Redfish Mark's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/204929/comments http://seekingalpha.com/article/111391-multi-family-real-estate-fannie-and-freddie-s-next-headache?source=feed#comment-332892 332892 Thu, 18 Dec 2008 08:58:24 -0500 http://seekingalpha.com/article/108396-no-real-estate-bubble-in-central-u-s?source=feed#comment-318061 318061
Our team analyzes markets for residential (multifamily, single family) real estate investors, and while there are some markets with surprisingly good metrics in the central US, there are some real dogs too. In this day and age, you have to delve into the details of a unique market to really see what’s happening.

Another key – housing market health is about much more than price - key demographics, job growth and unemployment, economic development activity and efforts, rental market health and the typical housing metrics (valuation, affordability, inventory and supply, etc.) all play a role in determining the vitality and status of a community’s housing market.

Caveat emptor.]]> Mon, 01 Dec 2008 09:17:23 -0500
Our team analyzes markets for residential (multifamily, single family) real estate investors, and while there are some markets with surprisingly good metrics in the central US, there are some real dogs too. In this day and age, you have to delve into the details of a unique market to really see what’s happening.

Another key – housing market health is about much more than price - key demographics, job growth and unemployment, economic development activity and efforts, rental market health and the typical housing metrics (valuation, affordability, inventory and supply, etc.) all play a role in determining the vitality and status of a community’s housing market.

Caveat emptor.]]> http://seekingalpha.com/article/91203-regional-economic-outlook-texas?source=feed#comment-233208 233208 Mon, 18 Aug 2008 12:36:38 -0400 http://seekingalpha.com/article/87390-housing-no-bottom-yet-in-sight?source=feed#comment-216739 216739
What’s confounding, and very interesting, is the fact that there are however many local real estate markets across the nation with very sound fundamentals – including balanced for sale inventories, relatively stable prices, robust transaction rates, as well as solid demand driven by surprisingly vibrant supporting economies and impressive, sustainable population growth rates.

We further agree that the housing rescue bill will transfer excessive to the taxpayer, and likely have little meaningful near term benefit for housing’s travails overall.

Unfortunately the drag of the “disaster” real estate markets far overshadows the contribution of the healthier markets to the national housing picture. ]]> Mon, 28 Jul 2008 15:11:24 -0400
What’s confounding, and very interesting, is the fact that there are however many local real estate markets across the nation with very sound fundamentals – including balanced for sale inventories, relatively stable prices, robust transaction rates, as well as solid demand driven by surprisingly vibrant supporting economies and impressive, sustainable population growth rates.

We further agree that the housing rescue bill will transfer excessive to the taxpayer, and likely have little meaningful near term benefit for housing’s travails overall.

Unfortunately the drag of the “disaster” real estate markets far overshadows the contribution of the healthier markets to the national housing picture. ]]> http://seekingalpha.com/article/87059-june-existing-home-sales-dip-while-supply-rises?source=feed#comment-214785 214785 Fri, 25 Jul 2008 18:52:06 -0400 http://seekingalpha.com/article/87062-the-dead-cat-returns-to-earth?source=feed#comment-214780 214780 Fri, 25 Jul 2008 18:45:31 -0400 http://seekingalpha.com/article/84706-8-lessons-from-sir-john-templeton?source=feed#comment-204487 204487 Sun, 13 Jul 2008 14:34:41 -0400 http://seekingalpha.com/article/82662-the-fhas-risky-zero-down-payment-loan-program?source=feed#comment-192667 192667 Wed, 25 Jun 2008 12:43:31 -0400 http://seekingalpha.com/article/82304-has-a-global-housing-slowdown-begun-housing-tracker?source=feed#comment-190845 190845 Mon, 23 Jun 2008 10:11:34 -0400 http://seekingalpha.com/article/81812-10-notes-on-residential-housing?source=feed#comment-187735 187735 Wed, 18 Jun 2008 11:43:48 -0400 http://seekingalpha.com/article/80889-commercial-re-to-follow-jingle-mail-trend-housing-tracker?source=feed#comment-183367 183367 Wed, 11 Jun 2008 11:24:10 -0400 http://seekingalpha.com/article/79848-supply-side-fairy-tales?source=feed#comment-179157 179157 www.irs.gov/pub/irs-so.... We agree that despite the spin, Laffer's simple theory has been supported by the data over the past couple of decades. ]]> Wed, 04 Jun 2008 11:46:04 -0400 www.irs.gov/pub/irs-so.... We agree that despite the spin, Laffer's simple theory has been supported by the data over the past couple of decades. ]]> http://seekingalpha.com/article/80023-ncc-housing-affordability-is-back-housing-tracker?source=feed#comment-179143 179143
Measures indexing home prices to median income measures in a market (Housing Affordability Index, Housing Opportunity Index) are better measures of true affordability. There are yet quite a few markets out there with affordability issues; for the most part they're easy to spot - high unsold inventories and declining sales.

Mark McGlothlin, CEO
Redfish Emerging Markets]]> Wed, 04 Jun 2008 11:30:39 -0400
Measures indexing home prices to median income measures in a market (Housing Affordability Index, Housing Opportunity Index) are better measures of true affordability. There are yet quite a few markets out there with affordability issues; for the most part they're easy to spot - high unsold inventories and declining sales.

Mark McGlothlin, CEO
Redfish Emerging Markets]]> http://seekingalpha.com/article/79760-utah-feeling-nevada-arizona-house-price-pain-housing-tracker?source=feed#comment-178783 178783 Tue, 03 Jun 2008 18:07:05 -0400 http://seekingalpha.com/article/79842-homes-buy-one-get-one-free?source=feed#comment-178778 178778 Tue, 03 Jun 2008 17:55:35 -0400