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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74187)	11/8/2023 11:21:27 AM
From: Madharry	Read Replies (1) of 78682

cnhi -blamed selling on delisting from milan bourse and weakness in South America. I listened to conference call on Starwood. Quite satisfied. no exposure to office in either nyc or san francisco. Going forward think rates have peaked , private economy domestically is weak. sees more office building being turned back to lenders as cap rates dont justify additional investment need to bring a lot of the office building up to where they would be desirable to corporate renters. Holding cash and getting ready to go from defensive to offence when ready. Seems pretty confident in energy infrastructure. Sees banks as being out of the real estate lending business so there will be lots of opportunities for private lenders.

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