Tuesday, November 30, 2021

Altisource Asset Management: Preferred Overhang, Cash Shell w/ Optionality

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Many readers will know this situation, Altisource Asset Management (AAMC) is a cash shell with approximately $80MM in the bank after their o...
12 comments:
Wednesday, November 24, 2021

Sonida Senior Living: Out of Court Restructuring, fka Capital Senior Living

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Sonida Senior Living (SNDA, fka Capital Senior Living under the old symbol CSU) recently completed an out of court restructuring led by Conv...
15 comments:

HMG/Courtland Properties: Microcap REIT Liquidation

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*Disclaimer: Please note that is this a $18MM market cap that is closely held and illiquid* HMG/Courtland Properties (HMG) is a tiny REIT th...
26 comments:
Sunday, November 7, 2021

Advanced Emissions Solutions: Another Informal Liquidation

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We're at the end of earnings season for small caps, this could be stale in under a week (ADES reports 11/10), Advanced Emissions Solutio...
53 comments:
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: