Investing in Real Estate and Debt

Dillard's is coming up on a lot of value investors radars, because they're paying out big fat 15 % special dividends. To me, debt and real estate move the needle when you're looking at tangible book value. So that's the investment. And what i want to do as we close hereill take a sip, is i want to talk about curate retail. M c v c h s n a.