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December 2008 Forecast Results through June 30, 2009 on positions in real estate loan portfolios.   October 5, 2009 Presented By: Marc R. Thompson, CRE, CCIM, FRICS, Senior Vice President at Bank of the West, Walnut Creek, CA.  [email_address] Disclaimer:  The views expressed herein are those of the author.  They are not to be construed in any way as the views of Bank of the West or its senior management.
Marc’s forecast time-table ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Marc’s forecast time-table (con’t) ,[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Speculation Risk ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Relativity to Index Value I ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Relativity to Index Value II ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Relativity to Index Value III ,[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Relativity to Index Value IV ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
General Forecast Assumptions I ,[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
General Forecast Assumptions II ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
 
Real Estate Price Forecast Results Through 6-30-09 ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Income Property Debt Forecast Assumptions  ,[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Income Property Debt Forecast Results Through 6-3-09 ,[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Single-Family Residence Debt Forecast Assumptions I ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Single-Family Residence Debt Forecast Assumptions II ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
 
 
Single-Family Residence Debt Forecast Results through 6-30-09 ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Why existing Basel II Regulation Policy for Banks will impair income property markets ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Why Commercial Banks will continue to have challenges making money ,[object Object],[object Object],[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Recommended Solutions for Banks I ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Recommended Solutions for Banks II ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Why the Commercial Mortgage Backed Securities market will remain challenged. ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
How to get the Commercial Mortgage Backed Securities market healthy. ,[object Object],[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Forecast Conclusion I  ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS
Forecast Conclusion II  ,[object Object],[object Object],Prepared by: Marc R. Thompson, CRE, CCIM, FRICS

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Real Estate Forecast Results Through June 2009

  • 1. December 2008 Forecast Results through June 30, 2009 on positions in real estate loan portfolios. October 5, 2009 Presented By: Marc R. Thompson, CRE, CCIM, FRICS, Senior Vice President at Bank of the West, Walnut Creek, CA. [email_address] Disclaimer: The views expressed herein are those of the author. They are not to be construed in any way as the views of Bank of the West or its senior management.
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