Sobedesign ™

Estes and Yellow have worked together before … Estes is a carrier for Yellow in some markets, and they’ve done real estate deals before.  But last Wednesday Estes announced that they’ll buy properties from YRC (primarily Yellow, Roadway, and USF terminals in the US) and then lease them back to YRC.  Estes’ investment could top $120 million, and will significantly enlarge their real estate portfolio, while Yellow gets sorely-needed capital.

Is anyone else getting a sense of reverse-balkanization among the majors?

OK, it IS related to transportation … and is really cool … so I’ve decided to include this link here.

Enjoy … I particularly liked the shot with the small model — reminded me of Spinal Tap’s “Stonehenge” snafu.