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December 10, 2007Mexico’s resort developments show the U.S. economy affects the rest of the world
Analysis of: Decoupling' Debunked as U.S. Collapse Infects World (Update2) | www.bloomberg.com
Author: Paul Burns, Owner, City Investments
The Mexico resort/retirement/second home industry is suffering as buyers from the U.S. are on the sidelines. Some thirty Baja California and Sea of Cortez developments in planning are predicted to stall on the boards in the coming period. Prices have escalated at 15% annually in recent years, but no...
November 27, 2007Phoenix is going back a fur piece according to the bloggers.
Analysis of: Commercial real estate outlook for 2008 | www.azcentral.com
Author: Paul Burns, Owner, City Investments
I like the content of this article except that I believe the suffering will be greater than depicted by the pros for apartments, office buildings and warehousing (the biggest part of the current industrial construction). In addition, I have been hearing for the current development cycle that the shopping...
November 19, 2007An update on Blackstone’s commercial real estate activity
Analysis of: Blackstone Sees Dip in Real Estate Revenue, Posts Loss For 3rd Quarter. | www.therealestatebloggers.com
Author: Paul Burns, Owner, City Investments
Blackstone has made the biggest bets in the history of commercial real estate and, now that they have gone public, we all get to see the results in greater detail. As to the Equity Office portfolio purchased from Sam Zell, the initial sales in the major markets have been consummated and the balance...
November 19, 2007Yesterday’s hot homebuilding areas and what we can learn from what we see
Analysis of: Price slump eating away home equity | www.sacbee.com
Author: Paul Burns, Owner, City Investments
Sacramento is a unique large metro area tied to Northern California Bay Area’s coastal communities by commuting distances and to California’s Central Valley by it’s location n the northern portion of that 500 mile long N/S by 100 mile E/W area. The Bay Area is the home of Silicon alley with its world...
November 19, 2007
A NEW PERSPECTIVE ON HOUSING DEMAND: The Next Las Vegas Boom
Analysis of: LOCAL HOUSING SHORTAGE AHEAD, REPORT PREDICTS | www.lvrj.com
Author: Steve Bottfeld, Principal, Marketing Solutions
A NEW PERSPECTIVE ON HOUSING DEMAND: The Next Las Vegas Boom
Analysis of: LOCAL HOUSING SHORTAGE AHEAD, REPORT PREDICTS | www.lvrj.com
Author: Steve Bottfeld, Principal, Marketing Solutions
The NAHB has predicted that the real estate downturn will bottom in the first or second quarter of 2008. Several recent studies have indicated that the balance in housing “fundamentals” may be slowly returning to normal. These studies...
November 13, 2007Job Growth, 2008, and Phoenix Single-Family Demand
Analysis of: Mortgage Industry Needs More Layoffs, Analysts Say | www.azcentral.com
Author: Jim Belfiore, President, Belfiore Real Estate Consulting
Phoenix metro area employment and population growth will slow in 2008. Consequently, so will demand for new housing, but how much will it slow? How do you forecast employment growth?
November 12, 2007
CAN YOU SPELL "ASSUME"?
Analysis of: A Bank Bet on Condos, but Buyers Want Out | www.nytimes.com
Author: Steve Bottfeld, Principal, Marketing Solutions
CAN YOU SPELL "ASSUME"?
Analysis of: A Bank Bet on Condos, but Buyers Want Out | www.nytimes.com
Author: Steve Bottfeld, Principal, Marketing Solutions
Mr. Burns makes two assumption errors in what is otherwise an outstanding analysis regarding the "near-future" of condominium development. His assumption regarding attitudes towards HOA's is incorrect ... as is his statement that the Hi-Rise condo market in Las Vegas will succumb to the current...
November 12, 2007Here’s The Current Status of Retail Real Estate
Analysis of: Stores See Shoppers In Retreat | www.nytimes.com
Author: Paul Burns, Owner, City Investments
This Christmas season is bringing a historically earlier opening of the holiday season promotional effort. The major retailers are doing everything they can to catch the shopper early through pricing wars and heavy marketing. Each wants to get a leg up on consumer shopping urges and capture the second...
November 6, 2007Where does Phoenix housing go from here?
Analysis of: Opportunities essential for drawing 'knowledge workers' | www.azcentral.com
Author: Paul Burns, Owner, City Investments
The U.S. is going to do a major portion of the thinking for the world, prepare its economic plans and source its finances if the country is to continue its primary world power status. Recent results indicate that the growing knowledge economies will feature a world class international airport and/or...
November 2, 2007Credit Availability will Determine Future
Analysis of: Fresh Credit Worries Grip Markets | online.wsj.com
Author: Jim Belfiore, President, Belfiore Real Estate Consulting
When making your determination on the future of the economy, how many units will be sold next year, or how many people will move to Phoenix, consider how banks have reacted to bad news this year; the statistics above; and how lenders may react to bad news next year.
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Source Article | Expert Analyses
Consumer Search Trends Show Increased Interest in Real Estate by Potential Home Buyers
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Mag Mile Maul
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DBSI Failure Shows Spread of Turmoil in Real Estate
online.wsj.com
Ackman Says Target REIT IPO Would Raise $5.1 Billion
www.bloomberg.com:80
Whatever you do, don't buy Sears
money.cnn.com
"Bottom" of the housing market is not found solely at the relationship between income and house prices.
December 1, 2008
NAR--Not At-all Realistic
November 28, 2008
Believe Half of What You See and None Of What You Read
November 25, 2008
WITH FRIENDS LIKE THIS, TARGET DOESN'T NEED ENEMIES
November 24, 2008
IT'S STARTING!
November 20, 2008

