IN THIS ISSUE: The Commercial Real Estate Bust 2.0 Why This Real Estate Bust Is Different Who Will Refinance $3.5 Trillion in CRE? REITs & ETFs to the Rescue? Conclusions: Look Before You Leap Introduction In my September 29 E-Letter , I wrote extensively about the looming crisis in the commercial...
In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
IN THIS ISSUE: Is the US Economy Turning Around? The Housing Blues Getting Bluer Adjustable Rate Mortgage "Resets" To Soar Commercial Real Estate - The Next Shoe To Drop? Conclusions - This Can't Be Good For Stocks Introduction It's time that we had a talk about the "conventional...