All GLG News Analyses Filed Under: Real Estate Investment

Demand still exists in spite of increasing costs and higher prices

September 30, 2008

Analysis by: GLG Expert Contributor

Analysis of:Higher costs weigh on Philippine property sector | bworldonline.com

The rise in property development costs in the Philippines means higher selling and rental prices of new units across all sectors but major developers are continuing to pour in fresh funds. Demand is still expected to grow for low to mid priced residential units, mid priced office units including mid to high end leisure, gaming and medical tourism developments which the major property developers have taken into account as seen from their billions of US$ investments still coming online in the next 2 to 3 years.

The Death of the Mall Has Been Greatly Exagerated

September 29, 2008

Analysis by: GLG Expert Contributor

Analysis of:Economy could close some malls: liquidator | www.reuters.com

With apologies to Mark Twain, the death of the mall in America has been greatly exaggerated. Will there be some malls that are ultimately closed? Absolutely. But that process has been occurring for the last ten years and is not necessarily a result of current economic conditions or the "over retailing" of America. It strikes me that the "prediction" by Hilco is more self-serving than prophetic.

Kenneth LeonardPrincipalLeonard Associates

Why Is This Bailout Different From All Other Bailouts?

September 29, 2008

Analysis of:This Is Not Your Father's Bailout | thegroundfloor.typepad.com

I am sure that I am not the only one who thought that the lessons learned from the RTC experience could provide a suitable short cut and timesaving prototype for the requisite documentation to set the stage for this bailout. After reading this article I now realize why I was wrong and I wanted to share my learning curve with GLG News readers.

no surprises here

September 19, 2008

Analysis by: GLG Expert Contributor

Analysis of:Commercial Real Estate Investing is Stalled Despite Long-Term Investor Optimism, Finds PricewaterhouseCoopers' Third Quarter 2008 Korpacz Real Estate Investor Survey | www.marketwatch.com

Readers of GLG news will find confirmation of many themes in the latest Price Waterhouse - Korpacz real estate survey. All signs point to the beginning of the downward side of the commercial market cycle.

Lehman guilt by Association

September 18, 2008

Analysis by: GLG Expert Contributor

Analysis of:Risky Real Estate Deals Helped Doom Lehman | www.nytimes.com

The REAL PROBLEMS: 1)    2 / 28 ARMS 2)    No solutions to help the consumers when the arms started to adjust.

Kenneth LeonardPrincipalLeonard Associates

Fannie & Freddie & Common Sense

September 15, 2008

Analysis of:ULI Looks At Fannie-Freddie Implications | blog.retailtrafficmag.com

While this topic has been written about from almost every possible angle, I have not seen anything as appropriate as the following summary from this nations leading real estate trade group.

Kenneth LeonardPrincipalLeonard Associates

THEY ARE BOTH RIGHT FOR THE WRONG REASONS

September 8, 2008

Analysis of:Longs Property Is A Wild Card | online.wsj.com

Might the $2.61 billion CVS purchase of LDG come undone due to a dispute over real estate values? How does one gauge the value of LDG's real estate? GLG readers want to know.

Sam CrispinManaging DirectorCrispins Property Investment Management

China Property Investment

September 4, 2008

Analysis of:Morgan Stanley raising $10 billion property fund, eyes China | www.reuters.com

China real estate markets are a challenging environment that requires a tricky combination of managed risk taking and properly resourced management teams on the ground in China. Morgan Stanley are one of very few foreign institutions that have got the balance right.

Cali or bust

September 4, 2008

Analysis by: GLG Expert Contributor

Analysis of:Real Estate Investors Invade California | www.marketwatch.com

California, is best place in the world to live! Everyone knows that and after you visit any city in the Golden State you soon see why. Some get excited by the weather, many stay because the opportunities are unlimited. You can still get lucky in California, everything is there from entertainment to skateboards. The diversity of people in the marketplace make it feel like home after a few hours. The one thing that most people marvel at is the competition and energy in the marketplace. The only thing missing in the Golden State is a wild nightlife. I'm sure my Hollywood and Oakland friends would love to discuss that.

Japan RE in 2008 changes bringing opportunity

September 4, 2008

Analysis by: GLG Expert Contributor

Analysis of:Foreigners buying half of Japan | www.property-report.com

Two main phenomena: 1) institutionally investable got a rush of new foreign investors in 2007 as the market heated up, 2) Niseko is getting attention from individual investors from Asia, in particular Australia. The former has evolved with a changing market in 2008, and the latter is still continuing.

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