Tagged: Housing

Quiet Before the Storm?

It is dead quiet in Phoenix. Obviously the same in Florida. If you are developing on the fringe…you might as well be a leper. Toronto and New York may be a little better, but there is a whole slew of real estate problems that are brewing as the market stays closed to new deals and …

Housing…The Bottom?

Not really the important question for those with liquidity and with the right connections and positioning for deal flow. We are not there overall in time and definately not in price for all the sick puppies but MANY should be done going down. This is hysterical – the Implod-a-Meter . Definitely the place to follow …

Homebuilders – Welcome to Value Trap HELL!

Beazer Homes (BZH) just blew up again. Recently, I have been harping on the inevitable declines ahead. Tonight, it is further playing out as usual. The rise, the distribution, the fall and the denial. Through it all, shameless promotion and lies. In the end, millions of small shareholders will own 100 share lots of Beazer …