GLG News by Structured Finance Experts

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

REIT stock prices are on the rise…but what is really behind this latest scenario?

July 13, 2009

Analysis of:CRE Markets Yet to Hit Bottom, Analyst Tells Congressional Panel | reit.com

The most alarming element of this circumstance is once again naïve investors are being duped into believing the few REITS which are re-capitalizing through the equity markets will be standard bearers of a new REIT revival.  

Justin HupetPrincipal & Managing PartnerFour Peaks Capital LLC

Genworth MI Canada: Successful IPO, But Mixed Market Reaction

July 9, 2009

Analysis of:What to take from Genworth's IPO | www.theglobeandmail.com

Genworth Financial (NYSE:GNW) completed an IPO of their Canadian operations in a bid to raise capital to pay down debt at the parent company.  The mortgage insurer’s Canadian offering raised at least C$850 million (44.7mm shares priced at C$19 per share and the underwriters have the option to sell an additional C$127mm (6.7mm shares) up until August 6th).  If the option is exercised in full, Genworth Financial would have a 56% ownership interest in Genworth MI Canada (TSX:MIC).  This is the largest IPO in the Canadian marketplace since 2007, when gold miner Franco-Nevada raised C$1.3bn, and is only one of a handful of IPO’s completed in Canada YTD.

David PottsFormer Finance DirectorLLOYDS T S B ASSET FINANCE DIVISION LTD

Rate of UK job cuts in financial services forecast to decline in Q3

July 1, 2009

Analysis of:U.K. Financial Firms Plan 13,000 Job Cuts Even as Optimism Grows, CBI Says | www.bloomberg.com

The Confederation of British Industry talks about further job cuts in financial services in the next quarter but should this be surprising? The forecast represents a fall in the rate of compared with Q1 and Q2 2009 and this at a time when a major banking merger in the UK is in progress.

Harnath SithamrajuConsultantHarnath Sithamraju

Caveat Emptor

June 19, 2009

Analysis of:Looking to Buy Gold? Grab a Sack of Quarters First | www.nytimes.com

When all else fails buy gold.Making gold into a glittering alternative investment. But gold or any precious metal is no substitute to cash.

John David CoffeyPresidentDavid Coffey Agency, Inc.

Left alone by government, markets will always find the way to profitability.

June 16, 2009

Analysis of:We don't win in State Farm vs. Charlie Crist | www.orlandosentinel.com

Too much government interference and dictation has put a massive, Florida employing company in such a frame of mind that it will probably leave Florida even if Tallahassee changes it's tenor. 

James McMahonPresidentJM Bear Advisors

Is Real Estate Inventory Finding or Hitting a Bottom?

June 10, 2009

Analysis of:Consulting Management Platform | news.glgroup.com

1. Does the data from several sources indicate that housing inventory is hitting bottom. 2. What is driving the current market conditions 3. What will drive the market to react from a negative or positive nature

David PottsFormer Finance DirectorLLOYDS T S B ASSET FINANCE DIVISION LTD

First repayment for UK bank

June 9, 2009

Analysis of:Lloyds Banking Group boosts Brown with £2.3bn bailout repayment | business.timesonline.co.uk

Is this a sign that the worst of the UK banking crisis is over, it is hard to imagine 3 month ago that a major UK bank could have raised equity in this way. Given that the markets now believe that the capital bases of the UK banks are strong, the banks themselves can continue their increase in lending and the support that they give to the UK and other economies

Harnath SithamrajuConsultantHarnath Sithamraju

House is where your heart is

June 8, 2009

Analysis of:Mortgage approvals rise adds to recovery hopes | business.timesonline.co.uk

Basic instinct of human beings - at the slightest downturn in the price buy.It is a bargain!

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

S&P Downgrades Triple A Rated CMBS Bonds

May 29, 2009

Analysis of:New debt fears over commercial property | www.ft.com

With S&P about to downgrade Billions of Dollars worth of CMBS bonds the investor community holding these assets are in a panic. This has become a self-fulling prophecy, and had the rating agencies gotten it right the first go round, perhaps we would not be in the world of hurt we now find ourselves.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Why the Washington DC Market is not where the smart money should be investing...Sound familiar it should, what this writer posted in March 2007 is coming home to roost.

May 26, 2009

Analysis of:S&P lowers rating for Tishman Speyer's D.C. portfolio | washington.bizjournals.com

The key implication here is Tishman Speyer is paying the price for their arrogance and avariciousness. They have been proven so wrong in their thinking that this past commercial real estate bubble would last forever...Of course they are not alone.

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