General Growth Properties

GGP position long Jon Salinas

Thesis

General Growth Properties is a regional mall REIT with a diversified portfolio and high occupancy rates, which remained stable even during the financial crisis. The complexity of its corporate structure and the quality of its properties create an opportunity for recovery and value realization, especially in a distressed investing context.

Did it work?

Not analyzed yet — run analysis from the issue page.

Raw excerpt

No raw excerpt stored.