All GLG News Analyses Filed Under: Homebuilding

The difference in the product in today’s housing market in high volume states such as Arizona, California and Nevada is a matter of delivery and the local labor pool and the state of assembly when the structure is delivered to the building site.  Stick-Built production housing in major markets...

While the Arizona Republic quotes an economist from a respected local consulting firm and a housing analyst from Arizona State University, its Tuesday, September 13th "Prices of houses slip again" article misses the mark. As is the case all too often with newspaper and magazine articles, the data presented...

As speculative new housing supply continues to increase and many builders face the pressure of year-end reporting, prices will be forced further downward.

The slowdown is just beginning.It would be simply a guess to predict the future.A soft landing is only a "maybe"

Those following home builders and the effect of option contract defaults should watch closely during the next few weeks.  Default notices are eminent for some of the big builders.

Securities investors seek trading profits in the short term based on indicators that are not always in keeping with the long term issues of the housing industry.  It may be that the latest move in the market is tied to the twin pillars of a stable discount rate and a fallback in oil prices. ...

The threat to California is that the growing supply of existing homes and the adjustable rate mortgages of the most recent active market will combine with the problems of the home builders to further accelerate foreclosure, deed-in-lieu or short sale activity.The way this thinking goes is that if lenders’...

Competition for tourist dollars provides other alternatives to relocation.Prices continue to reflect a cost to develop, without support growth at any cost.Speculation has moved on.This is what a buyers market looks like.

The article appropriately acknowledges the volatility of home builder stocks and accurately defines both sides of the debate.  Just because the stocks have been showing some upward movement supported by a few improving numbers doesn't mean that the builders have reached a bottom.  The builders...

News Media over-hypes the so-called downturn in the real estate market - this gets readers, viewers, etc. and sells more papers.There is no basis for a falling market as job growth and the economy are good.Interest rates have been declining over the past thirteen weeks.