Search found 45 matches

by Baltimore
Tue Nov 12, 2019 8:02 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

Very good point, the 30% drop is a loss in profitability and not necessarily a 30% drop in property prices. My bad, that 30% number might not have anything to do with the estimate of overvaluation of property prices we came up with. Most properties in the portfolio are for rental though, so it is st...
by Baltimore
Tue Nov 12, 2019 6:47 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

They have a portfolio of properties all over Chile, including some in the US. If the fund is 30% down, that means that some individual valuations might be down way more than 30%. I'm really curious about that number, 30%. Me and a group of friends from all over the world that work in hedge funds in ...
by Baltimore
Tue Nov 12, 2019 3:25 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

Fondo Independencia Rentas Inmobiliarias nearly 30% down from the beginning of the crisis:

http://www.independencia-sa.cl/renta/indepen02
by Baltimore
Tue Nov 12, 2019 12:32 pm
Forum: Chile Investment, business, and Money Issues
Topic: Pesos and Protests
Replies: 94
Views: 1916

Re: Pesos and Protests

It went up to 800 and dropped 15 clp in just 4 min
by Baltimore
Fri Nov 01, 2019 4:08 pm
Forum: Chile Investment, business, and Money Issues
Topic: Pesos and Protests
Replies: 94
Views: 1916

Re: Pesos and Protests

Yeap, the Central Bank has nearly 100 billion USD in reserves, not sure they would let the peso lose much more value without intervention.
by Baltimore
Wed Oct 30, 2019 12:27 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

http://www.diarioestrategia.cl/texto-diario/mostrar/1612782/proposito-protesta-conozca-grotesco-privilegio-tributario 451 contribuyentes tienen entre 51 y 100 viviendas 255 contribuyentes tienen entre 101 y 200 viviendas 62 contribuyentes tienen entre 201 y 300 viviendas 40 contribuyentes tienen ent...
by Baltimore
Wed Oct 30, 2019 12:09 pm
Forum: Living in Chile
Topic: State of emergency and curfews, October 2019
Replies: 2321
Views: 27979

Re: State of emergency and curfews, October 2019

​A propósito de la protesta, conozca un grotesco privilegio tributario

http://www.diarioestrategia.cl/texto-di ... tributario
by Baltimore
Wed Oct 09, 2019 7:32 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

Might be of your interest: Addressing built-in biases in real estate investment The value in taking a behavioural lens to commercial real estate investing https://www.fidelity.co.uk/static/pdf/institutional/fidelity-long-real-estate.pdf Nice little manual with suggestions from Fidelity International...
by Baltimore
Wed Oct 09, 2019 8:58 am
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

That would be wonderful, Santiago is really nice during holidays, when a % of the population leaves the city.
by Baltimore
Tue Oct 08, 2019 1:23 pm
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

Unless you move most of the government buildings down to, say, Valdivia or Concepción, I find it hard to believe that headquarter buildings in Santiago (think Sanhattan, all financial and consulting firms, etc) will move south because of the effects of climate change in central Chile. Vineyards and ...
by Baltimore
Tue Oct 08, 2019 11:59 am
Forum: Chile Real Estate, Property, and Construction
Topic: Housing market situation
Replies: 441
Views: 27611

Re: Housing market situation

So Piñera says that due to the drought, more people will move south. Surprise surprise, tell us something we didnt know already and haven't known for about the last friggin 10 years , at least, people have been leaving Santiago for the South. In saying that though , its not only the drought though ...
by Baltimore
Wed Oct 02, 2019 10:48 am
Forum: Chile Investment, business, and Money Issues
Topic: Investing in International Stock Markets from Chile
Replies: 100
Views: 20924

Re: Investing in International Stock Markets from Chile

https://www.npr.org/2019/10/01/766110889/schwab-cuts-commissions-to-zero-as-free-trading-edges-toward-the-norm?utm_term=nprnews&utm_source=facebook.com&utm_medium=social&utm_campaign=npr&fbclid=IwAR1ifBHwRzGf5V7M0d3UkQgjR1vvOCGZfMgjYd0714yUC9hGU7pc77LvJIc Just like Banchile Inversiones or Larrainial...