It Starts: San Francisco Office Boom Deflates, but Fitch Says It’s “Unlikely to Collapse” this Time by Wolf Richter • Mar 22, 2016 • 27 Comments Other tech-heavy office markets too.
Panicked Chinese Suddenly Buy US Assets in Monster Deals at Peak of Seven-Year Boom by Wolf Richter • Mar 14, 2016 • 62 Comments The bigger the price, the better.
Desperate “Dumb Money” from China Arrives in the US by Wolf Richter • Mar 9, 2016 • 38 Comments Every now and then we get a sign.
It Starts: Tech Trouble Mucks up Silicon Valley Real Estate Party by Wolf Richter • Jan 3, 2016 • 23 Comments Yahoo tries to “quietly” dump its Holy Grail property.
Bone-Chilling “Plateau” in Apartment Boom Resurfaces, Smartest Money Bails Out by Wolf Richter • Dec 17, 2015 • 25 Comments Last time a “plateau” was declared, the market crashed.
Industry Holds Breath for Craziest-Ever Commercial Property Boom to Implode by Wolf Richter • Dec 7, 2015 • 24 Comments “If this isn’t the peak, we’re probably close.”
Fed Trips over Commercial Real Estate Bubble, Sees “Early Signs” of “Search for Yield” by Wolf Richter • Nov 10, 2015 • 28 Comments Intoxicating boom and terrifying bust.
Commercial Real Estate Shoots Off Chart, Fitch Frets about CMBS, Points to Financial Crisis by Wolf Richter • Sep 23, 2015 • 13 Comments Commercial Mortgage Backed Securities “cannot afford a repeat of 2008-2009.”
Moody’s Has a Cow, Slams GE’s Masterful Financial Engineering by Wolf Richter • Apr 11, 2015 • 6 Comments GE sees bubble, dumps assets – with impeccable market timing.
