Comments on: Will the Dark Cloud of Commercial Real Estate Blot Out the U.S. Recovery?

By: Special Report: Why Investors Must Buy Gold ... Before it Runs Away in Price

Special Report: Why Investors Must Buy Gold ... Before it Runs Away in Price — Thu, 12 Aug 2010 15:42:08 +0000

[...] has performed remarkably against the Dow Jones Industrial Average, the Nasdaq Composite Index and U.S. real estate. The reason I was able to confidently forecast this result is because I ignore the 'certainties' [...]

By: Is the Stock Market Rally For Real?

Is the Stock Market Rally For Real? — Wed, 20 Jan 2010 17:37:36 +0000

[...] Money Morning Market Analysis:Will the Dark Cloud of Commercial Real Estate Blot Out the U.S. Recovery? [...]

By: Banks Satisfied On FDIC Decision, but Will They Still Lend?

Banks Satisfied On FDIC Decision, but Will They Still Lend? — Fri, 15 Jan 2010 20:39:13 +0000

[...] already struggling with losses from the battered commercial real estate market. Money Morning warned in April that a collapse in commercial real estate threatened to blot out a recovery of the U.S. [...]

By: Buy, Sell or Hold: The SPDR Gold Trust ETF (NYSE: GLD) Continues to Offer Investors a Hedge Against Inflation

Thu, 17 Dec 2009 15:25:25 +0000

[...] have not yet seen the fallout from the commercial real estate drop, which Money Morning has warned will be severe. Since the U.S. consumer is not buying as much, [...]

By: aphrodite

aphrodite — Thu, 17 Dec 2009 12:00:30 +0000

wow..$3 trillion dollar debt? That's sooo much!

By: When and How the U.S. Economy Will Recover

When and How the U.S. Economy Will Recover — Wed, 16 Dec 2009 21:37:20 +0000

[...] – like Money Morning – believes that commercial real estate may be the next shoe to drop; vacancies are increasing, rents are under pressure, and banks may not be willing to loan large [...]

By: Equity Merchant Banks: The Financial Sector"s Profit Powerhouse of the Future

Equity Merchant Banks: The Financial Sector"s Profit Powerhouse of the Future — Tue, 15 Dec 2009 14:08:41 +0000

[...] so-called "special-situation" real-estate transactions through a series of funds. The troubled real estate business had negative revenue of $211.9 million for the first quarter of 2009, compared with negative [...]

By: Bank Failures Could Surge as Commercial Real Estate Losses Continue to Mount

Bank Failures Could Surge as Commercial Real Estate Losses Continue to Mount — Wed, 16 Sep 2009 09:01:11 +0000

[...] dark cloud of commercial real estate loan defaults is inching closer, threatening to shutter more banks, even as the U.S. Federal [...]

By: Buy, Sell or Hold: The SPDR Gold Trust ETF (NYSE: GLD) Continues to Offer Investors a Hedge Against Inflation

Mon, 14 Sep 2009 07:29:46 +0000

[...] have not yet seen the fallout from the commercial real estate drop, which Money Morning has warned will be severe. Since the U.S. consumer is not buying as [...]

By: Will Commercial Real Estate Pose the Next Hurdle for the Federal Reserve?

Will Commercial Real Estate Pose the Next Hurdle for the Federal Reserve? — Mon, 10 Aug 2009 20:02:45 +0000

[...] Money Morning warned in an investigative report that ran in early April, the stumbling U.S. commercial real estate sector was developing into a financial black hole that [...]

By: Equity Merchant Banks: The Financial Sector"s Profit Powerhouse of the Future

Equity Merchant Banks: The Financial Sector"s Profit Powerhouse of the Future — Thu, 16 Jul 2009 10:00:46 +0000

By: How the Woes of the Wealthy Can Guide You to Global Investing Profits

How the Woes of the Wealthy Can Guide You to Global Investing Profits — Thu, 02 Jul 2009 10:02:00 +0000

[...] That's as you might have expected, in a year when global equity values fell close to 50% and real estate was also weak. Nevertheless, there were some regional variations that were significant – and that should help us [...]

By: As GM Cruises Toward Government Deadline, U.S. Automakers Must Learn to Deal With a Permanently Smaller Market

Tue, 26 May 2009 09:42:33 +0000

[...] face losses on bad commercial real estate loans of $100 billion by year-end 2010. A Money Morning investigation of the looming commercial real estate crisis predicted that this sector of the real-estate market would pose major problems for the U.S. [...]

By: Elliott Wave Disciple Robert Prechter Sees a Possible 2,000 Dow

Elliott Wave Disciple Robert Prechter Sees a Possible 2,000 Dow — Tue, 19 May 2009 13:56:19 +0000

[...] is on inflation. He sees a further collapse of asset prices and debt values, with consumer debt and commercial real estate wreaking more havoc on bank balance sheets. That could cause massive price deflation, and a decline – rather than an increase – in the price [...]

By: Is the Stock Market Rally For Real?

Is the Stock Market Rally For Real? — Wed, 06 May 2009 10:02:06 +0000

[...] Money Morning Market Analysis: Will the Dark Cloud of Commercial Real Estate Blot Out the U.S. Recovery? [...]

By: Earnings Reports Will Play a Key Role This Week

Earnings Reports Will Play a Key Role This Week — Thu, 23 Apr 2009 14:30:13 +0000

[...] In non-earnings news, The Procter & Gamble Co. (PG) bucked the recent cost-cutting trend and announced a dividend increase. Mall owner General Growth Properties Inc. (GGP) filed for the biggest bankruptcy-protection case in the history of the real estate industry as the Chicago-based company attempts to restructure its debt positions, a move that underscores the concerns Money Morning recently raised as part of an investigation into the looming problems in the commercial real estate sector. [...]

By: Ban Credit Default Swaps? These Corporate Bankruptcies Show We Should

Ban Credit Default Swaps? These Corporate Bankruptcies Show We Should — Thu, 23 Apr 2009 04:38:58 +0000

[...] money even these days) – making it the largest default in U.S. real estate history – demonstrated the darkening cloud that's hovering over the U.S. commercial real estate market. It also underscored the risks of being involved with credit default [...]

By: After a Tough First Quarter, Investors Have Cause For Cautious Optimism

After a Tough First Quarter, Investors Have Cause For Cautious Optimism — Tue, 14 Apr 2009 14:07:50 +0000

By: Why Wall Street is Missing the U.S. Housing Recovery

Why Wall Street is Missing the U.S. Housing Recovery — Wed, 08 Apr 2009 12:12:40 +0000

[...] economic recovery. Today's focus: The residential real estate rebound. Last Week: The foundering commercial real estate market. Watch for an upcoming "Hot Stocks" feature that looks at potential housing [...]

By: Ron Thompson

Ron Thompson — Fri, 03 Apr 2009 23:58:32 +0000

I went to college with Reggie Samuel and during a breakfast with him a few weeks ago, he noted that he was thinking of raising a fund to take advantage of some of the trouble real estate deals mention above but that he questioned the ability to find equity sources that were willing and able to act since everyone appears to be exposed to the drama. For the sake of the economy, I hope he's wrong and has just been unable to locate the right equity partner.