Sears Revenues to Hit Zero in 3 Years. But Bankruptcy First by Wolf Richter • Aug 25, 2017 • 72 Comments This baby is going down the tubes at an ever faster speed.
“Full-Fledged Housing Crisis” in Silicon Valley, Insider View by John McNellis • Aug 22, 2017 • 67 Comments As long as local officials strangle housing starts, the mirage of affordability will be pushed further toward the distant horizon.
US Asset Bubbles Crack as Frantic China “Restricts” Outbound Investments by Wolf Richter • Aug 20, 2017 • 120 Comments What happens to prices when the biggest, reckless buyer walks away?
Selling the Mall at the Corner of Caveat and Emptor by John McNellis • Aug 9, 2017 • 28 Comments “The Only Free Cheese is in a Mouse Trap.”
This Hits the Wheezing Commercial Real Estate Bubble at Worst Possible Time by Wolf Richter • Aug 8, 2017 • 48 Comments The last big enthusiastic buyer, China, is leaving the party.
Brick & Mortar Retail Meltdown Fueled by Asset Stripping. Details Emerge in Bankruptcy Courts by Wolf Richter • Jul 31, 2017 • 59 Comments PE firms win again. Stiffed creditors not amused in bankruptcy court.
Over-Storing America by John McNellis • Jul 31, 2017 • 49 Comments That retail is overbuilt is obvious to anyone who has driven 20 miles in America. Less obvious is the why of over-building.
Will Plunging Store Rents Slow the Retail Doom-and-Gloom? by Wolf Richter • Jul 23, 2017 • 71 Comments Landlords are reading the memo, but it may be too late.
Record Apartment Building-Boom Meets Reality by Wolf Richter • Jul 21, 2017 • 113 Comments Even the Fed put commercial real estate on its financial-stability worry list.
What’ll Happen to US Commercial Real Estate as Chinese Money Dries Up? by Wolf Richter • Jul 17, 2017 • 74 Comments See Manhattan.
