Comments for Facts Matter

Comment on All Eyes Focused on Banking by Todd

Todd — Wed, 18 Jun 2008 13:59:51 +0000

My guess is that only bankers have read this article so far based solely on the lack of responses. Lending practices must change, the Fed has opened the reservoir only to have the liquidity collect behind the the next dam - bank balance sheets.

Comment on Forward Thinking by chartered

chartered — Wed, 28 May 2008 10:26:14 +0000

chartered says : I absolutely agree with this !

Comment on Forward Thinking by myglobalhustle

myglobalhustle — Wed, 14 May 2008 00:09:49 +0000

very true

Comment on Shift in Fundamentals and Policy Changes by rockinvest

rockinvest — Fri, 09 May 2008 16:40:44 +0000

The banks response to this crisis reminds me of the passive parent who does nothing to create healthy boundaries for his teenager until the kid finally gets into trouble. Then the parent goes overboard with punishment and rules. Both methods are the bi-product of the same thing - bad parenting.

Comment on Rising Markets’ Resilient Performance by Dale Ray

Dale Ray — Wed, 23 Apr 2008 14:24:16 +0000

Zaya,

Your insight and optimism are inspriational. We are seeing a tremendous amount of activity in our office market and Texas continues to be the “can do” state. The movement to number 1 of Fortune 500 companies speaks volumes to the busines climate here.

Well said!

Comment on Rising Markets’ Resilient Performance by deal junkie

deal junkie — Wed, 23 Apr 2008 03:22:40 +0000

how much of the resilience in the economy is related to oil at $118 a barrel?

Comment on Rising Markets by JM

JM — Mon, 21 Apr 2008 17:42:18 +0000

Facts:

Dallas - Valuations are limited by replacement cost since it is so easy to build, and rent growth, with the exception of a few choice properties, is limited by the amount of available space.

Houston - Far better market, but nearly all of the current absorption is driven by the oil and gas sector - a very cyclical industry.

Comment on Rising Markets by Evan Stone

Evan Stone — Thu, 17 Apr 2008 20:10:22 +0000

Zaya, terrific column. We’ve been singing the praises of Dallas, Houston and Austin for a long-time. You’re right on target about how these markets are holding up and how they compare to other “major” cities and office markets. There remains a misperception today of particularly how Dallas is fairing, compared to eons ago. Dallas is not overbuilt and we continue to see rents increasing - the new construction is more expensive than the existing product to lease and construction costs remain high - we’re not going to see the excess of the late eighties again. We appreciate your insights and look forward to more of your blogs…becuase facts do matter!

Comment on Rising Markets by rockinvest

rockinvest — Thu, 17 Apr 2008 00:38:54 +0000

Good comments. RealtyTrac just reported that a total of 10,700 Texas properties started foreclosure in March, down more than 16 percent from the volume of filings recorded in March 2007. The March foreclosure figure also represents a decrease of almost 13 percent from filings reported in February of ‘08. Texas is a hidden jewel that more investors should investigate.

Comment on Ditto from the Fed by james57

james57 — Mon, 14 Apr 2008 15:36:36 +0000

“Glad to see that someone is reviewing data before making pronouncements about CRE. I agree with your assessments based on what you have analyzed so far. Keep the facts coming!”