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  • mjtinsley96 mjtinsley96 • Mar 17, 2011 3:29 PM Flag

    Mr. Spok, excellent commentary...&&

    Spok, it looks like you have caught another "whale" as Samuel Zell "ain't" no "lightweight".... i am doing in-depth research and starting to look it CT...thanks, Spok. goos./mj.

    What caught my "eye" the CEO, Sam Zell.......owns a lot of land/with long term renters in Southern Ca. and the rents keep going up in his parks spacesssssss.

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    • bjspokanimal bjspokanimal • Mar 17, 2011 7:06 PM Flag

      I have to say that although CT makes a nice, contrarian play, I like American Capital a little more.

      Although ACAS is further up the recovery curve at almost $9, it's also further up the curve operationally/financially as well with no re-fi "gotchas" scaring people as much.

      What I also like about ACAS is John Paulson's sponsorship as he owns waaayy more of ACAS than Zell owns of Capital Trust. ACAS is also more of a diversified BDC whereas CT is more concentrated in commercial RE finance.

      S.