Posts tagged as:

commercial real estate

The High Cost of Low Interest Rates

October 4, 2011

This is not my headline, but I wish I had written it. It comes from REBusinessOnline which recently published a story about Ethan Penner and his perspective on the commercial real estate market. Penner’s comments are consistent with my view that the stampede into primary markets and core assets is overdone, just like the stampede [...]

More on this topic (What's this?)
Fiscal and Monetary Policy Crossroads (Value Investing, 5/15/12)
My Road Map to Higher Interest Rates (Part II) (Wall Street Daily, 6/28/11)
Interest Rates and Gold (Wealth Daily, 9/2/11)
Read more on Interest Rates, Commercial Real Estate at Wikinvest
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Commercial Real Estate: Where the New Normal is Old Hat

November 2, 2010
Thumbnail image for Commercial Real Estate: Where the New Normal is Old Hat

Early in 2008, even as the world was coming apart, some commercial real estate investors were still insisting on doing the Same Old Thing. ‘We want the sunbelt’, I heard them say, ‘that’s where all the growth is’. Back in 2006, it was Ohio that had the highest foreclosure rate in the nation, along with [...]

More on this topic (What's this?)
The Case for Commercial Real Estate (Paul Kedrosky's Infectious Greed, 3/8/10)
Boston Properties: A Superior Commercial Real Estate Play (Blogging Stocks, 3/5/10)
Good Thing the U.S. is Getting Into Commercial Real Estate (Paul Kedrosky's Infectious Greed, 12/18/09)
Read more on Commercial Real Estate at Wikinvest
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No Bottom In Commercial Real Estate Until 2010 – 2011

December 20, 2008

The good news is that the end is near, and I’m not talking about the rapture. Mercifully (unmercifully?), Moody’s said Friday that commercial real estate is going to get a whole lot worse before it gets better, but that it WILL get better. Unfortunately, that won’t be until 2010, at the earliest. For now, Moody’s [...]

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