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  • IMN Real Estate Forum: Opportunities to Invest in Distressed Commercial Real Estate, Part 2 [View article]
    On purchasing new properties, “NOI is more likely down than up [over the medium term], which makes buying very difficult.”

    More likely that it makes selling difficult. NOI and cap rates have both been slammed. Marry that with high leverage, and most sellers would have to write a check to sell.

    This is a solid report - thanks for posting.
    Jun 16 08:40 am |Rating: 0 -1 |Link to Comment
  • Commercial Real Estate Implosion Is Imminent  [View article]
    If you had focused on retail and office REIT's this would be very accurate. PSA has little or no debt and the business model is not broken. Not everything that qualifies a a REIT is in the same boat. Maybe there's a timber REIT out there who is upside-down on debt, but the true focus should be on those who see rising CAP rates, big leverage and shrinking demand for their product.
    Mar 03 08:21 am |Rating: +2 -2 |Link to Comment
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