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Banks Not Even Half Way Through CRE Writedowns

December 3, 2009

Tweet Moody’s is estimating that banks still have about $336B in write-downs to take next year, with $186B of that stemming from commercial real estate. While residential real estate is widely assumed to have peaked, and is spread across a large number of banks, commercial real estate losses remain on theĀ back burnerĀ and are concentrated amongst […]

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Dubai World Strategically Defaults

November 27, 2009

Tweet The Chairman of the “Supreme Fiscal Committee” has indicated that the default of Dubai World was carefully planned. This really is not surprising. As somebody who was in Dubai last year, and saw the hundreds of hollow buildings and the construction up close, it really is not surprising that the party has come to […]

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RREEF Q3 2009 Property Performance Monitor

November 25, 2009

Tweet RREEF has put out its third quarter property performance monitor. Short report reiterating much of what we already know….

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Heading North – CA Unemployment Up To 12.5%; Santa Clara County 11.9%

November 20, 2009

Tweet The EDD released unemployment figures today, and the rate was up to 12.5% in October, a 20 basis point increase from September’s 12.3%. Last year, it was 8% in October signalling a 50% year-over-year increase! In raw numbers, year-over-year, we’ve shed nearly a million jobs in California alone total, nearly 700K if you look […]

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HNN Compiling List of Funds Targeting Hotels

November 19, 2009

Tweet HNN has begun to compile a list of funds seeking to invest in hospitality assets. The list compiled so far indicates that there is about $38B out there chasing hotels, though some $20B of that comes out of of Blackstone and Lone Star. Click the link before to go to the list. Given that […]

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3-Month Treasury Bill Yields Turn Negative

November 19, 2009

Tweet This is not a good sign. The last time this happened was last year right around the Lehman blow up. The fact that yields are negative on the 3-month bills indicates that investors are staying on the sideline. Which raises the question of why (and how) equities have rallied so much if the money […]

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1 in 6 FHA Loans Delinquent

November 19, 2009

Tweet One in six FHA loans are delinquent, and a full 3.32% of them were in foreclosure. This is the highest number since 1979. Based on all the crazy FHA lending that has also taken place, we’d venture that this number is only going to get worse. The share of all types of mortgages with […]

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Housing Market Not As Healthy As Low End Would Suggest

November 18, 2009

Tweet For months now we’ve been hearing of the housing market picking up, starting with the low end. We’ve seen a healthy uptick in volume, and even price increases, but we’ve been skeptical about the durability. The reason being is that home lending by the FHA has filled the vacuum left by the departure of […]

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CPS 3rd Quarter Update and Thoughts on Leasing Activity

November 13, 2009

Tweet CPS emailed us their 3rd quarter Silicon Valley update. It’s a pretty good report that is a bit different than the typical quarterly report which just puts up vacancy and rental rates for each sub-market in that it stratifies the supply in the market, and also goes a bit beyond just a table of […]

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Harris Stratex Takes Down 128K In Santa Clara

November 12, 2009

Tweet Harris Stratex Networks (HSTX: 0.00 N/A) has leased the vacant 128,000 square foot Great American Place building. The company is moving its facilities from 120 Rose Orchard in San Jose. The Great American Place/Plaza is a 3-story project sitting at 2903-2933 Bunker Hill and 5200 Great America Parkway (where Harris Stratex is going). The […]

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