It’s the end of the quarter so time to score UK housing as an investment and help us make our Buy, Sell or Hold (BSH) decisions based on this model. If you are new to all this, please do look back at the BSH model and how it works.
Hi Tom, sounds like you are getting well prepared and good timing to have some dry powder in 2024. On the trend line, some musings on if are in this post. Nationwide refit the trend each quarter back to 1975 and it is now 2.4% pa above inflation. We have been using this graph since 2008 (it is in the first book) and back then it was 3% pa above inflation so it has come down a little. https://open.substack.com/pub/matsmith/p/real-house-price-trend-will-it-continue?r=2b1cj5&utm_campaign=post&utm_medium=web
Looking good. We’ve got a few refinances of cash apartments getting lined up, still seeing plenty of deals we can get our hands on here too. 2x HMOs are on the market, well offers accepted and with sols now. Game on.
I’d like to see some work around the trend line graph, how it varies if you alter certain aspects etc. I think I’ve just seen it for too long send taken it as gospel, questioning it seems appropriate. Happy to collaborate!
Hi Tom, sounds like you are getting well prepared and good timing to have some dry powder in 2024. On the trend line, some musings on if are in this post. Nationwide refit the trend each quarter back to 1975 and it is now 2.4% pa above inflation. We have been using this graph since 2008 (it is in the first book) and back then it was 3% pa above inflation so it has come down a little. https://open.substack.com/pub/matsmith/p/real-house-price-trend-will-it-continue?r=2b1cj5&utm_campaign=post&utm_medium=web
Looking good. We’ve got a few refinances of cash apartments getting lined up, still seeing plenty of deals we can get our hands on here too. 2x HMOs are on the market, well offers accepted and with sols now. Game on.
I’d like to see some work around the trend line graph, how it varies if you alter certain aspects etc. I think I’ve just seen it for too long send taken it as gospel, questioning it seems appropriate. Happy to collaborate!