Chips Act Path of progress investing is where the big dollars are made Oregon

[Jay Hinrichs]

For investors who may look to diversify their portfolio or who are not 100% in the camp of ( if it does not cash flow its not an investment)

or appreciation  is ( gambling) if you have been following the Chips Act news this is going to create a lot  of path of progress opportunities for investors.

Intel is one of the big winners.  With Oregon the #1 winner then Arizona then Columbus.  Oregon is getting 8.5 Bil from the feds and another 50 bil from other sources . Hillsboro Oregon is the number 1 Intel campus the most important campus in the company and the one that will never go anywhere. over the coming years there will be over 50 billion invested in the Hillsboro Ronler acres and surrounding area for up grades and new facilities and of course this will bring in support companies and expansion for Intel.

Once Oregon and AZ are up and running the next target will be Columbus while Columbus is moving along it will take longer there to get to full production and the focus will be Hillsboro Oregon first AZ second Columbus 3rd and there are reasons for this.  Work force that already exist in Oregon the concentration of Silicon Forest that already exists etc.

So what is the play.. Well right now there is a Huge issue with LAND to expand to and these issues are being worked on at the state level. Oregon has the housing and has the draw for quality of life to bring in top talent that's a given.. But you need the land to build the new facilities.

So how does that impact the longer term investor that may want to partake in Path of progress?  Identifying the areas were growth will happen through simple logic  studying infrastructure studying the city county long range planning documents that are usually only looked at by the Trammel Crow's of the world.. and get in front of this.  Not to mention for the cash flow investor housing will be key of course.. So either in long term buy hold or renovating older to new or building new. 

When an area the size of Hillsboro Oregon gets a 50 BILLION dollar influx that money is going to be  spread wide and deep.

@Nathan Gesner  Some of you may already be aware of whats happened with land values for properly zoned property. And the windfalls to the owners are life changing .  Hillsboro needs an additional 2k plus acres to go from current use to supporting new Chips related activities and business's..

Bottom line for some investors there is going to be some incredible path of progress windfalls.

[Jay Hinrichs]

Quote from @Mark Brown:

As a former employee at Intel, former resident of Hillsboro I agree this positions investors uniquely to benefit from this. Namely with the increases in land value and housing. My only question would be does this indicate that new housing will be built (i.e. more supply = less demand & appreciation) or more buyers inundating those class A markets (i.e. capped supply = more demand & appreciation). Or would it just even out and have negligible effect (i.e. more supply & equally more demand = nominal gains in appreciate or appreciation stasis).

I just sold a 34 acre parcel to a major builder in Banks.. they are positioned to build 650 houses there. most of all housing is south of TV highway.. so infill north of TV highway is going to sky rocket.   And of Course Banks I believe will be a super home run.. NO commute issues and small town feel and 45 minutes to the beach. 30 minutes or less downtown.  When I started selling my project in Canby we would have never guessed where pricing went to.. some of my clients in phase one have seen 200k appreciation in 2.5 years. and prices are holding firm .. All though humbly speaking we have the nicests product and the number one location in that little city. !!  Urban Growth Boundry restricts un checked growth so housing will always lag jobs in my mind.