
      Always interesting to hear what you have to say. So do you think that the uptick in sales in California signals a turn in that market? The higher sales numbers there are obviously because of the flood of foreclosures, but do you think it will make a bottom or not? One commenter wrote elsewhere that only when affordability returns will the market bottom. So if all these foreclosures are being bought up, does that make the whole market there affordable?
      View article »
    • Thu Jun 19th 02:08 AM | Rating: 0 0
      Commented on:
      Despite Outlook, Commercial Real Estate Seems Active [Housing Tracker]
      Dear Squashnut,

      I actually thought the title was pretty accurate. The forecast for commercial real estate, as mentioned in two or three articles above, is not optimistic.
      On the other hand, most of the other excerpts indicate healthy activity still going on. Is the market in the initial phases of slowing down (and all the deals getting done are just the tail end of the boom), or is the outlook just wrong? Wish I knew the answer to that one.

      Best,

      Judy
      View article »
    • Wed Jun 18th 20:53 PM | Rating: 0 0
      Commented on:
      Subprime Fallout on Regional Banks [Housing Tracker]
      Thanks!

      Judy
      View article »
    • Mon Jun 16th 04:07 AM | Rating: 0 0
      Commented on:
      NYC Housing Market Showing Cracks - Barron's
      Hi Fatcat,

      Your comment actually doesn't change the subject. It's really interesting, because up until not very long ago NC was a very strong market. Although it doesn't have the same fundamentals as NYC, I wonder if two makes a trend. Gotta go check out the Seattle market.
      Thanks,

      Judy
      View article »
    • Sat Jun 14th 15:51 PM | Rating: 0 0
      Commented on:
      Home Sales Up In California, Michigan [Housing Tracker]
      Btw, see Bill's comment above. I think he's got the right idea. He listed a lot of factors that have to align before the housing market will stabilize.
      View article »
    • Sat Jun 14th 15:47 PM | Rating: 0 0
      Commented on:
      Home Sales Up In California, Michigan [Housing Tracker]
      Dear Mr. Egan,

      Again, the Housing Tracker is a collection of direct quotes from articles on the housing market, generally grouped together along the lines of a particular aspect of the market. In this case, home sales and price data.

      I hope I haven't 'suggested' that there's a trend one way or another. The goal here is to keep my opinion out of the equation entirely. I try to bring quotes from articles on the subject and let the reader decide whether there is a trend or not. As for the title for the article, I generally choose it based on one or two particular data points in the articles that have been quoted from.

      Yes, it's true, the data about SoCal is not good. Sales are definitely up, but mostly, as you say, because of dramatic price cuts, foreclosures and resulting REOs. I suspect we'll all know when the market has turned when we see sales and price data that is consistently positive. Until then, the sky-- or the ground, as the case may be-- is the limit.

      All the best,

      Judy
      View article »
    • Sat Jun 14th 15:33 PM | Rating: 0 0
      Commented on:
      Brazil, UK Homebuilders Follow US Builders Down [Housing Tracker]
      Dear Mr. Egan,

      The Housing Tracker is a compendium of articles on the housing market, generally grouped together under a particular subject. There is definitely a contradiction between the Herald Tribune and Bloomberg articles quoted above, but I think investors can learn from that. The Herald Tribune says things are great in the BRIC countries, but as Bloomberg reported, the Brazilian homebuilders are tanking on the stock market.

      It could mean many things. For example, it might be that Brazilian homebuilder stocks are being hurt by association with U.S. homebuilders. It could be that fundamentals there are fine, and that Brazilian homebuilder stocks will soon recover when investors calm down. Or, it could mean that after a period of growth, the Brazilian housing market, (as the UK market) has begun to decline. I obviously don't know what will happen, but it's interesting to see that these articles appeared on the same day in their respective publications.
      Whichever you believe in: That, as they say, is what makes a market.

      All the best,

      Judy
      View article »
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