STWD - Whale Watching - Sam Zell's Equity Commonwealth And Monmouth Make A Good Combination
- Legendary real estate investor Sam Zell's Equity Commonwealth wants to acquire Monmouth Real Estate.
- The merger could make good use of Equity's cash and Monmouth's asset base.
- Equity's stock trades near cash and asset value and has little-to-no downside from here.
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Whale Watching - Sam Zell's Equity Commonwealth And Monmouth Make A Good Combination