Commercial Real Estate tic.............tic,,, Message Board

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Strategies & Market Trends : Commercial Real Estate tic.............tic,,,

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From: Smiling Bob	2/22/2014 6:30:19 AM
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Time for this thread to be resuscitated gold-eagle.com Compelling compilation of data and charts Macro Insights: The Retail Real Estate Implosion: The Robotics Cometh! Gordon T Long February 18, 2014 Share on facebook Share on twitter Share on google_plusone_share Share on linkedin Share on email Share on print More Sharing Services 20 The US just released US Retail Sales details warn of an alarming problem. 2008 may have been a crisis brought on by US Residential Real Estate, but 2014-2015 is likely to see the next wave triggered by US Retail Commercial Real Estate. The Fed, Banks, Insurance companies, REITS and most importantly, the Shadow Banking sector are well aware of the exposure and are preparing accordingly. What is it they know? ROBOTIC AUTOMATION is sweeping retail stores and with it less people and less square footage is being required, ONLINE SHOPPING is now mainstream and the excess square footage of brick & mortar retail are a cost disadvantage as competitive discounting becomes paramount in a world of shrinking disposable incomes, SHADOW BANKING financing which has silently morphed from 2008, now employs new instruments such as SFVs, CLOs, Rehypothecation and Collateral Transformations which have all the ear marks of 2008, with short duration funding problems. The troubling ABCP paper of 2008 has only been replaced with equally troubling Repo Collateral. There is a 'roll-over' problem on the horizon. THE BIGGER PICTURE - Margin Squeeze on Fixed Costs JOBS versus SALES - More than Hiring for Christmas Sales This graphic is based on the just published US Retail Sales numbers and is indicative of an "overstored" America.

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