All GLG News Analyses Filed Under: Real Estate Investment

Jack KernManaging DirectorKern Investment Research

Foreclosure Actions Continue to Rise Nationally

July 24, 2008

Analysis of:  Default: the View Behind the Numbers | www.bendbulletin.com

The number of foreclosure actions continued to rise in the first part of this year and owners and investors found they were unable to either refinance or sell the homes for what they had in mortgages. One of the little understood facets of this current phase in the disintegration of the housing markets...

Malaysia truly Asia

July 22, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Malaysia Property Inc to kick off in October | biz.thestar.com.my

Promote Malaysian property to the World A new retirement haven Government backing

Fund of funds diversification benefits warrant a careful second look

July 18, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Funds of funds gain wide appeal in non-listed real estate funds industry, says Inrev | www.propertyfundsworld.com

As the underlying investments´returns may not be normally distributed the diversification benefits of certain fund of funds may be overestimated. The rising popularity  of fund of funds as pointed out by INREV  (http://www.propertyfundsworld.com/articles/detail.jsp?content_id=260361) ...

Bad time to "cut and run"...

July 16, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Centro Sells Stake in America Fund for $714 Million | www.bloomberg.com

Centro has bought a large portion of their portfolio on the basis of "re-positioning". These centers still have not reach their zenith yet and unfortunately the benefactor will be the eventual owner. It would have been in Centro's interest to bring in a JV partner rather than sell outright. Despite...

America Supplies Its Drug Dealers

July 15, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Arming the Drug Wars | www.portfolio.com

As it turns out, gun dealers in Phoenix are supplying some/a bunch of the weapons which are being used in the drug wars below the Mexican border.  The Mexican Cartels send $ 15 Billion drugs to the U.S. and transports $ 10 Billion cash back to Mexico over the border.  As the article alsotells...

Tying The Pieces Together In This Declining Economy

July 15, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Blackstone's Peterson Backs Film on U.S. Debt Through Nonprofit | www.bloomberg.com

The Peter G. Peterson foundation will confront the dangers of America’s $ 9.5 Trillion national debt.  The article quotes Peterson as saying “Over time, taxes would have to double to pay for the debt and that's unthinkable''. 

Mark BurgerPrincipalKestrel Development Company

But Wait, There's More - Natural Gas, Water and Other Increasingly Scarce Resources

July 14, 2008

Analysis of:  Envisioning a world of $200-a-barrel oil | www.latimes.com

We are mesmerized by the present high price of oil, but that's only a part of the picture.  Natural gas and coal prices, water scarcity and a steadily declining large household base will essentially spell the beginning of the end of the housing, vehicle and development sprawl.

A TIC By Any Other Name Is a Blood Sucking Insect

July 11, 2008

Analysis by:GLG Expert Contributor

Analysis of:  How 1 Property Sank the Savings of 35 Investors | online.wsj.com

For the better part of five years, TIC (tenant in common) investments were heavily promoted to individual investors as a "safe" and hassle- free investment alternative to whole ownership, primarily to those  wishing to defer taxes on the realized gain from a sold property or properties. These...

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

How Dare Public Pension Funds be allowed to invest in Private Equity Real Estate Funds which have ZERO transparency?

July 10, 2008

Analysis of:  The Other Real Estate Disaster | www.forbes.com

The Key Implication is this investment behavior is so far over the top and wrong, that its is going to hurt a lot of innocent people and the tax payers. CEO’s of Public Companies have been put in Jail for such bad investment behavior. Furthermore the pension fund managers can’t even report onhow...

Back to the 50’s …

July 9, 2008

Analysis by:GLG Expert Contributor

Analysis of:  Envisioning a world of $200-a-barrel oil | www.latimes.com

Changes to housing, autos, urban planning, public transportation, carpooling, consumer goods and retailing, manufacturing, restaurants, agriculture, mining and utility providers are coming.  There will be suppliers close to the ultimate user, zero or virtual mobility for workers and local vacations...

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