12 thoughts on “We’re Back, Baby

  1. johnny

    hard get good commercial real estate data non paywall.
    page 28 here is excellent.

    https://www.centralbank.ie/docs/default-source/publications/financial-stability-review/financial-stability/financial-stability-review-2020-ii.pdf?sfvrsn=7

    – The largest declines in capital values and rents have occurred in the retail sector (Chart 16),
    which has been one of the hardest hit sectors by the COVID-19 crisis.

    -COVID-19 and the public health measures enacted to halt its spread will have a significant impact
    on future supply and demand in the office market.


    what’s the plan FG/FF the yank carpetbaggers are rushing the exits dumping assets and paper.

    1. Conski

      We’ll have as much free money as necessary, followed by one of the following

      1. End of capitalism, start of post-capitalism
      2. Civil war
      3. Eat the rich
      4. Sells country to investment fund, enter era of Ireland LLC

      1. Johnny

        You can take 4 of the table,been there done that.
        h/t Namawinelake who still publishes,behind paywall the definite irish RE newsletter weekly.

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