Macros
don't get me wrong - but
if..................could
Think that sorting out CRE to bring them to cash-flow neutral for starters is a big job - then see if you can make them profitable again
(now that's a liability to get a "mill")
Tax credits - not my area and sure they have advise on that
TI on top
and just by the by: run your usual operations with several pits in production
maybe one of the reasons the market is approaching this with some caution?
You did a great DD sheet on the scenario - all I say is (as did you) that it can pan out several ways
ps: all my sentiment for all my positions will be "none" as of yesterday - as not to sway "emotions"
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