Reggie Middleton

Contributor since: 26 Feb 2010

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• 2010 CRE Outlook and Response to the Ackman/Pershing Square Presentation

  Published 15 December 2009 | viewed 3,138 times

  I recently received a link to Ackman's (from Pershing Square) presentation basically pushing retail CRE malls (Ackman's CRE presentation). Several of my subscribers have commented…

• The Solution to the Goldman (and by Extension, the Securities Industry) Compensation Dilemma

  Published 11 December 2009 | viewed 2,852 times

  I believe I was one of the first of this new wave of blogger/investors to short Goldman publicly in early 2008 (see Goldman Sachs Snapshot:…

• Reggie Middleton vs Goldman Sachs, Pt. Deux: Buy into a Collapsing Market to Fund Bonuses, PLEASE!!!

  Published 10 December 2009 | viewed 4,811 times

  As a quick recap: I pointed out the illogical, self destructive, circular relationship between Goldman and its clients/customers as significant monies are lost following bad…

• Reggie Middleton vs Goldman Sachs, Round 1

  Published 09 December 2009 | viewed 4,300 times

  This is the opinion piece that I promised on Goldman Sachs research and product sales. I want it to be clear that I have absolutely…

• A Granular Look Into an $11 Billion REIT: Is This the Next GGP?

  Published 02 December 2009 | viewed 2,690 times

  Being amended...                    

• Markets Gap Down 3 pct., Sovereign Nations Nearing Default or Firesale, Can't Say I Didn't Warn You

  Published 27 November 2009 | viewed 5,427 times

  First, a quick news scan: Dubai Debt Delays Revive Fear of Financial Crisis US Markets Bracing for Selloff on Dubai Debt Worries Stocks Fall as…

• On the Latest Housing Numbers

  Published 25 November 2009 | viewed 3,818 times

  I read Diana Olick's Realty Check blog on CNBC.com on occasion. I must admit that she is considerably more credible and serious than the vast…

• First PPD Gets SEC'd, Then it Gets FTC'd. It Seems to be a Bad Year for Ponzi Schemes

  Published 20 November 2009 | viewed 3,267 times

  When I first came out with the PPD research (which I released for free as a public service, may I add), many were doubtful as…

• So What Will Burst This Latest Bubble? It May Be Simpler Than You Think...

  Published 17 November 2009 | viewed 6,075 times

  Maybe, it just may be the total collapse in credibility and trust in the US Federal Reserve and Treasury. I mean, come on. Have you…

• Back to the Homebuilders vs. the Banks

  Published 17 November 2009 | viewed 3,395 times

  In 2007 I put out a lot of research and opinion on the home builders and attempted to portray them in a light that the…

• Bad CRE, Rotten Home Loans, and the End of US Banking Prominence?

  Published 13 November 2009 | viewed 3,373 times

  It's bound to happen if regulators don't stop playing hide the sausage and don't start forcing banks to take their medicine. First, a quick recap…

• I Am Still Developing My REIT Thesis

  Published 12 November 2009 | viewed 2,986 times

  Thus, the first of the two reports for subscribers will probably be pushed off until next week. We had a problem sourcing market rents for…

• You've Been Bamboozled, Hoodwinked and Lied To! Here's the Proof. What Are You Going to Do About It?

  Published 09 November 2009 | viewed 6,665 times

  Yes, you've been bamboozled! Hoodwinked! You're being taken for suckers that not only can't count, but whose memories have been washed away by threats of…

• Here's a Big Company Bailout by the Taxpayer That Even the Taxpayer's Missed!

  Published 06 November 2009 | viewed 3,702 times

  Riddle me this. An industry gets into trouble due to chasing fads, loading up on debt and overpaying for property. Many participants in said industry…

• Commerical Real Estate and REITs - It's About That Time, Again...

  Published 05 November 2009 | viewed 4,305 times

  Last Saturday I posted some thoughts on investing, NY real estate, and my macro outlook - Boo!!! Will Halloween Scare the Market into Respecting the…

• Boo!!! Will Halloween Scare the Market into Respecting the Fundamentals?

  Published 03 November 2009 | viewed 2,959 times

  Oct 31, 2009 I'll admit it to everyone, I am absolutely disgusted with my investment performance over the past two quarters. I came into the…

• Hotel Hell: Reggie Middletons Review of CRE and Starwood's Q3-09

  Published 29 October 2009 | viewed 3,308 times

  BoomBustBloggers have been on a wild CRE and residential rollercoaster ride over the last couple of years. Starting in 2007,we ran into Lennar and discovered…

• Deposit Insurance Arbitrage

  Published 29 October 2009 | viewed 2,867 times

  I'll coin this term in order to explain the travesty that is being allowed in the banking industry. Institutions are literally paying little old ladies'…

• The Next Step in the Bank Implosion Cycle???

  Published 28 October 2009 | viewed 5,777 times

  Of the many issues that I have been warning about concerning banks, their balance sheets and the risks that they take, one of the (and…

• At What Point Does Accounting Gimmickery Become an Outright Lie? Let's Ask PNC

  Published 27 October 2009 | viewed 3,187 times

  You know, I happen to really, really appreciate the blogoshpere. There are a select handful of blogs that offer unique, insightful and very difficult to…