Real Estate News by GLG Council Members

Mix Shift Driving Up Median Home Prices

September 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Case Schiller: Home prices up 3% in second quarter | www.bizjournals.com

The rising home prices reported by Case-Shiller and others are more the result of a shift in the mix of homes being sold, than actual appreciation. An analysis that divides home sales into price categories illustrates this.

Corrective Condominium Pricing

September 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Adjusting Philadelphia Condo Pricing | www.centercitycondos.com

Uniform pricing can easily be followed when buying or selling a high rise condominiums. However, often one distressed sale, or anomaly sale will throw values significantly lower. Does one bad apple spoil the whole bunch?

Australian Agriculture Opportunities Awakening.

August 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:Great Southern receivers sell cattle station | www.investordaily.com.au

1. Australian agriculture has shown to create opportunities for foreign investors to move into a solid and equitable enterprise following the Global Financial Crisis (GFC).2. Agricultural and Pastoral land in Australia is relatively cheap by world standards.

John BurnsPresidentJOHN BURNS REAL ESTATE CONSULTING, INC.

Policy Makers, CEOs and Investors Beware

August 26, 2009

Analysis of:1. Mortgage Rates to Benefit from Stabilized Home Prices, Jumbo Mortgage Rates in Particular | www.examiner.com

The emergence of home price stabilization is spotty and should not be over-simplified. It’s important to look at the underlying indicators to see where stabilization is actually taking place.

John BurnsPresidentJOHN BURNS REAL ESTATE CONSULTING, INC.

Has Housing Construction Really Bottomed?

August 26, 2009

Analysis of:U.S. Economy: Housing Starts Gain to Seven-Month High (Update1) | www.bloomberg.com

The recent good news in housing starts is based on seasonally adjusted data, which can fluctuate and affect solid conclusions. Non-seasonally adjusted data across a 12-month period is a more stable reflection of construction activity.

Kenneth LeonardPrincipalLeonard Associates

King Eddie Has No Clothes

August 25, 2009

Analysis of:Washed Out | online.barrons.com

Mr. Laing, the Barron's reporter who has previously been a major Eddie Lampert fan, (he estimated the "breakup value" of SHLD @ $300.00 per share in 10/22/07) has finally had the courage to provide a detailed account of why King Eddie has no clothes. Although he is correct in most respects, in the areas of real estate collateral values which is my area of expertise, he continues to be in denial.

The Condo-Hotel Gone Bad: A Particular Corner of Hell

August 24, 2009

Analysis by: GLG Expert Contributor

Analysis of:Condo-Hotel Buyers Head to the Courts | online.wsj.com

North America's resorts--and a few fashionable urban centers--are awash in busted condo-hotel projects. Who can resist a bargain? How can you go wrong at pennies on the dollar? Well, let us count the ways.

Confirming the Mutual Fund Link to the Boston Market Recovery

August 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Fidelity ‘done’ with layoffs from Boston Herald | www.bostonherald.com

I recently completed a study of net inflows to the mutual funds industry by geography and by type of fund. The Boston market is driven by the health of the funds. Net inflows have been up strongly all year. On that basis, I stated the the Boston office market recovery was underway. I believe Fidelity's statements today are the first of what will be many confirmations of this analysis, which you can find in full below.

Brookfield's Sure Bet

August 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Brookfield's $4.9-billion bet on the bottom | www.theglobeandmail.com

Brookfield's bet on the bottom of the market is an excellent strategy to tie up distressed lots before the housing market starts it's upward trend. The real question is where lot prices are going to go when the existing market is bought, and with no new lots in the pipeline, how high can prices go?

Brookfield Reads the Market Well

August 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Brookfield's $4.9-billion bet on the bottom | www.theglobeandmail.com

The Boston office market is driven by the health of the mutual funds industry who directly and indirectly occupy over 37% of the Class A market. Brookfield is a direct beneficiary of the industry in both its premier properties at 53 and 75 State Street.Net inflows are up significantly into Boston. Net absorprtion will follow very quickly.

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