both talkin their respective books. Gross saying its time to buy some bonds and Zell MENTIONING REAL ESTATE. HOW CONVENIENT AS THEY ARE BOTH PROBABLY TAKING A BATH .
They might be talking there books but you can't deny the fact that they are two of the best in their fields.
I was under the impression that Zell unloaded most of his real estate to Blackstone at the top. At least his commercial real estate.
Gross is almost always right long term. I have been following him for years. Zell, on the other hand, is talking his book up. He's full of it on this one (recovery in spring) and he knows it.