No sooner had I posted my last comment, wondering whether the Capital Economics report on rental values might need some element of revision of capital values, than the IPD Monthly Property Index showed its largest fall since 2009 (Remember what was happening then?) Although the index is based on a sample of 10% of professionally managed real estate investment, it is generally regarded as an accurate marker.

Moodys reports that Banks and financial institutions are better insulated from falls in commercial real estate - but only because they have less exposure than in 2008, having cut their lending by 40%.

Keeping up the metaphor, time to find a doorway to stand in?