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Real Estate
This morning I read a good article in the WSJ, posted below.  The article discussed that, as a whole, stocks and bonds are pricey by historical measures.  Highly valued stocks and bonds have very likely pulled future returns forward, meaning many investors have less of an opportunity for big gains in the future. “U.S. stocks...
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These last few weeks have been marred by extremely significant volatility as we prepare for the Brexit vote on June 23rd. While most of the impact of any Brexit wouldn’t likely be felt for several years at the minimum, the uncertainty that more countries would leave the Eurozone could mean more volatility for the market...
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Investing is when one buys an asset with the expectation of a profit over time, based on fundamental analysis that provides a strong rationale for this expectation. It is also known that publicly traded securities, by definition, fluctuate and can change prices violently based on short-term emotions of market participants. There is a reason why...
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Below is a fabulous article that was in the Wall Street Journal outlining why banks are extremely attractive investment right now, especially in relation to something like Commercial Real Estate. Much of this is due to the greatly distorted political environment in which the banks are still vilified for the Financial Crisis that ended 7...
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The WSJ had a nice piece today on people whom have had their homes foreclosed about 3 years ago, dipping their toes back into the housing market now.  There are a huge number of people that had reached too far in terms of how expensive of a home they purchased, or that lost their jobs...
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This article highlights the outperformance of the storage unit space over the last decade.  While it’s certainly helpful to analyze historical pricing, it is unfortunately likely that many market participants will believe that past performance is a good indicator of future performance.  I think the odds of storage units being the best performer over the...
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Doug Kass seems to be on the same page as us at T&T Capital Management with his thesis that investors want to be exposed to the banks that have exposure to real estate to play the rebound in prices and demand.  He also sees the tremendous value that Berkshire Hathaway (BRK/B) offers at current prices....
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Ron Peltier is leading Berkshire Hathaway Inc. (BRK/A)’s real-estate brokerage believes that the recent $25 billion settlement between the big banks and state and federal authorities is likely to lead to a large increase in home sales.  Inventory is down and part of the reason why is that the turmoil over servicing has forced the...
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It’s good to see AIG getting back into Real Estate while collateral values are still low.  This is a company that has a huge amount of float that they need to invest so they must remain disciplined and diversified.  Before their CEO Robert Benmosche took over AIG was winding down everything under pressure from the...
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The substantial decline in real estate prices paired with increases in rental prices, have made buying a home cheaper in many cases than renting.  This is a huge factor in our investment thesis that real estate has hit the bottom.  With rates so low buying a house makes all of the sense in the world,...
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