回复：美国房地产又有新泡沫了吗？

来源: 越王剑 于 2013-08-02 10:48:16 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (846 bytes)
回答: 美国房地产又有新泡沫了吗？ 由 commonsense888 于 2013-08-02 09:47:37

Compare to last one, when REIT lost 90% off high, we only expect them to lost 60+% this time. So far, about 30-35% off high. We also monitor recent buy to rent strategists IPO, in only two monthly, American Home 4 Rent is willing to take a 44% price cut of their initial filing under new high stock market. In top 3 buy to rent strategist firms, we are seeing 53% SFH vancancy. And they are packaging these as new mortgage backed security to sell to those investors who are seeking yield. In top 3 refi firms, we are seeing waves of lay offs.

To summarize, for those who thought REIT is same as housing, already got a decent hair cut. For those who liked NLY,AGNC's big div already learned a lesson. As for those who involved in last few month's bidding war, soon will realize markt is disappearing. 

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