This will be a relatively short post honoring a long life that was highly impactful.
The following chart shows a demand curve that, without much argument, we can point to one man for the explosive increase. It represents the percentage of assets dedicated to passive investing via index funds and Exchange Traded Funds (ETFs).
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It’s been a while since I have focused on the economy and interest rates so I will return to one of my periodic chart-o-ramas to try to capture some of the dramatic changes taking place in various markets and how investors have gone from embracing risk to shying away from it,
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My intention was to make a clean break this week and the transition from mourning the loss of my wife Roneet to discussing more economic and business-related issues. But honestly, I found that I’m not mentally and emotionally in that place right now. As a result,
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In May of 2015, when Jacob was scheduled to move out, I wrote this blog. His moving out was good for the economy as it results in one more household formation which, fortunately, has been growing quite nicely.
[2015] On the other hand, I will miss him although he won’t be moving too far away.
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In some ways, I can understand investors looking through the threat of tariffs on multiple fronts by President Trump as just his standard negotiating tactic to strike a better deal. Despite very derogatory statements directed towards our strong allies and trading partners of Canada,
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Hurricane Michael created unfathomable devastation to Florida Panhandle beach communities. What was particularly insidious was how fast it formed and deprived people of precious time to evacuate. This picture is one representation of the fury of Mother Nature and the wrath she brought down.
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It has been our belief at CWS that housing in totality has been undersupplied. This does not mean that apartments may not be over-supplied in certain metro areas, particularly in the urban core. This is the case because these properties are often very dense and result in the delivery of a lot of units at one time that can often result in rent discounts to entice people to rent at these communities so developers can expedite getting out of their construction loans and/or be in a position to sell their properties.
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Are We Opening Pandora’s Box to a New Housing Crisis?
With the regulator of Fannie Mae and Freddie Mac announcing that the Government Sponsored Agencies will probably start purchasing loans with 3% down payments, it’s understandable that people would be concerned that we’re opening up Pandora’s Box again to a new housing crisis precipitated by terrible lending practices.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Trends, Uncategorized, Wealth
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For the last few years, the Fed has been telegraphing that monetary policy cannot do all of the heavy lifting and that fiscal policy had to play a role as well. The market seemed to agree with the Fed and is also the reason that the market very rarely believed the Fed’s dot plot of the future path of interest rates.
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When we started to scale our apartment business in the mid to late 1990s our location decisions were based on investing in cities that would be highly appealing to knowledge-based workers. It was starting to become clear that economic growth would be driven by technological innovation deployed widely throughout U.S.
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