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Strategies & Market Trends : Value Investing
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To: peter michaelson who wrote (33916)3/22/2009 11:12:44 AM
From: Jurgis Bekepuris  Read Replies (1) of 78744
 
Nice analysis. BTW, Third Avenue Real Estate fund bought a bunch of BDN senior notes and they have a paragraph in latest investor letters about it. Not much info, though. They except the loan to keep performing, but they also expect to come out OK in a case of default.
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