“That's how he builds, like a fortress. A lot of people don't think forward, ... What's the point in building a building that can't withstand an earthquake if you're in an earthquake zone?”
“They're doing the right things and getting in the right areas. The professional builder market is a $400 billion-plus market. When you're the second-largest retailer, if you want to continue to grow you have to continue to go after really large targets.”
“The larger companies, they're so broadly diversified, it's a hiccup, ... That's the whole purpose of having numerous properties. If you're a small operator, then it can become meaningful.”