Thursday, November 12, 2009

REITs Savvy at Navigating downturn

The REIT Gamble Paid Off - Forbes.com

Good article indicating that REITs now have access to debt and should be very well positioned from here forward.

Monday, November 09, 2009

NC State No. 1 Texas No. 2

Article - TechJournal South - The Southeast's Source for Technology Business News

Site selection magazine picks North Carolina over Texas as the number one business climate in America. Football is another story.

Sunday, November 08, 2009

BusinessWeek: Another Rough 12 months in CRE

Why This Real Estate Bust Is Different - BusinessWeek

Deals that were "priced for perfection" with unrealistic underwriting assumptions coupled with lower cashflow will cause more lenders to fail in 2010.

Tuesday, October 27, 2009

EMC buys 450,000 SF warehouse

EMC buys room to grow - Business - News & Observer

Price: $22.6M ($50/SF)
Seller: Crown Realty
Broker: Chris Norvell, Colliers Pinkard
Location: Imperial Center, Durham, NC

Friday, October 02, 2009

Cerberus hits Homerun with Talecris

Cerberus gets medicine from Talecris IPO - MarketWatch

It is great to see the capital markets open again for NC companies.

Cerebus hit about a 23 bagger with this one.
Investment of $82.5M nets a gain of about $1.8B.

The firm plans to spend about $750M of the $950M in proceeds on "improving manufacturing facilities".

Wednesday, September 16, 2009

Blank Check to Blind Pool

Buyout Fund Contemplates a REIT Turn - WSJ.com:

"The move is the latest sign real-estate investors are looking to the public markets for capital at a time banks are reluctant to lend and private capital is scarce. The strategy has paid off for many. Investors have bought more than $15 billion in REIT secondary stock sales so far this year."

Tuesday, September 15, 2009

Yet Another Tough Forecast for CRE...

For Commercial Real Estate, Hard Times Have Just Begun - NYTimes.com:

Tough Sledding Still Forecasted for CRE...

"Even though industry lobbyists were able to persuade Congress to extend a loan program aimed at prodding the stalled securitization market back to life, several analysts said it was unlikely to head off a spate of defaults, foreclosures and bankruptcies that could surpass the devastating real estate crash of the early 1990s."

...About $393 billion worth of mortgages are scheduled to mature by the end of next year alone, and an estimated $39 billion more were due to expire this year but have been extended, he said...

...