Zortix
SearchAsk Zortix…⌘KSign in
NLOPBEARISHIn depth · 4/5

Liquidation tail assets are lower quality

The guest argued that in a REIT liquidation, the easier-to-value, better assets are sold first, leaving lower-quality, harder-to-underwrite assets for the end, which can lead to downward revisions in estimated proceeds.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
NLOP: Liquidation tail assets are lower quality · Zortix