"The Blue Sky Always Wins" by William H Hudnut III

This was on the backpage of the ULI October 2008 magazine. Some items to point out:

1-Commercial Real Estate will likely not lose value as preciptously as financial assets; in general, real estate has outperformed stocks over the past 10 years;

2-About half of the homes, office buildings, stores, and factories needed by 2030 do not exist today;

3-Urban infill has become attractive

4-Transit use is growing - walkable shopping districts key

5-High quality always wins.

Email me if you would like a complete copy of the article.