GLG News by Structured Finance Experts

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

No Credit No Economy

October 22, 2009

Analysis of:Commercial Real Estate Debt Won't Be the Next Shoe to Drop, Economists Say | retailtrafficmag.com

The folks quoted in this article have to be kidding. They must be the same people that didn't question the era of cheap money and low cap rates either.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Who is kidding who regarding a recovery in commercial real estate

October 18, 2009

Analysis of:Bank failures drain FDIC insurance | www.washingtontimes.com

Many so called pundits are still optimistic about commercial real estate making a dramatic recovery in 2010. Nothing could be further from reality

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Another Dose of Reality about commercial real estate

October 7, 2009

Analysis of:Office Rents Dive as Vacancies Rise | online.wsj.com

This article should be of no surprise other than to those eternal optimists or those that have a vested interest in purporting the opposite view.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Why this report is not a good Omen for the Commercial Real Estate sector

September 29, 2009

Analysis of:Stocks waver on housing, consumer confidence data | www.wtop.com

Once again the pundits got it wrong. The ever optimistic media and their un-named economists seem to have no clue about how bad the economy has been. Further, they   have not figured out how  this worst recession since the Great Depression will continue to affect people's spending and saving habits. They certainly have no idea how the commercial real estate sector will continued to be affected.

Harnath SithamrajuConsultantHarnath Sithamraju

Cash Cow sends a signal

September 27, 2009

Analysis of:State Bank of India open to acquisitions in UK | www.reuters.com

1. That State Bank of India is on the prowl is evidence enough that global crisis had minimal affect on Indian Banking system.2. Indian economy is on the threshold of a upward curve.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Commercial real estate will not benefit from the end of the current recession.

September 8, 2009

Analysis of:New frugality is the new normal, by necessity | www.wtop.com

News headlines of the past few weeks have the spin doctors trying their best to make us believe the worst is over for this current recession…however if you read between the lines you should not get too excited as any recovery is many years away. We all need to get used to the “new normal” as the subject article suggests. To do otherwise could be financially fatal.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

How the bad times keep on rolling in commercial real estate

August 11, 2009

Analysis of:Maguire results show bad times for commercial real estate | latimesblogs.latimes.com

The key element which this brief article highlights is the fact with re-financing near impossible and building rental prices going south very rapidly, which in turn puts increased downward pressure on total asset values, how can anyone say the bottom is near for commercial real estate.

Harnath SithamrajuConsultantHarnath Sithamraju

Investment in Indian Equity should be selective

July 26, 2009

Analysis of:India Inc tapping foreign funds for equity binge | uk.reuters.com

1. Indian economy is in a growth phase.Notwithstanding global meltdown.Need for infrastructure development has seen a flurry of activity in that sector.Growth of a company is dependent on its proximity to the political class except perhaps for a Tata. 2. Choose companies that meet International Accounting standards.

Gavin CampbellFounder, Managing PrincipalSteelbridge Capital LLC

Foreclosures Set to Add More Years of Supply to Downtown Miami Condo Market

July 22, 2009

Analysis of:Downtown Miami condos pass 60% occupancy | www.frej.net

The article describes a recent study that takes comfort in the fact that "62% of units in new downtown Miami condo buildings are occupied..., defying the perception that the majority of high rises built in recent years are empty." But this ignores the fact that there is still a 10 year supply of unsold inventory at today's absorption rates and pricing , and ignores the fact that foreclosures of previously sold units increased 500% last year in Miami Dade, which will only add to the glut.

Gavin CampbellFounder, Managing PrincipalSteelbridge Capital LLC

Banks and Special Servicers Continue to Postpone the Inevitable

July 22, 2009

Analysis of:Pru Sees Debt as Best Investment Bet | www.globest.com

The article notes that distressed debt provides the best near term opportunities for r investors. And, in a perfect world, it should be; banks and conduits learned in the last downturn that they were not good at owning foreclosed properties, so their instincts this time are to just sell the paper. But, to do this they must mark it to market, and that, ironically, prevents many of them from selling it. But, they will face reality sooner rather than later, and the market will be better for it.

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