All GLG News Analyses Filed Under: Corporate Real Estate

The continued growth of the BPO industry in the Philippines has led to subsequent growth in all other related industries as previously reported and analyzed by this GLG Real Estate Council member The announcement of more BPO locations in other cities aside from Metro Manila in Luzon, Visayas and Mindanao...

Just one more example of "irrational exuberance".  The investors who have been driving the price of SHLD through the roof continue to have blind faith in Mr. Lampert's ability to somehow transform this mortally wounded giant retailer into something resembling Mr. Buffet's empire. While anything...

Eddie Lampert has proven he can squeeze profits out of SHLD. Now the marketplace is waiting to see if he can build the business So far all he has done is trim costs and bought investment securities while sales and store appearances decline. He has built a cash hoard of almost $4 billion which he has...

This is the first article I have seen in the public media that recognizes what SHLD has become.  It lists several well thought out reasons for their conclusions but the young author has overlooked a major item of concern that I have been writing about for the past year. Conventional wisdom...

SHLD comp stores down 4.9% but 4Q profit up 27%. So far nothing Mr. Lampert has tried is helping to improve sales and some major investors are again wondering why he has not started selling some of his supposed valuable store properties.In a long and rambling annual letter released in connection...

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...

Old adages just keep turning up.  This company is being done in by the autocratic attitude of its now ex-CEO and the continuing concentration of power in the hands of Private Equity Capital.  Mr. Nardelli just wasn’t nice and when they could, the investors whined him out.  His results...

A so called "activist investor" owning less than .06% of Home Depot's stock announces that it knows more than all the people running Home Depot about how best to run Home Depot.Mr. Whitworth, principal of Relational Investors, a manager of a 6.5 billion fund, further suggests that he should have a seat...

Two very important but unspoken implications of this article are that Sears cannot find a way to make money in their newest and most prominent store in their own home town and that they have not yet found a way to keep up with other department stores in generating on line business.These two factors...

This article outlines the latest strategy employed by Sears and Mr. Lampert to improve their declining sales during the holiday season. The strategy involves extensive advertising about how any merchandise ordered on line will be available within 15 minutes after ordering at any...