Faber: US Will Default

Here’s to some comical relief (we hope). Marc Faber on CNBC projecting most governments will default, including the US, though he conveniently left out a time frame in his statement.
My thoughts are that if we’re going to default, might as well do it now while we still have the superior military rather than wait. But [...]

CEO of Jones Lang LaSalle on CNBC

Colin Dyer, CEO of Jones Lang LaSalle was on CNBC discussing the CRE market. Unless there are additional monetary shocks, he sees a sharp V-shaped recovery when confidence returns.
Interesting. The other guy in the interview, Ken Rogoff, a professor of economics at Harvard, didn’t seem like he was buying it and called Dyer on his [...]

Bruce Mosler of C&W Optimistic

Bruce Mosler, co-chairman of Cushman & Wakefield believes that the activity at the end of 2009 will continue. There is no doubt about that; companies as we type are negotiating large deals (there are numerous 200K+ SF deals in the works) in the valley. The question is not absorption so much as it should be [...]

Laub: Commercial Real Estate Prices Close to “Bottom”

Kenneth Laub, CEO of Kenneth D Laub & Co., a New York real estate advisor was on Bloomberg. He provided a pretty clear analysis of what’s going on, and that is prices are tied directly to a stabilization in unemployment. He also did a good job of indicating that some of the most troubled assets [...]

Sam Zell on CNBC Discusses Housing and More

…bottom already seen on residential, and fairly optimistic on the demand side of the equation for institutional CBD office space.

Barry Sternlicht on Getting Started: Leverage!

Barry Sternlicht got interviewed on WSJ about getting started…

Commercial Real Estate Videos

Couple videos from CNBC….
#1 Mort Zuckerman on Commercial Real Estate. Zuckerman is chairman of Boston Properties (BXP: 77.14 +1.92%).

and #2 Spotlight on Commercial REITs featuring Harvey Green, CEO of Marcus & Millichap.
This video doesn’t say anything new, but the last point about small vs large real estate is interesting, because if you look at many [...]

Meredith Whitney Back on CNBC

Commercial real estate losses expected to peak in 2010, consumers continue to be slammed, and she expects the number of Americans who don’t have bank accounts to grow to 30%!

Tim Geithner on CNBC – Deficits Down in 2011

Treasury Secretary Tim Geithner was on CNBC. He talks about pockets of strength in the economy, including technology and exports. If those are the only two, we’re in trouble because those two are driven by a weak dollar and rebuilding of inventory channels.
The basic strategy involves “going back to living within our means”. On deficits, [...]

Meredith Whitney on CNBC – Liquidity Problems and Double Dip Ahead

We’ve posted some of Meredith Whitney’s comments before. She’s been way in front of the banking problems, and called the liquidity problems that ended up plaguing Citibank and other financials.
She was on CNBC back in April and started to warm up to equities and financials again. She was right. Now she’s back on and warning [...]