All GLG News Analyses Filed Under: Commercial Market Trends

Kenneth EganBroker and RealtorRe/Max All Cities Realty

Extend and Pretend

November 20, 2009

Analysis of:A sector too tough to save | online.wsj.com

Banks, with government support, will "pretend" over the value of Commercial Assets.Loans will be, for the most part, extended, in order that no one has to take a "hit"Kicking the can down the road, as usual.Some modifications will be worked out.

Commercial Real Estate Impact on Economy Understated

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Fed’s Lockhart Says Commercial Real Estate May Weaken Recovery | www.bloomberg.com

Understated indeed! Since there's nothing particularly newsworthy in the article, I assume the Atlanta Fed President is stumping for reappointment. The collection of now well-worn one-liners offered by the Fed representatives (and government officials, specifically from the Treasury & FDIC) is insulting to knowledgable listeners and should be embarrassing to the speaker. The assumptions and justifications offered reek of self-serving political objectives, and not objective economic observation and analysis.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Where is the Silver Lining?

November 11, 2009

Analysis of:Geithner Says Commercial Real Estate Woes Won’t Spark Crisis - Bloomberg.com | www.bloomberg.com

This article supports everything this writer and many others have been saying, there will be no descernable recovery until the unemployment rate begins to dramatically drop.

John SalomoneManaging DirectorStructured Finance International, LLC

Not All Real Estate Is the Same - 4 Different Issues

November 9, 2009

Analysis of:Handling real estate loans will be a tough act | www.dallasnews.com

Real estate financing and refinancing poses 4 different levels of risk for lenders and owners, based on the project life cycle and its financing and overall structure. Broad statements about the looming problems are just that "broad statements" Real estate market participants must look at each transaction within the context of the 4 kinds of Real Estate Finance Structures, if they want to properly assess financing and refinancing values, issues and risk.

At Best, an Incremental Step In the Right Direction

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:CMBS Savior? Developers Diversified Deal Is Nearer | online.wsj.com

The pending Developers Diversified ("DDR") transaction represents, at best, a marginal step in the right direction with respect to getting the CMBS machine back on track. The successful launch of a new CMBS transaction, and placement of the related bonds should be considered a victory given the dearth of CMBS deals over the past +12months. At the same time the nature/characteristics of the transaction and the requirement for government involvement highlight the challenges confronting the sector.

The Current Real Estate Downturn is Different

November 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Real Estate Downturn of the Early ’90s Differs From Today’s Crash In Important Ways | nreionline.com

Unlike prior downturns where economic weakness compounded with addition of recently completed property supply contributed to commercial real estate downturn, the current downturn has been fueled by excessive use of creative debt financing. The unwinding of creative leverage will take longer than previously and could delay recovery.

Irish Commercial Real Estate - What is the Natural Vacancy Rate?

November 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Dublin Office Report Q3 2009 | edition.pagesuite-professional.co.uk

The 'natural' vacancy rate in Irish commercial property markets may be twice agents' current published estimatesImplies that the turning point in Irish office market could come sooner than expected

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

We know why Geithner isn't Worried about the Banks problems with CRE Credit

November 2, 2009

Analysis of:Banks Get New Rules on Property | online.wsj.com

Last Week Secretary Geithner said "Commercial Real Estate Woes Won't Spark Crisis"Of course we now know why he isn't worried! It's called  Systematic "Extend and Pretend".

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

Not good news for the Retailers and Shopping Center Owners.

October 30, 2009

Analysis of:Consumer spending tumbles, incomes flat | www.msnbc.msn.com

This just confirms what this writer posted with the last three analysis'.With tight credit, high unemployment,  and a continuing battered housing market, there is no relief in sight and the consumer is loudly sending the message.

Robert CanterPresident-FounderPerformance Realty Solutions, LLC

If you believe the above statement, I have a bridge to sell you!

October 30, 2009

Analysis of:Geithner Says Commercial Real Estate Woes Won’t Spark Crisis - Bloomberg.com | www.bloomberg.com

TheTreasury Secretary's remarks as reported in the subject article can not be believed.

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