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All GLG News Analyses Filed Under: REITs/Operating & Development

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Kenneth Leonard Posted May 7, 2008
ARE ALL THE BANK ANALYSTS BLIND?
Analysis of: Sears Holdings price cut by Deutsche Bank | www.reuters.com
Author: Kenneth Leonard, Principal Leonard Associates
While I realize that the Title is somewhat provocative and the Subject somewhat misleading, both are well deserved.   As my Commentary will show, those analysts who have been following SHLD and singing the praises of Eddie at every opportunity, are finally becoming disenchanted with his...
Howard Liggett Posted April 22, 2008
Will Rogers was REIT~Buy Land;Especially Residential
Analysis of: The REIT Time? | www.forbes.com
Author: Howard Liggett, President and CEO Distressed Real Estate Consulting Services, Inc.
The nation's homebuilders have an enormous inventory problem and it is not limited to only completed homes sitting idle on the market.  Many builder-developers with planned for housing communities have seen the blueprints shelved as existing home sales have stalled and new homes garner little more...
Kenneth Leonard Posted April 16, 2008
The Clouds Of Danger Are Gathering Over Carrefour's Horizon
Analysis of: Family Bids Adieu to Carrefour Control | online.wsj.com
Author: Kenneth Leonard, Principal Leonard Associates
One of the major reasons for Carrefours success thus far is about to become its biggest lability! By keeping its' occupancy costs low through ownership of many of its' locations, Carrefour has managed to pass along the benefits of below market rents to its' shareholders in the form of increased profits. ...
Kenneth Leonard Posted April 16, 2008
Is It Cause For Alarm When Bottom Tier Companies Fail?
Analysis of: RETAILING CHAINS CAUGHT in a WAVE OF BANKRUPTCIES | www.nytimes.com
Author: Kenneth Leonard, Principal Leonard Associates
There are two glaring problems with this New York Times Article.   First of all, its' headline is very misleading and designed to stir up controversy, while the body of the article is a well reasoned and evenhanded analysis of a far less disturbing trend. One could almost finish...
Posted April 10, 2008
A Bright Spot for Housing Investors?
Analysis of: A Bright Spot for Housing Investors? | www.nytimes.com
Author: GLG Member Program Contributor
1. Investors still need to be wary of single family Investments as housing valuse are falling 2. Rental Rates are falling on single family homes 3. Renters are being affected with loss of jobs and income
Kenneth Leonard Posted April 10, 2008
WHERE HAVE ALL THE GROCERS GONE?
Analysis of: GROCERY ANCHORED CENTERS GET SQUEEZED | retailtrafficmag.com
Author: Kenneth Leonard, Principal Leonard Associates
This article is important because it provides an early impression of what is happening around the country  to vacancy rates,  asking rents and effective rents.  Obviously if true, this limited survey by Reis Inc., could provide an early indicator of a growing problem in the shopping center...
Kenneth Leonard Posted April 8, 2008
Another Example Of Disastrous Over-leveraging
Analysis of: Centro Suitors Submit Buyout Bids | online.wsj.com
Author: Kenneth Leonard, Principal Leonard Associates
With debt of of roughly $17 billion and $3.4 billion in short term debt due to be paid or refinanced by April 30, can even the most ardent suitors expect to be able to do the necessary due diligence to come up with any kind of a rational offer within the next 3 weeks? Alternatively, is this...
Kenneth Leonard Posted April 3, 2008
A Lot Of Money Wasted On A "Clumsy Trick"
Analysis of: Private equity boom was nothing more than a clumsy trick | www.ft.com
Author: Kenneth Leonard, Principal Leonard Associates
In a rare moment of candor, Henry Kravis, Alan Bond, Hamilton James and David Rubinstein confess at the Super Returns private equity conference, that the private equity market is simply a "proxy for the credit markets".  They also agree that the private equity buyouts are "now recognized as...
Kenneth Leonard Posted April 2, 2008
Not Just an Odd Couple, An Odd Threesome
Analysis of: Penney's buys Wal-Mart site | www.chicagorealestatedaily.com
Author: Kenneth Leonard, Principal Leonard Associates
For almost the entire history of JCP's store expansion, they have been recognized in the industry as having one of the most conservative and highly selective programs of any major chain.  Suddenly they are starting to take locations in secondary, troubled strip centers and paying premium...
Posted March 27, 2008
REITs—The new kid on the block
Analysis of: REITs—The new kid on the block | www.financialexpress.com
Author: GLG Member Program Contributor
The Philippines has started looking at the popularity and profitability of REIT's in and around Asia - the Senate introduced a bill last year (pending approval this year) to address the different fiscal requirements covering this excellent form of investment. Parties who stand to benefit from REIT's...
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