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GLG News by Homebuilding Joint Venture Experts

Jim Belfiore, President
Jim Belfiore, President
Belfiore Real Estate Consulting
Analysis of: New Homes Sales: Back from the Dead? (www.cnnmoney.com)
Belfiore Real Estate Consulting data suggests the optmism created with the release of today's government data is not warranted.  The data is not refelctive of conditions in the Phoenix metro area.
Paul Burns, Owner
Paul Burns, Owner
City Investments
Analysis of: Blackstone Raises Stakes in EOP Battle (online.wsj.com)
No matter who the buyer is, I believe this is the last tough deal in an out of control market.  Mr. Roth at Vornado says that every deal he didn’t buy in the last decade was a mistake and he is right.  Nevertheless, he’s probably going to regret this one of he keeps overbidding to win. ...
Jim Belfiore, President
Jim Belfiore, President
Belfiore Real Estate Consulting
January 29, 2007
Resales are Overpriced
Analysis of: Existing-Home Sales Plunge But Pace Is Expected to Ease (online.wsj.com)
The "plunge" in resale home sales should not come as a surprise to anyone.  Resales are simply overpriced.
Jim Belfiore, President
Jim Belfiore, President
Belfiore Real Estate Consulting
Analysis of: New homes in the Valley (arizonarepublic.com)
The article suggests new home building has "hit bottom" in metro Phoenix.  Regardless of what is meant by "hit bottom", the new home market is at least a few months from hitting bottom.
Jim Belfiore, President
Jim Belfiore, President
Belfiore Real Estate Consulting
Analysis of: Housing Glut Gives Buyers Upper Hand (online.wsj.com)
Recent survey data suggests the market may have turned a corner.  Speculative supply appears to be retreating and pricing should soon stabilize.
Paul Burns, Owner
Paul Burns, Owner
City Investments
Analysis of: Inland Empire’s affordability takes a steep drop (www.latimes.com)
Here’s more evidence that we’re not at any bottom in the residential market and that more hard times are ahead.
Paul Burns, Owner
Paul Burns, Owner
City Investments
January 24, 2007
It’s Clear Now!
Analysis of: Mall REIT Warns That It Might Be Forced Into Bankruptcy (www.nytimes.com)
Mills Says Accounting Errors Caused by Misconduct www.bloomberg.com MILLS CORP. CEO SAYS NO HIDDEN PROBLEMS (article) www.tribune.com | Real Estate Investment Trusts (REIT)" href="http://news.glgroup.com/cm/Analysis/Browse.aspx?a=aj&rxid=11127">...>Real Estate Investment Trusts (REIT) Transparency...
Paul Burns, Owner
Paul Burns, Owner
City Investments
January 22, 2007
You Can Count On Change.
Analysis of: Toyota eyes U.S. buildup (www.latimes.com)
This is just the beginning of a trend as we move our economy ahead in capital goods and other manufacturing areas.  About 40% of our industrial property inventory is devoted to manufacturing as opposed to warehousing or speculative flex space.  This manufacturing percentage has been decreasing...
Paul Burns, Owner
Paul Burns, Owner
City Investments
Analysis of: Great Mall paving a path to shoppers’ changing needs (www.mercurynews.com)
The key to the future success of the Mills’ properties lies with the releasing and renovation programs which will increase sales volumes and the profitability of tenants. The rents will then accelerate and the return on the investment will provide a greater residual to the land/equity. This is the story...
Paul Burns, Owner
Paul Burns, Owner
City Investments
Analysis of: Survey: Commercial real estate market holding up better than residential (sanantonio.bizjournals.com)
Residential development in the far past over a quarter century ago followed jobs.  Aerospace in Southern California, electronics in Phoenix, aircraft and software in Seattle, Disney in Anaheim and Orlando and gaming in Las Vegas were the stimulus for job growth and resulting homebuilding. ...

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