SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ahhaha who wrote (47700)12/19/2005 1:27:29 PM
From: John Vosilla  Read Replies (1) of 110194
 
No my friend I equate it with lack of cash flow that the asset can generate relative to history. If demand was real and not artificially juiced it would be reflected in increased rents and cash flows. You obviously are a novice regarding real estate. Were you this optimistic on tech stocks that most of you long term SI gurus were so hot on in the late 90's? Do you know the whole commercial RE market collapsed last cycle too even with expected operating cash flows in the 9% range? Do you know most bubble RE today generates 1-4% operating margins/cap rates? Do you also know that much of the country is not in a bubble, this is regional issue and prices are dirt cheap?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News