pragcap.com - 5/24/2009
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There’s a trio of ticking time bombs in the banking sector that the “green shots” crew just doesn’t want to admit exists. Credit cards, commercial real estate and residential mortgage resets are the equivalent of the bully at school sitting on your car waiting for you. You know he’s there, but ...
researchrecap.com - 5/21/2009
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researchrecap.com —
US Commercial real estate prices as measured by
Moody’s/REAL Commercial Property Price Indices (CPPI) fell 1.7% in...
March, leaving the index at 20.8% below its level a year ago and 22.8% below the peak in prices measured in October 2007. Commercial ...
(more)
Blog Archive » US Commercial Real Estate Prices ...
reuters.com - 5/28/2009
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reuters.com —
* Greenlight Capital's Einhorn says shorting Moody's stock
* Greenlight says credit ratings lost credibility * Einhorn...
says Moody's has negative net worth $900 mln * $7.2 mln Allied Capital short-sale gain goes to charity By Joseph A. Giannone NEW ...
(more)
Greenlight's Einhorn says shorting Moody's
| Markets
| ...
247wallst.com - 5/24/2009
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247wallst.com —
bank In a long, analytic article about commercial
real estate, The New York Post points out that...
the debt backed by commercial real estate has hit $3.5 trillion. The paper writes that “About $1.4 trillion in real estate debt is set to mature over the ...
(more)
The Next Catastrophe For Banks: $3.5 Trillion In ...
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Sunday links: warrant pricing
Abnormal Returns —
... demand for government debt is not unlimited. (FT Alphaville)
“(W)e might have to start questioning the automatic assumption that Treasury bonds and gilts are “risk-free”, for foreigners at least.” (Free exchange)
The commercial real estate market may be in for a “violent upheaval.” (Clusterstock, Pragmatic Capitalist)
Once bulletproof Las Vegas is seeing a ...
Fifteen Notes on our Current Economic Situation
The Aleph Blog —
... 8 ) Commercial real esate is the final shoe to drop in our credit bust. Prices are 20% below the peak. Refinancing will prove tough. There are no sectors in commercial real estate that are not overbuilt. ...
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valueplays.blogspot.com 3/27/2009 — Tick, tock goes the clock...
Here is 2009 outlook for commercial real estate from Deutche Bank. It does notr paint a pretty picture. Run through it (it is mostly graphs)
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globaleconomicanalysis.blogspot.com 7/22/2009 — The commercial real estate bust is now in full swing as Moody's Commercial Real Estate Scorecard Accelerates To Downside . The downward spiral in commercial real estate market fundamentals has accelerated as the recession persists, Moody's Investors ...
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zerohedge.blogspot.com 4/26/2009 — Imminently, Zero Hedge will present some of its recently percolating theories about some oddly convenient coincidences we have witnessed in the commercial real estate market. However, for now I focus on some additional facts about why the ...
JOHN PAULSON’S HUGE REFLATION BET
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Commercial Property Values Fall as Rent Drop Forecast (Update1)
bloomberg.com 8/19/2009 — Aug. 19 (Bloomberg) -- Commercial real estate values in the U.S. fell 27 percent in the year through June and rents for offices, shops and warehouse space may continue to drop through 2010 as the recession saps jobs and consumer spending. The ...
Commercial Real Estate Problems Piling Up
vixandmore.blogspot.com 4/21/2009 — Though it gets little in the way of airplay on the blog, real estate happens to be one of my favorite asset classes. It is volatile, can be highly leveraged and also provides what I call “use value,” meaning that it is not necessarily just a piece of ...
CRE and Residential RE Prices
calculatedriskblog.com 6/26/2009 — Here is the CRE report mentioned yesterday, from RC Analytics : Moody’s/REAL Commercial Property Price Indices, June 2009 The Moody’s/REAL National All Property Type Aggregate Index for April measures 135.31, a decrease of 8.6% from the previous ...
Is commercial real estate a time bomb? - Apr. 16, 2009
money.cnn.com 4/17/2009 — NEW YORK (CNNMoney.com) -- Bankruptcy is coming to the food court. And that's got to make you wonder if the commercial real estate market is a disaster waiting to happen. General Growth Properties, the nation's second largest operator of shopping ...
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