November 23, 2005

Get your cash ready - Post-Bubble Real Estate Plays

Here's a write-up from Forbes. What I would suggest as the best plays for the next two years are:

1) Sell all of your personal real estate. Period.
2) Short homebuilders, lenders, Fannie and Freddie, home furnishing retailers and mortgage insurance companies
3) Raise cash and put into 4%+ savings (HSBC, Emmigrant Direct)
4) Wait

Then in 2008, swoop in like the vulture you are and buy distressed real estate, with positive cash flow as rental property.

Then grow rich. Period.

Here's Forbes:

If the housing market crashes, watch for apartment REITs to hit new highs.

Real estate remains an investment category with more emotional baggage than most. We have intimate daily contact with our own real estate, and it can be hard to separate what that means to us from what is happening in the vast and varied real estate marketplace.

While the industry continues to become ever more transparent, largely because of the increasing weight of institutional capital in the mix, there is still plenty of confusion and even obfuscation. There is also a continuing disconnect between the way investors may understand their personal real estate holdings and their perceptions of the public securities market for real estate.

With more buzz than ever about real estate, especially when it comes to talk of a housing bubble, it can be equally tough to separate what's really important from what marketers--and even your neighbors--might like you to think


41cadillac said...

Peter Slatin's statement that real estate is the chosen engine of growth.

Rhetorical questions:

Will the new Fed Chairman state that diabolically.

Will the business news media pump that idea.

What is the course of stock investors. Hmmmmm.......

Peters Statement:

"Real estate itself has never been more important to track. It's been the chosen engine of growth for the nation's economy for nearly five years and will continue to play a critical role going forward for investors and users alike. Easy money? No. Real money? Absolutely."

41cadillac said...

Interesting comment:

The Buffalo News Wed, 23 Nov 2005 5:57 AM PST
WASHINGTON - Ben Bernanke, the nominee to become the next chairman of the Federal Reserve, said Congress should limit the massive holdings of mortgage giants Fannie Mae and Freddie Mac in an effort to limit any danger their debt poses to the overall economy.

000000000000000000000000000000000000 said...
This comment has been removed by a blog administrator.
keith said...

If/when FRE and FNM are limited - their stocks will plummet

Short 'em

41cadillac said...

I would like to ask Bernanke if he would bust the inflated house prices.

"At his confirmation hearing the day before, Bernanke vowed to bust inflation, boost growth and be his own man if confirmed to succeed the veteran Greenspan as Fed chairman."

Wes D said...

Busting inflation will require breaking housing's back. Housing is the cause of most of the inflation.

keith said...

did you know that the federal inflation # is a fraud? they made a change years ago to count RENT, not home ownership cost, in the #. And as we know, home ownership cost has skyrocketed (thus real inflation) while rent has declined

Part of the fraud, part of the ponzi scheme, and part of the congressional hearings in 2007

Wes D said...

Yes, there will be congressional hearings about mortgage fraud, appraisal fraud, why a $30,000 income person was able to buy a $450,000 house, why the feds didn't stop the speculation, etc.

Hopefully by then I'll have a DVR, should make for the most interesting hearings since the 9/11 report.

hyip101 said...

Hi ##NAME##, while looking for info on hyip fraud, I saw your blog ##TITLE##. A lot of people got excited by it. Those may be the same folks who get excited about the idea of ending the day with $150 for every $100 they "spend" in a HYIP. In time they will have to face up to having lost their butts in a scam, fraud, or ponzi scheme. Better to have the hyip fraud information upfront like in the ##LINK##. You don't have to buy the ebook & membership for $47 to avoid losing - or just don't play - until you know how the pros who wrote it make their money - and yours too!

hyip101 said...

Hi ##NAME##, while looking for info on hyip ponzi, I saw your blog ##TITLE##. A lot of people got excited by it. Those may be the same folks who get excited about the idea of ending the day with $150 for every $100 they "spend" in a HYIP. In time they will have to face up to having lost their butts in a scam, fraud, or ponzi scheme. Better to have the hyip ponzi information upfront like in the ##LINK##. You don't have to buy the ebook & membership for $47 to avoid losing - or just don't play - until you know how the pros who wrote it make their money - and yours too!

charity said...

Hi ##NAME##, while looking for info on sports arbitrage, I saw your blog ##TITLE## and congrats. It's exciting stuff, like the new Sports Arbitrage Software with its five way to make guaranteed winnings. Sports arbitrage, as some may not know, is simply betting on both sides of a sports event - and with this software you should double a same amount bet every 20 days. So, In 12 months a $100 bet wins $1825, and $1,000 wins $18,250. That's a 152% return a month! You don't have to buy our software program for arbitrage unless you think you want the most successful system, and like done in only 15 minutes a day. And, unlike a HYIP offer - YOU CAN'T LOSE! Better check this money making ##LINK## for 2006 and be ready start the new year happy and profitable. Get a special deal for affiliates. And good blogging in 2006!

Mortgage Center said...

Hey, you have a great blog here! I'm definitely going to bookmark you!

I have a mortgage calc site/blog. It pretty much covers mortgage calc related stuff.

Come and check it out if you get time :-)

Performance Appraisal Info said...

Son bon pour voir une source pour ceci.Aloha, Myrtle assessments for employee turnover

Ga Georgia House Cleaning said...

I look for blogs as great as your work. Fine
blog. I found your site suitable for another visit!
Hey why don't you peep my instant cash advance blog site.

online cash advance said...

Sometimes life lets you down and you need a online cash advance . I dont recomend this. I would recomend learning to manage your money a little better. There are a lot of great sites on how to manage your money. If you need some money right now and you dont have a choice visit.. .. online cash advance

Waste your money and your only out the money but waste your time and you waste a part of your life...

Scott Arthur Edwards said...

Check this out for FREE...

This opportunity says:

"Your Ad" Will Be Instantly Displayed on Thousands of Websites and Read By Over 10 Million People Per Week For FREE, and It Only Takes 60 Seconds To Get Started!

To find out more visit: making money online business opportunity site. It successfully exposes FREE information covering Traffic and making money online business opportunity related stuff.

Anonymous said...

[url=]hydrocodone[/url], [url=]buy hydrocodone[/url], [url=]hydrocodone vicodin[/url], [url=]acetaminophen e hydrocodone[/url], [url=]hydrocodone and acetaminophen[/url], [url=]hydrocodone online[/url], [url=]buy hydrocodone online[/url], [url=]hydrocodone order[/url], [url=]hydrocodone apap[/url], [url=]hydrocodone side effects[/url], [url=]hydrocodone ap ap[/url], [url=
tml]hydrocodone lortab[/url], [url=]cheap hydrocodone[/url], [url=]cheap hydrocodone injury personal[/url], [url=]oxycodone vs hydrocodone[/url], [url=]hydrocodone bitartate[/url], [url=]hydrocodone addiction[/url], [url=]hydrocodone withdrawal[/url], [url=]hydrocodone picture[/url], [url=]hydrocodone prescription[/url], [url=]hydrocodone prescription online[/url], [url=]buy hydrocodone cod overnight[/url], [url=
drocodone356/buy-hydrocodone-over-night-cod.html]buy hydrocodone over night cod[/url], [url=]buy hydrocodone with free consult[/url], [url=]buy hydrocodone with overnight delivery[/url], [url=]hydrocodone vicodin picture[/url], [url=]hydrocodone bitartrate[/url], [url=]hydrocodone withdrawal symptom[/url], [url=]cheap hydrocodone pain relief ultracet ultram valium[/url], [url=]hydrocodone m357[/url], [url=]hydrocodone free online prescription[/url], [url=
hydrocodone-and-ibuprofen.html]hydrocodone and ibuprofen[/url], [url=]hydrocodone side effects vicodin[/url], [url=]hydrocodone m367[/url], [url=]hydrocodone overnight no prescription[/url], [url=]hydrocodone ap[/url], [url=]how long does hydrocodone stay in your system[/url], [url=]purchase hydrocodone[/url], [url=]10 hydrocodone lortab[/url], [url=]hydrocodone m358[/url], [url=]hydrocodone m360[/url], [url=]hydrocodone overnight[/
url], [url=]hydrocodone watson 349[/url], [url=]hydrocodone online pharmacy[/url], [url=]cod hydrocodone[/url], [url=]generic hydrocodone[/url], [url=]hydrocodone m361[/url], [url=]hydrocodone overdose[/url], [url=]hydrocodone detox[/url], [url=]snorting hydrocodone[/url], [url=]hydrocodone apap 5500[/url], [url=]order hydrocodone online[/url], [url=]oxycodone hydrocodone[/url], [url=
liquid-hydrocodone.html]liquid hydrocodone[/url], [url=]hydrocodone bitartrate acetaminophen[/url], [url=]hydrocodone guaifenesin[/url], [url=]hydrocodone effects[/url], [url=]hydrocodone and pregnancy[/url], [url=]hydrocodone apap dosage[/url], [url=]hydrocodone syrup[/url], [url=]watson hydrocodone[/url], [url=]hydrocodone cough syrup[/url], [url=]hydrocodone drug test[/url], [url=]hydrocodone 10 325[/url], [url=
rocodone-information.html]hydrocodone information[/url], [url=]acetaminophen hydrocodone oxycodone vs[/url], [url=]hydrocodone half life[/url], [url=] com hydrocodone info link site[/url], [url=]hydrocodone m363[/url], [url=]buy hydrocodone cod[/url], [url=] com hydrocodone link site[/url], [url=]hydrocodone link[/url], [url=]buy hydrocodone where[/url], [url=]difference between oxycodone and hydrocodone[/ur
l], [url=]hydrocodone drug testing[/url], [url=]hydrocodone consultation[/url], [url=]hydrocodone sale[/url], [url=]hydrocodone 5 500[/url], [url=]purchase hydrocodone online[/url], [url=]hydrocodone dosage[/url], [url=]buy cheap hydrocodone hydrocodone online[/url], [url=]hydrocodone apap 5 500[/url], [url=]hydrocodone 7.5[/url], [url=]buy hydrocodone image message optional url[/url], [url=
-hydrocodone.html]norco hydrocodone[/url], [url=]hydrocodone homatropine[/url], [url=]hydrocodone pharmacy[/url], [url=]hydrocodone abuse[/url], [url=]compound hydrocodone[/url], [url=]hydrocodone drug[/url], [url=]hydrocodone addiction symptom[/url], [url=]buying hydrocodone[/url], [url=]hydrocodone gg syrup[/url], [url=]alcohol hydrocodone[/url], [url=]hydrocodone pill picture[/url], [url=]hydrocodone pill[/url]
, [url=]hydrocodone guaifenesin syreth[/url], [url=]hydrocodone aspirin[/url], [url=]drug side effects hydrocodone[/url], [url=]codeine hydrocodone[/url].

Anonymous said...

[url=]toothbrush[/url], [url=]electric toothbrush[/url], [url=]sonicare toothbrush[/url], [url=]sonic toothbrush[/url], [url=]oral b toothbrush[/url], [url=]toothbrush holder[/url], [url=]braun toothbrush[/url], [url=]toothbrush sanitizer[/url], [url=]braun electric toothbrush[/url], [url=]sonic care toothbrush[/url], [url=]braun
oral b power toothbrush[/url], [url=]oral b electric toothbrush[/url], [url=]travel toothbrush[/url], [url=]disposable toothbrush[/url], [url=]musical toothbrush[/url], [url=]best electric toothbrush[/url], [url=]toothbrush sample[/url], [url=]cybersonic toothbrush[/url], [url=]electronic toothbrush[/url], [url=]prepasted disposable toothbrush[/url], [url=]s
onicare electric toothbrush[/url], [url=]power toothbrush[/url], [url=]pink toothbrush[/url], [url=]disposable pre pasted toothbrush[/url], [url=]fresh go toothbrush[/url], [url=]pre pasted toothbrush[/url], [url=]radius toothbrush[/url], [url=]yellow toothbrush[/url], [url=]philips sonicare toothbrush[/url], [url=]tooth toothbrush tune[/url], [url=]mr toothbrush[/url], [url=http://h]purple toothbrush[/url], [url=]red toothbrush[/url], [url=]kiss toothbrush[/url], [url=]green toothbrush[/url], [url=]blue toothbrush[/url], [url=]99 toothbrush[/url], [url=]airline toothbrush[/url], [url=]kid toothbrush[/url], [url=]toothbrush toothpaste[/url], [url=]sonicare elite toothbrush[/url], [url=]clean a toothbrush[/url], [url=
m/toothbrush3334/prepasted-toothbrush.html]prepasted toothbrush[/url], [url=]braces toothbrush[/url], [url=]toothbrush cleaner[/url], [url=]toothbrush picture[/url], [url=]braun oral b toothbrush[/url], [url=]electric toothbrush review[/url], [url=]ultrasonex toothbrush[/url], [url=]toothbrush rug[/url], [url=]history of the toothbrush[/url], [url=]crest toothbrush[/url], [url=]hasbro t
oothbrush[/url], [url=]ultrasonic toothbrush[/url], [url=]reach toothbrush[/url], [url=]mentadent toothbrush[/url], [url=]b oral toothbrush triumph[/url], [url=]child toothbrush[/url], [url=]music toothbrush[/url], [url=]toothbrush triumph[/url], [url=]baby toothbrush[/url], [url=]rotadent toothbrush[/url], [url=]colgate toothbrush[/url], [url=
.html]toothbrush tune[/url], [url=]kid electric toothbrush[/url], [url=]rota dent toothbrush[/url], [url=]oral b sonic toothbrush[/url], [url=]toothbrush sterilizer[/url], [url=]braun braun braun braun href toothbrush toothbrush url url[/url], [url=]toothbrush timer[/url], [url=]sonicare toothbrush head[/url], [url=]ionic toothbrush[/url], [url=
34/singing-toothbrush.html]singing toothbrush[/url], [url=]violight toothbrush sanitizer[/url], [url=]free toothbrush[/url], [url=]sonicare power toothbrush[/url], [url=]mister toothbrush[/url], [url=]hunting toothbrush[/url], [url=]battery toothbrush[/url], [url=]toothbrush brand[/url], [url=]hunter toothbrush[/url], [url=]toothbrush manufacturer[/url], [url=]backpacking toothbrus
h[/url], [url=]camper toothbrush[/url], [url=]dog toothbrush[/url], [url=]best toothbrush[/url], [url=]camping toothbrush[/url], [url=]bulk toothbrush[/url], [url=]personalized toothbrush[/url], [url=]gum toothbrush[/url], [url=]soniccare toothbrush[/url], [url=]braun oral b electric toothbrush[/url], [url=]interplak toothbrush[/url], [url=
brush.html]wholesale toothbrush[/url], [url=]hasbro musical toothbrush[/url], [url=]toothbrush cover[/url], [url=]all in one toothbrush and toothpaste[/url], [url=]ultrasonex ultrasonic toothbrush[/url], [url=]sonicare toothbrush coupon[/url], [url=]head replacement sonicare toothbrush[/url], [url=]index[/url].