Reggie Middleton is an entrepreneurial investor who guides a small team of independent analysts, engineers & developers to usher in the era of peer-to-peer capital markets.
1-212-300-5600
reggie@veritaseum.com
This is a post for paying subscribers to update them on my search for prospective casualties in the real estate sector of the FIRE collapse (new subscription content available below and as always in the most recent downloads section in the right hand margin of the home page once you have signed in as paid subscriber). Below is an overview of my opinion the FIRE (Finance, Insurance & Real Estate) sector for 2012
- Reggie Middleton on CNBC StreetSigns Sees 2012 As Reluctant/Manipulated Continuation of Q1 2009
- Reggie Middleton Sets CNBC on F.I.R.E.!!!
- First I set CNBC on F.I.R.E., Now It Appears I've Set Sell Side Wall Street on F.I.R.E. As Well!!!
We have reviewed the finance portion extensively throughout 2011. See Commercial & Investment Banks section of the subscription content area. The last forensic report was centered around an insurer - see You Can Rest Assured That The Insurance Industry Is In For Guaranteed Losses! and Our Next Forensic Analysis Subject Is In The Insurance Industry. The actual report is available here:
Insurance short candidate report_122511 - Professional/Institutional edition- Insurance short candidate report_122511 -Retail edition
I have also detailed the risks in commercial real estate in the Dutch markets, see
Now available for download to all paying subscribers is a US REIT headed for distress - US Commercial REIT Distress Overview
(Commercial Real Estate). Professional and institutional subscribers will have an addendum published with additional companies that just missed the shortlist, but may see problems in the near to medium term.
See also:
- The Greatest Risk To Retail Commercial Real Estate Is? Sovereign Debt! Macro Headwinds! Popping Bubbles! Busted Banks! No, It's The Internet!
- The First Major Real Estate Collapse In Europe? I've Found The EU Equivalent Of GGP, The Largest Real Estate Failure In US History.
- The Real Estate Recession/Depression is Here, Eurocalypse Style
