“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: 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.
“Bank Failures and Systemic Breakdowns”: Regulator Warns on Autos, Subprime, Commercial Real-Estate… by Wolf Richter • Oct 21, 2015 • 32 Comments “Reminds me of what happened in mortgage-backed securities in the run up to the crisis.”
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.”
