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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: I think pimm is spot on with selling off CTL assets 
I'll let everyone do the math for themselves, but
at somewhere between an 8 to a 9 Cap, there is several
hundred million of value in excess of the "book
value" of these assests. I have no guess as to
what their write...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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9-Feb-10 07:31 pm |
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| 2. |
Re: I think pimm is spot on with selling off CTL assets
From an old press release: In May 2008, we entered
into a $960 million first mortgage financing transaction
secured by 34 corporate tenant lease properties, representing
$1.1...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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9-Feb-10 07:28 pm |
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| 3. |
Conference Call / ESA
In the conference call, they mentioned that they spent
approximately $1M on legal pertaining to the ESA note
in Q3. I think the odds are that the company doesn't
recover any money from the note, but...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ashford Hospitality Trust Inc. (AHT)
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jason_kingston |
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5-Nov-09 07:10 pm |
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| 4. |
Re: Sources & Uses through 2010
Total net worth doesn't change when they sell assets
as they use those funds to pay down debt and total
worth remains approximately the same. If they sell
assests for less than book value that can...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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2-Nov-09 03:02 pm |
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| 5. |
Re: Sources & Uses through 2010
I agree, but i think he should have the resourses to
do that. However, I realized I only looked at Bonds
and Bank Lines. I beleive that in addition to my numbers,
some of...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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30-Oct-09 09:44 am |
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| 6. |
Sources & Uses through 2010
Here is my thinking: On the sources side, I would use
the same number as the past two quarters for total
sources (loan proceeds...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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30-Oct-09 09:30 am |
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| 7. |
Re: Managed Loan Value
I can't find the discrepancy either. Now that i'm
bringing the question back to the top, maybe someone
else (i.e. Quad) can help you out.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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3-Sep-09 09:06 pm |
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| 8. |
Re: Minimal Short Term Refinance Risk
I'm not sure. If fully extended, it's not due
for almost 3 years. I wouldn't call it a short
term obligation. If you read my last paragraph, I
think I made it clear that I beleive it could be.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ashford Hospitality Trust Inc. (AHT)
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jason_kingston |
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5-Aug-09 09:39 pm |
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| 9. |
Minimal Short Term Refinance Risk
"The Company has no debt maturing in 2009 and
$104.1 million due in 2010, of which $29.1 million
is secured by the Hyatt Regency Dearborn, Michigan.
The Company is currently actively...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ashford Hospitality Trust Inc. (AHT)
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jason_kingston |
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5-Aug-09 09:09 pm |
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| 10. |
Re: Reserve/Gain ratio
I think your anaylsis is very interesting. I haven't
double-checked anything, but I would point out that
the FMT acquisition was underwritten assumming $300MM
of loan...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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3-Aug-09 01:40 pm |
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| 11. |
2nd Quarter Bond repurchases
I apologize if this analysis has already been done
as I haven’t read all of the threads, but from skimming
most of them, I don’t think anyone touched on it.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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1-Aug-09 11:10 pm |
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| 12. |
Re: Thoughts on Negative Analyst Comments?
They can't have it both ways. If SFI is still buying
debt below face, I don't think they are making
new loans. When they have the liquity to make new
loans, I...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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3-Jul-09 03:35 pm |
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| 13. |
Re: Executive Compensation
I will agree on this: if this deal was really required
to keep Sugarman (and he's the only person who
knows that), it was a good deal for all the shareholders.
I'm...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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30-Jun-09 08:50 pm |
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| 14. |
Re: Executive Compensation
Quad,I agree with almost everything you post, but I
think you're missing something. You state that
Sugarman doesn't have any control over share price.
I think Sugarman/the board have a lot of control over
the share price. The company...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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30-Jun-09 08:01 pm |
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| 15. |
bond activity / pricing
I know people (myself included) seemed to think the
exisitng unsecured bonds would become cheaper to repurcase
after the tender was completed in early May as...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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24-Jun-09 08:37 pm |
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| 16. |
Re: latest 8K - $42mil lease settlement
As we all know, Sugarman really likes the Drake Hotel
site. Since they are the “economic owners” of the
site to use his words, maybe the plan is to move
their...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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21-Jun-09 12:21 am |
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| 17. |
Re: new housing credit proposal
I'm not sure increasing the first-time buyer credit
means a ton to iStar. I haven't done an in depth
analysis, but based on articles I keep seeing abo
ut...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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11-Jun-09 11:53 am |
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| 18. |
Re: Am I right on the loan repayments coming?
There is a long lead time so I expect it to pick up
later in the year and into 2010. 3 to 18 months to
foreclose, depending on the state. In some instances
they will need time to finish...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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10-Jun-09 11:43 am |
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| 19. |
Re: Am I right on the loan repayments coming?
I agree about 2009 repayments being much lower than
anticipated, but based on 2008 repayments being $1.5
Billion less than scheduled, a...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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10-Jun-09 10:42 am |
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| 20. |
Re: La Playa Court –Auction of 41 Condo Units
Assume no deposits were retained. California is a very
liberal State. Three percent deposits are the norm,
but I doubt any of the units were pre...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
iStar Financial Inc. (SFI)
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jason_kingston |
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2-Jun-09 12:25 am |
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