Search Results for: Wenzlick

On This Date: Roy Wenzlick

Posted on May 27, 2020 by | Leave a comment

On this date in 1942, Roy Wenzlick, in his publication titled Real Estate Analyst, said the following: “Leaving aside the equitable or inequitable nature of the freezing data in the various cities, what will be the over-all effect of rent … Continue reading →

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Posted in 1942, On This Day, Real Estate Analyst, Wenzlick

1870-2033: Real Estate Cycles

Posted on February 23, 2021 by | 4 comments

The history of real estate cycles should inform how to analyze the market.  However, there is an abundance of analysis without a review of the history, which generates conclusions that are unrelated to how the real estate market works.  Additionally, … Continue reading →

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Posted in cycle analysis, Cyclical Trends, Market cycles, real estate, Wenzlick

Real Estate: Has the Low Been Seen?

Posted on June 23, 2020 by | Leave a comment

New one family homes sold for the month of May 2020 was reported today and it looks like the low has been reached.  The year-over-year perspective belies the image conveyed in the absolute change which is far from the 2005 … Continue reading →

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Posted in Edson Gould, real estate, three step rule, Wenzlick

Real Estate: October 2019

Posted on October 11, 2019 by | Leave a comment

On December 9, 2010, in an article titled “Real Estate: The Verdict Is In”, we said the following: “Based on the indicated sources above, we feel that real estate has a six to nine year stretch of rising prices or … Continue reading →

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Posted in cycle analysis, real estate, Wenzlick

Real Estate: Nationwide Declines from 1910 to 1936

Posted on October 30, 2018 by | Leave a comment

In a CNBC interview that took place on July 1, 2005, Ben Bernanke said: “We’ve never had a decline in house prices on a nationwide basis.” This claim is coming from a scholar who specialized in the Great Depression.  The … Continue reading →

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Posted in 1900, 1903, 1907, 1910, 1913, 1929, 1930, 1931, 1932, 1933, 1934, 1935, 1936, Bernanke, real estate, Real Estate Analyst, Wenzlick

Ease of Credit from 1876-1934

Posted on April 10, 2018 by | Leave a comment

Below is a chart from Roy Wenzlick’s Real Estate Analyst dated June 1934 showing the different levels of the ease in real estate credit as the reciprocal of the foreclosure rate.

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Posted in real estate, Wenzlick

Housing Prices About to Explode Higher?

Posted on January 24, 2018 by | Leave a comment

This was the headline found on ValueWalk.com. If you like a rationale for what might happen in housing then this is a pretty good explanation.  However, we’ve long stated this fact.  Based on the data that we track, all indications … Continue reading →

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Posted in real estate, Wenzlick

Homebuilder Confidence at 18 Year High

Posted on December 21, 2017 by | Leave a comment

In an articled titled “America’s homebuilders haven’t felt this good since 1999” found on Yahoo!Finance dated December 18, 2017, it is noted that homebuilders confidence is “…now at a higher level than it was at any point during the housing … Continue reading →

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Posted in cycle analysis, real estate, Wenzlick

Real Estate Review

Posted on October 21, 2017 by | Leave a comment

On September 12, 2016, we assess the real estate market.  In this update, we’ll reconsider the points that we made to determine the progress that has been made with our analysis.  There are some surprises as we go through the … Continue reading →

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Posted in cycle analysis, real estate, Wenzlick

Musings on Real Estate

Posted on March 26, 2017 by | Leave a comment

As investors, we’re firm believers in preparing for the worst case scenario.  For us, the definitive worst case scenario is found in the markets from 1921 to 1932, covering the early stages of the “Great” Depression.   We believe 1921 to … Continue reading →

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Posted in 1929, 1932, real estate, Rent, Wenzlick

Real Estate Review

Posted on September 12, 2016 by | Leave a comment

On December 9, 2010, we wrote an article titled “Real Estate: The Verdict Is In”.  At the time, we said the following: “As we come to the close of 2010, it appears that based on the narrow scope of sources … Continue reading →

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Posted in cycle analysis, real estate, Wenzlick

Real Estate: Cycle Analysis

Posted on September 23, 2015 by | Leave a comment

On December 9, 2010, we wrote an article titled “Real Estate: The Verdict Is In”.  At the time, we said the following: “As we come to the close of 2010, it appears that based on the narrow scope of sources … Continue reading →

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Posted in Black Swan, cycle analysis, Dakin, Dewey, real estate, Secular Bull Market, Wenzlick

Q&A: Cycles and Their Use

Posted on February 11, 2013 by | Comments Off on Q&A: Cycles and Their Use

Reader Kerry Comments: “I’d like to pick up on the problem that untrusting investor has identified ‘The problem is that we have never seen one yet that has much accuracy or predictive ability to any substantive degree or within any … Continue reading →

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Posted in cycle analysis, Q and A, real estate

Real Estate: A Sustainable Rise

Posted on September 9, 2012 by | Comments Off on Real Estate: A Sustainable Rise

The cover story for the September 10th weekly magazine Barron’s is on the recent surge in real estate and how the rise in property prices is no fluke.  In the article by Jonathan R. Laing titled “Happy at Last,” readers … Continue reading →

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Posted in real estate, Wenzlick

Real Estate: The Verdict Is In

Posted on December 9, 2010 by | 2 comments

On January 6, 2010, we wrote an article titled “Real Estate Bottom is Calling”. At that time we indicated that, based on the cycles as presented by Roy Wenzlick along with supporting data from the Federal Reserve Bank of St. … Continue reading →

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Posted in Dakin, Dewey, real estate, Wenzlick