Be interested in other views, but I don't think the Four Seasons deal has any bearing. Four Seasons is, as I understand it, owned by the same investment fund (the Qatar Investment Authority) as the NHP Portfolio, which is the debt that REU holds. But REU have previously announced that the NHP debt will not be repaid, and the asset values are completely underwater.
With the Poultry loan now having gone the same way, its looking like its getting close to lights out
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