thestatedtruth.com | January 23, 2011
It looks like the calm before another storm created by CRE loans in the next 3 years. We know vacancy rates remain high and we know values have not recovered. LTV ratios look to be very tight for many a bank CRE loan. As mentioned below, we crescendo in terms of CRE loan maturities between now and 2013. […]
thestatedtruth.com | November 16, 2010
John Mauldin Reviews Gary Shilling’s Brand New Book,  The Age of Deleveraging: Investment Strategies For A Decade Of Slow Growth And Deflation. Some of his opinions are covered below. Roadblocks on the deleveraging highway may include a crisis in U.S. commercial real estate (Chart 5) that could exceed the earlier one in housing. Then there’s a possible […]
thestatedtruth.com | September 22, 2010
Next up….Currency evolved hyper inflation caused by the Fed’s actions to save the world, as the dollar becomes worth much less and commodities without debt attached go vertical (such as food, gold, silver, farm land etc.).  The only real question seems to be when, not if.  In the U.S. we are trying to work through the legacy of accumulating lots […]
thestatedtruth.com | September 8, 2010
After two months of moderated growth in delinquent loans backing commercial mortgage-backed securities (CMBS), the delinquency rate in August increased 21 basis points to 8.92%, according to the analytics firm Trepp. It’s an increase from the 8.71% measured in July and another new record. The August delinquency rate is more than double the 4.03% rate […]
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