Seeking Alpha

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

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?
Comments (1)
  • Chris DeMuth Jr.
    , contributor
    Comments (4107) | Send Message
     
    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 2013, 08:42 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|