Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Commercial Real Estate tic.............tic,,, -- Ignore unavailable to you. Want to Upgrade?

To: Smiling Bob who wrote (53)	11/13/2008 5:10:30 PM
From: Perspective	Respond to of 442

Thanks. Wow, there's some perspective in there. Talk of REITs being expensive in 2002!!! Sounds like the lows from the last recession might be reasonable targets for many of the stocks. I'd still like to understand what level of vacancies would begin to push them into losses. However, I guess it's liquidity issues that tend to take them down. `BC

To: Smiling Bob who wrote (53)	11/14/2008 2:53:32 PM
From: Perspective	Read Replies (1) \| Respond to of 442

Somebody pointed me to this one: Trans World Entertainment (NasdaqGM:TWMC - News)From the Analyst Report: "In today's fiercely competitive retail environment, pure-play music and video retailers like Trans World Entertainment are facing an uphill battle, and we think the long-term outlook for this company is dismal.... The balance sheet is in decent shape,...(but) the company carries significant long-term lease obligations that aren't reflected on the balance sheet." Just wondering - is there any good way to dig up the long-term lease obligations of companies? Is it just expected that retail and restaurants have gobs of obligations hidden off balance sheet? `BC