Napoleon never said this, but he should have; “I would rather have a general who was lucky than one who was good.”  We didn’t lose money on our thankfully failed new home buy, because we were lucky.

TMP equity decreased slightly in value this month; down about 1%, or $6K.

There is a lot of doom and gloom in the market: “‘The housing market correction has already caused homeowners to lose $2.3 trillion’ Forbes BY LANCE LAMBERT, February 22, 2023 at 5:43 PM MST“.

And more, “Housing affordability dropped to a new low nationally and in Arizona during the fourth quarter of 2022.” A combination of high interest rates and increased construction cost is driving housing affordability to 2008 crash levels. We are in that part of the cycle as Jeff explains, click on photo for complete report:

Our TMP and TMP2 houses show slight decreases in equity:

We included the failed Toltec new home build also. As you remember, in May 2021 TMP2 purchased a new home, still a dirt lot, but the deal fell through due to some technicalities. Had we purchased the home, we would have lost money. Sometimes it’s better to be lucky than good.

What’s next for TheMonopolyProject and TheMonopolyProjectTwo? Are we following Jeff’s advice?

Yes, of course. A buying opportunity is upon us. In fact, outside of TMP and TMP2, we have been buying real estate driven by two factors: One, the inflation released by reckless government spending has and will further inflate asset prices. This process is not yet complete. Look for the balloon to start growing again. Two, the Fed keeping interest rates so low (at least until 4 – 5 months ago) made borrowing money to buy real assets that were inflating a no-brainer. We bought real estate in late 2021 and early 2022 with rates in the 3’s, most at 3.25 % for commercial real estate loans.