Re: Brad Thomas. Just read his most recent article in Forbes concerning one of my holdings, SNR (a senior housing REIT). Horrible performance since it's spin off from NCT about a year ago but he does note that a close family member is a general council of Blue Harbor, another of FIG's companies, and a tenant of SNR and he's optimistic it has turned the corner. Additionally, another of NCT's spun off companies, NRZ (New Residential, which I have mentioned before to a couple of posters) seems to have turned the corner of it's downtrend. Just a couple of good REITs, posting impressive earnings with high yields due to depressed prices. Worth some DD.
http://www.forbes.com/sites/bradthomas/2015/11/27/a-few-black-friday-reit-specials/?utm_campaign=yahootix&partner=yahootix