Calculated Risk has a good post up on CRE investment.

My general thesis at this point is that we are far too early to be calling the CRE market opportunistic in any way.  The impact of worsening fundamentals creates a huge question mark for the future.

Calculated Risk has a great graph on office investment.  Don’t think tax policy matters in creating economic policy?  Look at the office investment that took place in the 1980’s as the result of favorable tax treatment for depreciation.

Related posts:

1. Calculated Risk Nails the SFR Market I’m a housing optimist, turned skeptic in the last couple...
2. Tyranny of the Majority and Picking Winners The functioning of government is unavoidably about picking winners.  For...
3. Calculated Risk on House Prices This is an interesting post from Calculated Risk.  As incomes...