Regulation
Congress Passes Revised Bill to Limit Bulk Single-Family Home Purchases
The legislation bars companies that already own at least 350 properties from purchasing additional units.
Tag: Housing
Asset Allocation
UK’s Largest Pension Fund Acquires Majority Stake in Private Credit Firm Venn Partners
The Universities Superannuation Scheme aims to help ease the domestic housing crisis by supporting the development of affordable housing.
Market Moves
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Research
Inflation Is Down, but How Long Will That Last?
For several years, a Natixis report finds, as the price trends mostly point downward.
Risk
Housing Seems OK, but Beneath the Surface, It’s Another Story
The economic bellwether has posted some good numbers, although analysts say problems lurk in the long run.
Are the Original Growth Investments, Agriculture and Timber, Worth It?
Housing and commodities markets can be vexing, but the world will always require what the soil yields.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Alternatives
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Shiller: Today’s Housing Boom Will End, But Slowly
The market won’t collapse all at once, yet the dip still will be painful, economist says.
Market Moves
Housing Surge May Be Ebbing, Economist Says
Much of the action has been in the high end of the market, notes TS Lombard’s Brennan.
Alternatives
Student Housing Investment Remains Uncertain, S&P Says
Some pension funds and other institutions have taken big positions in the segment.
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.
Market Moves
Chuck Schwab Mulls Company’s Leaving Costly San Francisco
Financial giant’s founder, apparently not serious, joins locals in kvetching about city’s high prices.