Blog - LANDCO Real Estate

2+2=4, But So Do a Lot of Things

In this Situation Analysis, LANDCO Principal David Rosenbaum examines how, in the tree of knowledge, economics does not branch from mathematics, but from politics and why we can be too easily dazzled by the numbers.

Fishing for Capital

Fishing is a sportsman’s experience that brings many benefits even if the catching is minimal or altogether non-existant. A successful fishing trip can be sighting a rare species of wildlife or a day spent with a 10-year-old son. Capital raising, unlike fishing, does not bring collateral benefits and is generally considered a failure without funding. It can be a very expensive and discouraging experience. The benefit of capital raising is only one-funding.

Retail Risk: A First Mortgage Doesn’t Mean What It Once Meant

In this analysis, LANDCO Principal David Rosenbaum examines a question recently put forth by Marc Andreesen and the implications for LANDCO: What if e-commerce reduces in-store sales, even by just a little bit? And what happens if the loss of volume is not just temporary, but structural?

Capital Raise: More Art than Science

Square peg for a square hole, couldn’t be a more applicable metaphor for today’s real estate business. Businesses are quickly made and broken by their capital structures more so than …

Cyprus, the Cost of Doing Business, and Austerity: Why LANDCO Shorts Real Estate

In this analysis, LANDCO Principal David Rosenbaum examines the role of austerity in our current economic climate.

LANDCO Eyes Asia

China, for all of its wealth creation, continues to seek US investment alternatives. On our recent visit, manufacturers, business people, and family offices affirmed that the US, Latin America, and Africa are popular investment destinations.

LANDCO Eyes Asia

China, for all cialis4dailyusedosage of its wealth creation, continues to seek US investment alternatives. On our recent visit, manufacturers, business people, and family cialis online overnight shipping offices affirmed that …

The Meaning of Greening

5th of 5 parts on climate change and real estate by David Rosenbaum: Climate change has brought us to a turning point in real estate as important as the invention of skyscrapers or the conception of suburbia, perhaps as important as the settling of the west.

Change in the Real Estate Climate

4th of 5 parts on climate change and real estate by David Rosenbaum: Polling reveals that Americans have begun to accept as scientific fact that human activity is dangerously affecting the climate (Rasmussen, Quinnipiac, Yale, National Wildlife Federation).

The Smart Money is on Science

3rd of 5 parts on climate change and real estate by David Rosenbaum: Call it earth-friendly or economically imperative, investors who embrace the greening of real estate can profit by getting ahead of the curve. Denial and resistance are dead ends.

Political Climate Change

2nd of 5 parts on climate change and real estate by David Rosenbaum: The guys in the green jerseys are in the LEED. That’s exactly where real estate must go in order to stay in the game. The future is with environmental regulation.

Hurricane Sandy Did Not Affect the 2012 Election, But It Affected 2016

1st of 5 parts on climate change and real estate by David Rosenbaum: Environmental policy and public opinion are moving toward science and toward increased regulation — the greening of real estate.

Ben Bernanke Does the Right Thing

On September 13, the Federal Reserve announced a third round of quantitative easing (QE3) by committing to purchase mortgage bonds at the rate of $40 viagra en mujeres efectos B …

Who Sunk Housing?

Morgan Stanley’s view of a “rentership society” is an interesting read, but underlying it is the specious argument that Fannie and Freddie caused the housing crisis. This myth has been …

Foreclosure Resolution

Q3-11 Situation Analysis Rental Housing Elizabeth Duke, a Governor of the Federal Reserve Bank of Richmond, spoke on September 1 in support of turning bank-owned homes into rentals. She said …

Does Housing Belong on Your Balance Sheet or on Your P&L?

Even before the housing bubble, economists had been saying for a long time that American household wealth was way over-invested in personal residences and under-invested in commercial assets. In financial …

Time and Money

Q2-11 Situation Analysis We know that money is prone to change in value. When it is relatively easy to come by, it is less valuable, meaning that people are more …

Improved Outlook for Multi-Family Investments

Q1-11 Situation Analysis Fourth quarter data from MIT’s Transaction-Based Index suggests that commercial real estate (CRE) bottomed out one year ago and has begun a smart recovery since. When all …

Deficit Dove

Q4-10 Situation Analysis Like almost all businesses, and every small one, LANDCO relies on how to remove side effects of viagra employed persons with good wages to be our customers. …

Timing and Pricing the Disposition of Commercial Real Estate

Q3-10 Situation Analysis How should one decide on pricing a CRE asset in today’s market? Let’s assume that the property in question is a condominium project that failed during the …

Replacement Cost Fallacy

Q1-10 Situation Analysis Measure of Competitiveness At the same rent, a new building will lure tenants away from an older one, so a used property must charge lower rents. It …

The Commercial Real Estate Environment

Q3-09 Situation Analysis The Commercial Real Estate Environment — 2009: Beginning in 2005, commercial real estate prices began to depart from a 20-year trend of 1.4% annual growth. This was …

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