Sign Up | Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Category: GGP

The Theft of GGP: Special Situations Analysis

Posted On July 23, 2018
In my previous post (The Death of Malls and the Theft of GGP), I talked about the death of Class A malls and how I thought BPY was stealing GGP. I also mentioned that there was a serious special situations angle to the deal, which I’ll cover in this post. BPY (which is controlled by […]

The Death of Malls and the Theft of GGP

Posted On July 23, 2018
At the end of last week’s post (Plagiarism and Adding Value), I mentioned I wanted to discuss an idea from this podcast from Modest Proposal. The idea I wanted to expand on is the “death of malls” thesis. The basic thought here is simple: there’s no doubt a lot of malls are in trouble (class […]
  • Join the Mailing List

    Enter your email address to subscribe to this blog and receive notifications of new posts by email.
  • Categories

  • Archives