Archive for March, 2008

Getting Ahead of the Commercial Real Estate Curve …

By: Myles, March 4th, 2008

The Wall Street Journal today published an excellent overview of the state-of-affairs of the commercial real estate marketplace, as of March 2008.
Yes, we have read this stuff before, but it is never a bad thing to revisit spot-on analysis, especially when it’s done in such a thorough and academically accurate format. These are clearly lessons that we […]

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The Man Who Shorted Subprime

By: Myles, March 3rd, 2008

Well, someone got it right!

Which just proves, there are always winners and losers in every market. The question is, which side are you on ….

And the big take away, looking forward for all of us, is what’s the next best bet?
Read about an extraordinarily interesting interview on CNBC just had with Jeff Greene, a […]

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Independent Appraiser — FINALLY!

By: Myles, March 3rd, 2008

FINALLY!!This morning NY Attorney General Andrew Cuomo announced a deal with Fannie and Freddie and OFHEO to change the way the whole appraisal system works. This is surely going to shake things up ….   There’s absolutely no questions about it …. over-inflated appraisals fuelled unsustainable price appreciation during the housing boom, and those appraisals […]

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