All GLG News Analyses Filed Under: Homebuilding

Solar companies need cut installation costs

November 4, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Solar companies focus on nuts and bolts to cut costs | www.reuters.com

The article by Laura Insee correctly points out how cost cutting of solar panels is now focusing on the installation process. Much work has been done on the manufacturing process of the panel, and it is evident how further cost reduction is going to be way more difficult, law of diminishing returns.With...

Why should home prices drop ?

October 20, 2009

Analysis by:GLG Expert Contributor

Analysis of:  An Englishman's Home Is His Castle in the Air | online.wsj.com

This article, like others seen in international press, questions the reasons for home prices not to drop as per past forecasts.Homes in Europe, included Spain which is arguably the hardest hit from this crisis of the construction department, have not dropped in prices as much as initially foreseen....

Land, Although They're Not Making More Of It...

October 15, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Builders Grounded By Land Prices | online.wsj.com

The problem is less a question of land, and more of valuation.Not all firms are equally affected.

Air Infiltration - A Major Contributor to Residential Energy Loss

September 15, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Michigan Utilities offer energy efficiency rebates | www.businessweek.com

Energy Efficiency Myth:  To improve the energy efficiency of a home, just add more insulation.Energy Efficiency Fact:  To improve energy efficiency of a home, control air infiltration

Jon Watson, MA DipArch DipTRP MRTPIPrincipalJon Watson Consulting

Recovery in UK housing production could trigger further land bank write downs

August 6, 2009

Analysis of:  Taylor Wimpey takes further £527m writedowns | www.ft.com

Taylor Wimpey's results (5 August) show a further write down of £527m on their land bank and work in progress. The following day, Bellway launched a £45m rights issue to finance further land purchases (http://www.building.co.uk/story.asp?storycode=3146488&origin=bldgdailynewsletter). These different...

NVR Second Quarter reports mixed signals and a glimmer of hope

July 24, 2009

Analysis by:GLG Expert Contributor

Analysis of:  NVR new home orders gain, profits fall | washington.bizjournals.com

Homebuilder NVR(NYSE:NVR) reports that its profit for the 2nd quarter fell 19% compared to a year ago and the average price of a new home order is down 7%. Profits and prices are down but net sales eked out a slight increase of 2% year over year in housing orders to built new homes. The news ismixed...

Gavin CampbellManaging PrincipalSteelbridge Capital LLC

Foreclosures Set to Add More Years of Supply to Downtown Miami Condo Market

July 22, 2009

Analysis of:  Downtown Miami condos pass 60% occupancy | www.frej.net

The article describes a recent study that takes comfort in the fact that "62% of units in new downtown Miami condo buildings are occupied..., defying the perception that the majority of high rises built in recent years are empty." But this ignores the fact that there is still a 10 year supply ofunsold...

A Cheaper Way to Save Residential Energy

July 12, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Michigan Utilities offer energy efficiency rebates | www.businessweek.com

Homeowners are spending lots of money on energy saving products for their homes.  Are these energy saving purchases masking wasteful habits that need to be addressed?  This paper proposes a "first-step" solution to reducing residential energy waste before buying more expensive energy efficient...

Downtown Miami, condo occupancy 60% ?

July 8, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Downtown Miami condos pass 60% occupancy | www.frej.net

As an expert in commercial real estate in Florida I have done privet studies for several customers on the market trend of  as well as projections of income returns and impact of the macro economy in the real estate market, this are privet studies which I cannot publish as per the request of the...

Brazil | Resin already has 2% of the window market

July 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  New applications encourage the use of vinyl in construction | www.vimay-group.com

New vinyl applications - New business opportunities

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