New Home Sales Unexpectedly Jump as Average Prices See Record Drop
August new home sales beat every forecast on a shift to lower priced homes. The average new home price fell $47,700 in a single month, the largest dollar drop on record.
Several Signs Point to a Potential Blowout Earnings Season
As the doom and gloom crowd frets over Treasury yields, those yields in addition to other data, might be hinting at something positive.
Taking a Look at Our Senior Housing Play as Construction Loans Climb
The rise in interest rates has knocked down REITs, but we still see a powerful tailwind for this one.
Housing Starts, Permits Fall on Multifamily Weakness
Both starts and permits fell in August, but the headline masked the a multifamily giveback underneath.
Existing Home Sales Fall to Slowest Pace Since June 2025
Existing home sales drop to lowest pace in over a year while inventories jump, sending ratio to highest since 2015.
Expect Housing Sector to Sink Further in Coming Quarters
Here’s why I’m expecting the housing market won’t recover any time soon.
We’re Calling Up a Housing Play From the Bullpen
These factors will determine the duration of the Portfolio’s position the shares.
New Welltower Price Target as Pricing Power Kicks in
We discuss two items we’re watching as we layout where we’d revisit our Two rating.
Why the Debt Will Do Us In
As I look at the markets and the economy, this quote by James Carville keeps ringing in my head….
AI Hype Is Obscuring Some Pretty Dire Warning Signs
Small business bankruptcy filings are spiking, more cracks are forming in the housing market … and eventually something’s gotta give.