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by Specie33 1682 days ago
This is very Sam Zell no BS type advice....When a big company runs out of money, the basic questions are (1) who gets paid and who doesn’t and (2) should the government pay its debts for it? Guessing whom gets paid back first is often a great way to make a lot of money if you can monetize it. Think MBS tranches AAA or BBB. With the international real estate market being at all time highs there is a huge movement of money that will trade hands in the next 10 years. How that will happen and how to gain exposure is the 1mm dollar question. Maybe Aladdin and BLRK have the answer?