Lumen: Climbing Out Of The 'Junk Yard,' A Fair Value Upgrade

Core Insights - The article discusses the author's background in value investing and experience in private credit and commercial real estate (CRE) financing, highlighting a focus on classical value ratios for portfolio selection [1] Company and Industry Analysis - The author has worked with prominent CRE developers such as The Witkoff Group, Kushner Companies, Durst Organization, and Fortress Investment Group, indicating a strong network and expertise in the real estate sector [1]