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General Growth Adds 5 More Properties to Plan $$

The total is now 129 of 166 mall to emerge from Chapter 11 by 12/31.

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Subs: A 10Q Review Looks Good $$

Had some email yesterday about a holding that reported. After looking through the 10Q, things are good

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"Cash for Caulkers"……

Who benefits?

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“Cash for Caulkers”……

Who benefits?

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Finding Out Who Has Been Selling RHI $$

Not Seth Klarman……after that just another news story

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Subs: Adding to a Position $$

Picked up some more of our most recent purchase

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Subs: A Sale $$

Taking 47% in 6 months and going to the sidelines with this one..

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Subs: A Holding Reports Record Earnings $$

The company’s PE? After 9 months, 4.3

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Subs: Today's FYI's

Some miscellaneous items

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Subs: Today’s FYI’s

Some miscellaneous items

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Subs: A Holdings CRE Investor Presentation $$

Some interesting comments….

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Subs: More Late General Growth News $$

Getting harder to keep up…need a secretary…

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Subs: Now for Something Completely Different $$

A break from the recent General Growth (GGWPQ) onslaught…

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Brookfield Files $1B Mixed Shelf…Any Bets on Why? $$

I’ll give you one guess why this is being filed now and it starts with a “G”.

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Ackman's REIT Presentation from 12/7 $$

The future looks bright for REIT’s.