Monday, August 31, 2020

NexPoint Strategic Opportunities: CEF to REIT conversion, Possible NXRT Replay

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Back in 2015, closed end fund NexPoint Strategic Opportunities (NHF) (then known as NexPoint Credit Strategies) spun out NexPoint Residentia...
24 comments:

Front Yard Residential: Internalizing Management, Covid Tailwinds

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I'm slow and full warning this is a completely unoriginal idea, feel free to read better write-ups here and here , but I took a positio...
Sunday, August 16, 2020

Colony Capital: SOTP to Earnings, Digital Infrastructure Pivot

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Back in April, I wrote up Colony Capital (CLNY) from the perspective of buying the preferred stock ( read it for some background ), today I...
9 comments:
Tuesday, July 7, 2020

GCI Liberty: Stock-for-Stock Deal with Liberty Broadband

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How can you be an event-driven investor and not own a couple positions in the Malone universe?  There are people with smarter takes than me ...
2 comments:
Tuesday, June 30, 2020

Mid Year 2020 Portfolio Review

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What an all around emotionally exhausting six months.  From an investing perspective, at one point my blog portfolio was down well over 50% ...
8 comments:
Wednesday, April 22, 2020

Ladder Capital: Internally Managed mREIT, No CRE CLO Debt

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In the previous post I sung the praises of the use of non-recourse secured debt for Colony Capital (CLNY), here I'm going to do the same...
16 comments:
Friday, April 10, 2020

Colony Capital: Preferred Stock, Non-Recourse Debt, Complex Mix of Assets

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Colony Capital (CLNY) is a real estate private equity manager and real estate investment company that today fashions itself as a leader in t...
24 comments: