Square Feet: Some Builders Are Ready for the Wave of Seniors

Investors and developers are buying and building big industrial sites, armed with data showing declining vacancy rates.

By Markos Kaminis (Wall St. Greek): It's not the one point decline in the Housing Market Index that worries me, but the why and the how the index declined. I think the component measures of this index say a lot about the real state of housing inclusive of smaller non-public builders.

By

Developers added a record 5.9 percent more rooms in 2011, and will increase the supply with boutique, new and renovated hotels opening in 2012 and 2013.

Bloomberg BRIEF recently published its 2012 Review and 2013 Outlook Supplement. In the report, economist Joseph Brusuelas notes that the dwindling supply of housing is bullish for the continued recovery of the U.S. housing market.  He writes:

By Mark J. Perry: From the National Association of Home Builders today: Builder confidence in the market for newly built, single-family homes gained one point in June from a slightly revised level in the previous month to rest at 29 on the National Association of Home Builders/Wells Fargo Housing Market Index (HMI). This is the highest level the index has attained since May of 2007 (see chart below).

Brookdale Senior Living Inc. (BKD) Bank of America Merrill Lynch 2012 Health Care Conference May 17, 2012 11:40 AM ET Executives Bill Sheriff – CEO Ross Roadman – SVP, IR Analysts Kevin Fischbeck – Bank of America Merrill Lynch Presentation Kevin Fischbeck