Monday, March 19, 2018

Wyndham Hotels & Resorts: Form 10 Notes

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Once again, apologies for being somewhat repetitive, but the Wyndham Hotels & Resorts Form 10-12 came out today and I wanted to update ...
35 comments:
Wednesday, March 14, 2018

Wyndham Worldwide: Hotel Spin from Timeshare Business

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This idea is another addition to my unintentional ongoing series circling around the timeshare and hotel management industries.  Wyndham Wor...
16 comments:
Tuesday, March 6, 2018

Spirit MTA REIT: Form 10 Notes

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Some of this will be a rehash of my other post on Spirit Realty Capital (SRC) from January, but today SRC released the Form 10-12 for their...
113 comments:
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: