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A hedged farewell (signing off but reserving the right to return)


thepupil

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Actually really bummed to hear this as your real estate ideas and rigor have been great. I just now got official posting privileges but had read only during crisis. Let me appeal to you to NOT leave completely. would love to see continuity with your commerical RE names particularly. your understanding of the nuances and " inside baseball" have been great. I may DM you from time to time. Im very long pgre now.... and mildly long ALX. and big in macerich ( you havent mentioned this one)

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Congrats again!  We will miss ya'.  Don't be a stranger, if you can help it. 

 

I saw something today that said CRE vacancies are projected to be highest since 1991.  That was the best time to buy REITs since they became a thing as far as I know.

 

I'm sure you will soon be in a position that you can pretty much talk about whatever you want with whomever you want.

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