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Guggenheim Real Estate Research Articles and Research Sources
Quarterly Market Commentaries by Mike E. Miles, PhD, Managing Principal and Portfolio Manager
- "A More Uncertain World" - 2007 First Quarter Commentary, Miles and Stevens, 2008
- "Repricing: Has It Happened? Is It Happening? Will It Happen?" - 2007 Fourth Quarter Commentary, Miles and Stevens, 2007
- "Never Forget: Always Both Predator and Prey" - 2007 Third Quarter Commentary, Miles, 2007
- “REITs Tumble: Has the 10-year Spoken, or Are We Witnessing a Self-Fulfilling Prophecy?” - 2007 Second Quarter Commentary, Miles, 2007
- "The Unhealthy Triangle" - 2007 First Quarter Commentary, Miles, 2007
- “Interesting Factoids - Unchanging Basics” - 2006 Fourth Quarter Commentary, Miles, 2006
- “The Value Range is Getting Thinner Unless We are Fighting the Last War” - 2006 Third Quarter Commentary, Miles, 2006
- “Some Drivers of Valuation are More Obvious than Others” - 2006 Second Quarter Commentary, Miles, 2006
- “How Stretched are the Valuations?” - 2006 First Quarter Commentary, Miles, 2006
- “What if Bernanke is Right?” - 2005 Fourth Quarter Commentary, Miles, 2005
- “Capital Can Grow Geography” - 2005 Third Quarter Commentary, Miles, 2005
- “The Run — When Will It End? How Will It End?” - 2005 Second Quarter Commentary, Miles, 2005
- “If One Could Get the Overall Economic Forecast Right, Deciding on an Optimal Real Estate Strategy Would Be a Lot Easier” - 2005 First Quarter Commentary, Miles, 2005
- “A Volatile Investment Climate with Potential Pitfalls Everywhere” - 2004 Fourth Quarter Commentary, Miles, 2004
- “What Matters?” - 2004 Third Quarter Commentary, Miles, 2004
- “Did Multiples Peak in the Second Quarter?” - 2004 Second Quarter Commentary, Miles, 2004
- “The Use of Debt is not a Two-Edged Sword; It is a Multi-Dimensional Weapon” - 2004 First Quarter Commentary, Miles, 2004
- “On a Run? No Way, Clearly Sprinting” - 2003 Fourth Quarter Commentary, Miles, 2003
- “REITs Hit a Home Run — What’s a Prudent Investor to Do?” - 2003 Third Quarter Commentary, Miles, 2003
- “The Trends Continue: Change Due?” - 2003 Second Quarter Commentary, Miles, 2003
- “Two Trends Fully Played Out and One in the Wings” - 2003 First Quarter Commentary, Miles, 2003
- “The Dubious Recovery” - 2002 Fourth Quarter Commentary, Miles, 2002
- “Not a Bubble, but a Precarious Time” - 2002 Third Quarter Commentary, Miles, 2002
- “The Curse of Interesting Times” - 2002 Second Quarter Commentary, Miles, 2002
Above material © Guggenheim Real Estate LLC.
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