Thursday, March 3, 2011

Bearish on Commercial Real Estate

WSJ: As Big Boxes Shrink, They Also Rethink .

There are so many super-bearish headwinds facing commercial real estate in the U.S.: the internet, aging population, global wage arbitrage, massive overcapacity.


EconomicDisconnect said...

Commerical RE is so screwed it only makes sense to buy it. I am serious.

CP said...

I don't think so.

anony mouse said...

Why not? It seems like the same logic are your buy TLT idea.