美国7月NAHB房价指数35 创五年新高

ctcld

美国7月NAHB房价指数35，大幅高于预期30，创2007年3月以来新高。美国房地产呈现复苏迹象。

前值为29。

kristall

老大， 指点下，应该买什么

silicon_beaver

kristall 发表于 2012-7-17 11:26 AM
老大， 指点下，应该买什么

stock:
BZH
HOV
RYL
LEN
PHM
SPF
MDC


ETF:

DRV
DRN
IYR
URE
SRS
XHB

ctcld

摩根大通经济学家说道：

房地产现在已经不太可能进一步拖累美国经济，反而将会是经济复苏强弱的一个重要信号：更多工作意味着更强的信心他们将会保住自己的工作，也意味着他们对房产的需求将再次上升。

silicon_beaver

--- bucks  thx. RDN? I remember that's one of u favorites  发表于 2012-7-18 08:31 PM 删除

RDN is a stock of MI (mortgage insurance), not home-builder.

bucks

回复 silicon_beaver 的帖子

but it's positively related to the housing mkt ？

ctcld

美国黑石集团全球房地产主管Jonathan Gray周三表示，黑石集团已经花费超过3亿美元收购2000多户止赎房屋，将作为出租之用，押注美国楼市复苏。

Gray说，“我们正在进行长线押注，空屋最终将会有人居住，楼市会开始复苏。我们的退出策略是将房屋卖给租用者。”

除黑石外，还有多家对冲基金及私募股权公司打算筹资或已经筹资购买止赎房产，他们计划在出租数年后随着房市复苏趋稳再卖出这些房产。

Gray在CNBC举办的一场机构投资人会议上表示，“已经有许多业者宣布了策略，但实际筹资并加以执行相关策略者至今仍无多。我认为能够拥有规模并能在全国主要市场组织运作者将会是相对少数。”

这一做法符合黑石的一贯策略，即在较重置成本深度折价的情况下收购地产。

资产管理公司TCW专注于固定收益证券，管理资产规模高达1280亿美元，最近发起了一支“TCW房屋合伙基金”（TCW Home Place Partners fund），为高净值人士以购买止赎房屋的方式投资楼市拐点提供机会。

那些想要买进大量止赎房屋者所面临的一大障碍在于收购之后的管理及维护。Gray还说，“必须要花些钱修修补补，必须把房子租出去，真正挑战在于执行和成立专业团队。”

黑石正在收购的房产附近寻求大型公寓营运商合作。

Gray说，“这最终将对美国经济非常有利。这些房产将会被加以重新安排。人们将在能力范围内取得房产。我认为这是一个大举投入的机会，而这样的机会不会一直存在。”

黄老泻

shoujie

问个问题：7月份还没有结束，你这个美国7月NAHB房价指数哪里来的？

ctcld

shoujie 发表于 2012-7-19 08:30 AM
问个问题：7月份还没有结束，你这个美国7月NAHB房价指数哪里来的？

http://www.nahb.com/news_details.aspx?newsID=15401

July 17, 2012 - Builder confidence in the market for newly built, single-family homes rose six points to 35 on the National Association of Home Builders/Wells Fargo Housing Market Index (HMI) for July, released today. This is the largest one-month gain recorded by the index in nearly a decade, and brings the HMI to its highest point since March of 2007.

“Builder confidence increased by solid margins in every region of the country in July as views of current sales conditions, prospects for future sales and traffic of prospective buyers all improved,” said Barry Rutenberg, chairman of the National Association of Home Builders (NAHB) and a home builder from Gainesville, Fla. “This is greater evidence that the housing market has turned the corner as more buyers perceive the benefits of purchasing a newly built home while interest rates and prices are so favorable.”

“Combined with the upward movement we’ve seen in other key housing indicators over the past six months, this report adds to the growing acknowledgement that housing – though still in a fragile stage of recovery – is returning to its more traditional role of leading the economy out of recession,” noted NAHB Chief Economist David Crowe. “This is particularly encouraging at a time when other parts of the economy have begun to show softness, and is all the more reason that the challenges constraining housing’s recovery – namely overly tight lending conditions, poor appraisals and the flow of distressed properties onto the market – need to be resolved.”

Derived from a monthly survey that NAHB has been conducting for the past 25 years, the NAHB/Wells Fargo Housing Market Index gauges builder perceptions of current single-family home sales and sales expectations for the next six months as “good,” “fair” or “poor.” The survey also asks builders to rate traffic of prospective buyers as “high to very high,” “average” or “low to very low.” Scores from each component are then used to calculate a seasonally adjusted index where any number over 50 indicates that more builders view conditions as good than poor.

Every HMI component recorded gains in July. The components gauging current sales conditions and traffic of prospective buyers each rose six points, to 37 and 29, respectively, while the component gauging sales expectations for the next six months rose 11 points to 44.

Likewise, every region posted HMI gains in July. The Northeast registered an eight-point gain to 36, while the Midwest gained three points to 34, the South gained five points to 32 and the West gained 12 points to 44.

Editor’s Note: The NAHB/Wells Fargo Housing Market Index is strictly the product of NAHB Economics, and is not seen or influenced by any outside party prior to being released to the public. HMI tables can be found at www.nahb.org/hmi. More information on housing statistics is also available at www.housingeconomics.com.