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October 31, 2007Mall REITs Get No Respect
Analysis of: Regional Mall Reits Ring Up Solid Quarter | retailtrafficmag.com
Author: Kenneth Leonard, Principal, Leonard Associates
IOSC reports September sales increase @ 1.7% below year-to-date average of 2.3%. Economists expect GDP to grow at about 2%, the weakest figure since 2002, with projections that 2008 won't be much better. However the Regional REIT's sector continues to show gains and the obvious question is "what's...
October 26, 2007WHO IS THE BUYER FOR ALL THE BAD SEARS STORES?
Analysis of: Sears Should Start Spending | www.forbes.com
Author: Kenneth Leonard, Principal, Leonard Associates
This Forbes article talks about Mr. Lampert's apparent reluctance to monetize the Sears real estate portfolio. The writer, (like most financial writers on this subject) is obviously unaware of the numerous restrictions that are imposed on each and every Sears mall store that effectively prevents them...
October 22, 2007DISPROVING THE MYTH OF HIDDEN VALUE IN DEPARTMENT STORE REAL ESTATE
Analysis of: MALL MOVING AHEAD WITH $20 MILLION EXPANSION | www.keepmecurrent.com
Author: Kenneth Leonard, Principal, Leonard Associates
$20 Million "expansion" of Maine Mall in South Portland provides an excellent "peak in the window" at what happens when an Anchor department store goes dark. This article provides an indicator of what other department stores and/or Mall owning REITs (together with those investors expecting...
October 22, 2007Macy's As A Prototype For Sears
Analysis of: Macy's: Duplicate stores not cannibals | icsc.org
Author: Kenneth Leonard, Principal, Leonard Associates
Macy's is in process of selling 88 duplicate stores. Thus far they have sold approximately 60 for an average price of $10 million each. In every instance they have kept an even larger store in the same mall which gives them tremendous bargaining power with each developer. What are the possible takeaways...
October 22, 2007An Inconvenient Truth About Cap Rates
Analysis of: FOUR KINDS OF CAP RATES: WILL THE REAL ONE PLEASE STAND UP? | www.netgainrealestate.com
Author: Kenneth Leonard, Principal, Leonard Associates
This article talks about the art and science involved in calculating various types of cap rates. Anyone involved in any way with the purchase of commercial property must understand the various methods of calculating cap rates or risk the embarrassment of buying property that fails to meet expectations....
October 22, 2007WRONG ON ALL COUNTS!
Analysis of: A STORIED NAME ON SALE? | online.barrons.com
Author: Kenneth Leonard, Principal, Leonard Associates
This article makes a number of glaring mistakes when calculating the value of SHLD'S real estate portfolio. The most glaring of these mistakes is contained within the assumptions underlying its subheading of "SEARS EASILY COULD SELL ITS LEGACY RETAIL SPACE". The author of this article has obviously...
October 18, 2007Are The Fortunes Of Supplier And Customer Related? DUH!
Analysis of: Are REIT Returns Correlated With Tenant Performance? | blog.retailtrafficmag.com
Author: Kenneth Leonard, Principal, Leonard Associates
Last week Bank Of America released one of their research studies having to do with regional Mall REITS (as well as office REITS). With great fan fare they announced their findings which were then picked up by many financial trade publications who treated it as significant and newsworthy. ...
October 18, 2007Receding Tide Lowers All Ships
Analysis of: Target: the Canary in the Economy | www.businessweek.com
Author: Kenneth Leonard, Principal, Leonard Associates
Newsweek (as well as similar articles in the WSJ and other recent publications) considers it a newsworthy event to identify Target as the best indicator of a slowing economy. In my opinion Target is no better an indicator than any other national chain retailer. Also in my opinion this is...
October 17, 2007JUST SAY "NO" TO EMBEDDED REAL ESTATE VALUE AT SEARS
Analysis of: Sears Gains... | www.chicagotribune.com
Author: Kenneth Leonard, Principal, Leonard Associates
William Ackman, the activist investor who previously blocked Mr. Lampert from taking over Sears Canada, has just bought 5 million shares of Sears stock. He justifies his purchase by saying "the stock is beaten up and there is a lot of embedded value in the real estate".
October 11, 2007
Residential Real Estate market differentiation by purchase price in south Forida
Analysis of: real estate news | jupiterandthegardens.com
Author: GLG Expert Contributor
Residential Real Estate market differentiation by purchase price in south ForidaAnalysis of: real estate news | jupiterandthegardens.com
Author: GLG Expert Contributor
Negotiations and days on market are affected by the price range.
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Source Article | Expert Analyses
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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
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WITH FRIENDS LIKE THIS, TARGET DOESN'T NEED ENEMIES
November 24, 2008
IT'S STARTING!
November 20, 2008