Archive for June, 2009

Commercial Real Estate News 6-30-09

Here is some current news pertaining to commercial real estate: Dynamic Focus+ Real Estate – Morningstar We recently met with management at Goodman & Co. to clarify this fund’s performance fee structure, and we now have a reasonably confident top-level understanding. While the firm agrees that the wording in the prospectus [...]

, , , , , , , , , , , , , , , , , , , , ,

No Comments

Estate Planning: New Rules Keep You On Your Toes

Changes in certain tax and investment rules will dramatically effect estate planning in the near future.  These changes may warrant a phone call to your estate planning advisors for a quick check up. New FDIC Rules for Living Trust Accounts Living or family trust bank accounts are now insured up to $250,000 per owner for each named [...]

, , , , , , , , , , , , ,

No Comments

Apartment Underwriting Trends: Fannie and Freddie Tighten Standards

In recent months Fannie Mae and Freddie Mac have become more conservative in their underwriting practices.  As a result, the two agencies — which in 2008 accounted for almost 37% of the multifamily loans outstanding in the U.S. — will reduce their origination volumes this year. Spokesmen for the agencies explain that this relates to [...]

, , , , ,

No Comments

Commercial Real Estate’s Status, $10MM is the New $100M, Part 3

This is the final installment on the state of commercial real estate, continuing from last week’s Commercial Real Estate’s Status, $10MM is the New $100M, Part 2. On Net Leased Investments Where did all the “big deals go?”  Well, “$10MM is the new $100MM.”  It’s a smaller world, now. With a lack in confidence in credit ratings as [...]

, , , , , ,

No Comments

Commercial Real Estate Market Snapshot 6-5-09

REIT Players Crossing Fingers The Worst Is Over – Wall Street Journal REIT Players Crossing Fingers The Worst Is Over  Wall Street Journal     By AD Pruitt Of Dow Jones Newswires The pervading sense of doom that permeated the National Association of Real Estate Investment Trusts conference in November was missing during REIT Week this week in New York, [...]

, , , , , , , , , , , , , , , , , , , ,

No Comments