Danny and ottnott had some good questions/comments on my prior post.  I’d like to continue the discussion. 
To paraphrase Danny’s question:  To what do you contribute the disconnect between CMBS and CMBX, (market fundamentals and technicals)?
Here is an article from a few weeks ago that explains some of the reason for the disconnect.  The problem is [...]

I’ve been promising some info on foreign real estate.  I’m still working on it.  I’m busy.  But there are two ETFs to look at: (DRW: 33.172 -0.53%) and (RWX: 43.08 -0.97%).  
First, DRW here is an outline of their holdings and geographic distribution.  It is lightly traded, and has gotten crushed. 
Top Holdings:
Westfield Group - 9.7%  Trades in [...]

buylo made a comment about possible individual stock short ideas.  And then Jakegint mentioned a stock pick that I kind of disagreed with.  It was a retail heavy REIT, (CBL: 20.07 -1.62%).  When I thought about retail heavy REITs, I thought about how a lot of retail leases are structured with a percentage of retail [...]

In my previous post, Boca asked: “Gunners, do you think there is any hope of liquidity returning to the commercial mortgage financing market (for the best borrowers) by the end of summer 2008, or is that simply too optimistic?”
The good news about this credit crunch, versus other past crunches, is that there is still liquidity [...]