Friday, October 29, 2021

Orion Office REIT: Form 10 Notes

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Similar to my last post on Loyalty Ventures (LYLT), this is a half baked idea, it hasn't started trading yet but it might help others if...
36 comments:
Tuesday, October 26, 2021

Loyalty Ventures: Form 10 Notes

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Alliance Data Systems (ADS), after a few years of speculation, is spinning off their LoyaltyOne segment as Loyalty Ventures (LYLT) in an at...
24 comments:
Tuesday, October 12, 2021

Bluerock Residential Growth REIT: Messy Balance Sheet, Possibly Pursuing a Sale

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Multi-family REITs have been one of the stronger real estate beneficiaries of covid, particularly those with properties located in the sun b...
21 comments:
Monday, October 4, 2021

Capstead Mortgage Corp: Reverse Merger with BSPRT

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Capstead Mortgage Corporation (CMO) is one of the oldest publicly traded mortgage REITs dating back to 1985.  Capstead has a fairly simple b...
13 comments:
Wednesday, September 22, 2021

Consensus Cloud Solutions: Quick Thoughts on Garbage Barge Spin

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Just to get this out of the way early, I don't own J2 Global (JCOM) and this spinoff is pretty dicey, but I find the setup pretty fascin...
8 comments:

Jackson Financial: Spin/Demerger, Technical Selling

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Jackson Financial (JXN) is the largest variable annuity provider in the U.S. and was recently spun (or "demerged" in ex-US terms, ...
21 comments:
Thursday, September 9, 2021

Atlas Financial: Senior Bonds Should Reject RSA, Reopening Play

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At a certain point, I should probably turn this blog over to a few of my smarter readers, Atlas Financial Holdings (AFHIF) has been mentione...
25 comments: