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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Pogeu Mahone who wrote (90224)	1/7/2008 1:53:44 PM
From: John Vosilla	Read Replies (2) \| Respond to of 110194

'Analysts, bankers and developers are not predicting the imminent collapse of the commercial real estate market, a reprise of the early 1990s, when property values dropped by half, vacancies soared and banks were crushed under the weight of soured real estate loans.' This could easily happen if long term rates jumped a couple of hundred basis points and thus higher cap rates would cut values by 25-30% not even taking into account lower net operating income. Would this then be considered deflation too?