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Home Sales Plummet in 38 States in 3Q
Yahoo Finance ^ | November 20, 2006 | Lauren Villagran

Posted on 11/20/2006 9:47:58 PM PST by GodGunsGuts

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To: GodGunsGuts

What? Democrats getting control hasn't caused manna to fall from heaven yet?


61 posted on 11/20/2006 11:38:39 PM PST by DakotaRed (Kerry Should Resign!)
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To: GodGunsGuts
I found this news quite deja-vu today. Reminds me of 2000-2001 when the CEO's and execs of the dot.com / technology companies where bailing out with their golden parachutes and leaving all the stockholders and employees holding the bag. KB stockholders better get the hell out now if they know whats good for them.

Report Says Ex-CEO Karatz Could Get $175M Despite Leaving KB Home Amid Scandal

LOS ANGELES (AP) -- Bruce Karatz, who stepped down last week as chief executive of KB Home, could get as much as $175 million in severance pay, pension benefits and stock options despite leaving the homebuilder amid a stock option controversy, according to a published report.

The multimillion dollar windfall, experts say, may be possible in part because Karatz wasn't fired. The 61-year-old agreed to retire Nov. 12 and repay KB Home $13 million after an internal report concluded the home construction company incorrectly reported stock option grants.

According to KB Home's proxy statement, Karatz would get a severance pay equal to the sum of what he earned in salary and incentives over the last three years -- roughly $80 million, the Los Angeles Times reported.

Karatz also has a special executive pension plan guaranteeing him $1 million a year for up to 25 years in retirement, and vested stock options that aren't in dispute worth about $70 million, the newspaper reported.

"He might not like the hit to his reputation, but he's certainly not going to take one to his bank account," said Patrick McGurn, general counsel of Institutional Shareholder Services.

Mark Fabiani, a lawyer for the KB Home board, refused to tell the newspaper whether directors would move to revoke Karatz's severance pay or retirement benefits. He said those discussions would take place, but haven't begun.

Thye Times said lawyers for KB Home wouldn't comment.

The board concluded Karatz and former human resources chief Gary A. Ray "selected grant dates under the company's stock option plans," the company said. It did not directly accuse Karatz of wrongdoing. Ray was fired.

Karatz was the latest corner-office victim of so-called backdating of employee stock options without properly accounting for the maneuver. So far, at least 30 executives and directors have lost their jobs at a number of companies.

62 posted on 11/20/2006 11:42:35 PM PST by Proud_USA_Republican (We're going to take things away from you on behalf of the common good. - Hillary Clinton)
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To: Blue_Ridge_Mtn_Geek

I get a "link not found" there.


63 posted on 11/20/2006 11:50:40 PM PST by TheLion
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To: Southack

Check out the mega condo project just starting construction in downtown Bellevue in the city of Seattle.

www.bravernresidences.com

This thing has bust written all over it. Its about three years late to the party.





64 posted on 11/20/2006 11:52:01 PM PST by Proud_USA_Republican (We're going to take things away from you on behalf of the common good. - Hillary Clinton)
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To: babygene
Wow! 1.2%... The sky is falling. The stock market goes up and down more than that in a day.

True, but most investors in the stock market aren't leveraged 10:1 or 20:1 like in real estate.

65 posted on 11/21/2006 12:00:14 AM PST by undeniable logic
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To: Pelham
Gold is a hedge (a poor hedge, but a hedge nonetheless) against inflation.

The housing bust, however, is deflation.

The more deflation, the lower the price of gold...not exactly a great investment in such a climate.

66 posted on 11/21/2006 12:01:54 AM PST by Southack (Media Bias means that Castro won't be punished for Cuban war crimes against Black Angolans in Africa)
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To: Southack

I disagree. The triple deficits and currency diversification (a la Red China, etc) will cause the dollar to plummet. Gold is tracking the inverse of the dollar. That's how I'm placing my bets anyway. But I will admit, there is a pretty big debate over whether we are heading for deflation or stagflation. I'm leaning towards the latter (especially considering the current head of the FED).


67 posted on 11/21/2006 12:16:17 AM PST by GodGunsGuts
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To: Southack
And in so far as the last five years are concerned, I'd say gold has been a great hedge against a falling dollar:


68 posted on 11/21/2006 12:24:18 AM PST by GodGunsGuts
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To: GodGunsGuts
Oh crap, it looks like those professors at Penn State in State College Pennsylvania are only going to get a 15% appreciation in their houses instead of 20% this year.

It also means that most real estate agents in the area will have to settle for making a $150,000 instead of $175,000.

Oh, will the hard times never end for these poor people!
69 posted on 11/21/2006 12:48:20 AM PST by Herakles (Diversity is code word for anti-white racism)
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To: Southack
Was that area also hit with the 300% to 700% increases in homeowner's insurance this year? I'm guessing it was.

Orlando Metro real estate market held out longer than the coastal cities because so many people, especially retirees on fixed incomes, had to move inland to continue to afford living in Florida. That regionalized effect is of course it's own story, so I'll leave it at that.
70 posted on 11/21/2006 12:53:56 AM PST by JerseyHighlander
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To: Proud_USA_Republican
"Check out the mega condo project just starting construction in downtown Bellevue in the city of Seattle."

How much for the chick looking out the window??
71 posted on 11/21/2006 12:58:31 AM PST by Herakles (Diversity is code word for anti-white racism)
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To: GodGunsGuts
"I disagree. The triple deficits and currency diversification (a la Red China, etc) will cause the dollar to plummet. Gold is tracking the inverse of the dollar. That's how I'm placing my bets anyway. But I will admit, there is a pretty big debate over whether we are heading for deflation or stagflation. I'm leaning towards the latter (especially considering the current head of the FED)."

How can you disagree?! Either the Dollar plummets (e.g. inflation), or else home prices plummet (e.g. deflation). You can't have the Dollar increasing and decreasing at the same time, so pick one (inflation or deflation).

72 posted on 11/21/2006 1:21:13 AM PST by Southack (Media Bias means that Castro won't be punished for Cuban war crimes against Black Angolans in Africa)
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To: Southack

I did. I'm betting on stagflation.


73 posted on 11/21/2006 1:35:06 AM PST by GodGunsGuts
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To: GodGunsGuts
The situation in Florida is particularly unique. We have several factors impacting reality in Florida at the moment:

1) Skyrocketing insurance premiums with no end to increases in sight.

2) Incredible tax assessments due to the previous boom. Those with Homestead Exemption are insulated, but those with winter homes and businesses are getting creamed.

3) Realty speculation: Doooooomed! DOOOOMED! Unless you're in the market for foreclosures. Many, many "Me too'ers" are going to get creamed. Especially those who overextended, overpaid and financed via questionable mortgage programs.

4) Dump of surplus into a flooded market. Right now people are either A) Fine with no problem B) Speculators trying to save their hides C) Developers trying to move surplus inventory D) Formerly long term residents who have been priced out of their homes by insurance E) Snowbirds who refuse to be strangled financially by cutthroat taxes levied on those without homestead exemption and the double whammy of insurance premiums.

Mixed bag down here. Florida is a questionable destination until we settle affairs over insurance and taxes. Businesses are facing up to a 600% increase in insurance premiums. Residents face 200% increases. My own policy will double 3 times in 3 years. It's a hostile environment for those looking for a stable financial sitiation. The state is current FUBAR'd in the best of the third world tradition.

74 posted on 11/21/2006 1:53:43 AM PST by Caipirabob (Communists... Socialists... Democrats...Traitors... Who can tell the difference?)
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To: staytrue
"Most people do not own 224,000 dollars worth of stocks which is the median price of a home."

Most people don't "own" $224K equity in there median price home either. Nor do they "owe" $224K, since the price went up since the purchase much more than the $7K since they bought it.

Just as with stocks, only those who bought at the peak will be affected.
75 posted on 11/21/2006 4:57:09 AM PST by babygene
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To: undeniable logic; babygene

'Wow! 1.2%... The sky is falling. The stock market goes up and down more than that in a day.'

"True, but most investors in the stock market aren't leveraged 10:1 or 20:1 like in real estate."


Roughly 25% of resident-owned homes have no mortgage, so their owners can ignore this mess as long as they are pleased with the "housing services" they are consuming. Such people do not tend to see their houses as "investements" but as durable consumption items.

Borrowers with 30% to 99% equity, will only risk their paper equity shrinking, as long as they can keep up their payments, and they are maybe 40% to 50% of the owner-occupants.

The rest, with less equity or none, and the investors in their loans, stand to lose a lot when local markets trend downwards, or even stop appreciating, especially markets in which 20% to 30% or more of recent transactions are "flippers", hot money hoping to turn a quick profit while never occupying the property. They could easily see 20% to 30% declines that wipe out their equity and leave them with loan balances far more than they can sell the property for. Depending on the state, either they, or their lenders, or both, are in deep doo-doo. Note that, until recently, national average home prices had not sustained a negative growth rate since the 1930's depression, yet a number of regional busts sent home prices down 25-40 percent. "Housing markets are local" (though financing of housing has become national and global thanks to the secondary market for mortgage loans that has grown very large in recent years).

In the past five years, a fairly large percent of new mortgage loans have been 10%, 5%, or even less down (the 0% down, or nothing down, with 15% or 25% cash on top were popular for a while, but not so common now). In the last couple of years "nothing down" deals have become very common, effectively "infinite" leverage.

Whether covered by mortgage insurance, or set up with an 80% LTV first lien and a 10% or 15% second lien, and perhaps with a HELOC at or soon after closing that eliminates the borrower equity altogether, these deals are losses waiting to happen if the borrower's employment or other income sources are disrupted. Unlike stock exchanges where "He who takes what isn't his'n, gives it back or goes to prison", residential borrowers in many states can walk, leaving the investors in their loans holding the bag, with no penalty other than a (temporarily) trashed credit rating which will recover in three or four years (credit scores focus on events of the past few years, and old indiscretions rapidly fade in influence as they age). In many cases, their credit rating was already trashed when they got their loan (so they have little to lose by defaulting), because secondary market aggregators have found plenty of naive capital, 'yield hogs', willing to buy the toxic waste (speculative grade mortgage bonds) that must be sold in order to make most of the bonds backed by mortgage pools with heavy doses of such crappy loans palatable to "investment grade" lenders.

Over the next few years, these "yield hog" will be retching up their gains, and lose quite a few pounds in the process.


76 posted on 11/21/2006 5:04:29 AM PST by Blue_Ridge_Mtn_Geek
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To: undeniable logic
" True, but most investors in the stock market aren't leveraged 10:1 or 20:1 like in real estate."

Most of these people road the prices up over the last few years. Just as with stocks, it's the speculators who get hurt the most.

If you bought the real-estate at the peak expecting to turn it over fast and not live there for the five year average, you would loose money.

For most, if your not going to cash out it's just a paper loss and you will recover.
77 posted on 11/21/2006 5:05:34 AM PST by babygene
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To: GodGunsGuts
Why is the housing bubble getting so much attention ?

The credit bubble is a much bigger concern for the economy.

Since the Fed prefers inflation over deflation we just keep creating more and more risky debt and lurch from one asset bubble to the next.

If they're not careful the bottom will fall out of the reserve dollar and the party will be so over.


BUMP

78 posted on 11/21/2006 5:19:29 AM PST by capitalist229 (Get Democrats out of our pockets and Republicans out of our bedrooms.)
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To: Blue_Ridge_Mtn_Geek
these deals are losses waiting to happen if the borrower's employment or other income sources are disrupted

Even worse are the super low payment ARMS with negative amortization that lenders get to put on their books like regular loans. Nothing like seeing the last three years profit go up in smoke overnight because it was a figment of your imagination anyway.

79 posted on 11/21/2006 5:30:29 AM PST by hopespringseternal
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To: staytrue

Florida as extremely high property taxes which are based on full market value of your property. County Tax appraisers used to have some leeway to asses your property under full market value but now state law makes them assess it at 100 percent.

Most of the the counties in Florida have property tax rates of 2 percent or more. In Calif, since Prop 13, the property tax rate is capped at 1 percent.

An income tax is based on your income, so you dont pay any income taxes in a bad year.Of course, property taxes are due every year even if you make little or no income.

Abusive property taxes like we have in Florida are far worse than a progressive income tax.


80 posted on 11/21/2006 5:36:44 AM PST by Wacahootie
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