@AmaralPartners Avatar @AmaralPartners AMARAL Capital

AMARAL Capital posts on X about $mpw, $mpt, mpt, money the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies 50.94% finance 36.79% stocks 3.77% currencies 0.94% social networks 0.94% technology brands 0.94%

Social topic influence $mpw #3, $mpt #2, mpt #12, money 10.38%, in the 8.49%, reit 7.55%, business 7.55%, this is 6.6%, flow 5.66%, debt 5.66%

Top accounts mentioned or mentioned by @blutrades11 @perseusbc @bluntrrrrr @bigrivercapita1 @yentovon @civisxxi @damiana166007 @secgov @secenforcement @civisdc @dojcrimdiv @chaka23121 @sfarringtonbkc @orrinlee5 @insiderct @wsj @steward @civiscd @irsci @michaelechols

Top assets mentioned Medical Properties Trust, Inc. (MPW) Miracle Play (MPT) McKesson Corporation (MCK)

Top Social Posts

Top posts by engagements in the last [--] hours

"Aldag and MPT are frauds. $MPT "All of these operators continue to perform very well. none of these top-5 operators are anybody that we're worried about." vs. ". serious concerns about Steward's precarious financial situation." and "potential for a Steward bankruptcy" at the exact same time. https://twitter.com/i/web/status/2020187900319576308 https://twitter.com/i/web/status/2020187900319576308"
X Link 2026-02-07T17:28Z [---] followers, [----] engagements

"Update from PMH hearing. $MPW $MPW "Delay day of reckoning. hearing cannot be delayed and vendors cutting (NOR) off." These vendors include McKesson. "Resolved.""
X Link 2026-01-21T16:48Z [---] followers, [---] engagements

"Why is MPT conducting outreach to its [----] 1% EUR noteholders Werent those resolved $MPT $MPW"
X Link 2026-02-01T16:03Z [---] followers, [---] engagements

"This as expected means that the remaining CT RE value gets impaired. $MPT That's about $55MM or so remaining on the balance sheet. Written up by MPT in Q2:25 only to become a zero. PA and CT RE both ZEROS to MPT. Versus $870MM invested by MPT in the RE in [----]. Huge embarrassing failure. CT reclassified provider taxes into unsecured claims. https://twitter.com/i/web/status/2020952942803550219 https://twitter.com/i/web/status/2020952942803550219"
X Link 2026-02-09T20:08Z [---] followers, [---] engagements

"What is this $400MM+ of claims through the waterfall BEFORE MPT's real estate claims The real estate is carried for $660MM as of Q4:24. YNHH most recently bid $150MM for the WholeCo. The CA assets are "cash flow positive" likely excluding affiliated entity costs excluding MPT's prior contractual rent of $45MM/yr. and for sure excluding adequate maintenance capex of 6-8% of patient revenues. Prospect had been spending about 1.5% of revenues each year so starving the hospitals of investment. More MPT loans to other (redacted) "quality operators" to operate the hospitals $MPW"
X Link 2025-03-19T17:17Z [---] followers, [----] engagements

"12/x Paging @IRS_CI @SECGov @SEC_Enforcement @MichaelEchols here is MPT CEO Ed Aldag claiming "we have never used a RIDEA structure." Got it. Check. Another preposterous lie beyond ridiculous. Ernest Capella Springstone the "International Joint Venture" an attempted transaction for 50% of Steward OpCo itself but never completed were all RIDEAs. There are more. See MPT's own presentations And in the case of Ernest and Capella MPT obtained a PLR from the IRS in [----] (PLR #201049013) limiting TRS ownership of a healthcare operator qualifying as an EIK to no more 35% "by vote or value" of any"
X Link 2025-06-05T13:25Z [---] followers, [----] engagements

"MPT Q3:25 Earnings Review Reality vs. Narrative $MPT Summary: The only thing Aldag/MPT are good at is "telling stories" never the truth. Key "reality vs. narrative" points up front discreet 10-Q items at the end. Note: HERE http://x.com/i/article/1985356099579478016 http://x.com/i/article/1985356099579478016"
X Link 2025-11-03T16:10Z [---] followers, 11.4K engagements

"This is just what insolvent NOR owes within the PMH BK and cannot seem to pay on time/at all. Delay delay delay. $MPT $MPW What about the several 10s of millions OUTSIDE the BK that broader alter ego HSA/AHS/NOR cannot pay MPT needs more money. Again"
X Link 2026-02-03T10:32Z [---] followers, [---] engagements

"Just in case there is any confusion as Aldag/Hamner will no doubt try to create $MPT: - invested $162MM gross in Norwood following the [----] mortgage conversion (with add'l cash going to Steward for liquidity/rent) - by 5/5/24 at the Steward BK had "invested" $423MM gross () including "CAPX" development costs & rent round-tripping and $472MM including the Q2:23 full ML1 rent deferral - invested 10s of millions more since the Steward BK. Depending on the ultimate sale price what is the IRR there Hint: it's not great. Just like most of their other disastrous deals."
X Link 2026-02-12T19:53Z [---] followers, [---] engagements

"The MPT $MPT story is layered and often every complex. There are strange personalities long and winding stories around discreet problem tenants unpaid vendor lawsuits lies and misstatements that http://x.com/i/article/1992194869326921728 http://x.com/i/article/1992194869326921728"
X Link 2025-11-22T13:47Z [---] followers, 13.1K engagements

"Cerberus/Steward notified $MPT / Aldag of Steward's "precarious financial situation and potential for. bankruptcy" on April [--] [----]. It also requested MPT forbear "delinquent May [----] lease and mortgage payments" as "Steward could run out of cash in just a few weeks." Material misstatement and/or omission by Aldag and MPT just [--] days later on April [--] Would a potential BK by the largest tenant representing 24% of MPT's assets and 28% of MPT's revenue be "considered important by a reasonable investor when making a decision" Aldag and MPT are frauds. $MPT "All of these operators continue to"
X Link 2026-02-11T12:08Z [---] followers, [---] engagements

"This is not on MPTs website. $MPT Released early Did they have the BoD meeting yet to declare it Lol https://www.businesswire.com/news/home/20260212899801/en/MPT-Declares-Regular-Quarterly-Dividend https://www.businesswire.com/news/home/20260212899801/en/MPT-Declares-Regular-Quarterly-Dividend"
X Link 2026-02-13T11:19Z [---] followers, [---] engagements

"Just FYI the MPT BoD received a presentation in May [----] updating on all of this including the discussion of potential Steward BK. $MPW All of the members are still on the BoD including the ringleaders Aldag and Hamner. BOD not just complicit. Rather actively engaged in the fraud. See also further 2.22% purchase of Utah on Sep. [--] [----] to inject hidden $35MM into Steward to get ABL extended and prevent default. Twice in two years. Never disclosed. https://t.co/IlZnMxeIBX https://t.co/IlZnMxeIBX"
X Link 2025-11-24T19:55Z [---] followers, [----] engagements

"There is no bottom to this PMH disaster caused by MPT. $MPW Primary bidder for Springfield failed to close in mid-December for just $3MM. Deal terminated. Back-up bidder paying just $1MM for Springfield. MPT paid $18.5MM for just the RE in [----]. A ZERO for "well-secured well-underwritten bespoke." net leased hospital real estate. Or some ridiculous buzzwords like that. It was simply a fraudulent capitalization of an insolvent WholeCo. It is nearly impossible to accomplish a ZERO in net lease. Unless you are committing blatant fraud. https://twitter.com/i/web/status/2012498529789370706"
X Link 2026-01-17T12:13Z [---] followers, [---] engagements

"Here comes insolvent NOR (aka insolvent HSA fka insolvent AHS) unable to satisfy the CA sale order terms (no surprise there) but with an interesting twist $MPW $MPT NOR trying to assert no personal guarantee by fearless leader Mike Sarian (who has time to tout MPT stock on Linkedin) whereas "general counsel" Faisal Gil testified (in between dodging money laundering charges and funneling money to Lemontree) in court during the sale hearing that Sarian's personal assets were available to perform Things going great already We all heard it and it is in the transcript. Do you see it yet"
X Link 2026-01-21T12:05Z [---] followers, [---] engagements

"$MPT Update from PMH hearing. $MPW $MPW "Delay day of reckoning. hearing cannot be delayed and vendors cutting (NOR) off." These vendors include McKesson. "Resolved." Update from PMH hearing. $MPW $MPW "Delay day of reckoning. hearing cannot be delayed and vendors cutting (NOR) off." These vendors include McKesson. "Resolved.""
X Link 2026-01-21T17:15Z [---] followers, [---] engagements

"Insolvent NOR/HSA/AHS counsel Faisal Gil likely also on several FINCEN lists just lied in court saying he did not have his own law firm. $MPW $MPT"
X Link 2026-01-21T20:10Z [---] followers, [---] engagements

"Why is MPT just kicking in $1.2MM of funding for NOR to close PMH CA lol Was that contemplated in the sale order or at the hearing $MPW $MPT And then of course the $8.5MM from NOR is really coming from. MPT as well UCC already setup So MPT is funding the cash purchase price for the transfer of the CA OpCos to an insolvent entity that MPT is then funding later operationally so as to "assume" its lease lol. Entirely fraudulent. Non-commercial and non-economic. Round-tripping. https://twitter.com/i/web/status/2014086632824074305 https://twitter.com/i/web/status/2014086632824074305"
X Link 2026-01-21T21:24Z [---] followers, [---] engagements

"The QAF liabilities being assumed by NOR. $MPW $MPT @BigRiverCapita1 @insider_ct Why is MPT just kicking in $1.2MM of funding for NOR to close PMH CA lol Was that contemplated in the sale order or at the hearing $MPW $MPT And then of course the $8.5MM from NOR is really coming from. MPT as well UCC already setup So MPT is funding the cash purchase https://t.co/EhLgBQP4dD @BigRiverCapita1 @insider_ct Why is MPT just kicking in $1.2MM of funding for NOR to close PMH CA lol Was that contemplated in the sale order or at the hearing $MPW $MPT And then of course the $8.5MM from NOR is really coming"
X Link 2026-01-21T22:01Z [---] followers, [---] engagements

"https://x.com/bigrivercapita1/status/2014200575676629401 How many different vendors did HSA promise those LIP proceeds to When they had already been pledged to Bear Creek $MPW https://t.co/V43lHPIMk0 https://x.com/bigrivercapita1/status/2014200575676629401 How many different vendors did HSA promise those LIP proceeds to When they had already been pledged to Bear Creek $MPW https://t.co/V43lHPIMk0"
X Link 2026-01-22T09:06Z [---] followers, [---] engagements

"Theres that f word again $MPW $MPT MPT picked HSA. MPT funds HSA. https://t.co/nPnXKJJM8Q https://t.co/nPnXKJJM8Q"
X Link 2026-01-22T14:34Z [---] followers, [---] engagements

"$MPW $MPT More of the same. @AmaralPartners No payments since June [----]. https://t.co/KqVoJpbwsl @AmaralPartners No payments since June [----]. https://t.co/KqVoJpbwsl"
X Link 2026-01-22T20:09Z [---] followers, [---] engagements

"Again these assumed QAF liabilities. $MPW $MPT If insolvent NOR cant make 400k payments in time then how can this work The QAF liabilities being assumed by NOR. $MPW $MPT The QAF liabilities being assumed by NOR. $MPW $MPT"
X Link 2026-01-22T21:07Z [---] followers, [---] engagements

"Looks like someone (largest MPT tenant insolvent HSA/AHS/NOR) needs some more help with unpaid bills and judgments $MPT $MPW Note the date. MPT continues to invest in insolvent shellco operators not just the RE. It is a REIT in name only. In reality it collects residual checks (rent net of loans and "capx" going the other way) aka "dividends" from hospital WholeCos. "We wanted to own the operations." - Aldag https://twitter.com/i/web/status/2014850968664367350 https://twitter.com/i/web/status/2014850968664367350"
X Link 2026-01-24T00:01Z [---] followers, [----] engagements

"This one reminds us of Tranche [--] with Steward which was originally an equipment lease (by a REIT). $MPT $MPW What did Hamner say (as cover) about Tranche [--] Well secured A great opportunity We are so excited Here we see IT. Did MPT lend against some keyboards Maybe a few old copy machines Just making up new entities to find ways to lend to an insolvent tenant and then lie about that tenants status. Looks like someone (largest MPT tenant insolvent HSA/AHS/NOR) needs some more help with unpaid bills and judgments $MPT $MPW Note the date. MPT continues to invest in insolvent shellco operators not"
X Link 2026-01-24T10:45Z [---] followers, [----] engagements

"These guys cannot stop lending to their tenants. MPT has been lending to the operator of the former Steward assets non-stop since at least [----]. And Prospect since [----]. $MPW $MPT That's just what we know about. To wit below UCC dated 1/22/26. Interesting timing $MPW Would love to see the "collateral" here. https://t.co/8gRTS0xces To wit below UCC dated 1/22/26. Interesting timing $MPW Would love to see the "collateral" here. https://t.co/8gRTS0xces"
X Link 2026-01-24T12:33Z [---] followers, [---] engagements

"It should shock no one when the incremental bond interest incurred by MPT more than offsets any (round-tripped) new rent. $MPW $MPT AND/OR the equity gets diluted down to nothing to de-lever. Both put the worthless equity further in the hole"
X Link 2026-01-26T16:06Z [---] followers, [---] engagements

"MPT back in the equipment finance biz $MPW $MPT What does it mean when hospital operators start encumbering their FF&E Ask Steward and Prospect theyll tell you all about Aldag and Hamner can too. This one reminds us of Tranche [--] with Steward which was originally an equipment lease (by a REIT). $MPT $MPW What did Hamner say (as cover) about Tranche [--] Well secured A great opportunity We are so excited Here we see IT. Did MPT lend against some keyboards This one reminds us of Tranche [--] with Steward which was originally an equipment lease (by a REIT). $MPT $MPW What did Hamner say (as cover)"
X Link 2026-01-27T14:48Z [---] followers, [---] engagements

"Tranche [--] $MPW $MPT - originated 12/4/22 amidst increasing scrutiny and BEFORE the infamous Q1:22 earnings call when Aldag/Hamner claimed "no concerns about any MPT tenants" - was originally an equipment SLB by a purported hospital REIT. Let that sink in. - subsequently "papered" as a secured loan advance under the existing promissory note to address "temporary" working capital shortfalls - claimed to have "priority" in Utah OpCo disposition - $100MM of $150MM zeroed in Steward's BK So what's the story with HSA https://twitter.com/i/web/status/2016510943484584024"
X Link 2026-01-28T13:57Z [---] followers, [---] engagements

"HSA/NOR owed about 20mm+ within the Prospect BK including 11mm that had to be paid by end of week. $MPT $MPW It had delayed per usual then agreed to settle and pay. Concurrently MPT filed this 👇 UCC no doubt to fund these payments bc HSA cannot. MPT will scream the rent is paid But was it really Bc again it would not have been paid without the money coming from MPT itself Its a fraud. This one reminds us of Tranche [--] with Steward which was originally an equipment lease (by a REIT). $MPT $MPW What did Hamner say (as cover) about Tranche [--] Well secured A great opportunity We are so excited"
X Link 2026-01-29T15:15Z [---] followers, [---] engagements

"Hint: MANY open desks as MPT continues to outsource key functions (like property accounting) and eliminate other positions. $MPW $MPT Yet cash G&A doesnt go down Ed you can change the ticker as many times as you want. It doesn't alter the fact that you and your business are and have been entirely fraudulent 👇. $MPW $MPT How much money have you extended to your operators since September [----] How much since Q3:25 How many empty Ed you can change the ticker as many times as you want. It doesn't alter the fact that you and your business are and have been entirely fraudulent 👇. $MPW $MPT How"
X Link 2026-01-29T20:04Z [---] followers, [---] engagements

"$MPW $MPT Hey Ed tell us more about the "rent ramp" from ML1 properties. The TSA was the problem right $MPW https://t.co/2oZdjPRfBk Hey Ed tell us more about the "rent ramp" from ML1 properties. The TSA was the problem right $MPW https://t.co/2oZdjPRfBk"
X Link 2026-01-30T00:32Z [---] followers, [---] engagements

"Where do they find these people $MPT $MPW Recommending a "promised 200% return" - sounds like a security. Does MPT do any KYC or AML Do they care Hmmm.Faisal Gill who wears many hats at $MPW "Quality Operator" HSA a/k/a NOR a/k/a AHS. involved in yet another scam. Odd pattern here https://t.co/yhaiMJaZBx https://t.co/fTNxRNzQsi Hmmm.Faisal Gill who wears many hats at $MPW "Quality Operator" HSA a/k/a NOR a/k/a AHS. involved in yet another scam. Odd pattern here https://t.co/yhaiMJaZBx https://t.co/fTNxRNzQsi"
X Link 2026-01-30T18:26Z [---] followers, [---] engagements

"And this who runs services for HSA via Lemontree brother of Faisal. $MPT $MPW"
X Link 2026-01-30T18:43Z [---] followers, [---] engagements

"Insolvent NOR subsidiary of insolvent HSA couldn't even make the $5.5MM vendor payable payment agreed to last week. $MPT $MPW Now needs until Feb [--]. They cannot make small balance payments and require loans from MPT. Look at dates on UCC. But Aldag would have investors believe the "rent" is ramping and sustainable. It comes from MPT itself = round-tripping and fraudulent earnings. https://twitter.com/i/web/status/2017372006463733955 https://twitter.com/i/web/status/2017372006463733955"
X Link 2026-01-30T22:59Z [---] followers, [----] engagements

"How does Aldag square these loans/cash flow shortfalls at HSA/NOR (still nowhere near full "rent") with comments made a year ago in late-Feb. [----] that "certainly the vast majority" of former ML1 hospitals are CF positive BEFORE rent $MPT $MPW Recall not all Q3:25 "rent" was paid on time as MPT was lending money to the tenant Insolvent NOR subsidiary of insolvent HSA couldn't even make the $5.5MM vendor payable payment agreed to last week. $MPT $MPW Now needs until Feb [--]. They cannot make small balance payments and require loans from MPT. Look at dates on UCC. But Aldag would have investors"
X Link 2026-01-31T12:09Z [---] followers, [---] engagements

"MPTs top tenant is insolvent. Again. $MPW $MPT $MPW $MPT "Quality Operator" HSA a/k/a AHS a/k/a NOR a/k/a Steward [---]. Very clearly insolvent. #HSALiens #HSALawsuits https://t.co/9uueb1lrUX $MPW $MPT "Quality Operator" HSA a/k/a AHS a/k/a NOR a/k/a Steward [---]. Very clearly insolvent. #HSALiens #HSALawsuits https://t.co/9uueb1lrUX"
X Link 2026-02-01T16:05Z [---] followers, [---] engagements

"One changed letter in the ticker doesnt change the scam. $MPT $MPW Desperate attempts to delay payment on $6mm judgment to Aramark from $MPW $MPT captive tenant/alter ego HSA/AHS/NOR. #HSALawsuits https://t.co/UesjmBUmwr https://t.co/3OIhAoqYqL Desperate attempts to delay payment on $6mm judgment to Aramark from $MPW $MPT captive tenant/alter ego HSA/AHS/NOR. #HSALawsuits https://t.co/UesjmBUmwr https://t.co/3OIhAoqYqL"
X Link 2026-02-01T16:10Z [---] followers, [---] engagements

"Were there any fraudulent online jewelry stores involved (HSA's original website) $MPW $MPT @AmaralPartners Curious litigation between the two straw owners of AHS/HSA/NOR. Nothing to see here Right $MPT $MPW https://t.co/gd2f4BV3kR @AmaralPartners Curious litigation between the two straw owners of AHS/HSA/NOR. Nothing to see here Right $MPT $MPW https://t.co/gd2f4BV3kR"
X Link 2026-02-03T21:02Z [---] followers, [---] engagements

"HSA "continues to perform very well." - Aldag Q3:25 earnings call $MPT Steward "continues to perform very well." - Aldag throughout 2017-2022. It's a fraud"
X Link 2026-02-04T21:47Z [---] followers, [---] engagements

"This 👇 is something @SilverPointCap and GoldenTree (not on X) would probably care about along with @SECGov @SECEnfDirector @DOJCrimDiv. If they all still care about DD and addressing fraud. $MPT Aldag and MPT are frauds. $MPT "All of these operators continue to perform very well. none of these top-5 operators are anybody that we're worried about." vs. ". serious concerns about Steward's precarious financial situation." and "potential for a Steward bankruptcy" at https://t.co/vv5HhULZ5v Aldag and MPT are frauds. $MPT "All of these operators continue to perform very well. none of these top-5"
X Link 2026-02-07T22:17Z [---] followers, [---] engagements

"The @WSJ had fraudulent round-tripping MPT & Aldag pegged from the beginning. $MPT"
X Link 2026-02-08T12:49Z [---] followers, [---] engagements

"All of these NOR liabilities are actually MPT liabilities along with those of HSA. $MPT Because it is MPT who will be paying them along with its own rent. They should be consolidated with and into MPT. Paging @PwC. This is just what insolvent NOR owes within the PMH BK and cannot seem to pay on time/at all. Delay delay delay. $MPT $MPW What about the several 10s of millions OUTSIDE the BK that broader alter ego HSA/AHS/NOR cannot pay MPT needs more money. Again. https://t.co/9CjeRBkadV This is just what insolvent NOR owes within the PMH BK and cannot seem to pay on time/at all. Delay delay"
X Link 2026-02-08T18:20Z [---] followers, [---] engagements

"Why are you recommending a well-known fraud that engages in rent round-tripping with its tenants later lies about it and then also routinely sells assets well below gross cost $MPT And has already lent new ML1 tenants more than a full year run rate of rent before even hitting that run rate With more bills on the come including from NOR Aldag and MPT are frauds. $MPT "All of these operators continue to perform very well. none of these top-5 operators are anybody that we're worried about." vs. ". serious concerns about Steward's precarious financial situation." and "potential for a Steward"
X Link 2026-02-09T19:35Z [---] followers, [---] engagements

"Also "revenue per share" as a "key metric" for a REIT $MPT What about: tenant loans G&A interest cost for an excessively-levered REIT "CAPX" for a triple net "other impairments" which are really more disguised tenant loans non-cash adjustments such as SLR or FAS141 etc I mean are we kidding here https://twitter.com/i/web/status/2020971061316288976 https://twitter.com/i/web/status/2020971061316288976"
X Link 2026-02-09T21:20Z [---] followers, [---] engagements

"MPT getting shills to write about revenue per share shows you just how desperate they are. $MPT"
X Link 2026-02-09T22:13Z [---] followers, [---] engagements

"@chaka23121 @SFarringtonBKC What are we an unprofitable shitco retailer now $MPT"
X Link 2026-02-09T22:34Z [---] followers, [---] engagements

"Can just see it now A new $MPT cash bonus comp plan based on revenue per share from insolvent tenants under 100-year leases + extension options after paying 3x what any other buyer would pay MPT getting shills to write about revenue per share shows you just how desperate they are. $MPT MPT getting shills to write about revenue per share shows you just how desperate they are. $MPT"
X Link 2026-02-10T01:01Z [---] followers, [---] engagements

"@chaka23121 @SFarringtonBKC MPT's GAAP "revenue per share" was about $0.40/sh in Q3:25. $MPT $MPW It's cash flow available to its equity holders was. lower. And just as negative as it has consistently been for the past decade plus"
X Link 2026-02-10T14:38Z [---] followers, [---] engagements

"Out of the danger zone. $MPT Insolvent tenants 15x leverage negative FCF mounting tenant bills 2bn of debt maturing in next 18mos additional tenant loans inability to sell assets of size any asset proceeds writhin secured pool swept to bondholders And this article cites revenue per share. Pretty clear who the clown is. Do you disclose your conflicts Or do you want to make yourself part of the scam. https://twitter.com/i/web/status/2021246225442304101 https://twitter.com/i/web/status/2021246225442304101"
X Link 2026-02-10T15:33Z [---] followers, [---] engagements

"Investors / regulators: Why do you and $MPT routinely lie about material issues Aldag: The DOW is over 50000"
X Link 2026-02-11T21:49Z [---] followers, [---] engagements

"RT @AmaralPartners: Cerberus/Steward notified $MPT / Aldag of Steward's "precarious financial situation and potential for. bankruptcy" on"
X Link 2026-02-12T15:47Z [---] followers, [--] engagements

"This MPT Q2:25 review is updated for a few additional goodies and now complete. $MPW "MPT appears to be capitalizing and then immediately impairing () the opex of some of its tenants. Specifically those of former Steward ML1 hospitals. Read that again. What And for a supposed triple-net landlord" https://t.co/wTfVcar9Mv https://t.co/wTfVcar9Mv"
X Link 2025-08-22T11:49Z [---] followers, [----] engagements

"It's often hard for long-only managers to accept the idea that one of their larger holdings is a complete fraud. Particularly if they had made money together over a decade (even if based on smoke and mirrors and the illusion of success). But once they see it once it's realized. those long-only managers NEVER come back. Bc they can't afford to. $MPW This MPT Q2:25 review is updated for a few additional goodies and now complete. $MPW "MPT appears to be capitalizing and then immediately impairing () the opex of some of its tenants. Specifically those of former Steward ML1 hospitals. Read that"
X Link 2025-08-25T10:58Z [---] followers, [----] engagements

"@DonutShorts @BigRiverCapita1 Would suggest MPT investors listen to this clip from the 28/8/25 CA sale hearing re: NOR aka HSA fka AHS and what financial diligence was done / what info is available. $MPW This was the best MPT could do for the "crown jewel" assets of Prospect"
X Link 2025-08-28T23:12Z [---] followers, [----] engagements

"End of week (29/8/25) MPT valuation check in: $MPW - stock price implies an in-place 6.6% nominal cash cap rate w/o tenant investments / 1.1x GBV on the consolidated assets (excl. ML1 Vibra & PMH); so even after an 80% drawdown still trading above GBV of the assets despite numerous examples of inability to trade at MPT's marks - MPT's economics dictate no more than than 0.6-0.7x GBV and likely lower given the ongoing round-tripping / fake top-line "rents" and - At those levels the equity is worthless. It has no value just happens to have a price and a now $2.7BN equity mkt. cap"
X Link 2025-08-29T22:13Z [---] followers, [----] engagements

"MPT is NOT trading at a discount to BV. You cannot ignore leverage in a situation where a supposed triple-net REIT is levered 16x. $MPW That is also why equity multiples are entirely irrelevant. They compress under excessive leverage. In fact the stock price implies a premium to GBV for the consolidated assets (setting aside former ML1 PMH Vibra Pipeline etc.). When is the last time MPT sold a large asset at a premium to GBV without direct support or the uses of structuring/leverage or an option agreement (struck at MPT purchase) Even Healthscope didn't go for more than GBV. Operator BK's a"
X Link 2025-09-02T14:16Z [---] followers, [----] engagements

"This is interesting $MPW MPT transactions classified by PHP as "debt restructuring" We thought MPT was paying well-underwritten market value for the RE Not targeting debt recap proceeds PA zero. CT on its way to close to zero. No cash back from CA in fact out for more Foothill zero. PHP zero. MPT in for well-over $2BN at this point. Question: Didn't MPT add $100MM to the original Foothill mortgage bringing principal to $151MM WholeCo later sold for just $18MM Papered over months later of course. Where did the other $50MM funded from MPT on 31.5.22 go"
X Link 2025-09-11T11:58Z [---] followers, [----] engagements

"Add this to the growing litany of MPT accounting irregularities. $MPW Prospect says MPT upsized the Foothill "mortgage loan" by $50MM in [----]. MPT says it upsized it by $100MM. These are their statements. These are their numbers. So where did the other $50MM go Recall annual PMH rent + interest owed back to MPT was $140MM/yr or $35MM/qtr at that time. We know that MPT had deferred $30MM before the end of September [----] and nothing was "paid" Q4:22. There is a credible case PMH paid near-zero rent + interest over [----]. All recorded to "NFFO" and "AFFO" (which cannot be engineered or"
X Link 2025-09-11T12:52Z [---] followers, [----] engagements

"This is how fraudulent/incompetent MPT is. $MPW MPT began its discussions with Prospect in [----]. By that time Prospect's business had collapsed. To the degree a sale process fell apart and PMH required an emergency working capital loan from its owners in January [----]. MPT "underwrote" the RE to $1.55BN when Prospect itself thought $533MM. MPT assigned $1.4-1.6BN of existing equity value to an insolvent WholeCo requiring a capital injection Absurd. "The following year with Prospect in financial peril its credit rating downgraded and with very little in earnings and assets left Leonard Green &"
X Link 2025-09-17T19:02Z [---] followers, [---] engagements

""MPT was here." $MPW Actually is here Always good when your fraudulent GC of a fraudulent "quality operator" that will be 11% of MPT's balance sheet starts talking about potential Chapter [--] filings. Note: MPT does not own Vista but the operator runs an amalgam of former BK'd Alecto Steward and soon to be Prospect hospitals owned by MPT. How much money will MPT have to loan HSA to avoid a BK AHS You mean HSA You mean NOR Never heard of them We wish them well Link: https://www.chicagotribune.com/2025/09/19/vista-medical-center-east-waukegan/"
X Link 2025-09-20T01:03Z [---] followers, [----] engagements

"Here comes MPT "quality operator" AHS/HSA/NOR (never heard of them) already talking about the potential for Ch. [--]. $MPW @SECGov @SEC_Enforcement @Steward "MPT was here." $MPW Actually is here Always good when your fraudulent GC of a fraudulent "quality operator" that will be 11% of MPT's balance sheet starts talking about potential Chapter [--] filings. Note: MPT does not own Vista but the operator runs an amalgam of former https://t.co/3dR9PRgODk @SECGov @SEC_Enforcement @Steward "MPT was here." $MPW Actually is here Always good when your fraudulent GC of a fraudulent "quality operator" that"
X Link 2025-09-22T19:00Z [---] followers, [----] engagements

"@BigRiverCapita1 If the real estate is gone what is left to back the $135MM of CT real estate if only the DIP (and not all of it) is being repaid) $MPW This reads like a further RE impairment for MPT"
X Link 2025-09-29T12:22Z [---] followers, [----] engagements

"A friend just brought up a good point - this press release is basically MPT admitting that it is going to take a 100% bath on Prospect CT after taking a 100% bath on its PA and PHP investments. $MPW After 3+ years of bullshit and billions of investment including another $60MM out the door to CA and likely WC loans pending to AHS/HSA/NOR. Yet its a positive No its a DISASTER. The "resolution" was to. lose a shitload of money and smash the carcasses of Steward and Prospect together @BigRiverCapita1 If the real estate is gone what is left to back the $135MM of CT real estate if only the DIP (and"
X Link 2025-09-29T14:13Z [---] followers, [----] engagements

"Looks like $13MM bid from UConn for the Waterbury WHOLECO $MPW MPT paid $230MM for just the Waterbury real estate in [----]. PMH paid $64MM for the real estate in [----]. Most of funds clearly earmarked for post-close renovation. NOT value to PMH/MPT Just another case of EGREGIOUS overpayment by MPT. Again. where is the cash coming from Link: https://www.nbcconnecticut.com/news/local/uconn-health-bids-buy-three-hospitals-patients-taxpayers/3644790/ https://www.nbcconnecticut.com/news/local/uconn-health-bids-buy-three-hospitals-patients-taxpayers/3644790/"
X Link 2025-10-03T17:25Z [---] followers, [----] engagements

"Sounds familiar Arm's length 3rd-party bids for the hospital enterprises/WholeCos consistently and materially below MPT's investment in just the real estate $MPW I.e. MPT fraudulently capitalized the WholeCo's initially inflating its own balance sheet to artificial and uneconomic levels to juice exec compensation and fake "earnings." MPT continues to lend on an unsecured basis to insolvent tenants (HSA/AHS/NOR Vibra Quorum others) to round-trip rents and support these deliberate and fraudulent marks"
X Link 2025-10-05T10:30Z [---] followers, [---] engagements

"@SECGov @SEC_Enforcement @Steward "MPT was here." $MPW Is the @SECGov here How much more info how many more examples of egregious lying/fraud do they + @SEC_Enforcement @DOJCrimDiv need"
X Link 2025-10-06T18:48Z [---] followers, [----] engagements

""MPT was here." $MPW The "Stop Medical Profiteering and Theft (MPT) Act." Link: Link: https://www.markey.senate.gov/news/press-releases/markey-sanders-blumenthal-introduce-legislation-to-protect-health-systems-from-predatory-real-estate-investment-trust-deals https://www.markey.senate.gov/imo/media/doc/stop_mpt_act_2025.pdf https://www.markey.senate.gov/news/press-releases/markey-sanders-blumenthal-introduce-legislation-to-protect-health-systems-from-predatory-real-estate-investment-trust-deals https://www.markey.senate.gov/imo/media/doc/stop_mpt_act_2025.pdf"
X Link 2025-10-08T18:46Z [---] followers, [----] engagements

"Update: $13MM gross for the CCMC and Springfield WholeCos. $MPW MPT with its crack underwriting process (Aldag/Hamner walking down to the acquisitions department and saying "we are paying x for these make up some numbers to make them work." so that they can hit comp targets) paid $220MM for just the real estate of these two hospitals in [----]. So essentially a 100% loss versus what MPT underwrote and paid. Which is unheard of and near impossible to do in triple-net. A 100% loss on $421MM invested in PA. This isn't incompetence. This was deliberate overpayment to inflate earnings and the"
X Link 2025-10-14T11:11Z [---] followers, [----] engagements

"MPT's business model and very existence are predicated on keeping investors analysts and regulators in the dark. $MPW So here is a breakdown of what consolidated assets are secured and which remain unencumbered. Bc MPT will most assuredly lie about and obfuscate this. Keep in mind that MPT routinely takes 50%+ losses versus their gross investment whenever the assets come to market to arm's length 3rd-party buyers. Summary: - The most easily saleable larger consolidated assets (still not easily sold def not at MPT's marks) get swept first to the $4BN+ of secured debt - What is left"
X Link 2025-10-17T11:56Z [---] followers, [----] engagements

"And what do you know Already seeing the first blow-up ongoing in the secured pool #2 $MPW Didn't take long. Bonds were issued what. [--] months ago ScionHealth bonds trading [--]. Represents $400MM of the $6BN GBV collateral (at MPT's inflated marks) against $4BN secured debt"
X Link 2025-10-18T10:25Z [---] followers, [---] engagements

"Here is a list of all the MPT entities with 1Ls on them. $MPW"
X Link 2025-10-21T18:20Z [---] followers, [---] engagements

""MPT was here." $MPW This is what a delusional fraudulent criminal looks like. His name is Ed Aldag CEO of MPT. He knew full well Steward (and Prospect) had failed and was continuing to devise ways to send them money. But couldn't take being challenged so lashed out when he knew he had no hand to play. "I could lose everything." - Ed Aldag July [----] But then continued to lie to everyone externally about the status of the tenant(s)"
X Link 2025-10-22T14:18Z [---] followers, [----] engagements

"There is so much here. Aldag's masterclass in gaslighting continues and will never stop. $MPW Let's break it down Link: https://www.medicalpropertiestrust.com/reaffirming-our-business-model https://www.medicalpropertiestrust.com/reaffirming-our-business-model"
X Link 2025-10-29T10:45Z [---] followers, 25.2K engagements

"Insolvent HSA/AHS/NOR soon to take the Prospect CA assets was late on September rent $MPW How much did MPT lend them right after quarter-end"
X Link 2025-10-30T13:15Z [---] followers, [----] engagements

""There is a clue in MPT's Q2:25 10-Q filing. $MPW It explicitly states that quarter's $20MM of "other" impairments were for ". primarily property taxes and other obligations not paid by our cash-basis tenants." I.e. MPT is funding ML1 tenant opex but is doing so via loan assets that were created after September [----] but subsequently written off and not showing up in quarter end "other loan" balances It is possible that these loans are being originated and impaired in the same quarter If we were to add the $40MM YTD other impairments to the $135MM of end-of-quarter ML1 tenant loans it would"
X Link 2025-11-04T12:07Z [---] followers, [----] engagements

"Narrative: MPT's common dividend is "covered" after a 75% reduction. Cash flows are improving. MPT's version of "NFFO" is a valid representation of its business earnings and profitability. The drain on liquidity ended with Steward. $MPW Reality: Upon a critical examination one can very quickly arrive at the conclusion that MPT's "NFFO" represents ZERO NET CASH FLOW to MPT's consolidated balance sheet. And is therefore of incredibly poor quality and informational value. It always has been. More than 60% comes from off-balance sheet UJVs including embedded non-cash gains with UJV dividends"
X Link 2025-11-07T10:57Z [---] followers, [----] engagements

"Here is MPT in a simple nutshell. Narrative (the dividend is covered/sustainable) vs. Reality (it's not). $MPW $70MM of YTD OCF boosted by only God knows what "other asset" benefits (notice the swing). Versus $145MM of YTD dividends And (again) hundreds of millions of tenants loans/"CAPX"/advances "in the middle." It's structural cash burn. Why is it that no other triple-net lease REIT makes such large "investments" in its tenants particularly the OpCo loans without any evidence of a return Or giving tenants 4+ years to actually spend on capital Is it "financing" or "CAPX" And then they lie"
X Link 2025-11-08T15:07Z [---] followers, [----] engagements

"How is it possible that MPT and the auditors blessed a write-up of the Prospect CT real estate in Q2 over Q1 $MPW Only to be impaired back DOWN again this quarter Knowing full well what the bids would be as early as May [----] and that MPT had taken over the DIP by repaying JMB in July [----] Did they just ignore the waterfall There was no mathematical possibility that $138MM in cash could flow to satisfy this CT real estate claim given the funded $105MM MPT DIP + $50MM+ of accrued adequate protection + $50MM TL roll-up standing in front. On top of fees expenses and taxes. Seemingly ANOTHER"
X Link 2025-11-10T14:31Z [---] followers, [---] engagements

"MPT has advanced at least $170MM (not $130MM) to its "quality" ML1 replacement operators through Q3. Already more than the ultimate run-rate "rent" so CF-negative. $MPW For perspective MPT lent/advanced/deferred $140MM to Steward over Q1-Q3:23 leading up to its ultimate financial demise. Wasn't the Steward "resolution" supposed to stop that burn and round-tripping The only thing that was "resolved" and"validated" is that Hamner doesn't know lease accounting. His words to the FILO DIP parties"
X Link 2025-11-12T19:39Z [---] followers, [----] engagements

"This is the RE worlds version of vendor financing or channel stuffing. $MPW For all those fascinated with the circularity in tech rn. Its endemic in MPTs business model since inception. Find low-credit tenant often with insolvent shell OpCo (see NOR) finance losses at OpCo w/ loans/advances from MPT OpCo signs lease with MPT at unaffordable rates MPT records rent creates illusion of profitability at MPT allows MPT for a time to raise capital to keep going and mgmt to extract $$ But is CF-negative as we continue to see. MPT really a sponsor trying to keep any residual between rent and loans"
X Link 2025-11-14T10:59Z [---] followers, [---] engagements

"MPT has never directly or indirectly engaged with its critics. $MPW Yet Babin would discuss wanting to post and respond directly with mgmt. And MPTs mgmt would spend company resources to get daily updates on social media activity around the cashtag. Got it"
X Link 2025-11-14T21:04Z [---] followers, [---] engagements

""MPT was here." $MPW Amazing Suddenly these transactions (all funded 100% by MPT to infuse Steward with working capital and/or finance extraction of wealth out of the system) exist It's almost like they existed the whole time while MPT was pretending to be "just a passive landlord.""
X Link 2025-04-29T11:24Z [---] followers, [---] engagements

""MPT was here." $MPW "Non-released parties" related to "the Prepetition transactions (above) or any fraudulent transfer or unlawful dividend." - MPT Sycamore OpCo (MPT) - Cayman TRS Holdings (MPT) - Medical Properties Trust - RDLT et all. https://twitter.com/i/web/status/1917183601453535487 https://twitter.com/i/web/status/1917183601453535487"
X Link 2025-04-29T11:46Z [---] followers, [---] engagements

"Both Prospect CA & CT losing money post-petition through 28/2/25 on what looks to be a GAAP basis which means the all-in cash burn must be huge including CAPX. MORs remain ludicrously behind. Why Combined operating loss -$4.5MM excl. interest expense and D&A for the period so tracking toward an $8MM loss for the quarter and annualizing to $30-35MM loss for the year. $MPW"
X Link 2025-05-06T01:14Z [---] followers, [---] engagements

"MPT exited their big great awesome tremendous secured debt deal. Offsides on the 60% limitation on total leverage lol Thats how desperate they were to save the company in January after putting a bond maturity on the RCF. Which means they cant issue more debt And they shot that secured bullet. What will the banks require now And what did MPT get A little bit of time but basically out of free liquidity AGAIN For the third time in a year $MPW 3.1/x UPDATE Post-PHPH ZERO & MPT Priming Headline: MPT appears out of free liquidity again. It must raise equity NOW. Coming impairment puts MPT further"
X Link 2025-07-15T22:49Z [---] followers, [---] engagements

"@Entertained_1 We dont think itll give them enough to even clear the next bond maturity. Given the cash burn and coming capital commitments from the Prospect disaster. They need more. The cash burn is scary"
X Link 2025-08-11T22:14Z [---] followers, [---] engagements

"One week ago Sat. 1/11 to be exact Aldag/Hamner said "we need to rebut this" as critics rightly callout their BS. $MPW Now the EXACT same touts who threatened and menaced critics' families with physical violence are spewing those "storytelling" talking points. It would be impossible for one company to look and act any more guilty. And leave a paper trail to follow. And we haven't even gotten into the actual receipts yet They're basically asking people to "please sue us." They'll get their wish"
X Link 2025-11-08T18:26Z [---] followers, [---] engagements

"@TungstenMagnus @UpslopeCapital Maybe throw in $ICE and $MIAX"
X Link 2025-11-11T11:38Z [---] followers, [---] engagements

"Babin will fit in perfectly with former AR family and Nicky Schorsch colleagues. Plenty of experience in fraud. $MPW $NHPAP Is NHP instantly a short https://markets.ft.com/data/announce/detaildockey=1330-9578227en-4RGFG5KMH1OV2D10JLCIBDOF4N https://markets.ft.com/data/announce/detaildockey=1330-9578227en-4RGFG5KMH1OV2D10JLCIBDOF4N"
X Link 2025-11-18T22:26Z [---] followers, [---] engagements

"$NHPAP holders meet your new CFO $MPW Should bring nothing but credibility class and sound ethics to your company amidst its transformation Link: https://www.motherjones.com/politics/2025/10/medical-properties-trust-mpt-steward-health-care-ed-aldag-secret-campaign-critics-surveillance-reit/ https://www.motherjones.com/politics/2025/10/medical-properties-trust-mpt-steward-health-care-ed-aldag-secret-campaign-critics-surveillance-reit/"
X Link 2025-11-18T23:10Z [---] followers, [---] engagements

"Babin should fit right in Almost like he has found his calling in life and is totally prepared to further defraud mom and pop investors as AR is known to do. $MPW $NHPAP Aldag should be proud watching one of his pupils go out into the world and strike it (fraud) on his own"
X Link 2025-11-19T13:48Z [---] followers, [---] engagements

"Another hospital scam $NUTX. So many cross currents with Aldag and MPT. $MPW CEO accused of embezzlement Paging Guilford 🚨 $NUTX new report just released 🚨 Part One of our investigative report on Nutex Health. All new info not reported elsewhere. https://t.co/XGmE4m4Hfh And stay tuned for part two. Things are spicy over at $NUTX 🌶 https://t.co/ShrbgLW3pB 🚨 $NUTX new report just released 🚨 Part One of our investigative report on Nutex Health. All new info not reported elsewhere. https://t.co/XGmE4m4Hfh And stay tuned for part two. Things are spicy over at $NUTX 🌶 https://t.co/ShrbgLW3pB"
X Link 2025-11-26T21:20Z [---] followers, [----] engagements

"". Needed to close by May 10" or Steward would be out of cash and not pay May [----] rent. $MPW MPT closed "international JV" portion by May [--] which poured $200MM directly into Steward. MPT then "touted" 96% of May rent paid End of story. Rent round-tripping and fraud. All "earnings" completely fake. @SECGov @SEC_Enforcement @DOJCrimDiv The result rather than a natural restructuring of the leases to what was affordable and sustainable was the complete demolition (not saving) of the largest private hospital system in the U.S"
X Link 2025-12-02T16:13Z [---] followers, [----] engagements

"FFO "NFFO" and "AFFO" are useless metrics for MPT specifically if all or 100% of it is funded from MPT itself via below-the-line loans and "capex" to insolvent tenants. $MPW And that's exactly what has happened. "Short-term" working capital loans of $130MM + $40MM to cover tenant opex is $165MM of YTD "AFFO" as MPT used to report it (excludes "capex;" "AFFO" metric removed from MPT reporting entirely after exposed for being massively non-cash). The earnings are not there. They are being manipulated and engineered. Same thing happened in [----] with Project Easter. Those "earnings" would not"
X Link 2026-01-11T21:58Z [---] followers, [----] engagements

"Ed you can change the ticker as many times as you want. It doesn't alter the fact that you and your business are and have been entirely fraudulent 👇. $MPW $MPT How much money have you extended to your operators since September [----] How much since Q3:25 How many empty desks are there in the new HQ This is Exhibit A to Aldag's deceit and the degree to which he and Hamner can be trusted. $MPW ". collection of 96% of May rent and loan payments. operators demonstrate resiliency. outstanding performance by our tenants." And in the background (undisclosed of course) https://t.co/fMjoZoGl3I This is"
X Link 2026-01-20T13:45Z [---] followers, [----] engagements

"MPT can't even start off on the right foot with its "rebrand" to wait for it. MPT $MPW $MPT Notice that the "$1 billion of rents" is not adjusted for share of UJVs and so does not flow to the consolidated balance sheet as is and is not available 100% for debt service or dividends. So already is misleading. It also does not account for round-tripping loans to achieve that "rent" but that should be a given at this point. That's just the fraudulent model The more things change Link:"
X Link 2026-01-20T14:24Z [---] followers, [---] engagements

"Guilford was sold and no longer exists so the name is gone. But the embezzlement still occurred. and everyone in the AL business community knows it. $MPW Same principle amazingly following the same person"
X Link 2026-01-20T18:28Z [---] followers, [---] engagements

"This is Aldag/MPTs version of successfully navigating tenant BKs. $MPW $MPT = handing the assets to insolvent fraudulent captured operator shellcos that MPT funds to collect back (round trip) rents. Same since the beginning of MPTs notorious 20-year history. @BigRiverCapita1 @insider_ct Here comes insolvent NOR (aka insolvent HSA fka insolvent AHS) unable to satisfy the CA sale order terms (no surprise there) but with an interesting twist $MPW $MPT NOR trying to assert no personal guarantee by fearless leader Mike Sarian (who has time to tout MPT stock on https://t.co/FKf6AgW0wj"
X Link 2026-01-21T12:24Z [---] followers, [---] engagements

"The idea that Aldag is still highlighting a coordinated short seller attack proves just how ill-equipped he is to run a public company. $MPW $MPT No self awareness. No competency in markets. Doesnt know what hes talking about. Legit believes that REITs should be valued on a dividend yield Conspiratorial tendencies. Clearly no skill in real estate investing given the degree of losses. Propensity to lie about everything. https://twitter.com/i/web/status/2013989643419590944 https://twitter.com/i/web/status/2013989643419590944"
X Link 2026-01-21T14:58Z [---] followers, [---] engagements

"RT @AmaralPartners: HSA "continues to perform very well." - Aldag Q3:25 earnings call $MPT Steward "continues to perform very well." - Al"
X Link 2026-02-06T16:27Z [---] followers, [--] engagements

"RT @AmaralPartners: Aldag and MPT are frauds. $MPT "All of these operators continue to perform very well. none of these top-5 operators"
X Link 2026-02-09T13:45Z [---] followers, [--] engagements

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