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DanWebzster

03/10/18 5:04 PM

#43 RE: DanWebzster #42

CLNS

The merger of Colongy Capital, Northstar Realty& Norstar Asset Management combined three 2Bn entities into ONE whose MC has fallen
to 3Bn

Operating performance since the merger has been poor

There are now 3 operating divisions:
* Industrial
* Digital Infrastructure
* Europe

The healthcare and hospitality assets are being discarded

NAV for retained verticals is $10.81 while the stock trades at less than $6

What might boost stock price?
* Evidence of cost cutting as a result of discarded verticals
* Share repurchase
* Insider buying

Next ex-div will be late March.