News

Landmark Links August 30th – Expecting the Unexpected

Must Read: The 2008 recession yielded housing bargains in subsequent years.  However, that recession was somewhat of an historical anomaly where the housing market going into free-fall caused the recession – not the other way around.  Statistically, that’s highly unlikely to happen this time around.  In addition, the dearth of supply or new housing production in […]

Read More

Landmark Links August 27th – Danger Lurks Below

Must Read: Bond yields have been falling for quite a while and the Fed is cutting short term rates.  Conventional wisdom is that this is good for borrowers using floating debt.  However, some floating rate borrowers will be surprised to learn that their loans are little more than a riskier version of fixed rate financing due […]

Read More

Landmark Links August 23rd – More Fuel?

Must Read: Counter to conventional wisdom, the yield curve inversion could actually be good for the commercial real estate market this time around as the return spread between property and bonds widens. Economy Pick and Choose: It’s not difficult to find indicators that are currently signalling a recession.  But See: A decade of trying to recover […]

Read More

Landmark Links August 20th – Preparing for Battle

Must Read: Next Year’s election season in California is setting up to be an epic  battle thanks to a proposition that would strip commercial buildings of their Prop 13 protection (while maintaining it for residential properties).  As you can imagine, commercial landlords are not about to take this lying down.  I’m working on a much […]

Read More

Landmark Links August 16th – Delayed

Must Read: A new survey from Apartment Guide found that more than half of college graduates are moving in with their parents instead of renting or buying a house. Economy New Normal? Negative interest rates don’t seem as unusual when you think about them in the context of paying for storage of something where there is […]

Read More

Landmark Links August 2nd – Flying Blind

Quick programming note – No links next week as I’m going to be taking a much-needed week off. Must Read: The Family Office Real Estate Magazine recently published a survey that found that family offices are deficient when it comes to commercial real estate due diligence, leading to a lack of investment knowledge and a lack […]

Read More