Jan. 27 at 1:32 PM
$UNH Deep Value Report (Updated) on
$RLJ.
I kept it simple: what RLJ owns, what it costs today, and what the stack takes first.
Then I pulled the receipts: maturities, preferred, holders, insider activity, and the exact pressure points from the conference calls.
This report is built to answer one thing: does the common get paid, and under what conditions?
Inside: asset map (per share), replacement-cost bands, capital stack + timeline, ownership signals, BEAR/BASE/BULL, and the clean “what breaks it” section.
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust
$NLY $AGNC
