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Dave: The insurance companies seem to never stop buying RE. It always kind of amazed me. Then I realized, by listening, that insurance companies and big developers are sometimes closely tied. And they in turn are quite often "rumored" to be linked to large banks. This is something even...

We have a global economy and a US wide RE market. Only the very best property will be "safe" in a bad slump. People like me will be looking for yours if you are not careful. Sorry, but that is just the truth. Oddly, just before a slump, the last buyers are those who have finally...

Steve, it is bullish. I just noticed this thread said something about RE dying. No way. It is just cycling as usual. Land is the life blood. A Builder doesn't completely stop acquiring land even when the building cycle is not good. In fact this is the best time time to buy land, when...

OldTrader, (like me, old?). You sound knowledgable. Do what works for you. CA is a world unto itself. Especially the coastal stuff. I grew up there. On the hearing news: You don't really think you'll hear any news like that do you? Think about that. I'm a Builder. I come out and say...

Blue, I'm not short KBH. In fact, I'm short TOL because of the next two groups of option strikes. I'm trying to go and flow with the specialist. Got to make the rigging you're friend. Builders are putting out great numbers. Plus they are accumulating their own financing. Kind of like an...

Blue, Yup the Builder is just trying to survive. They get caught with inventory and no way to move it. So they sell a line to the bond buyers while the earnings look great. American Continental Homes' CEO and Founder went to prison for 2 yrs for doing this in the 80s. The prospectus wasn't...

Convert, "I am quite pleased to see the "Housing is Doomed" crowd come out of the woodwork. I thought the "trailor park and eastern europe real estate is the place to be" people were going to take over." To answer this I'd like to say that housing is not doomed, it is cyclical though. I'd...

Convert, You won't hear anything until it is too late. Why should they tell you? It will be Monday morning quarterback talk that we hear later. I see Builders issuing bonds all the time now. I see the FED warning about Freddie and Fannie. I see the financing perk schemes. Just like...

Blue, Building a track of homes is a long term endeavor. A builder must avoid getting stuck with inventory or they may go broke. To avoid this they issue bonds and use the $ to finance the purchase of their homes. This is risky, but the risk is now shared with the new bond holders...

Take some money off the table at the tops. I'm a homebuilder, second generation. I am 58. I've seen at least one real estate slump or bubble in every decade since the 50s. IMO, there are two drivers to a slump (both usually related to job income to a degree). So there are 2 types...