Wednesday, March 12, 2014

Thursday March 13 Housing and Economic stories


Investors buy non-performing loans to foreclose and obtain rental properties - (www.ochousingnews.com) REO-to-rental investment hedge funds exhausted the supply of homes they could acquire at auction or on the MLS for the prices they need to make the investment profitable. Desperate for more homes to add to their portfolios, investors turn to lenders to buy the non-performing loans on their books so these investors can foreclose on the delinquent borrower and obtain a rental property. This new strategy may cause a dramatic increase in the number of foreclosures. I didn’t see this coming. Like most industry observers, I assumed that once house prices rose above levels where rentals provided reasonable cashflow returns, most seasoned professional investors would simply stop buying — and many have stopped, but the latest development is an innovative way of obtaining even more inventory at prices that make their business model work. Hedge funds were among the first to institutionalize the single-family housing space by buying up swaths of distressed properties. Now that good deals are harder to find, they’ve switched to buying soured mortgage debt. … When the housing bubble burst, institutional investors quickly rushed in to buy up homes at fire-sale prices. The foundation for REITs like American Homes 4 Rent, Silver Bay Realty, and American Residential Properties were built during that period. Put together, these companies now own around 30,000 properties in key markets throughout the United States.

Darker U.S. homebuilder mood not just due to bad weather - (www.reuters.com) A plunge in U.S. homebuilder confidence reported on Tuesday reflects a range of problems facing the construction industry seven years after the housing crash, challenges that go deeper than the severe winter weather blamed for much of the gloom. The National Association of Home Builders said on Tuesday that builder confidence dropped 10 points between January and February, from 56 to 46, the largest drop since the survey began in 1985. Readings below 50 mean more builders view market conditions as poor than favorable. But economists, analysts and builders say the decline in confidence is deep-seated and has lingered due to the widespread destruction suffered by the construction sector when the housing market collapsed. The industry faces a chronic shortage of laborers, difficulty in obtaining credit and a skittishness among developers to invest in new sites.

Detroit Bankruptcy Proposal - No One is Happy - Does that Make a Good Settlement?  - (Mish at http://globaleconomicanalysis.blogspot.com) The Detroit pensioners are up in arms over the latest proposal submitted on February 20 by emergency manager Kevyn Orr. Bondholders are also upset. If everyone is upset, does that mean the deal is fair?  Let's investigate the idea starting with Detroit bankruptcy plan includes deep pension cuts.  Detroit's plan to emerge from bankruptcy this year largely hinges on significant cuts to city workers' pensions and retiree health benefits — actions vehemently fought by public employee unions — as well as decreased payments to bondholders, according to a blueprint filed Friday to restructure the city's $18-billion debt.In the plan, which probably will be amended in the weeks ahead, police, firefighters and those departments' retirees will take a 10% cut to their current pension payment. The pensions of all other city employees and retirees will be cut more than three times as much: 34%. Neither group will receive cost of living adjustments in the future. Unions immediately decried the bankruptcy blueprint. "The plan is unfair and unacceptable," Al Garrett, president of the Michigan branch of the American Federation of State and Municipal Employees, said in a statement Friday. "Retirees cannot survive these drastic cuts."

Russia says doubts legitimacy of current Ukrainian authorities - (www.reuters.com) Prime Minister Dmitry Medvedev on Monday said Russia had grave doubts about the legitimacy of those in power in Ukraine following President Viktor Yanukovich's ouster, saying their recognition by some states was an "aberration". "We do not understand what is going on there. There is a real threat to our interests and to the lives of our citizens," Medvedev was quoted by Russian news agencies as saying. "There are big doubts about the legitimacy of a whole series of organs of power that are now functioning there."

Bailout inspectors back in Greece - (finance.yahoo.com) International debt inspectors are due back in Athens for talks on the austerity measures Greece must make to keep receiving rescue loans. The government insists a deal on the latest round of negotiations is "very close" The officials from the troika of the European Union, European Central Bank and International Monetary Fund are to hold talks later Monday with Finance Minister Yannis Stournaras and other government officials. The inspectors are pressing for sweeping changes in market practices and labor rules. The negotiations are seen as key to talks expected later this year on how to make Greece's massive national debt sustainable.







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