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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

GLG Expert Contributor

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 Narain, President and Chief Executive Officer

Chetan NarainPresident and Chief Executive OfficerNarains Corp Global Properties What is a GLG Scholar?|GLG Scholar denotes Council Members with a CouncilRank(SM) in the top 20%.

India Story 2008

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

GLG Expert Contributor

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

GLG Expert Contributor

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 Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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 Canter, President-Founder

Robert CanterPresident-FounderPerformance Realty Solutions, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

GLG Expert Contributor

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.

Knock on Effects in Spain

August 11, 2008

GLG Expert Contributor

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!!

How to be an optimist

August 8, 2008

GLG Expert Contributor

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. What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

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.

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