Thursday, January 5, 2012

More fun and games with the Archstone Portfolio



 Archstone Pie
It is very obvious Scot Sellers (CEO of Archstone) and his team do not want to work for Sam Zell. It is clear that the 26.5% actually means eventual full control. We certainly don’t blame Scot and his boys for not wanting to give it all away but the fit with EQR is undeniably compatible as far as quality of assets, location, and institutional investment value. Basically under Sam Zell’s control, the public markets will eat these assets up.

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