Realestate
$XLRE ~ Expect correction to continue on the downside...As shown, real estate sector is in correction mode. Housing prices are at crazy prices and now 30 year mortgage rates are still climbing. Today the average was reported over 6.25%. Would expect these rates to continue on the upside while housing prices moderate.
Real Estate Assets Could Fall 30% or more - are you preparedThe excesses of the past 8+ years have driven RE prices to very high levels. Simple price channels and Standard Deviation channels suggest the unwinding of this bubble may see Real Estate price levels collapse -25% to -30% or more over the next 12+ months.
The US Fed, in an effort to combat inflation, will likely raise rates again - pushing sellers even further into an effort to DUMP assets before buyers are able to react to the shifting market climate.
My interpretation of what is happening is consumers are pulling away from making big purchases as global assets bubbles are unwinding. The US asset bubbles have just started this process - unlike China and other areas. I see the Fed bursting another RE bubble and sending price levels far lower.
Get ready, the fun is just starting (again).
Monthly Bearish Divergence Breaking Demand LineWe have a Potential Double Top inside of a Rising Wedge Pattern on the Monthly with Bearish Divergence and very little support below us.
Silver versus Real EstatePotential relationship between real estate (using VNQ etf as a proxy) and silver. I drew this several months ago and so far the arc and channel have held. I've heard of the 18 year RE cycle but wonder if that's only valid during a prolonged bull market. I expect at least a 10 year bear market in the SPX to begin in the next few years after a final top is made. Will that 18 year cycle get affected as well?
In 1980 one could buy a median sized home for approx 1272 ounces. Then in 2011 it took 4647 ounces. How many ounces will one need at the next cycle high for silver expected this decade vs home price?
Ref:
www.silvercoins.com
AvH (ACKB.br) bullish scenario:The technical figure Triangle can be found in the Belgium company Ackermans & van Haaren (ACKB.br) at daily chart. Ackermans & van Haaren (often abbreviated as AvH) is a diversified group operating in four core sectors: Marine Engineering & Contracting (DEME, one of the largest dredging companies in the world - CFE, a construction group with headquarters in Belgium), Private Banking (Delen Private Bank, one of the largest independent private asset managers in Belgium, and asset manager JM Finn in the UK - Bank J. Van Breda & C°, niche bank for entrepreneurs and the liberal professions in Belgium), real estate and senior care (Leasinvest Real Estate, a listed real estate company - Extensa, a major land and real estate developer with a focus on Belgium and Luxembourg) and energy and resources (SIPEF, an agroindustrial group in tropical agriculture). The Triangle has broken through the resistance line on 30/04/2022, if the price holds above this level you can have a possible bullish price movement with a forecast for the next 23 days towards 174.70 EUR. Your stop loss order according to experts should be placed at 163.40 EUR if you decide to enter this position.
Ackermans & van Haaren realised a record result of 407 million euros over the full year 2021.
Excellent results of the companies across the whole AvH group support this impressive result, which also surpasses that of pre-COVID year 2019 (despite the substantial capital gains realised in that year).
A substantial increase (+17%) of the dividend to 2.75 euros per share is proposed to the general meeting of shareholders.
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$X : Is Steel Ready For a Fall or Breakup?It appears Steel has reached an area of overhead resistance and at a quick glance one may assume it's ready for a break after temporary sector distortions due to covid and supply issues that plagued many sectors. We also know there are pressures from "cost inflation" as well that plague mines, as well as builders but it seems too early to tell if price will turn around and head down, fairly, quickly, or will these pressures in supply force prices upward.
It's also been suggested there is enough supply overhead despite, "sheet mills in North America relying heavily on the low phosphorus pig iron from Ukraine and Russia", according to industry publication the Steel Market Update. Russia and Ukraine’s pig iron supplies account for 60% of US imports.
Prices for steel have been falling since the fourth quarter of last year as supply exceeded demand, according to Axel Eggert from the European Steel Association. If supply exceeds demand, it's a no-brainer, however, there's this below:
“Ongoing supply chain disruptions, skyrocketing energy and carbon prices, as well as persisting inflation are putting the recovery of the steel sector at risk. Combined with the current EU climate and energy policies, these are the ingredients of a dangerous cocktail that may drive Europe into a structural crisis and industry out of Europe."
There's a push and pull of we have enough vs we won't have enough because of a, b and c. It's too early to tell. Need to just watch price as that will be the canary in the coal mine. :)
Real estate topping? Price to fall to mid-30s to low 40s?While everyone is bullish real estate, the chart says price is likely to turn bearish.
As you can see from the chart, we just retested and rejected a long term bullish trendline, and now with that rejection, it sets up the chance for price to fall much lower from here.
The first supports are in the low 40s, and if we end up breaking that, we'll likely fall to the 50% retracement region in the mid to upper 30s.
Let's see what happens over the coming weeks/months.
$AEI Possible reasons CEO bought 26 MILLION+ Shares since Dec 21Overview Sectors Pertaining to $AEI:
1. E-Home Community Development
2. REITs
3. Asset Management
4. Direct Sales
5. Information Technology
6. SPACs
7. Food & Beverage
8. Cryptocurrency Mining
www.alsetinternational.com
Outstanding Shares: 113,187,898
Insider Transactions Past 12 months:
12 Open market Buys for 44,144,981 Shares by CEO Chan
1 Sell 6,380,000 Shares by CEO Chan
Chan bought 25,941,000 shares since December 2021 alone.
Morgan Stanley owns 4,247,386 shares. Combined with all other Institutions they collectively own 17,167,969 shares or 15% of AEI's Outstanding Shares.
$49,100,000 Cash on Hand
$132,000,000 in Net Assets
$55,000,000 in Carryover NOLs
Gross profit increased YOY from 2020 to 2021 by 215%
Other profit increased YOY from 2020 to 2021 by 538%
Highest Price: $29.49 Feb 15th, 2021
Lowest Price: .25 cents Feb 21st, 2022
Current Price: .60 April 15th, 2022
Reason for decrease in share price since IPO launch on November 2020:
A $50,000,000 share swap with $DSS in August 2020 which contributed to a share price decrease from $6.24 in Dec 31st 2020 to .672 by Dec 31st 2021
As of 31st December 2021, approximately 98% of the total number of outstanding warrants have been exercised by the
respective warrant holders. This has brought in approximately $115 million worth of capital. The funds received from the exercise of the warrants has strengthened the Group’s working capital and financial position.
***Property Development Business***
Black Oak Project in Houston Texas:
On approximately 177 acres of land - Phase 1 of the project (124 lots) has been sold to Raush Coleman Homes with an additional 569 single family homes planned.
Ballenger Run Project in Maryland:
Total: 689 Units - 479 Lots & 210 Multi-family Residential Units
100% PRESOLD to NYSE-listed homebuilding
company, NVR, #4 Biggest Home Builder in the United States.
Houston E-Homes Project:
10 Acres of partially developed land acquired to build Alset Villas with approx 63 E-Homes
The community will feature a clean energy ecosystem and an amenity center that houses organic modular/vertical vegetable farming, a café, visitor residences, infant/childcare clubs, and social events venue.
E-Homes will be built with energy efficient platforms, supporting solar energy, power walls, clean, sterilized airflow and advanced communication systems for stateof-the-art smart home and office platforms.
Aligning with the vision of building a community founded on a sustainable carbon footprint, each E-Home will come with its own Tesla vehicle to promote electric vehicles for a sustainable lifestyle.
***Investment Property Business***
109 Single family homes have been acquired for rental in the Woodland Lakes Subdivision, NorthPark Woods Subdivision, Sorrento Bay Subdivision and Santa Fe Subdivision.
Woodland: 39 Properties 23% Occupied
Northpark: 53 Properties 53% Occupied - Each property will be accompanied with the use of a Tesla vehicle.
Sorrento: 10 Properties
Santa Fe: 7 Properties
All properties are strategically located in highly valued locations close to popular recreational sites.
----All of the above property developments are currently debt free to mitigate interest rate hike risks----
***Direct Selling Business***
$AEI's Subsidiary HWM World Inc. has reported $7.4 Mil in revs for the 2021 Fiscal Year the company has since expanded into major cities in South Korea.
***Information Technology Business***
In 2021 the company successfully launched the GigWorld Mobile App in Malaysia and are launching pilot tests for direct sales companies in the US and Asian markets.
***SPACs Business***
Alset SPAC Group Inc. (“Alset SPAC Group”) was incorporated in Delaware, US on 14 January 2022, Alset SPAC Group is an investment holding company which will hold the Group’s investment pertaining to special purpose acquisition companies.
***Cryptocurrency Mining Business***
The Company had on, 15 March 2022, incorporated in Singapore a wholly-owned subsidiary, Alset Mining
Pte. Ltd. (“Alset Mining”). Alset Mining will primarily be engaged in investment within the cryptocurrency mining industry.
www.alsetinternational.com
Outlook by CEO Chan:
"We anticipate that the effects of the global pandemic will subside in 2022 and expect business conditions to improve. This would produce a strong cyclical recovery, a return of global mobility and strong growth in consumer and corporate
spending. The Company’s management team has strategically positioned the Group to seize opportunities both during a global recovery and if pandemic conditions persist. In either scenario, we look forward to reporting strong results to our
shareholders."
PT: $10+
Penny Stock Pavilion - Part 1 - IRSA PROPIEDADES COMERCIALES In this 11 part series, I will be covering one penny stock from each sector that I feel has potential to grow in the next few years. The first company I will cover is IRSA PROPIEDADES COMERCIALES or IRCP. This stock would fall under the real estate sector.
IRSA Propiedades Comerciales S.A. operates as an investment arm of IRSA Inversiones y Representaciones S.A. Alto Palermo S.A. engages in the ownership, acquisition, development, leasing, management, and operation of shopping centers, as well as residential and commercial complexes in Argentina. As of June 30, 2007, it owned and operated ten shopping centers covering a total of 264,995 square meters in Argentina, including six in the Buenos Aires metropolitan area and four in the provinces of Cordoba, Mendoza, Salta, and Santa Fe; and a condominium called Torres de Abasto located in front of the Abasto Shopping Center in Buenos Aires. The company offers leases to retail tenants in its ten shopping centers; administration and maintenance of common areas; administration of contributions made by tenants to finance promotional efforts for the shopping centers; and parking lot services for visitors. The company also offers credit card consumer finance service, through the issuance of its Tarjeta Shopping and Tarjeta Shopping Metroshop credit cards, for consumers at shopping centers, hypermarkets, and street stores. It also engages in the development and sale of residential properties, and acquisition and sale of undeveloped parcels of land for future development. In addition, it engages in the development of condominiums associated with its shopping centers. The company was founded in 1889 and is headquartered in Buenos Aires, Argentina.
With this diversified product base of residential/commercial, credit financing, and land development and a long lasting legacy dating back to 1889, this legacy is a true winner in my book. With inflation roaring at around 47.9%* in Argentina, the real estate debt owed by IRCP is quickly being eroded away. As with the raised interest rates to combat the inflation, IRCP will benefit from the increased revenue from their credit financing division. And furthermore, land/real estate has traditionally been considered as one of the best hedges against inflation. Another great benefit is their annual dividend yield, which most recently was around 34.7%.
As for institutional investment, 683 Capital Management LLC is the top holder of IRCP with a position of > 2.6M shares valued around > $6.5M as of 12/31/2021. Institutions currently hold about 3.63% of the company. It appears that there has been some recent selling by institutional investors with a -14% change in ownership in the previous quarter.
In the past 52 weeks, IRCP has grown roughly 18.84% compared to the industry average of -10.47%. You can see their current financial statement below:
(In Millions)
-Balance Sheet -
Total Assets: 1,891
Total Liabilities: 1,046
Debt to Assets: 55.3%
-Income Statement-
Net Sales: 39
Gross Profit: 26
Profit Margin: 64.93%
-Cash Flow-
Operating: 13
Net cash flow: 1
So as you can see, IRCP is profitable in all instances with a very good debt to asset ratio of only 55.3%. Couple that with a MASSIVE ascending channel on the month chart and you have a stock that's poised to significantly grow over the next few years. This is definitely going to catch the eye of many institutional investors as we continue to see this stock run. If you would like to learn more about this company then be sure to check out their website: www.irsa.com.ar
If you enjoyed this content then please make sure to leave a like, comment, and share on social media! It takes time to make these things you know.
#thedailyinvestor
Sources:
www.focus-economics.com
Buying in the $20sEXPI has a solid business model and will likely be a solid growth stock. I think the price is right now for those who buy and hold for the long term. For those who are short-to-medium term swing traders, I think EXPI will dip further. I'll be looking to get back in when it hits the high $20s.
HGX Realestate Housing Bubble 2008.2Here's the monthly chart on this housing index. I have no idea what I am charting but it looks like the index is moving with the recent major events such as FED increasing rates finally, everyone is FOMO into buying a house and everyone and their grandmother are becoming real-estate agents haha. FED are supposedly cutting back on MBS purchasing also. With that said..
This isn't 2008! Buy now before your priced out. Stonks/Hoomz prices only goes up! Great investment, a hoom is your piggy bank!! LOL
MSACSR house marketHello receive a cordial greeting.
You have at your disposal the graph of MONTHLY SUPPLY OF HOUSES IN THE UNITED STATES and also in orange you have at your disposal
the ASPUS.
I recommend The Big Short both book and movie and seriously study what happened. Receive a greeting L.E.D
In Spain on 03/31/2022
MSACSR house marketHello receive a cordial greeting.
You have at your disposal the graph of MONTHLY SUPPLY OF HOUSES IN THE UNITED STATES and also in orange you have at your disposal
I recommend The Big Short both book and movie and seriously study what happened. Receive a greeting L.E.D
In Spain on 03/31/2022
CBRE, We impacted to movingHello guys
According to the chart you can see the price is moving downward trend and it has need more correction to have good R/r then we have permission to take short position until the target.
You should take signal at first then dont forget use stop loss and observe to your capital management.
Everything is shown on chart, If you have question send us messages
Good Luck
Abtin
The Housing Market is About to Pop. How Does This Affect Crypto?The US Census Bureau recently published population numbers for cities across the US, and the numbers don't look too good: most large urban centers in the country have taken significant population losses in 2020-2021. Politicians and media pundits typically blame COVID and supply chain woes, though these trends were already happening even before the pandemic - the lockdown only accelerated what was already there. Los Angeles lost around 1% of its total population - which is already significant - but San Francisco and New York lost a staggering 6.7% and 6.9%, respectively.
Most US urban centers have been struggling with a housing shortage crisis in the last few decades as housing costs, rents, and costs of living have been outpacing both inflation and wage growth exponentially since the financial crisis "recovery" in 2008. (This was around the time Bitcoin was invented, coincidentally.) In addition to rising crime, homelessness, and loss of quality of life, the well-paying jobs are also leaving the state citing high taxes and unfavorable business policies - giving people less reason to be there as well.
The housing market is no different than other markets in that it operates on supply and demand . Housing advocates typically propose building more housing units (increase the supply) to bring costs down, but most cities have opted for the other "solution" - which is to bring costs down by decreasing the desirability of the city itself. (It's an unfortunate series of events, but it is what it is.) Nominal vs real pricing charts of US housing shows that listed prices are vastly inflated compared to its "real" value, which is contributing both to the bubble and the loss of quality in housing construction itself.
San Francisco's Case-Shiller Index was chosen since it's objectively the most housing-inflated area right now, objectively speaking. The housing bubble is most likely to pop there, then cascade downwards onto other markets as people's faith in its growth starts to stagger. The reasons above (combined with the Fed's interest rate hikes this year) are why even Wall Street and big companies have taken an interest in crypto, NFTs, and metaverse assets lately, since they see it as a hedge against a weakened dollar and a recession (potentially a depression) looming in the horizon. At this point it's not a matter of "if", but "when".
For crypto/metaverse investors, the thing to keep an eye on is the level of trust that the general public has in the banking system right now. When the housing bubble pops, it could potentially lead to a liquidity event of a magnitude never before seen, since technically there would be a lot cash sitting in people's hands, looking for places to invest.
- The pessimistic outcome for crypto investors is the "money running scared" scenario - where panicked money runs back to the banks and other "conservative" investments assets (bonds, cash) that are seen to have less volatility overall. This may lead people to cash out and leave the crypto ecosystem altogether, causing a downturn in the asset class overall. Keep in mind, though, that housing, cash, and bonds have *traditionally* been seen as "reliable" investment choices, but in recent years those are the exact assets that have been inflating - which has lead many experts to question if they are functioning in the way it was originally intended overall. If that perception becomes shattered, a lot could change overnight.
- The optimistic outcome for crypto investors is if the money that was intended for buying housing or other related assets becomes "free", potentially going into alternative assets, which includes crypto. Since a major housing bubble at this scale hasn't happened here there's not much data to show one way or another but we do know that the Evergrande crisis in China has had basically no (arguably inverse) effects on the crypto market as a whole. Panicked money may flow into crypto in ways never before if it's seen as a safe-haven against the turbulence of the housing market and the USD as a whole.
Realistically, there will probably be a little bit of both going on, but being that the size of the US housing market is much bigger than the size of the crypto market cap, crypto needs much less of a % of money flowing inwards in order for it to grow. The housing market, on the other hand, has nowhere to go but down. Time will tell, but it would be advisable for people to be prudent about where to put their money this year, because a lot could happen very quickly as the United States faces its biggest financial crisis in decades in the near future.