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Monthly Letter for July 2007

In July of 1776 the number of people living in the colonies was 2.5 million. This 4th of July we will have surpassed the 300 million mark – now that is demographic growth! As we hit the mid point of 2007, we continue to see a healthy yet funky market

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Monthly Letter for June 2007

“If you think nobody cares, try missing a couple of payments!” The current meltdown in the sub prime market is a “prime” example of greed and mispricing of risk. I have been advising clients of late that we really didn’t / don’t have a real estate bubble. What we had

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Monthly Letter for May 2007

Making a deal come together is like landing a 747 on a blade of grass. This past month was one of the most interesting I’ve witnessed in some time. As I have told you, last year was our best on record. Well the first quarter of this year beats all

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Monthly Letter for April 2007

April 1, 2007 «AddressBlock» RE: Monthly Letter Dear «GreetingLine» The ancient Greeks taught that all communications involved three ingredients: Ethos, or the character of the speaker; Pathos, or connecting with the emotions; and Logos, which is the factual content of the message. For any of you who read our Gold

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CDC Commercial Makes front page!

Well at least the front page of the Real Estate section of the San Diego Daily Transcript (which is the daily legal and real estate newspaper of San Diego). For those of you who don’t subscribe, it is linked here (double click on the text); Retail Market Strong The press

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Unemployment

I had the pleasure of attending the Univesity of San Diego annual Commercial Real Estate forecast event last month. Sam Zell the real estate mogul and billionaire was the keynote speaker. I learned two things and thought I would pass them on to you. 1. Sam noted that rents rise

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Sam Zell- USD Commercial Real Estate Forecast

I had the pleasure of attending the Univesity of San Diego annual Commercial Real Estate forecast event last month. Sam Zell the real estate mogul and billionaire was the keynote speaker. I learned two things and thought I would pass them on to you. 1. Sam noted that rents rise

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My First Day as a Blogger

‘m still not sure about this. It is easy to type and rant but who really cares to read it. I already write my monthly letter and many read and enjoy that. I live on the phone and by email. I even use instant messaging with my co workers and

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