Friday, October 23, 2009

3rd Quarter Bank of America, Merrill Lynch Industrial Transcript

Here it is:

I am getting better in terms of speaking. It really helps writing out all your points ahead of time. It was more like reading from a script rather than a top of mind speech.

The day after I found out about a 350K SF investment sale at below replacement cost that happened at the beginning of the month. That is something I should have known, its kinda a big deal.

I also should have mentioned the Pannatoni investment sale, that is going to be big news, but if it happens in the next week or so, it will be old news by the time of next quarters call.

Oh well.

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