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

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

How To Increase Your Stock Price And Ruin Your Company

November 20, 2009

Sears shelling out---for own stock | www.chicagotribune.com

Mr. Lampert, for the fifth straight year, has again gained the record for spending far less on his store's improvement and maintenance needs than any of his 13 major competitors, while at the same time, spending far more on buying back his own company stockthan any other retailer.

Tough times not over, sorry.

October 16, 2009

GLG Expert Contributor

Asian Reits rebound after tough times | www.ft.com

Foreigners fleeing Japanese REIT market or just being kicked out?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Jury Is Still Out On General Growth

October 8, 2009

General Growth's Cap RatesEstimates Are Getting Interesting | seekingalpha.com

As a result of a Goldman Sachs presentation in late September which featured a close comparison to Simon Properties implies cap rate of 7%, the author is stronglyugly suggesting that GGP is starting to look like a bargain.

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A Blight On the Taubman REIT's Glamorous Image

September 30, 2009

Taubman May Turn Over Atlantic City Mall To Lender | blog.retailtrafficmag.com

Taubman Co. is generally considered to be among the "best and brightest" of Mall REITS. If they are acknowledging serious problems with some of their properties, what must this portend for other REITs that have been assembled with far less dominant locations and/or retailers?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Yet Another Bargain Hunter

September 19, 2009

Buyout Fund Contemplates a REIT Turn | online.wsj.com

Mr. Baker, CEO of NRDC, (the company who showed such bargain hunting skills when they paid top dollar for the now defunct Linen'n Things and the rapidly declining Lord & TTaylor) plans to start a new REIT. Does anyone think he can really do a better job of buying distressed shopping centers than the pros like The Weingarten Co. or DDR?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Other Shoe Is Yet To Drop

September 10, 2009

New frugality is the new normal, by necessity | www.wtop.com

Bob Kanter's careful analysis of this article did not mention the huge backlog of previously announced department store closings which will undoubtedly have a "domino" effect on the FFO of all major mall REITs.

A bridge too far....

September 10, 2009

GLG Expert Contributor

Oaktree may court New City Creditors after Lone Star Failure. | www.bloomberg.com

What exactly lies behind LoneStar’s second failure to secure Japan’s bankrupt REIT? Totally different ways of doing business and, perhaps, lack of local knowledge .

John Fox, Principal

John FoxPrincipalFox Real Estate Advisory What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Mall Landlords and the Aspirations of Forever 21

September 4, 2009

Forever 21 Announces Six New Stores at GGP Malls; Retailer Continues to Backfill Vacant Department Stores | www.costar.com

Forever 21 is opening in six quality General Growth Properties regional malls in 2010.  The total size of these units is nearly 600,000 square feet, averaging almost 100,000 sq. ft. per unit.  This is a dramatic shift upwards for Forever 21 in terms of their store sizes.  Forever 21 has historically operated as an in-line tenant in regional malls with units sized in the 8,000-12,000 sq. ft. range.  What is the impact on Forever 21, other mall retailers and landlords?

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

King Eddie Has No Clothes

August 25, 2009

Washed Out | online.barrons.com

Mr. Laing, the Barron's reporter who has previously been a major Eddie Lampert fan, (he estimated the "breakup value" of SHLD @ $300.00 per share in 10/22/07) has finally had the courage to provide a detailed account of why King Eddie has no clothes. Although he is correct in most respects, in the areas of real estate collateral values which is my area of expertise, he continues to be in denial.

...So This Makes REITs Great Investments?

August 18, 2009

GLG Expert Contributor

Maguire Discloses Impending Defaults | www.globest.com

Maguire Properties announces defaults, what are the implications?

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