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.
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.”