Real Insight. Real Estate.

Archive for the ‘Week in Review’ Category

For the Week of February 27 - March 5

- Does a strong REIT recovery after its drop in January signal the ability for REITs to go on the offensive?

- Could a Beijing real estate bubble pose a threat to world markets?

- Apartment REITs may debate build vs. buy as demand grows in the near future.

- While many REIT managers say demand for their offices, stores and warehouses is on the rebound, data shows that the real draw for tenants is falling rents.

- Colonial Properties is selling up to $50M of stock. Read the rest of this entry »

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For the Week of February 20-26

- Should Fannie and Freddie be converted to non-profit, US-owned entities?

- Simon Property Group and General Growth Properties (two of yesterday’s post’s top earners) head to bankruptcy court in the $10 bil buyout deal.

- Can real estate investors bank on Hollywood’s staying power?

- John Klopp of Morgan Stanley sees debt investing as a significant opportunity going forward for investment banks.

- Does a 75% increase in sales volume in December over the prior month signal a true bottom in the market? Read the rest of this entry »

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- The Fed is looking to to calm the markets down after the discount rate increase.

- General Growth Properties bluntly turns down Simon Properties’ publicly announced $10 bil offer.

- 11 US banks that received TARP money posted a 13% increase in loan originations in December.

- Wells Fargo tops 2009 mortgage servicers ranking list.

- Kansas’ own “Fedstradamus” grimly predicts that rising deficits and maintaining interest rates at zero, may be our demise again.
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For the Week of February 6-12

- Will small U.S. banks have to start curtailing lending?

- Fannie and Freddie are set to purchase $200 billion in delinquent home loans.

- Multifamily REIT CEOs expect improvement in fundamentals in 2010 and a generally positive year.

- Mall landlords are expecting a much better 2010 according to WSJ online.

- An aquarium development deal in Times Square?
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The Week of January 31 - February 6

- Are real estate executives gaining confidence in the general market?

- Obama’s budget has hazy implications for commercial real estate.

- Former Security Capital Execs Plan REIT IPO.

- Despite the scare, Fannie Mae still funded over 80% of its loan originations last year with its MBS program.

- Will an infusion of TARP money into small banks result in productive lending to small businesses and real estate?
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The Week of January 24-30

- Will 2010 set the record for commercial loan defaults?

- Stuyvesant Town and Peter Cooper Village got handed over to creditors.

- Obama was centrally focused on job creation in his first State of the Union Address with little talk of real estate markets.

- The Fed decided to go forward with a plan to end it $1.25 trillion program of mortgage-debt purchases in March.

- Did dealmakers get stuck on the issue of who will negotiate tenant rental concessions at Peter Cooper Village and Stuyvesant Town?
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The Week of January 16-22

- Are the credit markets reaching their peak?

- Good news for U.S. CRE?  European transactions have increased by 42%.

- Europe’s largest insurance company, Allianz, is increased CRE investment allocations.

- Earlier this week, Capmark Investments, a subsidiary of Capmark Financial, filed for bankruptcy.

- Has London surpassed Washington D.C. as the world’s favorite CRE market?
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The Week of January 9-15

- China is trying to prevent its real estate bubble from growing before it bursts.

- CalPERS is planning on taking a public dump on the middlemen who advised them so poorly.

- Will a missed payment on Stuyvesant Town prompt foreclosure proceedings?

- The White House is contemplating taxing banks to recoup TARP losses.

- Jamie Dimon, never one to mince his words, called CRE a “train wreck” this week.
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The Week of January 2-8

- Just in case you hadn’t heard, the Burj Dubai was completed this week.

- On this side of the Atlantic, the former “Freedom Tower” is on the market.

- Is NYC real estate undervalued? 6 REITs tend to think so.

- Just 4 days into 2010, the loom and doom predictions for CRE are dragging into 2011.

- Property owners sued Credit Suisse for $24 billion in an attempted loan-to-own scheme.
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The Week of December 26-January 1

- Here, you can read about how CalPERS completely and massively screwed itself.

- PREIT led REITs in small cap gainers in 2009.

- Its the end of 2009…just how harsh are the predictions for CRE defaults going forward?

- Dollar General is planning 600 new stores for 2010.

- The Hong Kong waterfront is a hot spot for real estate…just not as hot as once thought.
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