All GLG News Analyses Filed Under: Real Estate Investment
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
-
Japan RE in 2008 changes bringing opportunity
September 4, 2008
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.
-
Chetan NarainPresident and Chief Executive OfficerNarains Corp Global Properties
September 3, 2008
Real estate FDI inflow up nearly five-fold | www.thehindubusinessline.com
Everyone talks about the “India story”, this is the India Story. India is poised to grow and there is no stopping. Neither Inflation nor rising fuel prices will affect our Growth. What might affect us is ‘Greed’. Just like what ‘Yahoo’ did when they had an offer from Microsoft for a buyout. Now they have no one. I think it is important to realize the worth plus premium plus sweat equity premium but illogical figures would only scare the analysts and give opportunities for your competitors to get an edge.
-
Why apartments are currently favorable overall.
August 25, 2008
An Economy on the Brink | www.usnews.com
Apartment rentals and the complex ownership are currently very favorable. Why? 1. The difficulty in home loans 2. The ego's of a lot of people 3. The favorability of lending instituitions toward apartment purchases As home loans become more difficult to obtain, people still need a place to live. The Rental rate scale from low to high will or is taking the place of affordalbe housing purchases through mid to low high end purchases as well. If you can't qualify for an affordable loan, then you can rent an lesser quality appartment. If you used to be able to buy a mid to low high end house, but can't now, you will settle for a higher end, perhaps gated apt. complex with nicer amenities. Finally, those with investment ideas are entering a favorable loan arena from lending institutions for the purcahse of apt. complexes.
-
Sale housing & credit on the brink, how about apartments…
August 25, 2008
An Economy on the Brink | www.usnews.com
Mr. Zuckerman, the Editor-In-Chief, writes persuasively here of declining, nay plummeting, home prices and new home construction and of the possible passing of the U.S. auto industry and of healthcare funding problems. He makes the point that 10 million home mortgages exceed the value of the underlying security and goes on to point out that wages are not rising to cover the average $ 2,000 loss to the family budget from recent food and fuel prices. He doesn’t tell you that the next few months will have meat prices rising again on a step upward curve and that the family budget will bulge again from this new stress. The balance he points out is an inflation risk from low interest rates versus a progressively weaker economy.
-
Kenneth LeonardPrincipalLeonard Associates
Their Ignorance Is Our Success
August 22, 2008
Cash Flow More Volatile but Still Stable: Fitch CMBS Study | www.cpnonline.com
As Mr. Kanter has pointed out, the rating agencies have a very poor track record of predicting even tomorrow's results, much less the next ten years. However, I submit that this is not a bad thing! I would appreciate him not drawing attention to their lousy track record because the worse they get, the more attractive GLG's services become to people who need more accurate information. I think that in a very real sense Mr. Kanter is doing GLG a disservice by getting the rating agencies to clean up their act. If they ever do it will reduce the need for people like us.
-
Robert CanterPresident-FounderPerformance Realty Solutions, LLC
Once again the major rating agencies are getting it wrong
August 20, 2008
Cash Flow More Volatile but Still Stable: Fitch CMBS Study | www.cpnonline.com
Although Fitch is using a very reputable company for their data PPR, Fitch’s model for this evaluation is very flawed. This will just perpetuate the misery of the CMBS marketplace and provide false readings as to the underlying health of the commercial real estate that is being secured.
-
Asian property investments increase after US subprime crisis
August 14, 2008
US Investment firm to boost exposure to Asian properties | www.bworldonline.com
US funds are slowly moving to Asia and are expected to rise due to the downturn in the US and growing Asian economies and populations.
-
August 11, 2008
The Other Shoe... | www.us-banker.com
The world wide credit crunch is being felt in Spain. Owners can't afford their mortgages and are moving back to thier home countries but HAVE to sell. Bargains are to be had, you just have to find them!!
-
August 8, 2008
The Other Shoe... | www.us-banker.com
The news here is that the chickens are coming to roost in one of the largest misapplications of capital yet. Commercial real estate is overdone in most every sector and market and the banks of this country are among the culprits. Ratios of three and more times capital lead to predictions that scores of banks are set to fail. I can’t see any flaws in this thinking.
-
Orville PowerPrincipalVertical Infill, Inc.
Debt is Trading at Big Discounts
August 6, 2008
Firms battle over realty debt | www.pionline.com
We are located in California and deal daily with banks and investors on distress debt. Whole loan are trading at deep discounts, particularly those in pre-foreclosure stage prior to trustee sale and perhaps in the threat of bankruptcy. We have seen several defaulted whole loan transactions in the .30 cents on the dollar range from the original 1st Trust Deed amount.
- Subscribe to Updates
-
Leading institutions connect with members of the Real Estate councils through GLG
Get Intelligently Connected
with the world's leading experts
GLG's 850+ Clients Include:
- More than 70% of the world's leading
- mutual funds
- 15 of the leading 20
- global banks
- 7 of the leading 10
- global private equity firms
- 5 of the leading 10
- AmLaw firms
- Fortune 500® Companies
- in nearly every industry sector, including pharmaceuticals, insurance, chemicals, energy and computer software
Most Popular Real Estate Investment News
-
If Borders Can't Make It Here, They Can't Make It Anywhere
October 14, 2009
-
There is a bull in the Boston office market--in fact there are many
October 7, 2009
-
Resort Real Estate & Recovery Speed: What Comes Back Quickest?
September 30, 2009
-
FDIC to create value "mark" by selling Corus portfolio
September 24, 2009
-
Investors Are Finally Dealing With The Real Seller of Troubled Assets
September 19, 2009