Posts Tagged ‘CRE’

  • Bernanke With Interesting Comments on Mark to Market $$
    ToddSullivan, March 4th, 2010 at 8:22 am, Comments: 0

    From his recent testimony

  • “Davidson”: The Case For REIT’s $$
    ToddSullivan, March 2nd, 2010 at 2:03 pm, Comments: 0

    This goes to yesterday’s post on CRE. For those new here who are not ware of Davidson’s work, please do a simple “search” for it in the search box. Simply, Davidson is the person who in the middle of March in 2009, when fear was rampant said to me “I am going all in” ……. [...]

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    Subs: General Growth Files 10k….Valuation Time $$
    ToddSullivan, March 2nd, 2010 at 1:15 am, Comments: 0

    Released just 2 days before the hearing this will be used to give the Judge a way to value the company…..

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    Subs: CRE 101 …… A Primer for 2010-11 $$
    ToddSullivan, March 1st, 2010 at 1:14 pm, Comments: 0

    This is really great stuff…

  • Moody’s: CRE Prices Increasing $$
    ToddSullivan, February 22nd, 2010 at 1:36 pm, Comments: 0

    Is David Simon out there????

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    Subs: Tilson’s Harborview GGP Presentation & Why Simon is a Valid Comp
    ToddSullivan, February 8th, 2010 at 9:11 am, Comments: 0

    Check out the last slide…..cap rate and stock price analysis……

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    Subs: CRE Capital Raising $$
    ToddSullivan, January 14th, 2010 at 10:56 am, Comments: 0

    Things just aren’t as bad as being portrayed…..

  • The Folly of “Upgrades/Downgrades”
    ToddSullivan, January 8th, 2010 at 10:31 am, Comments: 0

    Just the latest example..

  • “Davidson” Updates REIT, EmgMkts and R2000 Indices $$
    ToddSullivan, January 7th, 2010 at 11:09 am, Comments: 0

    “Davidson” was right about REIT’s before anyone…..

  • General Growth Receives More Loan Modifications $$
    ToddSullivan, December 2nd, 2009 at 3:21 pm, Comments: 0

    From the news today…

  • Todd Sullivan

    Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »

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