Real Estate – Single-family

Analysts Ivy Zelman and John Burns have been analyzing the U.S. single-family housing market for decades, and they are among the best.  Click here for some excellent insights from them about why the housing market is not overheating.  

Check this out for a very good, concise overview of the real estate investment market by Stuart Eisenberg, head of BDO’s real estate practice.

Not terribly surprising that it occurred, but more how quickly we reached this point.  With the relative shutdown in new home production since the crash, and only recent resurgence of homebuilding, the U.S. is fast approaching a “sold out” situation.  Obviously, this has broad implications socially, but economically, there are clearly investment plays forming. Our sources tell us private equity is gearing up to depl0y some its dry powder, a lot of which has to find a home before 2014, in these plays.

We are back in the homebuilding finance and advisory business!  In the 1990s, my team at Montgomery Securities built the top-ranked franchise on Wall Street for financing homebuilders and handling their M&A and other advisory needs.  We advised KB Home, Del Webb, Schuler Homes, DR Horton, to name a few single-family builders, as well as a number of manufactured home producers and community developers.  The past few years, of course, virtually no homebuilder was building enterprise value.  Homebuilders were just trying to stay alive.  With the homebuilding market coming back, and solid prospects for rebuilding enterprise value, homebuilders are needing strategic advice, CAPITAL, and M&A advice.  See this.  We are here to help. 

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