The Rational Realist

Opinions and insights on alternative investments with a focus on real estate securities.

Tuesday, October 29, 2019

No Shock

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The Wall Street Journal reported last week that opportunity zone funds are falling short of capital raise expectations.  The article notes ...
3 comments:
Tuesday, October 22, 2019

Falling Up

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The WeWork story opened a new chapter with SoftBank, WeWork's largest investor, agreeing to take it over.  The deal values WeWork at $8 ...
1 comment:
Tuesday, October 15, 2019

Justice

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Wow!  InvestmentNews (via Bloomberg) reports that Woodbridge Group of Companies' former CEO Robert Shapiro received the maximum sentenc...

Can't Look Away

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I am reading in the Financial Times this morning that WeWork is working on a $5 billion finance package that includes $2 billion of payment...
Thursday, October 10, 2019

Scary

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The Financial Times keeps good tabs on the leveraged loan market.  Last summer the FT had an article (the article was published July 4) th...
Tuesday, October 01, 2019

WeWorked Over

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I am late to the WeWork story, but in my speed education I find it fascinating.  The non-traded alt space is not the only place were reality...
1 comment:
Monday, February 11, 2019

NorthStar Healthcare (No)Income

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NorthStar Healthcare Income needs to remove Income from its name.  The REIT filed an 8-K late on Thursday (February 7th) announcing that it ...
1 comment:
Tuesday, February 05, 2019

Need A Google Finance Translator

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I think I am pretty good at reading and understanding financial filings, it's what I do.  N-1 Liquidating Trust, the entity that holds t...

Eyebrows Raised

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I wrote about the merger of three Medley/Sierra entities last summer, but it was one of several posts Blogger pulled citing a complaint.  A ...
3 comments:
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