Let me preface this note by saying “I am a raging bull over houses”. I love real estate. On any given Sunday you can find me and my family touring open resale houses or new builder communities. My grammar school-aged kids love it too; especially the free cookies and peering into the beautifully staged rooms […]


Happy Holidays. In order to achieve the greatest risk/reward asymmetry from the 2014 single-family housing stimulus “hangover”, or “reset”, happening right now you must change the way you think about this asset class.  When doing so, clarity emerges (at least to me). Things come into mind, such as; When other asset classes go through periods of excessive price appreciation or returns, most […]


Fantastic, everybody made some good money in the past 18 months thanks to the Fed’s aggressive monetary policy — or, to be specific Twist, QE3, and QE4 — which dropped mortgage rates from 5.5% to sub 3.5% almost overnight in late 2011.  This made it so everybody could instantly “afford” 20% more house.  Over the […]


10-8 Housing in Arizona – Hold the Press

by Mark on October 8, 2013

Media is running wild in AZ about a “prediction” I made of 20% “crash” in the state.    TV spot link: HERE First off, I am a huge AZ fan…spend lots of time there with my family.  I like virtually everything about it there other than the dead of summer. That said, I spent time there […]