MiB: Sean Dobson, Amherst Holdings
This week, I speak with Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC. The firm manages $16.8 billion in...
CPI Shelter Measures: 6-12 Month Lag
Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
Retail as a Service
Back in the bad old days of mainframes, “Time-sharing” was how computing power and database storage were provided to...
Transcript: Cathy Marcus, PGIM Real Estate
The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate, is below. You can stream and...
60 Minutes on Commercial Real Estate
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH: “The...
MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate
This week, we speak with Cathy Marcus, co-chief executive officer and global chief operating officer of PGIM...
CPI Increase is Based on Bad Shelter Data
I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...
At The Money: The Best Way to Sell Your House
The Best Way to Sell Your House with Jonathan Miller, Miller Samuel, December 27, 2023 Is it a seller’s...
Bubble Risk in City Property Markets?
Buoyed by low interest rates for the last decade, many property markets have seen substantial price growth since 2010. Experts...
What You Need to Earn to Own a Home
click for ginormous chart While I am wrapped up working on a few projects today, I wanted to share this map/chart/table showing US...