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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: zebra4o1 who wrote (85890)8/17/2007 12:25:43 PM
From: MulhollandDriveRespond to of 306849
 
CBG trading down in today's market is telling, imo



To: zebra4o1 who wrote (85890)8/17/2007 12:55:53 PM
From: MinosRead Replies (1) | Respond to of 306849
 
CBG...is it company specific? Have not seen the article but have been watching it for a while. Do not forget JLL, seems like it has plenty of downside as well, though not too liquid. Put spreads are also huge, but I'm thinking of picking a few up.

Credit is going to hit the commercial sector hard and am thinking of the best way to play. Been trolling for some REIT puts, maybe something in the retail sector or something out there with lots of development and leasing risk. Any ideas?

Another strategy, maybe slightly lower risk, was getting long apartment reits (which may have increasing pricing power as more and more owners become renters), collect the dividend, and then get short some retail reits or index. Problem is being long anything in this market worries.