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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (55875)3/13/2006 2:57:31 PM
From: Ramsey Su  Read Replies (2) | Respond to of 110194
 
Due to the sunk costs in land and development, most builders would have better ROE if they sell at 10% discount rather than delaying building. Now this is the soft landing model.

Unfortunately, if every builder chooses this route, it becomes an all out beggar thy neighbor model. Compound that with higher interest rates, slowing existing home sales (limiting trade ups to new homes), I think this soft landing scenario is not possible.


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