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All GLG News Analyses Filed Under: REITs/Operating & Development

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Kenneth Leonard Posted April 2, 2008
Not Just an Odd Couple, An Odd Threesome
Analysis of: Penney's buys Wal-Mart site | www.chicagorealestatedaily.com
Author: Kenneth Leonard, Principal Leonard Associates
For almost the entire history of JCP's store expansion, they have been recognized in the industry as having one of the most conservative and highly selective programs of any major chain.  Suddenly they are starting to take locations in secondary, troubled strip centers and paying premium...
Posted March 27, 2008
REITs—The new kid on the block
Analysis of: REITs—The new kid on the block | www.financialexpress.com
Author: GLG Member Program Contributor
The Philippines has started looking at the popularity and profitability of REIT's in and around Asia - the Senate introduced a bill last year (pending approval this year) to address the different fiscal requirements covering this excellent form of investment. Parties who stand to benefit from REIT's...
Kenneth Leonard Posted March 19, 2008
Why Is Everybody Picking On Malls?
Analysis of: Drifting Away | retailtrafficmag.com
Author: Kenneth Leonard, Principal Leonard Associates
The past 12 months have seen mall stocks drop 31%.  Same store sales are down and store closings are up. So what?   Mall REIT profits are up and occupancy rates are holding steady at 94%. Re leasing rates are also holding steady in the top line REITs but not in the REITs with a majority of...
Kenneth Leonard Posted March 18, 2008
Vally View Is Just One Of Many More To Come
Analysis of: Valley View Center has shot at renewal after Macy's closing | www.dallasnews.com
Author: Kenneth Leonard, Principal Leonard Associates
Depending upon which article you read, Macy's have announced between 88 & 97 closings of duplicate stores they purchased in the 2005 May deal. Most are still vacant and causing REIT owners and mall retailers, who are unfortunate enough to be located on the Macy's/May wing of the mall, very serious...
Howard Liggett Posted March 17, 2008
Student Housing Gone Wild!
Analysis of: Is the ETF Time REIT? | www.etftrends.com
Author: Howard Liggett, President and CEO Distressed Real Estate Consulting Services, Inc.
There are several reasons to consider the student housing and dormitory construction market as niche real estate investments that will continue to prosper despite the downturn we are currently experiencing.  First,there is a real shortage of dormitory space at both public and privately run campuses...
Kenneth Leonard Posted February 29, 2008
Kimco and The REIT Gold List
Analysis of: BEYOND THE BIG BOX | www.forbes.com
Author: Kenneth Leonard, Principal Leonard Associates
Kimco is one of only a handful of REITs still trading at a premium to net asset value. Kimco has the lowest rents of any strip center REIT.  Kimco rates only a "D" for performance and a "D" for value on the Forbes Gold List. Yet Kimco seems to be the darling of investors. Why?
Posted February 14, 2008
Regional Mall REITS Anchored In Choppy Water
Analysis of: Regional Mall REITS Anchored In Choppy Water | retailtrafficmag.com
Author: GLG Member Program Contributor
Valuation depends on demand. Demand depends on the quantity of money available. The quantity of money depends on liquidity. Today liquidity is threatened.
Kenneth Leonard Posted February 14, 2008
What, Me Worried?
Analysis of: Regional Mall REITS Anchored In Choppy Water | retailtrafficmag.com
Author: Kenneth Leonard, Principal Leonard Associates
Wall Street worries about the recession's impact on mall REITs are discussed in this article and found to be groundless. The article compiles recent Conference Calls with the CEOs of the leading mall REITs and concludes that once again the leading financial analysts have misread their tea leaves where...
Posted February 1, 2008
Carrefour Shelves Spinoff Due To Market Woes
Analysis of: Carrefour Shelves Spinoff Due To Market Woes | www.realestatejournal.com
Author: GLG Member Program Contributor
Leverage is neither good nor evil. It's a tool. How much is good is a case by case question.
Kenneth Leonard Posted January 31, 2008
Somebody Finally Stood Up to the Hedge Fund Investors
Analysis of: Carrefour Shelves Spinoff Due To Market Woes | www.realestatejournal.com
Author: Kenneth Leonard, Principal Leonard Associates
Is "Market Woes" the real reason for this rather unusual about face ? What really went on in Carrefour's board room to convince the impatient hedge funds to back off from their insistence on increasing the debt load? It seems to me that it was being done just to satisfy some greedy short term investors....
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