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.
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3 comments:

  1. EconomicDisconnectMarch 3, 2011 at 8:01 PM

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

    ReplyDelete
  2. CPMarch 3, 2011 at 8:21 PM

    I don't think so.

    ReplyDelete
  3. anony mouseMarch 3, 2011 at 10:06 PM

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

    ReplyDelete