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A comprehensive analysis of all 86 properties of the March REIT actionable intelligence note subject is now available. It is a total of 1,408 pages and is for professional and institutional subscribers only. Needless to say, I feel I have a grasp on this company's GGP-ish problems.

pdf Property Analysis 2009-03-26 23:28:27 19.56 Mb

pdf Forensic Summary 2009-03-23 00:21:15 538.57 Kb

pdf Summary Preview - Pro 2009-03-09 00:40:22 436.84 Kb

A historical account of a REIT with the similar problem of overpaying for properties at the top of a bubble, right before credit dries up and the macro cycle reverses: GGP and the type of investigative analysis you will not get from your brokerage house and GGP Shenanigans: How much value do you place on the credibility of management?

This stock traded at $60 when I first shorted it. It is now trading at 66 cents! Leverage can be a bitch when you get carried away.