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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: Perspective who wrote (237325)2/5/2010 11:47:20 AM
From: John VosillaRead Replies (2) of 306849
 
You miss the strong survivors have a better tenant mix and ability to attract even more high quality tenants and thus even more customers as the poorly capitalized, overleveraged centers with an increasing vacancy rate go under. They will eventually pick up some depressed centers for pennies on the dollar like the RTC days. These guys like Simon minted even more money during the recession and guidance keeps going up. Cap rate seems about 8% which is a reasonable valuation relative to the 10 yr treasury. What will eventually take it down would be long term rates spiking.

I think you should be looking for some highly leveraged poorly run hotel operators who acquired the bulk of their assets during the bubble instead..
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