Expatriado por la burbuja
Madmaxista
- Desde
- 22 Jun 2006
- Mensajes
- 217
- Reputación
- 14
Ayer estuve viendo en la Televison alemana a esta senora (Barbara Knoflach).
Es Portfoliomanager de un Fondo Inmobiliario !! Me gusto bastante lo que comentaba y como lo comentaba..... ademas me fio mas de las opiniones de gente que tiene que jugarsela en los mercados, en este caso en el inmobiliario.
Aqui os dejo un breve resumen que he encontardo :
(Para los que no dominen el ingles: basicamente se moja y dice UK va a bajar 40%, Spain 20-25% )
SEB ImmoInvest's Knoflach Says U.K., Spain Face Correction
2007-08-22 10:24 (New York)
By Richard Weiss
Aug. 22 (Bloomberg) -- amowing are comments from Barbara
Knoflach, chief executive officer of SEB Immobilien-Investment
GmbH in Frankfurt. She spoke in German in an interview today.
``This crisis is in subprime only, in the private housing
market only, and in the U.S. only. However, it has made banks
around the world more careful about giving loans, so it has made
leveraged financing more expensive.
``This is the first time that a local phenomenon in one
segment of a market has adversely affected prices around the
world through liquidity constraints. Other segments of real
estate markets in the U.S., such as commercial real estate, have
still performed nicely. In a way this crisis is good as it may
help avoid an overheating in some segments.
``In Europe, we feel the U.K. and Spain may face price
corrections. In the U.K., prices could come down as much as 40
percent, the Spanish market has a lot of long-term investors who
see their houses as luxury goods and will hold on to them even if
prices come down. So this market may only see 20 to 25 percent
correction.''
--Editor: Tromm.
Es Portfoliomanager de un Fondo Inmobiliario !! Me gusto bastante lo que comentaba y como lo comentaba..... ademas me fio mas de las opiniones de gente que tiene que jugarsela en los mercados, en este caso en el inmobiliario.
Aqui os dejo un breve resumen que he encontardo :
(Para los que no dominen el ingles: basicamente se moja y dice UK va a bajar 40%, Spain 20-25% )
SEB ImmoInvest's Knoflach Says U.K., Spain Face Correction
2007-08-22 10:24 (New York)
By Richard Weiss
Aug. 22 (Bloomberg) -- amowing are comments from Barbara
Knoflach, chief executive officer of SEB Immobilien-Investment
GmbH in Frankfurt. She spoke in German in an interview today.
``This crisis is in subprime only, in the private housing
market only, and in the U.S. only. However, it has made banks
around the world more careful about giving loans, so it has made
leveraged financing more expensive.
``This is the first time that a local phenomenon in one
segment of a market has adversely affected prices around the
world through liquidity constraints. Other segments of real
estate markets in the U.S., such as commercial real estate, have
still performed nicely. In a way this crisis is good as it may
help avoid an overheating in some segments.
``In Europe, we feel the U.K. and Spain may face price
corrections. In the U.K., prices could come down as much as 40
percent, the Spanish market has a lot of long-term investors who
see their houses as luxury goods and will hold on to them even if
prices come down. So this market may only see 20 to 25 percent
correction.''
--Editor: Tromm.
