★ Daily Intelligence Briefings (DIBs) Homebuilder Hurdles Intensify as Mortgage Rates Suppress Affordability Housing starts and growth in home prices both hit multi-year lows in December. While housing prices are likely to continue…McAlinden Research PartnersFebruary 27, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilder Rally Set for Reversal on Deteriorating Fundamentals Homebuilder stocks have ticked up in early 2019, benefiting from a broader resurgence in equities. However, new and existing home…McAlinden Research PartnersJanuary 29, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Chinese Slowdown Could Ramp-Up Real Estate Bubble China’s real estate and property markets, which had been on fire for the last several years, closed out 2018 in…McAlinden Research PartnersJanuary 23, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Housing Woes Set to Whack Homebuilders Into 2019 Although total housing starts for November would suggest that a turnaround might be afoot, a closer look reveals a much…McAlinden Research PartnersJanuary 2, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Housing Hurdles Trip up Builders: Affordability in Decline, Rates on the Rise, and Stalling Starts At first glance, housing data for October seems to be a mixed bag. Closer inspection, however, along with oncoming headwinds…McAlinden Research PartnersNovember 21, 2018
↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Real Estate & Construction 7 Reasons Why MRP is Adding Short U.S. Housing as an Investment Theme A steady stream of negative data confirms slowing activity in the U.S. housing market, compelling MRP to add Short US…McAlinden Research PartnersOctober 1, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction New Trouble Ahead for Homebuilders as US Housing Market Shifts to Rent Territory The past couple of months have been bleak for the US housing market, and new data suggests there is more…McAlinden Research PartnersSeptember 10, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders Losing Steam as Affordability Keeps Diving In late May, MRP closed its Long US Housing theme after a very strong 6-year run. The foremost reason for…McAlinden Research PartnersJuly 26, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders: MRP Closes Theme on Plunging Housing Affordability MRP launched Long U.S. Housing as a theme in the Spring of 2012 with our report, The Developing U.S. Housing…McAlinden Research PartnersMay 21, 2018
⚑ Joe Mac's ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: Beyond the Housing Headwinds The housing sector of the U.S. economy has reached an important inflection point. Bolstered by strong industry fundamentals, housing related…McAlinden Research PartnersFebruary 28, 2018