- Current Portfolio
- A. Enervest
- Belden & Blake
- Industry
- B. Tenant: CVS
- Property
- Tenant
- a. History
- b. PR: CEO Succession Plan May 2010
- c. PR: NYT- Lucrative New Contract May 2010
- d. PR: Patient & Payor Support via Expansion Oct 2010
- e. PR: New PBM COO Appointee Oct 2010
- f. PR: 3Q Financial Results Nov 2010
- g. CVS 2010 10K
- h. PR: 43% Increase in Quarterly Dividends Jan 2011
- i. PR: Prescription Discount Card Program Mar 9 2011
- j. Healthcare Reform Should Boost Stock Mar 23 2011
- k. PR: To Your Health LA Mar 23 2011
- l. PR: Dispense As Written Mar 25 2011
- m. PR: Named one of the most reputable companies Apr 5 2011
- n. PR: To Your Health Atlanta Apr 6 2011
- o. PR: New Minute Clinic & Advocate Health Care Affiliation Apr 7 2011
- p. Dealbook May 5 2011 – No Plans to Slit
- q. S&P Stock Analysis
- r. CVS Feeling the Heat May 2011
- s. CVS Breaks Thru Resistance Jun 2011
- t. CVS Feeling the Heat Jun 2011
- u. Moodys Compares PBMs Jun 2011
- v. Calpers Picks CVS Jun 2011
- w. CVS Showing Bullish Jul 2011
- x. CVS Showing Resisitence Jul 2011
- y. Dahlman Rose Starts CVS at Buy Jul 2011
- z. Shrinking Drugstores Good for CVS, Not For Wags Jul 2011
- CVS Corporae Snapshot
- Walgreens Corporate Snapshot (not yet available)
- aa. CVS Closes Aetna’s Midwest Facility Jul 2011
- ab. CVS Breaks Through Support Jul 2011
- ac. Stocks.com:CVS Upgraded to “Outperform” Jul 26 2011
- ad. PR Newswire: Minute Clinic Reaches 10 Millionth Patient Aug 1 2011
- ae. Duluth News Tribune: CVS Follows WAGS Lead with 3 New Stores Nov 7 2011
- af. PR: CVS Upgraded to “Outperform” Nov 7 2011
- ag. PR: CVS Posts 3Q Results Nov 2011
- ah. AP: Health Net Sells Medicare Unit to CVS Jan 9 2012
- ai. PR: Prescription Tax Alerts Save Time Feb 2012
- aj. PR: CVS Posts 4Q & Full Year Results Feb 2012
- ak. Newser: 4Q Profits Climb Feb 2012
- al. DJ: CVS Profits Rise 3.7% Feb 2012
- am. PR: CVS Contributes Billions to RI Economy Feb 14 2012
- an. DSN: CVS to Deliver $21M in Preventative HC Costs Feb 14 2012
- ao. Chnl 300: Fluoride Pills Switched for Cancer Drug Mar 5 2012
- ap. PBN.com: CVS Gets Reprieve Mar 15 2012
- aq. 4-Traders: CVS To Close Beauty 360 mar 23 2012
- ar. AP: Former CEO Left with $58M Mar 28 2012
- as. Sac Bee: CVS Announces PBM Succession Plan Mar 30 2012
- at. News Medical: CVS Among Most Reputable Apr 9 2012
- au. Forbes: CVS Earnings Preview 4-27-12
- av. DEA To Act Against 2 CVS Stores Sep 12 2012
- aw. Medicine Chest Acq. Dec 14 2012
- ax. New Chief Digital Officer Feb 11 2013
- ay. Min. Clin. Signs Clinical Offiliation Feb 27 2013
- az. MC & Pop Warner Mar 7 2013
- ba. Min Clin & SD County Apr 1 2013
- bb. CVS Pharm Appoints New President Nov 25 2013
- bc. CVS and Cardinal Health Create Largest Sourcing Agency Dec 10 2013
- bd. CVS Provides Long-term Enterprise Growth Strategy Dec 18 2013
- be. CVS to Stop Selling Tobacco by October
- bf. Video Link: CVS Prescription Profits Feb 11 2014
- bg. CVS Renames Itself Sep 3 2014
- bh. Zacks: CVS Health Beats Q3 Earnings Nov 4 2014
- bi. CVS to Buy 1600 Target Drug Stores Jun 16 2015
- Industry
- a. Drug Store Wars Jun 2010
- b. AP: Judge Blocks Mullany from Leading CVS Pharmacies Jan 2011
- c. AP: Grocery Shopping at Drugstores Jan 2011
- d. CVS vs. Walgreens Jul 2011
- e. Scripts To Buy Walgreens Jul 21 2011
- f. PRNewswire: Proposed merger would reduce competition & raise costs Jul 21 2011
- g. NYT: Confronting Antitrust Issues Jul 22 2011
- h. Nat’l R.E. Investor: Drugstores in High Demand
- i. WSJ: CVS Stock to go Ex Dividend Oct 18 2011
- j. FNN Online: CVS Highest Operation Margin in Retail Industry Oct 2011
- k. WSJ: Walmart Seeks Partners for HC Expansion Nov 2011
- l. Rtrs: Wamart Denies Plans to Build Major Health Platform Nov 2011
- m. WSJ: At the Mall Patients Can Avoid ER Nov 22 2011
- n. CSNews: CVS,Walgreens Reach Out with Social Media Feb 14 2012
- o. Walgreen vs CVS: Which Is The Better Buy? Jul 26 2012
- p. CVS Regulars: Adds Taylored Just to Them
- q. GlobeSt.com: CVS Trade Post New Cap Rate Low
- r. CVS Joins Telehealth Aug 26 2015
- Macroeconomics
- Archive
- a. Rival Trumps CVS Offer Dec 2006
- b. CVS Approves $5B Buyback May 2007
- c. CVS Sweetens Pot for Caremark Mar 2007
- d. Investors Accept Bid for Caremark Mar 2007
- e. CVS & Caremark Tie the Knot May 2007
- f. CVS 2007 10K
- g. CVS 2008 1st Qtr
- h. CVS 2008 2nd Qtr
- i. CVS 2008 3rd Qtr
- j. CVS 2008 10K
- k. CVS To Buy Longs Aug 2008
- l. Investors Optomistic on Downtrending CVS Sep 2008
- m. CVS Issues Statement on FTC Investigation Sep 2008
- n. CVS Close Longs Buyout Oct 2008
- o. CVS 2008 10Q 1st Qtr
- p. CVS 2009 10Q 2nd Qtr
- q. CVS 2009 10Q 3rd Qtr
- r. CVS 2009 10K
- s. CVS Profit Rises Feb 2009
- t. Profits Slip on Higher Costs May 2009
- u. Pharmacists Request CVS Examination May 2009
- v. Senators Urge CVS Probe Jul 2009
- w. CVS Settles with NY Attorney General Nov 2009
- x. CVS Increases Ownership Interests in Generation Health Dec 2009
- y. Loftberg is Appointed President of PBM Business Dec 2002
- Strong FQ Results May 1 2013
- C. Tenant: Walgreens
- Property
- Tenant
- a. PR: Increase in Diluted Earnings Aug 2010
- b. PR: Safe Med Disposal Program Sep 2010
- c. PR: New Board Appointee Oct 2010
- d. PR: Walgreens to Aquire Duane Reade Feb 2010
- e. PR: $1Bn Share Repurchase Program Oct 2010
- f. PR: Donation to Pharmacy School Oct 2010
- g. PR: Geothermal Energy Installation Nov 2010
- h. PR: Wlgrns Provides Flu Shots to Underserved Dec 2010
- i. PR: Onsite Oregon Med Center Jan 2011
- j. PR: Walgreens Reviews 2010 Performance Jan 2011
- k. PR: Sales Increase Apr 2010
- l. PR: Walgreens to Offer Beer & Wine Jun 2010
- m. PR: Duane Reade Acquisition Complete Apr 2010
- n. Blmbrg Nws: Walgreen’s To by Drugstore.com
- o. The Old Ways No Longer Work Jul 2011
- p. Blmbrg: Walgreen Profit Up Sep 27 2011
- q. PR: Walgreen’s Multiple Acquisitions Feb 2 2012
- r. Invstr: Walgreen Sales Dip after Express Scripts Contract Ends Mar 5 2012
- s. PR: Better Health Thru Mobile Mar 9 2012
- t. PR: WAGS Donates Flu Vaccines to Laos Apr 18 2012
- u. PR: WAGS Reaffirms Sustainabitliy Commitment Apr 20 2012
- v. PR: Find Your Pharmacists online Apr 24 2012
- w. WSJ: Wags Buys 45% Stake in Alliance Boot Jun 19 2012
- x. Walgreens Tests Energy Saving Ideas Jun 06 2013
- y. Ex-CFO’s Defamation Suit Oct 20 2014
- Industry
- a. Yellow Brick Road Mar 2010
- b. AP: Grocery Shopping at the Drugstore Jan 2011
- c. GlobeSt: NNN A Good Bet
- d. Walgreens Eyes Expansion
- e. Walgreens Earnings Preview
- f. CVS vs. Wags Jul 2011
- g. Morningstar: Walgreens vs Scripts Jul 22 2011
- h. NYT: Out From Behind the Counter Oct 22 2011
- i. WSF: Charging Stations Multiply Oct 17 2011
- j. Photo: Nov 2011
- k. Photo: Nov 2011
- l. CVS, Walgreens Reach Out with Social Media Feb 14 2012
- Macroeconomics
- D. Tenant: Stanley Black & Decker
- Property
- Tenant
- a. Investor Overview
- b. NYT: A Merger That Works Jul 2010
- c. PR: SB&D Acquires CRC-Evans Jul 2010
- d. Courant.com: Ahead of Schedule
- e. Boston Globe: Factory Closing
- f. PR: Offering of Convertible Preferred Units Nov 2010
- g. Stanly Aqcuires Security Group Jan 2005
- h. Blmbrg: Profit Climbs Jul 2010
- i. FOX: SB&D Sells HHI for 1.4B Oct 9 2012
- Industry
- Macroeconomics
- E. Tenant: State of Rhode Island
- Property
- Tenant
- Industry
- Macroeconomics
- F. Tenant: San Diego Gas & Electric
- Property
- Tenant
- a. PR: More Solar & Wind Aug 2010
- b. PR: Solar Power Initiative Approval Sept 2010
- c. PR: Natural Gas Saftey Communications Sept 2010
- d. PR: Declaration of Pref. Dividends Nov 2010
- e. PR: Imperial Valley Acquisition Nov 2010
- f. PR: National Service Reliability Award Nov 2010
- g. PR: Sunrise Powerlink Construction Dec 2010
- h. PR: Green Tech Education Center Dec 2010
- i. PR: SDGE Adds More Renewable Energy Feb 8 2011
- j. PR: Preferred Dividends Feb 22 2011
- k. PR: Ground-breaking Collaboration Feb 16 2011
- l. PR: New Tenaska Contract Mar 10 2011
- Industry
- Macroeconomics
- G. Tenant: Great Escapes Theaters
- Property
- Tenant
- Industry
- Macroeconomics
- H. Financial Portfolio
- ALG
- a. Industry
- ALG
- A. Enervest
- Prospective Acquisition Targets
- A. Individual Properties
- B. NNN Property subcategories of interest
- C. NNN Property subcategories of interest
- D. Tenant
- E. Industry
- F. Regions
- G. New Ideas
- Accounting, Regulatory
- Real Estate & Economy
- A. General Real Estate Industry
- B. NNN Industry
- Overview of NNN (Boulder) Q4
- Vanishing Buyers of NNN Lease Deals Jan 2011
- Cap Rate Compression for NNN Feb 10 2011.doc
- Reuters: Harvard to Fund NNN Venture Sep 23 2011
- Smbal.com: Net Lease Sector To See Boost Jan 12 2012
- PR Nwswre: Marbabella Arranges Financing May 1 2012
- 2 Commercial Giants Combine in 11.2 Billion Dollar Deal Oct 23 2013
- C. Lending
- D. Macroeconomics
- E. Crittenden Reports
- REB Jan 3 2011
- REF Jan 10 2011
- REB Jan 17 2011
- REF Jan 24 2011
- REB Jan 31 2011
- REF Feb 7 2011
- REB 2-14-11
- REF Feb 21 2011
- REB Feb 28 2011
- REF Mar 07 2011
- REB Mar 14 2011
- REF Mar 21 2011
- REB Apr 4 2011
- REF Apr 11 2011
- REB Apr 18 2011
- REF April 25 2011
- REB May 2 2011
- REF May 9 2011
- REB May 6 2011
- REF May 23 2011
- REB Jun 6 2011
- REF 6-13-11
- REB 6-20-11
- REF 6-27-11
- REB Feb 18 2011
- REF Jul 25 2011
- REB Aug 1 2011
- REB Aug 15 2011
- REF Aug 22, 2011
- REB Sep 5 2011
- REF Sep 12 2011
- REB Sep 19 2001
- REF Sep 26 2011
- REF Oct 10 2011
- REB Oct 17 2011
- REF Oct 24 2011
- REB Oct 31 2011
- REF Nov 07 2011
- REB Nov 14 2011
- REF Nov 28 2011
- REB Dec 5 2011
- REB Dec 12 2011
- REF Dec 19 2011
- REB Jan 2 2012
- REF Jan 09 2012
- REB Jan 16 2011
- REF Jan 23 2012
- REB Feb 06 2012
- REF Feb 13 2012
- REB Mar 5 2012
- REF Mar 12 2012
- Mar 19 2012
- REF Mar 26 2012
- Apr 2 2012
- REF Apr 09 2012
- REB Apr 16 2012
- REF Apr 23 2012
- REB May 07 2012
- REF May 14 2012
- REB May 21 2012
- REF May 28 2012
- REB Jun 4 2012
- REF Jun 11 2012
- REB Jun 18 2012
- REF Jun 25 2012
- REB Jul 2 2012
- REF Jul 30 2012
- REF Aug 27 2012
- REB Sep 3 2012
- REF Sep 10 2012
- REB Sep 17 2012
- REF Sep 24 2012
- REB Oct 1 2012
- REF Oct 8 2012
- REB Oct 15 2012
- REF Oct 22 2012
- REB Oct 29 2012
- REF Nov 5 2012
- REB Nov 12 2012
- REF Nov 26 2012
- REB Dec 3 2013
- REF Dec 10 2012
- REB 7Jan 2013
- REF Jan 14 2013
- REB Jan 21 2013
- REF Jan 28 2013
- REB Feb 4 2013
- REB Feb 11 2013
- REB Feb 18 2013
- REF Feb 25 2013
- REB Mar 4 2013
- REF Mar 11 2013
- REB Mar 18 2013
- REF Mar 25 2013
- REB Apr 1 2013
- REF Apr 8 2013
- REB Apr 15 2013
- REF Apr 22 2013
- REB May 6 2013
- REF May 13 2013
- REB May 20 2013
- REF Jun 3 2013
- REB Jun 3 2013
- REF Jun 10 2013
- REB Jun 17 2013
- REF Jun 24 2013
- REB Jul 8 2013
- REF Jul 15 2013
- REB Jul 22 2013
- REF Jul 29 2013
- REB Aug 5 2013
- REF Aug 12 2013
- REB Aug 19 2013
- REF Auig 26 2013
- REB Sep 2 2013
- REF Sep 9 2013
- REB Sep 16 2013
- REF Sep 23 2013
- REB Oct 7 2013
- REF Oct 14 2013
- REF Oct 28 2013
- REB Nov 4 2013
- REF Nov 11 2013
- REB Nov 18 2013
- REF Dec 2 2014
- REB Dec 2 2013
- REF Dec 16 2013
- REB Jan 6 2014
- REF Jan 13 2014
- REB Jan 20 2014
- REF Jan 27 2014
- REB Feb 3 2014
- REF 10 Feb 2014
- REB Feb 17 2014
- REF Feb 24 2014
- REB Mar 3 2014
- REF Mar 10 2014
- REB Mar 17 2014
- REF Mar 24 2014
- REF April 07 2014
- REB Apr 21 2014
- REF Apr 21 2014
- REF May 5 2014
- REB May 12 2014
- REF May 19 2014
- REB Jun 9 2014
- REF Jun 9 2014
- REF Jun 23 2014
- REB Jul 14 2014
- REB Oct 13 2014
- REF Oct 13 2014
- REF Oct 27 2014
- REF Nov 10 2014
- REB Nov 10 2014
- REF Dec 1 2014
- REF Dec 08 2014
- REF Dec 15 2014
- REF Jan 12 2015
- REB Jan 12 2015
- REF Jan 26 2015
- REB Feb 9 2015
- REF Feb 9 2015.pdf
- REF Feb 23 2015
- REB Mar 9 2015
- REF Mar 9 2015
- REF Mar 23 2015
- REB Apr 13 2015
- REF Apr 13 2015
- REF Apr 27 2015
- REF May 11 2015
- REB May 11 2015
- REF Jun 01 2015
- REB Jun 08 2015
- REF Jun 08 2015
- REF Jun 22 2015
- REI Jul 13 2013
- REF Jul 13 2015
- REF Jul 27 2015
- REF Aug 10 2015
- Letter from Crittenden Aug 2015
- REF Sept 14 2015
- REF Sep 30 2015
- REF Oct 12 2015
- REF Oct 26 2015
- REF Nov 9 2015
- F. CapLease
- G. REIT Oct 9 2012
- Real Estate Industry