🏡 Turnarounds are people stories. The financials are always the last thing to change → the people change first. So read $OPEN’s people: → New CEO’s @nejatian salary: $1. No bonus. ~82M shares that only vest at prices from $6.24 to $33 → the $TSLA structure (performance based compensation is my preferred). He gets paid […]
Turnarounds are people stories Read More »
Interest rates likely coming down significantly so FORGET IT! Go $OPEN plus, they deliver what they promise so expect ADJ NET INCOME POSITIVE BY EOY 2026! Can someone check on Carrie Wheeler? Kaz at $OPEN is executing at a level most people dont fully appreciate. Holding time down 25% isnt just an operational improvement, it’s
Interest rates likely coming down significantly, so forget it! Read More »
RAISE FEES Causing People To Sell -> Increase Inventory with lower demand -> Higher DOM -> Prices come DOWN Will HIGHER costs & NEW Additional Fees be the catalyst to get RE market moving? https:// finance.yahoo.com/news/south-flo rida-condo-owners-dumping-101000141.html …
A way to INCREASE RE Inventory? Read More »
*NEW* @TheROShowPod on @ApplePodcasts Episode 129 Can Real Estate Market Go Higher? @JonKutsmeda Talks Real Estate & Mortgage Rates! Listen Now podcasts.apple.com Will Real Estate Markets CRASH? Jon Kutsmeda Ep.129 Podcast Episode · The RO Show · June 6, 2024 1h 19m
Can Real Estate Market Go Higher? Read More »
YTD 2023 vs 2022 Market – what a difference! 2023 YTD Top 3: $SMH SEMI, $IGV SOFTWARE $ITB HOMEBUILDERSWORST: Clean Energy!vs2022 YTD Tops: $XOP $OIH OIL OIL OIL! Sector rotation. Market does what *most* don’t anticipate. But where are the UTEs? Defensive worst this
YTD 2023 vs 2022 Market – what a difference! Read More »
How wide will that margin get before reality sets in for sellers? Recency Bias. Like others, they hope we go back to ZIRP & free money. I learned many years ago as commercial real estate broker owner, you don’t chase the market down. Sell now or go lower. The value is where
What is going on with the real estate market? Well first we should preface that although the headlines tend to speak of real estate market as national trend or numbers, it is very regional. Different parts of the country have many different trends going on so the national number is an average which does not
2023 Real Estate Housing Market Update – January Read More »
Rising interest rates precedes higher mortgage rates which slows and softens housing market. Add inflation which fuels elevated construction costs. You have deteriorating demand due to declining affordability which has dragged builder sentiment DOWN all of 2022. Builder confidence for newly built single-family homes posted its 12th straight monthly decline this month (December 22). Now
NAHB Reflects a Weakening Housing Market in 2022 – Dec 2022/Jan 2023 Read More »
Pattern has been consistent. Homes sales down and home prices still higher Y/Y with home prices coming down M/M. Per YCharts Oct 31, 2022: US Existing Home Median Sales Price are at $379.1k down 1.15% from last month ($383.5k) and up 6.58% from last year ($355.7k). Rising rates undoubtedly soften the real estate market but
Housing Market Insights End of 2022 Read More »
