In my opinion, commercial real estate is an area that has yet to feel the fallout from the economy.

We can brush the jobless recovery news under the rug or paint a pretty picture based upon the horrific comps from a year ago, but commercial real estate developments are struggling.

Looking for a way to play the downside?  Consider SRS.

Dangerous Time To Own Hotel Stocks According To Top Ranked Equity Analyst – Yahoo! Finance.

I can’t begin to tell you how much the beating of the commercial mortgage drum feels like the lead up to the residential mortgage mess.  Prior to the residential mortgage market imploding, I heard a lot of noise.  There were plenty of folks saying that this was coming and here is. I ignored the calls that there was gloom and doom on the horizon and held some things that I shouldn’t have.  To say that the folks discussing the impending doom were correct would be a massive understatement.

There are enough folks out there discussing the issues in the commercial mortgage market to warrant some consideration.  A commercial mortgage crash can be played using a vehicle such as SRS.  It is volatile to say the least, but if you expect a commercial mortgage crisis to hit us, buy SRS.

Beating the Drum