Here are a first set of readings. More readings and commentary will be coming shortly.
http://www.irei.com/uploads/marketresearch/65/marketResearchFile/SORetail_Mkt_Inv_Opp7-06.pdf
http://www.irei.com/uploads/marketresearch/35/marketResearchFile/Pru_USQuarterly_July%2006.pdf
http://www.irei.com/uploads/marketresearch/10/marketResearchFile/RealEstateCapRates.pdf
hm... nice .
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