Clark Street Value

Tuesday, January 23, 2018

Spirit Realty: Leveraged Shopko Spinoff Uncovering Value

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Spirit Realty Capital (SRC) is a triple net lease REIT focused on single tenant commercial real estate, SRC effectively makes middle market ...
36 comments:

La Quinta Holdings: WYN Buying OpCo, PropCo Undervalued

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In a recent post I mentioned there are some interesting spins on the horizon, one of those is La Quinta Holdings (LQ) doing an OpCo/PropCo s...
12 comments:
Wednesday, January 10, 2018

MMA Capital: Externalizing Management, Transforming into BDC-Like Vehicle

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Woke up to some fun news Tuesday, MMA Capital (MMAC) is selling its asset management business and some other assets to Hunt Investment Manag...
11 comments:
Friday, December 29, 2017

Year End 2017 Portfolio Review

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Time to close the books on 2017; it was a great year in the markets and for my personal account which was up 31.25% compared to the S&P ...
26 comments:
Wednesday, November 15, 2017

BBX Capital: Bluegreen Vacations IPO

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BBX Capital (BBX) is familiar to many investors who fish in the same small cap value and special situation ponds.  Most of the company's...
37 comments:
Friday, November 10, 2017

VICI Properties: Caesars REIT, OTC Listing, Dividend Catalyst

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One of my favorite investment themes are non-dividend paying REITs because they often trade at a discount as a result of being shunned by yi...
26 comments:

Entercom: CBS Radio Reverse Morris Trust

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Entercom Communications (ETM) is the fourth largest terrestrial radio group in the country with 125 AM/FM stations in 28 markets, its well r...
23 comments:
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MDC
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