Real Estate and Housing Industry
Outlook and Review 

    Below you will find links to my most recent Weekly Updates provided to Wall Street analysts, hedge fund managers, portfolio managers, REITS, builders, developers and high net worth individual investors.  An expanded version and additional data is reserved for clients.    If you are interested in becoming a client to receive additional data and custom research, please email me Mike@MorganFlorida.org or call me at 772-260-5448.  As of November 22, 2007, I have decided not to write comprehensive weekly reports for public consumption any longer.  My research and commentary will be reserved exclusively for my clients. 

    If you would like copies of the attachments referenced in any of the Weekly Updates below, please email me Mike@MorganFlorida.org

    I was recently interviewed and asked to sum up where we stand with the real estate related issues facing our economy.  I was also asked what I thought about a few of the economists and talking heads views.  Immediately, I had the perfect response to this string of questions.  Spend a moment and watch this video.  It will answer all of your questions . . . and leave you smiling.  Click Here

    I love when bankers here and abroad tell me . . . Mike, we don’t know what we own.  And even if we knew what we owned, we don’t know what it’s worth.  Well, I've got news for them.  "What's" on second . . . and he just went home with the bat, the ball and second base.

November 22, 2007 - Click Here - I have received dozens of emails and phone calls to continue writing my updates.  And I have received a few dozen media requests.  I have decided not to write publicly anymore and not to provide commentary for the media.  As we enter the most interesting phase of the housing and banking crisis, my research and analysis will be exclusively for my clients.  Everything I have been writing about for the past three years has come true or is unfolding now.   Hopefully, you followed my schtick and you made piles and piles and piles of money.  If you have been following me, here are some of the things I have been writing about for three years:  Click Here

October 23, 2007 -Click Here
Three Rumors - Goldman Sachs peddling land for big builders - Chinese Buying Beazer - Wall Street Investment Infusion

October 20, 2007 - Click Here
Full Update - Online version is the shortened version.  Miami Condos, Marina Blue, Corus Banks, One Bal Harbour, Oceanside, Standard Pacific, WCI Communities, Technical Olympic, Beazer Homes, Centex Homes, Levitt and Sons, Florida Markets, etc.

October 14, 2007 - Click Here
Email Update - Impairments, Ivy Zelman, Stephen Kim of Citigroup

September 23, 2007 - Click Here
New Jersey and Florida "Ground Zero" Tours, Who Survives, Ivy Zelman's Nest

September 09, 2007 - Click Here
WCI Update, On The Road - Seattle, Market Conditions, Germany's Max Planck Society, Florida Woes, Lehman Brothers Florida Lottery Proposal

September 02, 2007 - Click Here
WCI - The Ghost Ship and The Pirates, Mark to Model with 138 Zeros, The Numbers, Condo Update

August 25, 2007 - Click Here
WCI Conference Call Nonsense and Shenanigans, Pink Feather Award

August 18, 2007 - Click Here
Bal Harbour Trip, Corus Bankshares, Port St. Lucie Florida, The Numbers

August 11, 2007 - Click Here

August 4, 2007 - Click Here

July 22, 2007 - Click Here

July 15, 2007 - Click Here

June 30, 2007 - Click Here

June 24, 2007 - Click Here

June 10, 2007 - Click Here

May 27, 2007 - Click Here

April 21, 2007 - Click Here

March 18, 2007 - Click Here

March 11, 2007 - Click Here

For research reports prior to March 11, 2007, please email me - Mike@MorganFlorida.org