Is GE calling the peak of the market by essentially selling every single asset related to real estate?
Discuss
[{"id": "cq8jdt3", "text": "I'm no expert but it looks like their just exiting businesses that arent related to their manufacturing businesses. For example, their keeping their aircraft lease financing business because they are involved in the production of aircraft.\n\nWith that said, yes they might feel that this is the end of cycle for commerical real estate and might want to get out before the market drops. I think it's more of the former though.", "replies": [], "depth": 1}, {"id": "cq8qepb", "text": "I don't think so; I think that this was more related to the \"too big to fail\" status of their capital business, which hampered their options in some ways. They wanted to just wash their hands of all that.\n\nIf I'm wrong, though, please let me know.", "replies": [], "depth": 1}, {"id": "cq9fvif", "text": "Paul Krugman thinks that franks Dodd by forcing shadow banks to play on the same level field as regulated banks is finding it unprofitable :  http://krugman.blogs.nytimes.com/2015/04/11/a-victory-against-the-shadows/?module=BlogPost-Title&amp;version=Blog%20Main&amp;contentCollection=Opinion&amp;action=Click&amp;pgtype=Blogs&amp;region=Body&amp;_r=0", "replies": [], "depth": 1}, {"id": "cqa2lac", "text": "Considering most of what GE owns in the real estate market is industrial commercial property, and given how that asset class hasn't recovered as well as multifamily or retail has since the last crash, I fail to see how this is the peak. There is still upside through decreased vacancy and appreciation to get back to a healthy market.\n\nI believe its more likely GE is looking to shed non-core business lines and return to a more traditional model of a pure industrial manufacturing company.", "replies": [{"id": "cqal8ta", "text": "I am sorry but you have no idea what you are talking about. GE capital makes loans against commercial properties of all types, hotel, mf, office, retail. Hell we have two GE loans on hotel. The real reason is government regulation of the shadow banking industry. ", "replies": [], "depth": 2}], "depth": 1}]