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The investor presentation is out there on the company site. Few points I noticed:
- New CEO going to take over
- Colony digital is going to be the future direction (they are expecting 15~25 year growth phase), hmmm
- Sell industrial assets; I guess they are taking advantage of the valuation and booking some gains;
- $500 M in other getting monetized
- They need all the money they are raising for investing in digital; hence no redemption of preferred's or buyback's; I guess given their share price, they have no ability to raise equity, hence they are going to hold on to any cash they raise.

Still the structure is not clear, it will continue to be difficult to determine what is their true FFO, ZAYO acquisition could be a long-term plus and risky.
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