Our friend Harris Kupperman recently wrote an interesting article asking the question, “Does Real Estate Equal A Bond Short?” If you haven’t read his occasional musings you should. He’s sharper than the hairpins at Monaco. To summarize Harris’ article: You’re not buying Real estate per se, what you’re buying is
A quick Q&A regarding my last post. “Jake the truth” mentions that my thinking might be representative of a contrarian indicator. I prefer not to bother myself with who is saying what, why and when, until and unless I’ve reviewed the data first. In this respect I have a number
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