Jimbo nd

In the Midst of an Extreme Black Swan (Part I)

The collapse may have been foreseen, but I doubt many even fathomed that our leaders would let a trillion plus dollars leave the Treasury to solve it!

Newcastle, RAIT Financial: The Long Case for REITs

So, how are your NCT and RAS buys working out for you? Looks like maybe the credit crisis really isn't "pretty much over."

Newcastle, RAIT Financial: The Long Case for REITs

Nearby was a Levitz which is no more. Closer still is a Linens & Things that will close soon. In between is a Starbucks that is underperforming.

Facing a rent increase, a neighbor's company sent much of their staff home (to work remotely, that is) and now occupies just half the space for even less than half the previous lease amount.

These alone don't indicate a huge problem but they certainly appear as caution flags to my eyes.