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Asking Rents Mostly Unchanged Year-over-year
by Calculated Risk on 9/04/2025 12:09:00 PM Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. More recently, immigration…
Vulcan Value Partners Q2 2025 Letter (Mutual Fund:VVPLX)
Torsten Asmus/iStock via Getty Images Our results are detailed in the table below. As we have often said, we place no weight on short-term results, good or bad. When we think we can improve our prospective long-term returns and lower risk, we will make those decisions without regard to their effect on short-term performance. INVESTMENT…
Watch Inventory and Why Measures of Existing Home Inventory appear Different
by Calculated Risk on 4/14/2025 11:16:00 AM Today, in the Calculated Risk Real Estate Newsletter: Watch Inventory and Why Measures of Existing Home Inventory appear Different A brief excerpt: We are in a period of significant policy uncertainty and there isn’t a good historical analog for the current period. However, for housing, the key will…
Laddering Covered Call Strikes with CMG
click ↑ 4 Featured When we sell multiple covered call or cash-secured put contracts, we can use numerous strikes to enhance the diversification process. In this article, I will use a real-life example taken from one of my option portfolios, where I used 2 different out-of-the-money (OTM) covered call strikes. The analysis will include calculations…
