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Fannie, Freddie and U.S. Housing Finance Reform

On August 7, President Obama suggested that Fannie Mae and Freddie Mac should go out of business, as he called for “a return of private capital, [to] put the risk and rewards associated with mortgage lending in the hands of private actors, not the taxpayers.”

Commercial Real Estate/High Net Worth Investment Conference: Key Takeaways

On Thursday, June 27th, LANDCO sent a small delegation to the National Real Estate Investor’s Commercial Real Estate/High Net Worth Investment Conference in New York City. Read the key “takeaway” points, from our point of view.

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.

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?

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.

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.

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