Ultimate Market Timer Sam Zell: “Know What the Problem Is?” by Wolf Richter • May 27, 2016 • 34 Comments Gets even gloomier, hammers ZIRP, starts selling.
Mall Owners Begin to Feel the Pain of Brick & Mortar Retailers by Wolf Richter • May 17, 2016 • 89 Comments Previously “pent-up” real-estate demand to “fizzle.”
Blackstone Deal Hammers San Francisco Commercial Real Estate by Wolf Richter • May 15, 2016 • 35 Comments Signs of a bust pile up.
Silicon Valley Commercial Property Boom Ends, Totally Exposed to Big-5: Apple, Google, Facebook, Amazon, LinkedIn by Wolf Richter • May 12, 2016 • 25 Comments This could get very ugly!
“Market is on Edge”: US Commercial Real Estate Bubble Pops, San Francisco Braces for Brutal Dive by Wolf Richter • May 6, 2016 • 51 Comments “All it takes is a couple of big tech companies folding and the floodgates open, causing the sublease market to blow up, rents to drop, and new construction to grind to a halt.”
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.
