NLOP Update; Liquidation on Track
NLOP just declared a $3.10 special dividend, funded by cash from asset sales. The company has zero recourse debt, $78M cash, and continues to sell...
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[Alert] Buy Net Lease Office Properties (NLOP)
I thought I had missed NLOP. But a conversation at the Berkshire Hathaway annual meeting convinced me to take another look.
225 Views
NLOP: A Contrarian Deep Value Asset Story
NLOP was created to sell 59 mostly single tenant properties. The portfolio is now down to 55. The valuation of the buildings sold suggest NLOP...
541 Views
Q3 '25 Spin-off Round Up + Spin-off Calendar
Honeywell spinoff Solstice to continue M&A playbook post separation: Spin-offs that are active in M&A tend to perform well. This is a...
726 Views
Weekly Update (SFGI/8729, NLOP, KBR)
This week, I published a deep dive into Sonyâs upcoming spin-off of Sony Financial (SFGI/8729). I will be watching the spin-off closely and hoping...
693 Views