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Campaigns / Land & Buildings → Apartment Investment and Management Company
Land & Buildings vs. Apartment Investment and Management Company

Apartment Investment and Management Company · AIV

1 deck published between 2020-09-22 and 2020-09-22 — 5 pages, 5 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-09-22 initial thesis

    2020 09 LandB Press Release Letter to AIV Board 9 22 20

    5pp · letter

    AIV's proposed taxable reverse spin-off won't close its 18% NAV discount and lets Considine duck 25 years of underperformance; demand a shareholder vote or explore a sale at $58 — 75% upside.