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Roee 1:20am January 29, 2010Great article! Keep up the good work!
Neil Chhabria 4:20pm January 21, 2010Great article. I enjoyed reading. Keep writing so I know whats going on with the big picture in the real estate world!
Jean-Paul de Kervor 4:07pm January 21, 2010The big question is: What are rents going to do? In most markets they are heading down. Certainly in Tijuana where I have the primary data showing a 50% drop in two years for industrial product. With CAP rates everywhere increasing, asset values will drop precipitously. Even more important than financing, the strength of tenants and the length of terms of leases on assets will determine whether the REITS will survive. JP