All GLG News Analyses Filed Under: Homebuilding

The End Of The Beginning?

March 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:Building in a bear market | money.cnn.com

This article is worth reading for quite a few small points. The small points tend to support the conclusion, that we may have found a bottom.

Toll Brothers: A Brief Outlook.

March 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:Toll Bros. 1Q Loss Narrows, Outlook Unclear | www.smartmoney.com

This summary is a brief explanation to troubled Home Builders.

John KilpatrickChief Executive OfficerGREENFIELD ADVISORS

Not your mother and father's homebuilder

March 9, 2009

Analysis of:Toll Bros. 1Q Loss Narrows, Outlook Unclear | www.smartmoney.com

1)  Nation's largest homebuilders are very different entities from two decades ago. 2)  The real question is what they will look like in the years after this recession.

Has D. R. Horton reported the losses related to land transactions

February 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:D. R. Horton reports loss, beats estimates | money.cnn.com

D.TR. Horton divested itself of potentially billions of dollars in acquired land and  land under contract pending entitlement approvals. The direct land sales to other entities are of record but the questions that should be asked are; has DR Horton reported contingent liabilities related to their canceled and defaulted land contracts, are these type land contracts being carried on the book with regards to development and entitlement processing costs and lastly are there contingent liabilities that are not being reported or contingency funds being established. I believe these questions must be asked and answers provided to determine if D.R. Horton's reporting is accurate. Maybe this situation has been reported or maybe it wasn't. I ask these questions due to a personal experience with D.R. Horton regarding a land contract.

Steve BottfeldPrincipalMarketing Solutions

LAS VEGAS: January housing data indicates no bottom

February 17, 2009

Analysis of:FORECLOSURES IN LAS VEGAS DROP IN JANUARY | www.lvrj.com

    Las Vegas real estate stumbled to the worst January in modern times.     Sales and pricing fell.  The number of foreclosures rose.  Year over year existing home sales rose sharply, but were still below December's total.     The only ray of sunlight in a cloudy sky appears to be declining inventory totals.    

How to solve the foreclosure crises( and fix the economy as well)

January 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:How To Solve the Foreclosure Crisis-Laing 12/06/08 | online.barrons.com

The author suggests a viable proposal to solve the foreclosure crisis at very limited cost to taxpayers. With some modification it could be improved substantially to stabilize home values as well as mortgage assets.

Steve BottfeldPrincipalMarketing Solutions

2009 is a transition year

January 20, 2009

Analysis of:Housing Rebound? How about 2011 | www.lvrj.com

    NO ONE can accurately forecast a local 2009 economy.      There are simply too many unknowns.  A single "black swan" could change everything.      We have no idea when -- if at all -- the various "bailouts" will impact not just the American consumer but the housing industry.  So, let's look at 2008 for some clues about where the Las Vegas market APPEARS to be going.          

Jim BelfiorePresidentBelfiore Real Estate Consulting

Desert Ridge: Down But Not Out

December 24, 2008

Analysis of:Development Halts Desert Home Project | www.azcentral.com

Despite Pulte Homes', Toll Brothers', and D.R. Horton's (as well as others) decisions to walk from land, homebuilding remains profitable in the Desert Ridge area.

Steve BottfeldPrincipalMarketing Solutions

SPOILING THE LAS VEGAS GRINCH'S HOLIDAY

December 23, 2008

Analysis of:Experts say it's plain: Housing pain to remain | www.lvrj.com

    The Grinch's Holiday Season in Las Vegas may not give him as big a smile as he expected.     Of course, The Grinch started November data by giving Las Vegas its worst unemployment figures in more than a quarter of a century.  He grinned broadly when he added in declining figures for visitor traffic and gaming win.     Then he added in the real estate statistics ... and his smile waned a bit.

Stan GutshallFormer Operations ManagerDistinctive Homes

Kimball Hill downfall was inevitable

December 5, 2008

Analysis of:Kimball Hill Calls it Quits, For Good | www.bigbuilderonline.com

Not just the market has brought down a another housing giant. Corporations take note: Overhead and personnel reductions should start at the bottom and not at the top. Go home with the one who brought you to the ball.

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