News

Landmark Links November 29th – Stuck in the Past

Lead Story…  If there’s one thing that the homebuilding and development industry has not often been accused of being, it’s innovative.  For one reason or another, builders are about as far away from the cutting edge innovative leaders of Silicon Valley as one can get while still being a viable industry.  George Casey, CEO of Stockbridge […]

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Landmark Links November 22nd – GOAT

First off, I’d like to wish each and every one of you a very happy Thanksgiving.  I’ve really enjoyed writing this blog over the past year and a half or so and am very thankful to all of you for visiting it.  This is going to be my only blog post this week as I’m […]

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Landmark Links November 18th – Hiding in Plain Sight

Lead Story….  There are two types of correct forecasts.  The first type is the broken clock forecast.  It consists of someone predicting the same thing over and over again, and being mostly wrong and occasionally correct.  Nobel laureate Paul Samuelson’s “The stock market has forecast nine of the last five recessions” quote comes to mind […]

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Landmark Links November 15th – Restraint

Lead Story… To say that the past few days have been a shit storm in the fixed income market would be an understatement.  As I wrote last week, we’ve spent the past 6 or-so years becoming conditioned to believe that every major financial or geopolitical disruption would result in a flight to quality trade into US […]

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Landmark Links November 11th – Surprise?

Lead Story… First off, I have to admit that I found today’s post rather difficult to write.  Although I try not to discuss politics on this blog I was a Political Science major in a former life (insert useless liberal arts major joke here) and still find our electoral process fascinating especially when the outcome runs […]

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Landmark Links November 8th – Size Matters

Lead Story…. CIO Magazine posted a thought provoking piece last week about how first time private equity investment managers consistently outperformed established managers from 2000-2012.  Many of our investor clients are private equity funds and I worked for a commercial real estate pension fund advisor in a prior life.  Needless to say, this is a topic […]

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Landmark Links November 4th – Who’s On First?

Lead Story…. It seems like nearly everyone in the real estate industry likes to use the baseball analogy to describe the real estate cycle.  There’s a little known rule that every home builder/developer conference has to have a panel where participants are asked what inning the current cycle is in by a moderator.  I suppose that this was […]

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