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A Look at CRE From The Front Lines…

From a SVP at a Real Estate Investment Banking firm….

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Subs: A New Buy

Adding to a position

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An Example of A Non-ValuePlay

While it may seem cheap on the surface and have recent events one may consider a catalyst, this issue will cause immense pain for those thinking it will turnaround.

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IRS Approves CMBS Loan Modification Changes….

The loan extensions are going to start coming fast and furious for the REIT industry. The General Growth case now has its outline.

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A Holding Halted, Not Halted, Up 20% Today…..What’s Up?

Been getting a ton of emails/tweets/comments etc. on this so thought best to address in a post

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A Holding Halted, Not Halted, Up 20% Today…..What's Up?

Been getting a ton of emails/tweets/comments etc. on this so thought best to address in a post

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Holding Increases Dividend, Now Yields 4.9%

A solid and very, very safe dividend is a good thing in any market..

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A Holding Reports Aug. Results

The investment thesis holds and is strengthened by these results.

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"Flaw of Averages" and Value Investing

I’ve been looking for a way to explain this and think I finally have.

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“Flaw of Averages” and Value Investing

I’ve been looking for a way to explain this and think I finally have.

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A Holdings Upside to the Downside of Nat. Gas

For those who have owned natural gas through the (UNG) this summer and seen it fall, those with this holding are benefiting huge.

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A Holding Upgraded to “Buy”…

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A Holding Upgraded to "Buy"…

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The Recession & A Holding's Market Share

This is even better than I thought it would be

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The Recession & A Holding’s Market Share

This is even better than I thought it would be