9/17 房市每日热点

1、Google boss said he hopes to make company 20% more efficient, worry is efficient is the code name for layoff
Goldman starts the Wall Street layoff period with several hundreds jobs slashed.

2、Tript Homes CEO said housing starts < HH formation in last 13 years, so no collapse in LT, but correction is here for ST, demands to stabilize by 2023.

3、Largest mobile home park LLs are big institutions, ie Equity Lifestyle Prop by Sam Zell owns 165k units across the US, GIC, Carlyle, Brookfield, BS, Apollo all adding this asset to their portfolios.

4、Milpitas school district is asking home owners to rent out rooms for Dist school teachers, in an effort to retain them.

5、Bezos backed startup Arrived Homes allows investors to dollar cost averaging at min of $100/time, to invest for fractional share of SFHs.

6、Sept 8 report by Redfin: SF median price fell 7% YOY, and neighboring Oakland -1.4%, were the only two big metros Redfin saw YOY median price declined.

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