iShares Dow Jones US Real Estate (IYR)

All Comments on IYR

  • commenter
    RLoftus52876
    @yahoo.com
    Aug 28 07:39 AM
    June Case-Shiller Housing Numbers [view article]
    I'm still convinced housing has much farther to fall. Let us not forget that one of the major problems behind the real estate boom was that so many homes were thrown up by greedy builders whose quality of workmanship was quite poor. We aren't talking about little Arts & Crafts bungalows that will still be standing 120 years from now, we're talking about a nation covered with nelighborhoods of shoddy firetraps that will all decline into ramshackle ghettos in another fifteen to twenty years. Reply
  • commenter
    Chris1206
    Aug 27 08:52 PM
    My Website
    June Case-Shiller Housing Numbers [view article]
    Phoenix continues to take it in the shorts. You could tell the run up here didn't make any sense. Now they are all paying for it. I'm glad I have rented for the past 5 years. I looked stupid when I wasn't in the game and now I'm the smartest guy in the room. Go figure? Reply
  • commenter
    2houndz
    Aug 27 08:35 PM
    June Case-Shiller Housing Numbers [view article]
    Someone within my company graphed these changes monthly on Excel. I'm sure glad I left Detroit several years ago. What a disaster.
    Most of the cities look like they are trending toward the bottom soon, but I personally wouldn't want to make that bet. Still, the graph is interesting and looks better than I expected and better than the charts shown above.
    Reply
  • commenter
    dalerb
    Aug 27 05:18 PM
    What the Homebuilders Are Telling Us [view article]
    I've been in the RE development business for about 40 years and have never seen an environment as stacked against a turnaround as this. A partial list; interest rates, inventory, raw material costs, demographics, credit availability.....I could go on and on....wake up bud, we ain't ever close to a "turnaround"... Reply
  • commenter
    dalerb
    Aug 27 05:16 PM
    What the Homebuilders Are Telling Us [view article]
    I've been in the real estate development business for years and have never seen any environment that looks a bad as this one does going forward. Everything is stacked against RE for at least the next three or more years. Interest rates? (check) raw material prices (check) inventory? (check) availability of credit? (check) I mean....wakeup! Reply
  • commenter
    wyosteven
    Aug 27 05:14 PM
    What the Homebuilders Are Telling Us [view article]
    Agree with the bears on this one, no way real estate decline has any end in sight. We are experiencing the plateau of sink or swim, and right now the water is still going out! Reply
  • commenter
    johnthebear
    Aug 27 12:06 PM
    Wednesday Outlook: Low Volume Storm? [view article]
    David, did you ever figure out how the 2:1 double shorts work in IYR/FXI etc?

    I would appreciate your thoughts.

    Thanks for your research and great graphs. John     Reply
  • commenter
    adan
    Aug 27 09:53 AM
    My Website
    Wednesday Outlook: Low Volume Storm? [view article]
    w/deflation, bonds would be good, at least for awhile - good info on your charts, as usual :-)

    thanks!     Reply
  • commenter
    phinsuntanni
    ng
    Aug 27 05:59 AM
    My Website
    Wednesday Outlook: Low Volume Storm? [view article]
    at least we know you are long IEF,
    agreed, no interest rates risk yet     Reply
  • commenter
    adrian
    Aug 26 12:42 PM
    What the Homebuilders Are Telling Us [view article]
    Real estate is local. Prices are based on affordability and a premium for desirability.

    Places where average prices were 10 times average household incomes (california for one), the real estate will continue to fall at least until they reach whatever premium these places deserve as nice places to live. But in places where prices never went out of sight, they won't fall much either.

    That assumes constant interest rates. If rates go up, prices will fall everywhere because it decreases affordability.
    Reply
  • commenter
    Commenter
    Aug 26 12:08 PM
    Housing Futures Show Signs of Life [view article]
    How does the volume work on this? Open interest is 21 and average is 13. That does not seem like much. Are these Case Shiller futures worthwile considering the low volumes? Reply
  • commenter
    Tom Lindmark
    Aug 26 11:56 AM
    My Website
    The Real Deal on July's Housing Numbers [view article]
    Well said real estate reporter.

    I don't think that anyone is calling a bottom based on the latest figures. At the same time, it's not unreasonable to say that there are some signs of buyer interest and perhaps a slight change in sentiment. It took a while to get into this mess and it's going to take a while to get out of it.     Reply
  • commenter
    User 251199
    Aug 26 11:47 AM
    What the Homebuilders Are Telling Us [view article]
    Realizing everyone has stated valid points, heres another aspect to ponder...
    The Internet. People are now able to use the interent to search rates, new mortgage programs, stocks etc...
    With that said i believe the internet is large contributing factor to our current "crisis". People are realizing that they can navigate their way through various internet sites, getting the "raw" truth about our current and what programs are available.
    I believe when the market stablizes we will see numbers drop by atleast 1/3. Refer to the book Freakeconomics, by S. Levitt. Makes sense.     Reply
  • commenter
    a real
    estate
    reporter
    Aug 26 11:42 AM
    The Real Deal on July's Housing Numbers [view article]
    We here in the media do make lots of mistakes, but this isn't one of them. The NAR figures *are* seasonally-adjusted.
    Reply
  • commenter
    Rhett
    Aug 25 09:13 PM
    What the Homebuilders Are Telling Us [view article]
    Tim, you need to find that lost sales data from the 80s and 90s you did the analysis on. It probably didn't conclude what you think it did. There is no way real estate is stabilizing. Reply

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