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Jared Dillian: Sentiment Is Still Really, Really Bad
Forward Guidance
The Effect of a Collapse in Value on Commercial Real Estate
Real estate investment trusts, SLG, V&O have collapsed in value. Many short sellers have made a lot of money on the trade. I highly doubt that New York City office reads or any office reads are going to zero. Even even if you're wrong on the trade, it's a pretty good opportunity to collect a 14% dividend.
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