Wednesday, July 21, 2021

Retail Value Inc: PR Portfolio Sale, Liquidation De-Risked

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Retail Value Inc (RVI) is a retail strip center REIT that was a 2018 spin of SITE Centers (SITC, fka DDR) and has always been on my watchli...
46 comments:
Friday, July 16, 2021

CorePoint Lodging: Strategic Alternatives, Another Hotel REIT for Sale

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CorePoint Lodging (CPLG) is an old friend of the blog that I've tried hard to forget, it is a hotel REIT that was spun from LaQuinta (L...
8 comments:
Tuesday, July 13, 2021

Communication Systems: Liquidation with a Speculative Kicker

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Communication Systems Inc ("CSI", Ticker: JCS) is a mini conglomerate that announced earlier this year they would be selling the...
52 comments:
Wednesday, June 30, 2021

Mid Year 2021 Portfolio Review

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It has been a surprisingly great start to the year, a continuation of an almost straight line up from November -- my personal account retur...
35 comments:
Wednesday, June 23, 2021

Condor Hospitality Trust: Covid Deal Break, Renewed Strategic Alternatives

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Condor Hospitality Trust (CDOR) is a small (~$80MM market cap), illiquid ( 50+% owned by two funds), lodging REIT that owns 15 hotels prim...
50 comments:
Tuesday, June 1, 2021

Regional Health Properties: Inadequate Pref Exchange Offer

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Reader "ADL" mentioned this one in my ill-fated Medley post the other week and I took a small position but the write-up hung out i...
49 comments:
Thursday, May 13, 2021

Medley Management: Reorg BDC Manager, Better Offer Coming?

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[This is marginal idea day, I have a few of these small positions I've started but don't really have the conviction to make them mor...
26 comments: