Key quote regarding the sate of the CRE market: "On the fundamental side, today is not as bad as the 90's"
Here is my original investing thesis for Brookfield Properties (BPO). Brookfield is being priced as though it has problems and it doesn't. When the rest of the market wakes up to that fact, money will be made....in bunches..
Disclosure ("none" means no position):
Interest on the National Debt
2 hours ago
