- Joined
- May 22, 2018
If delinquencies and foreclosures are up, they will get all the points they need from that as opposed to ROFR. I'm not convinced it's coming back anytime soon.
I agree that ROFR will be quiet for the foreseeable future. There is quite a bit of economic uncertainty Domestically and Globally. If Disney was confident that they could make money exercising ROFR they would be doing so.