Monday, 28 December 2009 19:00

The next step in the GGP saga

Written by
Rate this item
(0 votes)

Hovde has issued a reply to Ackman's second GGP presentation. These hedge funds put out more analysis than the bank analysts that follow GGP, SERIOUSLY! For those that need a recap: My responses to Ackman's presenations are CRE 2010 Overview and It was bound to happen. Reggie Middleton vs Ackman vs Hovde on GGP!

Here are the Ackman reports: Ackman's CRE presentation and pdf ackman_ggp122209_0 29/12/2009,14:58 1.18 Mb

This is the most recent one by Hovde: General Growth Properties - 2.pdf.

I also noted that Hovde is short Macerich. See my opinion on that company: A Granular Look Into a $6 Billion REIT: Is This the Next GGP?

 

 

 

Read 4912 times Last modified on Tuesday, 29 December 2009 10:23
Reggie Middleton

Resident Contrarian Badass at BoomBustBlog (you can call me Editor-in-Chief)...

Disruptor-in-Chief at Veritaseum.com, where we're ushering the P2P Economy.

 

www.boombustblog.com
Login to post comments