News

Landmark Links December 1st – Pump You Up

  Lead Story…. Over the past few months, I’ve written several times about how restaurants have come to be viewed as a savior of American retail.  I’ve also pointed out why I think this will end poorly as restaurants are getting overbuilt and facing labor and rental cost pressures in addition to pressures from delivery […]

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Landmark Links November 28th – Foundational Issue

  Lead Story…. When I graduated college in 2001, I did not immediately enter the wonderful world of real estate finance.  I had worked as an intern for an investment bank in London while an undergrad and wanted to return full time upon graduation.  Being a naive college kid, I foolishly put all of my eggs […]

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Landmark Links November 21st – Sacred Cow

  Lead Story….  I’ve used the past few Landmark Links lead stories to talk about tax reform in general and it’s impact on the real estate market in particular.  Last Friday’s post focused on how proposed (now passed in the House) reforms favor commercial real estate investment over home ownership.  I ended that post by […]

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Landmark Links November 17th – Winner Winner Chicken Dinner

  Lead Story…. I’ve spent the last couple of weeks writing about how challenging it is to accomplish substantial, positive tax reform and also noting how the current proposal would have substantial negative effects on an already un-affordable housing market – especially in major west coast cities. Today, I want to take a look at […]

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Landmark Links November 14th – Disincentives

  Lead Story….. This is the final post of a three part series that I’m writing about “the middle class,” tax reform and why it is so difficult to achieve in today’s environment. Primum non nocere is a Latin phrase that means “first, do no harm.”  It is often incorrectly attributed to the Hippocratic Oath which many medical school […]

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Landmark Links November 10th – Disconnected

  Lead Story…. This is Part II of a three part series that I’m writing about “the middle class,” tax reform and why it is so difficult to achieve in today’s environment. My post on Tuesday of this week focused on how it’s essentially become impossible to craft policy to benefit the middle class on a […]

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Landmark Links November 7th – Missing the Middle

  Lead Story…. This is Part I of a three part series that I’m writing about tax reform and why it is so difficult to achieve in today’s environment. There is a new tax reform proposal making it’s way around Washington which means that the silly season for misinformed statements about what constitutes “the middle class” […]

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Landmark Links November 3rd – Missing the Boat

  Lead Story….  The topic of affordable and entry level housing have probably consumed more pages than just about any other topic since I started writing Landmark Links a couple of years ago.  The challenge that we face is daunting.  In a normally functioning housing market, yesterday’s executive housing stock becomes today’s entry-level housing.  This […]

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Landmark Links October 31st – Get Pumped

  Lead Story… For the most part, I try to stick to data and facts and avoid anecdotal evidence when observing the real estate market.  However, sometimes a piece of anecdotal evidence comes up that is so compelling that I can’t ignore it.  Sometime last week, I was laying in bed doing the same thing […]

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Landmark Links October 27th – Strings Attached 

  Lead Story…. When Amazon purchased Whole Foods, many including yours truly assumed that the eCommerce behemoth would be able to do as it liked with existing Whole Foods stores, making a relatively clean transition into the brick and mortar retail space.  However, Amazon is finding it quite a bit more difficult to innovate in […]

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