All GLG News Analyses Filed Under: Corporate Real Estate

Should Real Estate Developers Gear Towards Residential Property Recovery in the Philippines?

July 14, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Philippines' Megaworld to launch 5 new projects | business.inquirer.net

Residential property developers in the Philippines are feeling that the worst may be over for the local industry. The fact that most developers are already making plans and are already pursuing projects means they are gearing towards recovery. Large-scale construction of residential condominiums and...

Time to re-examine your office rent?

June 3, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Office rental market faces oversupply crunch | www.intellasia.net

Demand from new and existing customers for offices in HCMC has plummeted due to gloomy economic conditions and lower FDI growth.

Can One Sell Enough $5 Lattes to Justify These Rents?

February 2, 2009

Analysis by:GLG Expert Contributor

Analysis of:  At Starbuck's, A Tall Order For New Cuts, Store Closures | online.wsj.com

Like so many other retailers and food service companies, Starbucks growth in recent years was fueled by the pressures on a public company to add stores and with it sales volume. But much of that new store and sales volume growth came at the expense of good business practices and even common sense.

Philippine employment and economy benefits from BPO industry's continued growth

April 3, 2008

Analysis by:GLG Expert Contributor

Analysis of:  BPOs still top generator of jobs | www.businessmirror.com.ph

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...

Kenneth LeonardPrincipalLeonard Associates

Sears predicts jump in profit---But Not From Store Operations!

May 29, 2007

Analysis of:  Sears predicts jump in profit | www.tribune.com

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...

Kenneth LeonardPrincipalLeonard Associates

LAMPERT SQUEEZES SHLD

March 27, 2007

Analysis of:  EVERY LAST PENNY | chicagobusiness.com

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...

Kenneth LeonardPrincipalLeonard Associates

The Media Is Finally Waking Up

March 14, 2007

Analysis of:  Risky Side of Sears:Retailer Is Recast As a Hedge Fund | www.washingtonpost.com

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...

Kenneth LeonardPrincipalLeonard Associates

SHLD profit up as stores go down

March 6, 2007

Analysis of:  Sears posts 27% profit gain | www.chicagotribune.com

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...

You Can Count On Change.

January 22, 2007

Analysis by:GLG Expert Contributor

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...

You Never Know Who’s Going To Be Your Boss.

January 12, 2007

Analysis by:GLG Expert Contributor

Analysis of:  HOME DEPOT DRAWS PROXY THREAT FROM INVESTORS | www.wsj.com

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...

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