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    • U.S. Dollar Hits 12-Year Low Against the Yen [view article]
      It is interesting to note the growing allocation to US real estate among Middle Eastern investors. However, there needs to be a critical distinction between this allocation to mainly commercial real estate assets vs residential real estate asssets. There has been too little focus among the media discussing the different value drivers between commercial and residential in both the debt (RMBS vs CMBS) and equity (RPX vs Moody's/REAL CPPI) markets. The falling dollar and sliding equity prices make the commercial real estate market appealing to non-US investors. There is little appetite for those institutional investors to obtain residential real estate assets Mar 13 09:24 AM
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