RECENT NEWS
Wall Street Journal  Aug 11  Comment 
Southern California's high vacancy rates in commercial, residential and retail real estate could end up slowing down any recovery in the area.
Wall Street Journal  Aug 10  Comment 
Southern California's high vacancy rates in commercial, residential and retail real estate could end up slowing down any recovery in the area.
Zero Hedge  May 20  Comment 
In his first note released in the post Sakwa world, Craig Schmidt continues to attempt to restore confidence in retail REITs. It would, after all, seem prudent to bang clients' heads into their desks until they see the light at the end of the...
Forbes  Apr 17  Comment 
The recession has brought Colony Capital and Bernard Arnault's dreams crashing to earth.
Fund my Mutual Fund  Mar 16  Comment 
Speak of the devil [Mar 13: Beginning to Build a REIT Short Portfolio] we have a nice story front and center on Bloomberg. Any article with Howard Davidowitz in it, makes me smile - even if it's only a passing mention. To reiterate I am on a go...
REIT Wrecks  Jan 16  Comment 
Retail REITs posted their worst yearly decline on record in 2008, and for good reason. Consumers snapped their wallets shut on dollars faster than a Venus Flytrap in a Stephen Goldblum movie. Is There Now Opportunity in Retail REIT...
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