Interest rates are on their way up. This month, Bill explains what this means for Real Estate as an investment going forward.
In 2006, Bill Valentine forewarned of a bubble in Real Estate—in Bend, the US, and the world. With home prices back to the peak levels from 2006, Bill has been getting bombarded with the question, “Are we in another bubble?” He agreed to give a talk to a number of real estate and construction firms
Real Estate Investment Trusts, known as REITs, are real estate portfolios that trade as stocks, guided by certain tax rules. They’re also the most liquid way for most investors to invest in real estate. And they’ve done phenomenally since the stock market bottom six years ago…until this month. Is this a temporary pause in a
This week, Bill shares with you something he’s doing with his portfolio, as was recently shared with clients. Also, we introduce you to five-asset class bench-marking. A bit longer than usual, this video promises to be a hit, especially if you like octopus.
Home prices, and real estate activity, have picked up dramatically over the last few years, leading some to suggest that we are in another “Housing Bubble.” This week, our own bubble spotter Bill Valentine weighs in on the question of whether or not we are in a new bubble for real estate, and what that
Last week, I gave a talk to a local realty company and thought I’d share my presentation. The point was that if you judge the state of real estate solely by median price or default numbers, you only get half the picture. Here in Bend (the poster child for the Real Estate Bubble), our transactions
Next month marks the five-year anniversary of my relatively high-profile decision to sell our home into the real estate bubble, and I thought I’d share with you my responses to the most common questions I’ve gotten since that time, as not a week goes by without some stranger mentioning the event. If you weren’t a
As you know from our postings of late, we became bearish on growth assets (stocks, REITs, commodities, etc.) earlier this year and got maximally bearish at the end of June. In this high-risk environment, everything we’re doing is in the name of protecting asset values. If markets move materially against us (upward), it will come
A VIDEO INTRODUCTION