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CMBS appears to be the asset du jour for the hedge fund crowd, getting a mention as a favored...

  • Tuesday, February 12, 2:23 PM ET
    CMBS appears to be the asset du jour for the hedge fund crowd, getting a mention as a favored spot from Boaz Weinstein, Tom Kempner, and Jamie Dinan at a recent conference. Formally just a residential player, Annaly (NLY) is buyer with its proposed acquisition of CreXus (CXS). Among stocks benefitting from better commercial real estate performance: WD, ARI, SFI, GKK. Others?
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    This is an interesting opportunity. While GKK is our primary interest in this area, the NLY-CXS deal is also fascinating. NLY appears to be getting it for a great price.
    12 Feb, 08:42 PM Reply Like
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