Analytics24
3 September
My list

Thesis Maps · 26 Aug

Is a busy lobby a refinancing?

Boston Properties and SL Green can put a grocer on the ground floor of a Sixth Avenue tower and still lose the building to a 2019 coupon.

An empty glass lobby and a blank calendar.

New York is unusually good at looking finished.

A principal cut confirms the coupon. A roll at par would mean the lobby was enough.