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Subs: Berkowitz Miffed Not Asked to Dance.. $$

Don’t get all worked up here folks…

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Subs: CRE 101 …… A Primer for 2010-11 $$

This is really great stuff

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Subs: A New Partner for Simon and A New GGP Bid Coming? $$

When I hear a similar rumor from a couple different people, who do not know each other and whose networks are reliable, I let down my “ignore the rumor” guard and I listen….

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Subs: Some Housekeeping $$

Answering some common questions…

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Subs: Record Year Earnings Call $$

Listen to this for the general economic outlook

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Subs: Thoughts on Ackman’s Letter to Brookfield $$

Some thoughts on the meaning of this in the grander scheme of things at the end….

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Subs: Thoughts on Ackman's Letter to Brookfield $$

Some thoughts on the meaning of this in the grander scheme of things at the end….

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Subs: REIT Conversion to Happen $$

That didn’t take very long…

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Subs: Miscellaneous… $$

From the ‘net…

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Subs: More Franchising News $$

Steady, consistent progress on the plan…

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Subs: Miscellaneous…

Some good stuff here…

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Subs: As Expected, David Simon Has A Tantrum… $$

If I am being honest, I thought this would not come out until tomorrow..

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Subs: More Nondisclosure Agreements, A New Bidder and GGO? $$

The news is coming fast and furious

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Subs: A Blowout Quarter $$

A PE of just over 4 now……..still cheap…

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Subs: Thoughts on the BAM/GGP Deal $$

Let’s walk through this