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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 (82105)5/24/2007 9:19:38 AM
From: Riskmgmt  Read Replies (2) | Respond to of 110194
 
I'm shocked by a comment you made that cash flow doesn't matter these days as inflation will bail you out.

Show me where I said that!! I never said that.

You seem so convinced of your own point of view that you cannot see anything else, much like many on this board, which is why I seldom post.
I thought that you were a seasoned real Estate investor who had profited in RE and per your earlier writings preferred the certainty of RE gains over stocks. If one is talking rental Real Estate(which is only one aspect of the picture) then of course, cash flow is part of the return and has to be considered but so does many other things such as tax advantages, appreciation and the point I was making an inflation hedge. If we get, as seems likely, rampant inflation, rents will go up, along with everything else, but if you are borrowing at low fixed rates your borrowing costs remain the same. That was my point.



To: John Vosilla who wrote (82105)5/24/2007 10:14:32 AM
From: Jim McMannis  Read Replies (1) | Respond to of 110194
 
New home sales up, gas prices up, DOW up again. This deflation is getting old. <G>

Getting ready for the Homebuilders to peak. IMHO.