One sector has been unabashedly (and surprisingly) strong for the entirety of 2019: home-builders. Check these two funds out:
House in the House
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
What a Waste
Allow me a brief personal lamentation. A few blocks from my home is one of the prettiest places in Palo Alto;
There Goes the Neighborhood
Allow me to share a two-word euphemism that is appearing with alarming frequency in the many real estate ads where I live: New Price.
Full Circle
I think I’ve made my point with these two: retail is, shall we say, having a downturn, not like that which accompanied the financial crisis. I’d say that’s telling.
Red, Red Brandywine
Howdy, Slopers, and greetings from pasty-land. I wanted to mention that at about 3 this morning, we successfully executed some important improvements to our infrastructure. You will hopefully find the site is overall faster and more responsive. We’re going to keep improving it, but this was a good leap forward.
I wanted to highlight a particular short of mine, Brandywine Realty, which is in the throes of what I consider a pattern (yellow tint) analogous to the one that took place prior to the financial crisis (blue tint).
(more…)Real Reflexive
My real estate shorts are doing well. This is because interest rates are going up due to bonds going down………..
Get Real
Here are a couple of real estate shorts from my portfolio I wanted to share:
