I have complete confidence in Craig's ability and opportunity to pickup beneficial leases in SEK. I even understand the strategy being used in Tarrant Co, although with the sheer amount of area the 'big boys' there have been leasing I would think it possible that years could go by for them to get around to really caring.
However, with the rest of it, I don't think it really matters how good of a 'pick' Keith got, not without knowing the scale. Having something appreciate 10, 20 or 100 times or more what you put into it would be great, but if you only put in $1000 to begin with, so what. Apparently the mystery of not knowing the size or location of these leases just isn't exciting the market.