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


To: John Vosilla who wrote (146906)9/16/2008 11:03:51 AM
From: Think4YourselfRead Replies (2) | Respond to of 306849
 
Your points are well taken, and your thinking is clear. I really doubt this is going to be like the early 1990's. It's setting up to be much closer to the 1930's, MUCH closer.

Bridge loan or not, AIG is about to dump an absolutely massive amount of MBS and CDS onto the market.



To: John Vosilla who wrote (146906)9/16/2008 12:27:00 PM
From: BWACRead Replies (1) | Respond to of 306849
 
<<Probably all the larger builders will survive and get much stronger this downturn as they buy up land >>

I'd say you are 110% right, thats exactly what I see from a large landowner standpoint.

Combine that with the time and capital intensive zoning and regulatory hurdles the county/city require of developers and you have a recipe for zero competition for the big builders.