Economy: Sector Slicing or Market Dicing?

  Let’s stop talking about how bad everything is for awhile. Let’s think about getting onto the next phase: Recovery. I’m not suggesting the “when”, because we have all heard pundits taking shots at that. The range I have heard is somewhere between 6 months… and never. That’s probably correct. I

 

Let’s stop talking about how bad everything is for awhile. Let’s think about getting onto the next phase: Recovery. I’m not suggesting the “when”, because we have all heard pundits taking shots at that. The range I have heard is somewhere between 6 months… and never. That’s probably correct. I would like to solicit opinions on how the recovery will start, not when. Will it be a regional thing? Will the Southwest (Phoenix, Vegas, etc.) lead us out the way they led us in? Or will the Rust Belt get a huge boost from the governmental incentives to the auto industry? Will California lead us out, just because they are so big, and just so cool? Or Florida? New England?

If you think the recovery will come from a part of the country, or the world, let us know by sending a reply to this blog. We are looking for interaction.
If not a region, will it be a sector? Multifamily seems to be the last sector standing. Will it be like accounting…Last in, first out? Or will the stimulus plan take hold in Industrial real estate first? If you think a particular sector of the commercial real estate market will show life before the others, let us know. Take your pick and give us your reasons by placing a reply on this blog.