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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: redfish who wrote (43507)10/22/2005 11:03:59 AM
From: John VosillaRespond to of 306849
 
Yeah they will eventually be totally screwed from all these factors that will hit them from every possible angle. No long term passive income to cover all their huge overhead. Maybe some of the biggest and fastest growing markets where they can buy land cheap like Atlanta, Houston and Dallas continue to generate a ton of new construction but the bubble markets will implode and then they are left will all this land they've paid a fortune for of late all in the game of land banking..



To: redfish who wrote (43507)10/22/2005 12:48:51 PM
From: Lizzie TudorRespond to of 306849
 
PHM or TOL or LEN can't simply decide to get out, they have to keep building regardless of market conditions to maintain their stock prices.

Exactly like a public vc company like CMGI, which is why these businesses don't lend themselves to the scrutiny of public companies. When the dotcom fallout happened most of the good VCs just folded up and stopped funding. Homebuilders can't do that even though their entire model is based on appreciating assets.


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