Hi Ramsey, <<Now we can focus on what that can make us some money in the STOCK market, in real estate related issues ... >>
:0)
Ok, let us start with a plan:
(a) Identify builders, REITs, and plots of large (difficult to unload) development-zoned land with heavy exposure to nice whether, warm shore line, and demographic theme, like Florida, California, Hawaii (identify route of dive)
(b) Position part of NAV away from the US (i.e. depositing scuba gear packs along route of long excursion at 30 meters depth)
(c) Prepare cheap sources of financing, with long term potential for negative cost of financing (exercise and eat well before impending dive)
(d) Wait for RE, USD, DOW to crash hard, with conviction, and without mercy (dive)
(e) Activate all prepared resources and buy, slowly, methodically, all identified targets, starting with REITs, then land, ending with builders
(f) Sell builders then REITs, and pay back negative financing cost debt as USD rises inexorably due to economic recovery and aircraft carrier protection and rising interest rate, leaving the Japanese, Indonesians, and Filipino banks with bits of happy paper
(g) Retire on land development hobby
Any additional refinement you may have more than appreciated.
Chugs, Jay
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