• Marc To Market
    08/29/2015 - 10:18
    Dollar recovered from the exaggerated panic at the start of last week.  Outlook is still constructive.  Here is an overview of the technical condition of currencies, bonds, oil , and S&...

CRE

CRE
Tyler Durden's picture

The Fundamentals Behind CRE - Part 1





Continuing the trend of disclosing the dirty laundry in Commercial Real Estate, I am presenting some raw data which the general readership should be made aware of before determining how fair (or not) any PIPP, TALF or other plan is to various beneficiaries.

Here is the summary:

 
Tyler Durden's picture

GS: 2009 Outlook: Bearish On CRE; REITs Could Re-test Recent Lows





Goldman has been really pounding the REIT space. Which, of course, skeptics will say simply means their prop desk (or what is left of it) is buying REIT assets hand over fist. Or maybe they just really hate the space.

 
Tyler Durden's picture

GS: 2009 Outlook: Bearish On CRE; REITs Could Re-test Recent Lows





Goldman has been really pounding the REIT space. Which, of course, skeptics will say simply means their prop desk (or what is left of it) is buying REIT assets hand over fist. Or maybe they just really hate the space.

 
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