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Commercial Real Estate Crisis: It’s nice to be first
Alexander Wissel, Editor in Chief, Investment U
More often then you would imagine, the editors at Investment U see echoes, reflections and sometimes, downright copies, of the ideas we publish on a daily basis. And it’s flattering really.
It’s a sign that we’re exposing something the Wall Street “establishment” recognizes as valuable. And while its not always easy – or popular – to endorse ideas that are outside conventional thinking. We take pride in knowing that we are on the front edge of the “learning” curve.
In fact, last Friday we published an article on the looming disaster in Commercial Real Estate. He showed readers why banking stocks aren’t the place to be right now because of the proverbial “shoe dropping” fallout in commercial and industrial loans.
Six days later, Time published “The Looming Crisis in Commercial Real Estate” espousing the exact same point of view. Michael Weisskopf has done a nice job of expanding upon Dave’s article and fleshing out a few of the numbers behind this potential disaster.
Now it’s clear that this isn’t a plagiarism issue, but rather a continuation of the ideas that we brought to life at Investment U. And ultimately, a good idea is a good idea, regardless of where it comes from, or how many people promote it.
It’s nice to be first though…
To read David Fessler’s full article, go here. To read the follow up story from Time, go here.
Kudos, Dave.
- Canadian Banks: It’s Nice to Be First
- Where’s That Cracking Sound Coming From?
- The Commercial Real Estate Sector: As The Other Shoe Drops – Be Wary of Bank Stocks
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