@Mr_Neutral_Man Avatar @Mr_Neutral_Man Mr Neutral Man aka "Howard Marks of REITs”

Mr Neutral Man aka "Howard Marks of REITs” posts on X about reit, $maa, $cpt, debt 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 finance stocks cryptocurrencies technology brands currencies social networks countries fashion brands celebrities financial services

Social topic influence reit #69, $maa #1, $cpt #7, debt, if you, money, investment, in the, $alx #2, $cost

Top accounts mentioned or mentioned by @rhunterh @thepupil11 @realassetsvalue @ellliotttb @billbrewstertbb @compound248 @moseskagan @darkfirecapital @aussieflya @pythiar @leylakuni @andrewrangeley @kingdomcapadv @tidefallcapital @privateeyecap @compoundpapi @pekwat @slicetransverse @lhamtil @jay21

Top assets mentioned Mid-America Apartment Communities Inc (MAA) Camden Property Trust (CPT) Alexander's Inc. (ALX) Costco Hot Dog (COST) Veno Finance (VNO) Clipper Realty Inc. Common Stock (CLPR) Prologis Inc (PLD) Costco Wholesale Corporation (COST) Somnium Space CUBEs (CUBE) Blackstone, Inc. (BX) Apartment Investment and Management Company (AIV) Hanesbrands Inc. (HBI) ALEX Lab (ALEX) Rexford Industrial Realty, Inc. (REXR) Alexandria Real Estate Equities Inc (ARE) The Howard Hughes Corporation (HHC) Autonomous Virtual Beings (AVB) Alphabet Inc Class A (GOOGL) Howard Hughes Holdings Inc. (HHH) Bitcoin (BTC) Lululemon Athletica Inc (LULU) SL Green Realty Corp. (SLG) Gildan Activewear Inc. (GIL) Lineage, Inc. (LINE) Regency Centers Corp (REG) AppLovin Corporation (APP) Ardagh Metal Packaging S.A. (AMBP) Terreno Realty Corporation (TRNO) Enterprise Products Partners, LP. (EPD) Equity Residential (EQR) Cintas Corporation (CTAS) TJX Companies, Inc. (TJX) Americold Realty Trust, Inc. (COLD) Builders FirstSource, Inc. (BLDR)

Top Social Posts

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

"@TidefallCapital I stupidly did not buy $ROIC during Covid when it hit $5 Sold to $BX for $17.50 late last year But it was our largest position in [----] after the NAREIT meeting"
X Link 2025-08-19T01:45Z 11.6K followers, [---] engagements

"@realEstateTrent Are you subtly talking about $MNPP"
X Link 2021-07-05T02:09Z [----] followers, [--] engagements

"@DarkfireCapital @realEstateTrent 50% of my book is public RE stocks. We focus on terminal value. I totally get it. Still own quite a bit of supply constrained NYC properties despite all the negative headlines. That terminal value and generational wealth is important"
X Link 2021-07-16T20:29Z 10.6K followers, [--] engagements

"@EllliotttB Also notice the investor PPT difference between June [----] at NAREIT vs earlier version https://indusrt.com/wp-content/uploads/2019/06/June-2021-Nareit-Presentation-DRAFT-6.7.21-vFINAL.pdf https://indusrt.com/wp-content/uploads/2019/06/June-2021-Nareit-Presentation-DRAFT-6.7.21-vFINAL.pdf"
X Link 2021-07-23T23:54Z 10.2K followers, [--] engagements

"@EllliotttB Non-Core are being sold off raise capital at $50 and $60 for a total of over $130mm. Company becoming more pure play and starting to look like a $FR or a $EGP"
X Link 2021-07-23T23:56Z 10.1K followers, [--] engagements

"@AnalystEgg @heartof_thesea @atelicinvest @lhamtil I have seen people Tweet about the defense contractors lately with Lockheed Martin $LMT being particularly referenced. Something like $BERY has experience the following growth in FCF from $524mm in [----] to $847mm LTM. Share count is up only 8%. So FCF/sh up from $4.20"
X Link 2021-09-29T21:48Z [----] followers, [--] engagements

"The other example is with Ashtead Group. They buy so much more equipment than their mom and pop competitors that they get significant volume discounts. One of the reps told me that sometimes it makes sense to sell a piece of new equipment to their rental customers"
X Link 2021-10-11T16:34Z [----] followers, [--] engagements

"$AHTL They can use their scale to buy the new equipment from the manufacturers and flip it to their customers and make a 20-30% profit and the customer will still get a better deal than going direct to the manufacturer. In fiscal [----] they bought over $2bn USD of equipment"
X Link 2021-10-11T16:37Z [----] followers, [--] engagements

"Another [--] bagger that got decimated during the housing crisis. OSB capacity has largely been rationalized since"
X Link 2022-01-20T18:59Z [----] followers, [--] engagements

"$AMZN rumored to buy $PTON"
X Link 2022-02-05T03:06Z [----] followers, [--] engagements

"@thepupil11 @IgnoreNarrative On commercial land Woodland [---] acres (probably worth $3mm/acre) Summerline [---] acres (probably worth $3mm/acre) Columbia [--] acres (probably worth $5mm/acre) But let's use worst case at $1mm/acre which is way higher than sales to churches schools and Fire Dept $1.67bn"
X Link 2022-03-31T15:56Z 10.6K followers, [--] engagements

"@thepupil11 @IgnoreNarrative Got another [----] acres in Woodland Hills and Bridgeland. Value that at $0.3mm/acre and you get $547mm. Easily $2.2bn"
X Link 2022-03-31T15:58Z 10.6K followers, [--] engagements

"@thepupil11 @QuisitiveInvest Alright correction $HHC [----] rental revenue includes $35.6mm of hospitality revenue. Nontheless it is a very small portion of the overall revenue. Their recurring revenue is much more higher quality than $JOE. $JOE is sooooo hot right now though"
X Link 2022-04-09T13:32Z [----] followers, [--] engagements

"@EllliotttB @thepupil11 @rhunterh @RealAssetsValue $PLD Q1 annualized NOI is $3.468bn. Market cap is $113bn debt is approx (consolidated and unconsolidated) $21bn. They have a pretty good asset management business. Let's say that the AM business and development is $15bn"
X Link 2022-05-02T22:57Z [----] followers, [--] engagements

"What if $COST starts to trade at 30x P/FCF Currently at 45.8x NTM P/FCF"
X Link 2022-05-03T11:48Z [----] followers, [--] engagements

"Head fake of the Year $PSA"
X Link 2022-05-06T15:46Z [----] followers, [--] engagements

"$ROST is down 24% today what happened"
X Link 2022-05-20T17:55Z [----] followers, [--] engagements

"@MRossG199 @PinkPoloShorts @RealAssetsValue @thepupil11 I'm not the best at getting to building level development yield. But I'll try 70% of 119k sqft @$65/sqft at 75% NOI margin (bc tax abatement) = $4.06mm 30% of 119K sqft @ $40/sqft at 65% NOI margin (bc tax abatement) = $928k Total building $4.988mm NOI/$83mm = 6.0% cap"
X Link 2022-05-23T17:57Z [----] followers, [--] engagements

"@PrivateEyeCap 1) seaport strategy yes execution has been terrible. But should look at timeline of CEO transitions and strategy. Also you're not going to NOT develop it if you own the land 2) OXY purchase - look at control of office in Woodlands and what would happen if someone else owned"
X Link 2022-06-06T16:12Z [----] followers, [--] engagements

"@PrivateEyeCap Tremendous supply and price discipline because they basically own that whole market i.e. Irvine Company. If someone comes in and buys $OXY then it breaks into a duopoly from a monopoly Woodland is not Houston - Different performance different rent $HHC is the only builder"
X Link 2022-06-06T16:14Z [----] followers, [--] engagements

"$PLD premarket"
X Link 2022-06-13T13:29Z [----] followers, [--] engagements

"@StudentRentPro People who invest in the public markets pay attention to small details like this. I see too many public RE investors who would comp 8th Ave and 50th St to Hudson Yards. Small details like these are critical. No lawyer or doctors want to live next door to frat bros"
X Link 2022-06-27T14:37Z 10.6K followers, [--] engagements

"@StudentRentPro This applies to $SRG $NYRT $TPHS $JPC $M and $KSS shareholders In RE investing it is location location location. One block over and the investment doesn't work. I have seen people comp Macy's RE to $SPG on a $/SQFT basis. Avoid these mistakes"
X Link 2022-06-27T14:39Z 10.5K followers, [--] engagements

"This maybe the bull thesis that $VNO needs. Casino in Hudson Yards makes all the white shoe firms go back to Penn and 6th Ave NO. Bad. A casino in Hudson Yards will be an explicit admission that the project as conceived is a failure. In a mall context casinos drag down their surroundings so theyre stashed away so shoppers can avoid them. They add nothing to the experience and often cheapen it. NO. Bad. A casino in Hudson Yards will be an explicit admission that the project as conceived is a failure. In a mall context casinos drag down their surroundings so theyre stashed away so shoppers can"
X Link 2022-09-20T15:06Z [----] followers, [--] engagements

"@dividends_reit Yeah I've been thinking about $NYRT as well. Pretty wild that this was at $90 earlier this year. Actually $95. As part of my public service announcement efforts yesterday don't buy REITs on margin If you want to put leverage on real estate use long term fixed rate debt"
X Link 2022-10-07T15:21Z 10.6K followers, [--] engagements

"Epic back and forth on warehouses $PLD Epic oversupply with absolutely no fundamental support. This will be worse than the office crisis. At least you can make an argument to work from office. There is NO argument that e-commerce is a viable business. None. Bring it. https://t.co/RsGtGkp3ey Epic oversupply with absolutely no fundamental support. This will be worse than the office crisis. At least you can make an argument to work from office. There is NO argument that e-commerce is a viable business. None. Bring it. https://t.co/RsGtGkp3ey"
X Link 2022-10-19T17:30Z [----] followers, [--] engagements

"6) Why does Ackman always buy large chunks of of $HHC when it is in the $50-60 range I think $HHC is worth conservatively $111. We assume impairment in many assets and high cap rates. This represents 86% upside. In a bull case $HHC could also be worth $250-400 in five years"
X Link 2022-10-28T18:54Z 10.6K followers, [--] engagements

"Should be interesting to see what happens here in the coming months from an article called "Endowments at a Crossroad" Maybe the title should be "Equity fixed income and hedge funds are more honest with their marks""
X Link 2022-11-06T13:45Z [----] followers, [--] engagements

"Blast from the past Mario has owned $GRIF $INDT from back in the Culbro LLC General Cigar days Chart from [----] proxy https://t.co/8fW0AtusyK https://t.co/8fW0AtusyK"
X Link 2022-11-28T04:24Z [----] followers, [--] engagements

"What I did in my RE portfolio in [--] 1) Shorted [--] bond ETFs including $TLT and $VCLT 2) Sold out my warehouse position & bought puts in $PLD 3) Owned a MF REIT at 6% stab cap rate 4) $HHC war w Ackman BREIT marked its portfolio up 9.3% built differently @rhunterh @thepupil11"
X Link 2022-11-29T02:29Z [----] followers, [--] engagements

"@Citrini7 @PinkPoloShorts $APD is my kind of business. Whats your buy/sell framework there"
X Link 2022-12-29T13:54Z [----] followers, [---] engagements

"1 for [--] in the "likely to be acquired" poll. Ok not $BX. Goodbye good friend. $INDT has treated me well. I had a cost basis in the mid $30s and was a mid teens position at one point. Sold most of my sh at $72 last yr and got back in recently. I'll miss calls with CEO"
X Link 2023-02-22T20:39Z 10.4K followers, [----] engagements

"@RealAssetsValue @compound248 If I make a boatload in my $HBI I'll buy a pair of Hanes and post in them"
X Link 2023-03-01T01:33Z [----] followers, [---] engagements

"Perhaps a seafood based naming system might be useful Toro (high quality but pricey) - Costco Ferrari Chilean Seabass (good but expensive) - $HD Mackerel (Value Stock) - Ferguson Univar $OEC Escolar/White Tuna (Shitco) - Will crap ur pants Surstromming - hold your nose The word shitco has become painfully overused. We need a new word for overvalued company that would be attractive if its price were 50% lower to address this. The word shitco has become painfully overused. We need a new word for overvalued company that would be attractive if its price were 50% lower to address this"
X Link 2023-03-01T01:50Z [----] followers, [----] engagements

"@jay_21_ Not yet been busy. Working off memory so # fuzzy $HBI (normalized EBITDA $1bn currently $700mm) net debt $3.5bn so metric all funky. $OEC (growth cap ex should lighten in next 2-3 of years) Will likely do $500mm of EBITDA currently low $300m. Big ramp coming up"
X Link 2023-03-03T15:54Z 10.7K followers, [---] engagements

"1/n) A little update on this tweet storm from last summer. We took on [--] interns/analysts and [--] are still with us. @_calvinwong will be in Austin TX for a student housing conference starting on Sunday and coming back to NYC on Wed. He's interested in meeting up. 1) I am an investment manager looking for a summer intern to start the week of July 11th. This will be a NYC based position. You have to work out of the beach house office (one row behind these houses) [--] out of [--] days a week. We are in the Rockaways accessible by bus/subway. https://t.co/Q1MzQOwUAC 1) I am an investment manager looking"
X Link 2023-03-29T15:03Z [----] followers, [----] engagements

"@_calvinwong 2/n) Calvin is simply awesome. He's a college senior but has already built a start up. He is also in the process of trying to start his first office to student housing conversion project. He has real estate GP in his veins. He also created most of the analysis for $HHC in late 22"
X Link 2023-03-29T15:06Z [----] followers, [---] engagements

"@CapitalObserver @thepupil11 You're looking at it with some hindsight bias. Obviously paying up at a [---] cap in the public markets was not a smart thing to do. Privates didn't trade to that cap rate back then"
X Link 2023-04-04T19:54Z [----] followers, [---] engagements

"@CapitalObserver @thepupil11 Today $AVB is trading around a 6% cap if you ask most people and a 4% divvy yield. Starting valuation matters a lot"
X Link 2023-04-04T19:55Z [----] followers, [---] engagements

"10/n) Why do I like the aggregate business so much. It is very simple. A ton of rocks/sand sell for $10-15 but trucking it [--] miles adds $10-15 in cost. You must buy locally. Agg prices went up after housing bust. Zoning is notoriously difficult"
X Link 2023-04-07T14:59Z 10.6K followers, [----] engagements

"11/n) $276mm of multifamily buildings and development sites. They recently sold 20% of their holdings at a $320mm valuation for [--] buildings in the Navy Yard in DC. This implies $80mm value for the remaining equity stake. Protected by the river from future developments=Rent growth"
X Link 2023-04-07T14:59Z 10.6K followers, [----] engagements

"12/n) 600k sqft of development right next to The Maren and Dock [--] @ $80/sqft = $48mm. Square [---] = 385k sqft @ $70/sqft = $27mm. [----] Half St and Bryant Street @ book value = $98mm. Greenville SC = $23mm. This all equals to $276mm or $29.4 per share"
X Link 2023-04-07T14:59Z 10.6K followers, [----] engagements

"@rhunterh @thepupil11 Jacksonville is a puzzle to me. It is such a meh place. Ive been to the $FRPH annual meeting there a few times. But it is somehow drawing ppl to it. How Just a giant arbitrage in rent/wages for middle/back office vs NYC"
X Link 2023-04-14T01:48Z [----] followers, [----] engagements

"State of Twitter ad targeting getting better and getting weird at the same time. Clearly $HHC makes sense. But then this gay/queer ad is confusing"
X Link 2023-04-24T16:19Z [----] followers, [----] engagements

"Has anyone reverse engineered Michael Burry's investment in $GEO and $CXW What's the bull/bear thesis Stocks have been decimated in recent years"
X Link 2023-04-24T18:04Z [----] followers, [----] engagements

"Wondering if these ads are actually getting any traction with corporate relocations $HHC On the other hand ad targeting is definitely getting better on Twitter @elonmusk As the landowner with existing Site Development Plans in place Howard Hughes can accelerate your relocation process trimming years from timelines. From lease signing to occupancy in 12-24 months versus 5-8 years. Contact us to learn more about our leasing program. As the landowner with existing Site Development Plans in place Howard Hughes can accelerate your relocation process trimming years from timelines. From lease"
X Link 2023-05-09T13:06Z [----] followers, [----] engagements

"It all makes sense @TrungTPhan @compound248 $BSAQ"
X Link 2023-05-13T03:19Z [----] followers, [----] engagements

"@StocksAndMacro @DevinLaSarre @Bob366466 @sidecarcap 1/n) FRP Holdings $FRPH is compelling here 1) It is trading at about 60% of NAV 2) Pristine balance sheet with 33% of market cap in cash 3) Great management team 4) Assets with strong moats. IMO NAV grows at 10% a year buying it at 60% of NAV gets you mid-high teens CAGR for. 1/n) FRP Holdings $FRPH is compelling here 1) It is trading at about 60% of NAV 2) Pristine balance sheet with 33% of market cap in cash 3) Great management team 4) Assets with strong moats. IMO NAV grows at 10% a year buying it at 60% of NAV gets you mid-high teens"
X Link 2023-05-15T18:33Z [----] followers, [---] engagements

"@StocksAndMacro @DevinLaSarre @Bob366466 @sidecarcap $VMC $MLM are two larger cap pure play (but worse structure as they are not royalties). $FRPH you have the aggregate exposure but also real estate exposure. More of a SOTP story but with good management team"
X Link 2023-05-15T18:35Z [----] followers, [---] engagements

"@RealAssetsValue @AdamB1438 @thepupil11 @RecoveryTrade @fintwit_wannabe @PrivateEyeCap Pretty sure $VNO is over [--] cap if you give credit to the money spent on Penn [--] and Penn [--] and the cashflow thats coming Why buy a weird office/industrial mix Just buy $VNO and $PLD"
X Link 2023-05-22T14:38Z [----] followers, [--] engagements

"@compound248 @budlight @WSJ"
X Link 2023-05-23T02:57Z [----] followers, 26.5K engagements

"Uncle Roger in response to a Gordon Ramsay challenge"
X Link 2023-05-24T17:57Z [----] followers, [----] engagements

"@PandaValue You run a business long enough you give up on industrials. - Warren Buffett of FinTwit probably"
X Link 2023-05-31T20:07Z [----] followers, [---] engagements

"In small cap investing sometimes the trading volume tells you a lot about a name. $FRPH experienced elevated trading volume in the past few days. On May 31st shares traded reached [------] versus an average that was less than [-----] per day before May 11th. Trading volume starting on May 12th was about 2-3x the normal amount and ended on May 31st at over 45x the normal amount in a single day. But the stock held at $52 while the overall market was down due to the debt ceiling worries. My take is that the sellers are now being swapped for investors who understands the valuation of the company."
X Link 2023-06-02T16:17Z [----] followers, 26.2K engagements

"Ball Corp explores sale of aerospace unit for more than $5 billion $BALL @sinstockpapi If you squint hard enough aluminum cans are sin stocks as they supply the beer/RTD cocktail manufacturers"
X Link 2023-06-29T21:14Z [----] followers, [----] engagements

"John Malone and Bill Foley's reputation have been trashed on Twitter lately how does one interpret this information"
X Link 2023-06-20T21:02Z [----] followers, [--] engagements

"LC MF Frankly we havent looked at large cap MF in a decade bc it was never that cheap with exception of Covid (but gone quickly). So not that familiar with the mgt teams. Did meet with a half a dozen of them at NAREIT this year. $MAA seem reasonable $NXRT seem smart $BRT seem a little lost $CPT seems okay but will want to dig deeper. These are all impressions of the mgt team"
X Link 2023-06-24T04:34Z [----] followers, [---] engagements

"Twitter ad targeting is starting to approach Meta and Google level. I joked about the trinity of light beer Viagra and pick up trucks ads. Got a bunch of ED ads. I mentioned about SHEIN out competing $HBI in Brazil and just got this ad. Definitely improving"
X Link 2023-06-24T15:32Z [----] followers, [----] engagements

"@junkbondinvest $ATUS (probably will buy $CHTR and $WOW) $CLPR $VNO preferred $HBI $LFCR (event driven and probably getting sold soon) $AMBP $VRE $NXRT All in small 1-2% except for $CLPR and $LFCR"
X Link 2023-07-01T03:20Z [----] followers, [----] engagements

"@chernobelskiy @ApePagoda Just buy $VNO with trophy class A in Manhattan @AndrewRangeley"
X Link 2023-07-10T15:46Z [----] followers, [---] engagements

"Hope I can get these in in time. Paging @thepupil11 1) What does Hawkins think are the most problematic assets and what are the most attractive 2) Will Penn [--] be fully leased 3) What do you think $VNO will do with their mortgaged assets with short term maturity Do you think they will walk away What if they are borderline Will $VNO put in more capital 4) Do yo have a view on $VNO's common and preferred dividend policy Is it to turn it off completely or year by byear 5) Thoughts on the Fifth Ave/Broadway/Qatar JV Venture How much is that worth 6) What's the plan for the Hotel Penn site 7)"
X Link 2023-07-10T16:17Z [----] followers, [----] engagements

"From the $NXRT earnings call today RIP [--] Cap Sunbelt Multi 8-12 months free to bring effective rent down from $2300-2400 to $1800-$1900. Did I read this right @HedgeyeREITs @RealAssetsValue @thepupil11 @PrivateEyeCap"
X Link 2023-07-25T22:46Z [----] followers, [----] engagements

"@AdamB1438 @MRossG199 Dude want to bet like a lot of bragging rights that $VNO wont go to $0 in [--] years. Im spotting you [--] extra years"
X Link 2023-08-05T00:51Z [----] followers, [---] engagements

"Found this over at Wall Street Oasis.that message board enjoys dark humor"
X Link 2023-08-09T23:08Z [----] followers, [----] engagements

"Avoid the [--] Horsemen of RE Apocalypse Going broke in RE generally involves the following: Low fixed charge coverage ratio (1.0x ) Floating rate debt Short maturity High LTV & Price Veteran RE folks knew this was coming when [--] cap Sunbelt got done"
X Link 2023-08-11T13:51Z [----] followers, [----] engagements

"I'll push back on this. Total SG&A expenses which includes c level and director compensation is about 30-40 bps for the large cap MF REITs. This includes a lot of the "promote." You also get instant liquidity which I understand can be sold as a negative these days. Oh how far have we come from the illiquiditiy premium from the Swensen age. You can literally buy $100mm of large cap MF REITs tomorrow if you want. I think that kind of liquidity deserve some value. How much does BREIT charge No idea how you run your shop and the fee structures. I am open minded to think that you perhaps run the"
X Link 2023-08-21T04:13Z [----] followers, [---] engagements

"It's a tragedy. I live on one of the best surfing blocks in Queens. They literally have guys renting surfboards out of vans on my street. But I've been too busy working and trying to hit my squat PR numbers. Have never actually tried surfing. Was supposed to last year but weather got in the way"
X Link 2023-08-22T17:29Z [----] followers, [--] engagements

"These office cap rates from [----] 4.0-4.9% for NYC Miami and LA What a time $VNO $SLG"
X Link 2023-08-22T22:08Z [----] followers, [----] engagements

"This is the man in the arena. That other guy is a clown. I'll pay $500 for this fight"
X Link 2023-08-24T02:57Z [----] followers, [----] engagements

"Inflation is eating consumers alive. In late [----] you could have bought a Peloton bike with about [--] shares of the company stock. Now you need [---] shares of $PTON stock to buy a bike"
X Link 2023-08-25T03:47Z 10.6K followers, [----] engagements

"@InaTailHedged You either buy 30lbs of duck legs to make duck confit for the whole winter or you dont buy any at all"
X Link 2023-09-05T02:29Z [----] followers, [---] engagements

"A little dividend goes a long way Red is total return since 1970s including dividends and price appreciation - 221x Purple is just price appreciation excluding divvy- 7.2x Start date dividend yield - 6.13% Current dividend yield - 4.08% @thepupil11 @rhunterh"
X Link 2023-09-05T20:03Z [----] followers, [----] engagements

"@thepupil11 @rhunterh 11% CAGR in case anyone is wondering S&P [---] total return is about 170-180x during the same time period"
X Link 2023-09-05T20:12Z [----] followers, [---] engagements

"@alluvialcapital I mean it's a great set up today for stock picking in the REIT space. I've been waiting for [--] years. The good thing about REITs is that you can drip your way into share buybacks"
X Link 2023-09-05T21:36Z [----] followers, [---] engagements

"What's the best CRM for a small business that tracks follow ups conversations etc"
X Link 2023-09-07T17:49Z [----] followers, [----] engagements

"People say large caps are efficient this is a $16.5 bn market cap multifamily REIT $MAA How hard is it to slap a cap rate on a NOI"
X Link 2023-09-08T18:27Z [----] followers, [----] engagements

"@EllliotttB How's the depreciation bennies working out for guys who bought at 3.5% cap"
X Link 2023-09-08T18:31Z [----] followers, [---] engagements

"@EllliotttB @ajobst Hmm conflicts conflicts Pay 5.0% cap and borrow at 5.5% interest rate and get depreciation or Pay 6.0-6.5% cap and borrow at 3.5% interest rate (existing debt) and get minimal depreciation"
X Link 2023-09-08T19:23Z [----] followers, [---] engagements

"ReTwit I've never built a full development model and this one is pretty laughable in its simplicity. But is this fairly representative of the MF development model pre and post rate hike @PerrySolem @_calvinwong @rhunterh I think I'm in the ballpark. But let me know"
X Link 2023-09-11T21:02Z [----] followers, 14.6K engagements

"Gents for clarification. The purpose of this pre vs post analysis is to illustrate why development has declined. The IRRs for LPs is no longer attractive while the alternative of just holding fixed income are more attractive today. So the model is deliberately not sophisticated and meant to be "napkin math" The key objective is to illustrate that development used to yield over 20% levered IRR and now you're barely getting 10% due to higher financing cost and higher LTV for the same project. Would love feedback in light of this new info I shared. I should've shared this from the beginning. The"
X Link 2023-09-12T02:20Z [----] followers, [----] engagements

"@chernobelskiy Bc that mark-to-market may cause a banking crisis I don't know. Someone smarter than me in banks should answer this"
X Link 2023-09-14T03:21Z [----] followers, [---] engagements

"Both small cap and REIT factors working against me for a solid month. Don't really matter actually love the selloff in REITs and will be able to reinvest dividends into more shares. @alluvialcapital @willis_cap @robertqking Woke up today and the portfolio is up 1.5%. Gotta"
X Link 2023-09-14T14:14Z [----] followers, [--] engagements

"@FrankTheTankLA @hedgie007 @moseskagan Bill Gross was just on the Odd Lot podcast talking about taxes on bonds. Treasuries are exempt from state and local but still gotta pay hefty federal taxes"
X Link 2023-09-15T11:56Z [----] followers, [--] engagements

"@lhamtil What happens when capitalism is allowed to do their thing Why the Twinkie Is Now Worth Billions https://www.wsj.com/business/retail/twinkie-hostess-brands-smucker-deal-4cc72302reflink=integratedwebview_share https://www.wsj.com/business/retail/twinkie-hostess-brands-smucker-deal-4cc72302reflink=integratedwebview_share"
X Link 2023-09-17T15:35Z 10.6K followers, [---] engagements

"REITs hitting [--] week lows and Im like"
X Link 2023-09-21T20:30Z [----] followers, [----] engagements

"@moseskagan Its moving so fast finding new names that fits the criteria every day. I would allocate 80/20 to core and opportunistic. $MAA will be core and $NXRT will be opportunistic. Even NNN REITs are attractive now"
X Link 2023-09-22T05:14Z [----] followers, [----] engagements

"@radiofreesteve Not just that. You look at the cap rate cap structure ffo fad debt maturity stress it to GFC stress it for new supply etc stress it for a 5-7% exit cap rate Then you run a DCF they are cheap"
X Link 2023-09-22T15:37Z [----] followers, [--] engagements

"Just want to give a shoutout to @iancassel and everyone behind the scenes that made the recent MicroCap Leadership Summit an awesome event. From a planning perspective the whole event was flawless. It was easy to fly into Chicago get an Uber and just nerd out for [--] days straight meeting great people talk shop and hear from interesting nano/micro cap management teams. I would add that the room and food were excellent for a conference and the event was definitely priced at cost or a slight loss. It was also great to hang out with some of the FinTwit regulars. Edit to add that the people there"
X Link 2023-09-25T19:42Z [----] followers, 16.7K engagements

"What's more of a stretch Stephen Schwarzman's 42" vertical jump in his autobiography or BREIT's 8% total return in [----] @HedgeyeREITs @thepupil11 @RealAssetsValue @CliffordAsness @rhunterh https://x.com/TidefallCapital/status/1706396223425458351s=20 "One of my more unusual achievements had been to set the universitys vertical jump record forty-two inches during the physical exam we took when we arrived. - Steve Schwarzman Blackstone beats Kobe and Dr J. and places him in the top [--] of all time Gotta love autobiographies. https://t.co/TOgBuOC1DI 42" Vertical Jump BREIT's 8% total return"
X Link 2023-09-25T20:13Z [----] followers, [----] engagements

"Did some napkin math on Rexford $REXR and this is what I got in place cash NOI is roughly $616 annualized from Q2 [----] data. Total enterprise value of $13.1bn or 4.7% cap rate. But new leases and renewal leases are done at 66.9% and 76.8% cash spread during Q2. If you apply this to the rest of the portfolio the 4.7% cap rate is likely a 6-7% in the next 2-3 years when they all roll. Public REITs also can use its equity as a currency. One of my LPs sent me a stapled letter from Rexford when interest rates were much lower that they are ready to acquire their warehouses at 3-4% cap rate IIRC. My"
X Link 2023-09-26T02:02Z [----] followers, [---] engagements

"The year was [----] it was the post Xmas sale at Nordstrom. I bought like [--] pieces of clothing for $300 which is probably the most Ive ever spent on clothing in one setting. But it was a great bargain hunt. I just lost about [--] pounds from my peak playing weight in football. Its the best Ive ever looked physically. I came upon a brown leather jacket like this and I looked super fly. But it was $200 and I have already spent $300 on [--] pieces of clothing. My friend and I were marveling at how good it looked on me. I put it back on the rack and went home. I still think about that jacket today and"
X Link 2023-09-27T02:15Z [----] followers, 11.1K engagements

"@DailyREITBeat @Bloomberg @knightfrank Dare we suggest that they buy a MF REIT at a [--] percent cap rate"
X Link 2023-09-27T02:32Z [----] followers, [---] engagements

"@DST_PDX Depending on which asset class in RE IMO. B & C office and malls are definitely no man's land. MF is more of a valuation issue and what owners paid. Residential is likely the healthiest except for 22-23 vintages with 6% mortgage rates"
X Link 2023-10-02T02:40Z [----] followers, [--] engagements

"@rhunterh The difference between the balance sheets of large cap public REIT and smaller private players is night and day"
X Link 2023-10-02T23:30Z [----] followers, [---] engagements

"@c_huss JPM HQ is the architectural version of skipping leg day. @compound248"
X Link 2023-10-03T17:04Z [----] followers, [----] engagements

"@aussieflya @c_huss @compound248 There's a reason they are still standing after thousands of years"
X Link 2023-10-03T17:09Z [----] followers, [---] engagements

"@aussieflya @c_huss @compound248 Yeah about that $24 paid for Manhattan Island. I'd like to do that trade all day long and hold it for [---] years"
X Link 2023-10-03T17:12Z [----] followers, [---] engagements

"Large cap industrials are trading at higher multiples than Coca Cola now. Its a weird world out there. Trucking companies trade at higher multiples than Coke"
X Link 2023-10-06T12:56Z [----] followers, [----] engagements

"If anyone has any favorite shorts let me know. I feel like the industrials have been tethered to the Infrastructure CHIP and IRA and they are kind of Immunue at the moment. $KO and $PEP Yes treasury yields are higher but perhaps Ozempic narrative"
X Link 2023-10-06T14:47Z [----] followers, [---] engagements

"This is well said. If anyone wants a US based mental model for thinking about this topic. In NYC market rate apartments go for 50-100% more than rent regulated apartment. Because in the long run market forces drive rent for market rate apartments. The government that sets rent are not interested in landlords they are worried about being voted out. So rent regulated apartments trade at deep discounts based on the same cashflow. 40% is the appropriate discount. In a relationship if one spouse cheats you don't start to quantify how often they cheated how physical they got who they cheated with"
X Link 2023-10-07T00:53Z [----] followers, [----] engagements

"If only there was a royalty business tied to something with pricing power about to go through a huge increase in spend due to infrastructure spent in the US. Pricing power of 3-4% under normal circumstances but likely 5-10% annual increase in this higher inflation environment. Hmm what could it be"
X Link 2023-10-07T02:22Z [----] followers, [----] engagements

"People who have spent a lot of time studying $NVR and $DFH What is the franchise value of these asset light companies Why do land owners willingly sell out options for NVR and DreamFinder Homes I understand that they collect a hefty premium. Does this only work in regions where land is plenty I can't imagine any land owner in NYC willing to sell an option. What is the downside to this model Why can't the high ROICs just be arbitraged away over time It also seems like many national homebuilders are adapting this model. Is there a Netflix dynamic where it was great for $NVR for a long time but"
X Link 2023-10-10T14:31Z [----] followers, 17.3K engagements

"@AGL302 Hmm so the options premium receive can be put towards horizontal development And yes having a publicly traded homebuilder as the option buyer will definitely make the lenders much more willing to lend to the lot developer"
X Link 2023-10-10T16:43Z [----] followers, [---] engagements

"Anyone going to the $FRPH investor day can park here and walk over $4/hr and likely cheapest. Theres parking at Dock [--] but likely more expensive. Not sure it they comp for the meeting"
X Link 2023-10-11T13:41Z [----] followers, [----] engagements

"I'm a bit bewildered by the carnage in CPG stocks. I thought these mid 20s multiple sporting LSD growth names were due for correction last year. But is Ozempic a convenient excuse for the market to dump the shares now that the [--] year yield is hovering around mid to high 4s Perhaps the teens % price increases gouging that they passed through last year will be coming back to bite them in the form of lower volumes going forward"
X Link 2023-10-13T17:50Z [----] followers, 13.4K engagements

"I'm trying to understand who's setting the price for CPG names If stocks are truly priced based on all the future cashflows discounted back to present day. I would say that these CPG names looked over valued the moment the Fed started raising rates last year. But why the sudden move recently Is this the function of the pod shops becoming the price setters I've personally be writing about how interest rates will damage high multiple REITs utilities CPGsLBOs etc. But it seems like you need a Ozempic fear for the market to reprice. It's almost like some pod shop goes "crap we'll have negative"
X Link 2023-10-13T17:55Z [----] followers, [----] engagements

"@thepupil11 Could've bought Bank of America at 1.5x [--] yr forward P/E and you could've coattail Buffett knowing his the GOAT of bank investing @MattAsAService"
X Link 2023-10-13T18:22Z [----] followers, [---] engagements

"Perks of living in NYC. Went to fix a leaking stove top with my brother. Now were getting soup dumplings"
X Link 2023-10-14T01:48Z [----] followers, [----] engagements

"Dear FinTwit If you were sit down and write without the distraction of Twitter and the internet what set up would you use I need some productivity gains in this area. Seriously considering buying one of these. Other ideas explored is buying a cheap chrome book. The key is to eliminate distraction as I am doing right now. I have a ReMarkable [--] that I hope I can attached using a mechanical keyboard. Any help in this area will be greatly appreciated"
X Link 2023-10-17T01:44Z [----] followers, [----] engagements

"One thing that I worry about with all industrial REITs is what happens when vacancy goes from 4% to 6-8%. Not saying it will but if it does the pace of rent increases in the past and the the ability to raise rents goes down significantly. Afterall these are just boxes. Not like @iononrecourse vibey restaurants with cool patios"
X Link 2023-10-17T22:12Z [----] followers, [---] engagements

"@PERE_MD If you want public exposure $FOR is a pure play"
X Link 2023-10-19T02:59Z [----] followers, [---] engagements

"$DLA up a decent amount on a otherwise down day anyone know what's going on Forager taking the activist position obviously helps. But anything specific to today"
X Link 2023-10-19T18:36Z [----] followers, [----] engagements

"Someone wrote up redeeming from BREIT as a short idea on Value Investors Club and the VIC members are pissed that they can't execute the trade because they never invested in BREIT. The pitch was basically that BREIT's NAV is still higher than year end [----]. So you may as well redeem at a [----] price when you can. BREIT trades below 5% cap rate and public REITs are 200bps higher. Now there is an active debate and someone is claiming that REITs are screwed despite trading at a 7% cap for Sunbelt MF. One poster thinks that REITs have another 20-40% downside left. The whole thing is entertaining"
X Link 2023-10-20T04:08Z [----] followers, 13.5K engagements

"From $FRPH's investor day. Company is saying that 1) they bought a bunch of land before run up at $10/sqft. but they put in the time and effort to get it entitled. They are building mostly all cash to probably closer to an 8% unlevered yield. They have $166mm of cash on B/S. Uniquely positioned to grow warehouse portfolio. I wouldn't mind owning brand new warehouses in Baltimore/DC market built to an 8% unlevered yield Company is probably creating $50-75/sqft on development using no debt"
X Link 2023-10-22T19:01Z [----] followers, [---] engagements

"@fintwit_wannabe @rev_cap Gun to my head only select large cap REITS like $PLD and guys like $FRPH can develop. Most merchant developers can't make the economics pencil with the current rent build cost and construction cost"
X Link 2023-10-22T19:04Z [----] followers, [---] engagements

"Why doesn't the market like $AMT anymore [--] year price return is now flattish. Merely a double in stock price in the past [--] years. But an absolute beast from early 2000s. Growth has stalled 18x NTM EV/EBITDA Who is the most knowledgeable about tower REITs ' Just an interest rate trade bruh @willis_cap"
X Link 2023-10-22T19:12Z [----] followers, [----] engagements

"We recently created this chart to demonstrate the scenario analysis for buying at different entry cap rates and exit cap rates. When cap rates stays flat or compress the IRRs can be quite significant. When cap rates rise the left tail scenarios can be quite common. The past 10-15 years is very unique in that interest rates stayed very low and we had reasonable rent growth. This chart shows that if you buy at a 3.5% cap rate it's very easy to have negative IRRs. In any scenario that involves cap rate compression you can see that the IRRs are often 20%"
X Link 2023-10-22T21:46Z [----] followers, [---] engagements

"@aussieflya @chernobelskiy Ironically this is the return profile of most large cap public REITs at the moment"
X Link 2023-10-22T21:47Z [----] followers, [---] engagements

"@GrandTokamak $FOR - Pure play lot developer"
X Link 2023-10-23T02:54Z [----] followers, [---] engagements

"@midtown_rob Wondering on why you like URI going into earnings Own some Ashtead and like this business a lot. But usually do not dig into the Q to Q dynamic as much"
X Link 2023-10-23T13:38Z [----] followers, [---] engagements

"@At50w50882 @closetindexed What is the key assumption on $AMT being good value with [--] year at 5% I'm very curious and just generally don't understand all the levers in the business. Thank you"
X Link 2023-10-23T14:10Z [----] followers, [---] engagements

"Pretty crazy that $PLD grew cashflow from operations from $894mm in [----] to TTM $4.1bn. Share issuance is just $179mm since [----]. They took on some debt but net debt to EBITDA is at 4.7x and has come down from 8.2x since [----]. EBITDA/interest coverage ratio at 9.8x times"
X Link 2023-10-23T14:14Z [----] followers, [----] engagements

"Trading at 22x NTM EBITDA which appears high but lots of rent growth potential as market is significantly higher than current rent"
X Link 2023-10-23T14:16Z [----] followers, [---] engagements

"Correction $PLD did indeed issued shares for acquisitions and share count has nearly doubled since 2014"
X Link 2023-10-23T14:32Z [----] followers, [---] engagements

"@robertqking To be totally honest lots of [---] and -2% years followed by one big year with +5 to +10%. Could definitely have hedged last year better. The trading and profit taking left much to be desired. Anticipated the big interest rate move in [--] and winded with a measly 3% hedging gains"
X Link 2023-10-23T15:44Z [----] followers, [---] engagements

"Thoughts @RealAssetsValue @thepupil11 @HedgeyeREITs @PrivateEyeCap @fintwit_wannabe @rhunterh @fortworthchris SoCal industrial cap rates for class A product now at [----] - 6.25%. At market peak two years ago this was [---] bps lower. Capital markets frozen as debt markets are frozen. All eyes on geopolitical events. SoCal industrial cap rates for class A product now at [----] - 6.25%. At market peak two years ago this was [---] bps lower. Capital markets frozen as debt markets are frozen. All eyes on geopolitical events"
X Link 2023-10-24T16:51Z [----] followers, [----] engagements

"@davevermilion @JaguarAnalytics Which market place"
X Link 2023-10-24T21:41Z [----] followers, [--] engagements

"Went old school and spent two hours typing without distractions"
X Link 2023-10-25T16:03Z [----] followers, [----] engagements

"Adjusted for NOI growth some of the large cap multifamily REITs are now trading March 31st [----] EV/EBITDA multiples"
X Link 2023-10-26T15:47Z [----] followers, [----] engagements

"Yes I am aware of that. I actually shorted $TLT in late [----] at $149 as a way to hedge interest rate risk. Yes MF REITs trade at a spread over the [--] year yield. But the implied vol was over [--] during the peak covid window. Everything was trading as if humanity was going to end. Interest rates are really really really important but whether something trades at the same multiple as covid period is a good valuation data point as well"
X Link 2023-10-26T15:54Z [----] followers, [---] engagements

"@silverlining63 This is specifically for $MAA"
X Link 2023-10-26T16:52Z [----] followers, [---] engagements

"@silverlining63 Public REITs tend to overshoot both to the upside and to the downside. We're in the overshooting to the downside phase of the market now"
X Link 2023-10-26T16:53Z [----] followers, [---] engagements

"@silverlining63 Can you explain this further"
X Link 2023-10-26T17:57Z [----] followers, [--] engagements

"@Refinedman2 You can add $MAA. I think a basket of them aren't bad. If you want more torque $NXRT and $CLPR are also interesting. But I should add the disclaimer that NXRT and CLPR will be much much more volatile"
X Link 2023-10-26T18:00Z [----] followers, [---] engagements

"@silverlining63 Buy [--] months early and use the 2% divvy to buy 2.5% more shares because it didn't bottom yet"
X Link 2023-10-26T19:26Z [----] followers, [--] engagements

"@TheGucciGav Thats a joke. What other REITs do you like"
X Link 2023-10-26T23:26Z [----] followers, [--] engagements

"$125k car wash manager"
X Link 2023-10-28T02:05Z [----] followers, [----] engagements

"@RealAssetsValue @NeckarValue @BillBrewsterTBB @AndrewRangeley @rhunterh May have to start this then"
X Link 2023-10-28T15:44Z [----] followers, [---] engagements

"@GLacKamp @BillBrewsterTBB @AndrewRangeley @rhunterh Thats the one REIT asset class that I am not good at. I am only good at equity REITs"
X Link 2023-10-28T17:25Z [----] followers, [---] engagements

"@yetman_mark @BillBrewsterTBB @AndrewRangeley @rhunterh Its been done before Ive invested in a few of them"
X Link 2023-10-28T22:25Z [----] followers, [---] engagements

"@JohnArn73073998 Looking at an Airbnb here thoughts"
X Link 2023-10-29T21:59Z [----] followers, [---] engagements

"@FVR_Capital @PrivateEyeCap This is from my first draft of my "Howard Marks of REIT Investing" memos"
X Link 2023-10-31T15:14Z [----] followers, [--] engagements

"@FLinvestor_ @seekinggarp I've generally become less willing to take on terminal risk in my investments. Owning something where you don't have to worry about terminal risk definitely allow me to average down/add during times of distress. I.e. Office vs Multifamily"
X Link 2023-10-31T20:02Z [----] followers, [---] engagements

"@rhunterh @GrandTokamak @SirBaby6 Put Private in front of anything and you get a premium these days. Take mark-to-market risk Hell nooo"
X Link 2023-11-01T12:18Z [----] followers, [---] engagements

"@ProcessCapitol @uhtredcap Can you explain this to me in plain English Thank you"
X Link 2023-11-03T16:07Z [----] followers, [--] engagements

"Last weekend I typed all day about REIT investing. Knowing that it was the last [--] degree day of [----] I put on my orange Lulu shorts and dipped my toes in the water. I am ceremoniously retiring Legday. Going forth I shall be known as Howard Marks of REITs"
X Link 2023-11-03T17:06Z [----] followers, [----] engagements

"Is the Musk/Zuck fight actually on the whole time $META @compound248 @joerogan Is the market pricing in Zucks mma fight risk Getting punched/kicked in the face isnt great for running a $800bn company"
X Link 2023-11-04T00:57Z [----] followers, [----] engagements

"@Foulke_David @BryanGreenbaum I agree. Not sure what hes trying to prove. Wondering if hes supplementing with TRT and wanting to prove that hes tough or capable of fighting. High school wrestling answered those questions for me. No need to prove anything. But if Im attacked I will flip a switch"
X Link 2023-11-04T16:04Z [----] followers, [--] engagements

"@Foulke_David @BryanGreenbaum This is where a normal board of directors will be helpful"
X Link 2023-11-04T16:05Z [----] followers, [--] engagements

"@InnocenceCapit1 @ChrisBloomstran @chamath @Ringling A classic from the legendary SCAMath steakhouse"
X Link 2023-11-04T19:30Z [----] followers, [---] engagements

"@InnocenceCapit1 @ChrisBloomstran @chamath @Ringling Sheep being turned into mutton chops"
X Link 2023-11-04T19:47Z [----] followers, [---] engagements

"@PerrySolem This is an Amazing footprint of CubeSmart. Strong NIMBY angle competing against $80/sqft for MF rent. Govt has made zero noise about regulating SS rent. I wish I can just buy this slice of NIMBY supply constrained heaven"
X Link 2023-11-06T14:51Z [----] followers, [--] engagements

"@chernobelskiy Just a kind reminder that this VIC post exist to remind people that they can still redeem from BREIT $BX at Blackstone's NAV that hasn't changed much since late [----]. LPs can still get out of 80-90% of their positions in 3-4 months. Not investment advice"
X Link 2023-11-07T02:48Z [----] followers, [---] engagements

"What you're really trying to say is that if you buy $MAA which has hundreds of buildings with [-----] apartment units spread across over a dozen geographies with 20% LTV then maybe it's okay Probably higher conviction to buy an apartment REIT and have realistic expectation that it won't become obsolete over time because people need a place to live. To be fair $MAA is down around 50% from peak to trough. But that's more due to interest rate. Buying today is a very different convo"
X Link 2023-11-08T17:29Z [----] followers, [---] engagements

"@BillBrewsterTBB I don't have systematic research. But if you want to play around on it puts all the numbers in a nice format Here is one for $HD $FAST"
X Link 2023-11-09T18:33Z [----] followers, [---] engagements

"God bless the 20% position in my portfolio with 33% of market cap in cash that just reported strong operating results. Because every other company is down 20-50% if they so much as missed a wee bit of performance"
X Link 2023-11-09T18:49Z [----] followers, [----] engagements

"Last year I bought $COST puts for $10 each. Thought was the multiples are too high now that rates are higher. Sold some of it for 4-5x. They peaked at 10x. Shouldve just use the proceeds to buy some $COST shares and not deal with small cap drama"
X Link 2023-11-10T03:50Z [----] followers, [----] engagements

"True story. I ate bullfrogs as a after weigh in meal during a wrestling tournament in HS. Never gotten so much snark from my teammates. What did these little frogs do to you But a couple of them tried it and kept asking me if I had more throughout the season. Still one of my favorite dishes. Great fried with salt n pepper in congee and stir fried with yellow leek"
X Link 2023-11-11T13:24Z [----] followers, [---] engagements

"@CalgaryLeveen Max size"
X Link 2023-11-11T13:25Z [----] followers, [---] engagements

"@aussieflya @Cribdilla My handle is Mr Neutral Man. But that fraudster DeBlasio choosing to have 0-1.5% rent increases is one of the worst things to happen in this space. Ultimately the tenants pays bc they have to live in such crap conditions"
X Link 2023-11-11T13:28Z [----] followers, [---] engagements

"@thepupil11 Would own but lots of trauma from MLPs"
X Link 2023-11-11T13:29Z [----] followers, [---] engagements

"@gainonsale @thepupil11 Preach. Large MF is where its at "
X Link 2023-11-11T15:42Z [----] followers, [--] engagements

"@thepupil11 @gainonsale Of course not if you own it previously"
X Link 2023-11-11T15:58Z [----] followers, [---] engagements

"@rochonpapi @JerryCap @BobRobotti might have a similar experience with $BLDR"
X Link 2023-11-11T18:29Z [----] followers, [---] engagements

"@W98AB @rochonpapi @Invesquotes @JerryCap Dude should just run a macro tail hedge fund"
X Link 2023-11-11T18:30Z [----] followers, [--] engagements

"@bizalmanac @rochonpapi @JerryCap @BobRobotti If you feel like throwing up its probably a good buy signal"
X Link 2023-11-11T18:39Z [----] followers, [---] engagements

"@Foulke_David @FloWrestling @BryanGreenbaum Just saw this a couple hours ago. Holy smoke. Wow. Beat a NCAA and world champ. What a way to come out as a RS freshman"
X Link 2023-11-12T22:16Z [----] followers, [--] engagements

"Industrywide siding business going up [--] percent next quarter"
X Link 2023-11-13T01:03Z [----] followers, [----] engagements

"This is what peak performance look like @thepupil11 @RealAssetsValue That [----] 2.5% $500mm is chef's kiss"
X Link 2023-11-13T05:29Z [----] followers, [----] engagements

"Who wants to come out to the beach and nerd out with some stock discussions. Im thinking of a quad format. [--] experienced investors and one younger investor. Thinking of post Turkey day. Ill make breakfast. May go to Queens for ethnic food to end day. DM me and provide a little background if we dont know each other"
X Link 2023-11-13T14:46Z [----] followers, 10.3K engagements

"REITs may ultimately benefit from falling rent as it feeds into 40% of CPI data causing Fed policy to soften causing [--] year yield to drop causing investors' appetite for dividend stocks to surge. - Howard Marks of REITs"
X Link 2023-11-14T22:09Z [----] followers, [----] engagements

"@MarshallMoon23 @AltaFoxCapital $SMG's traditional fertilizer biz is a pretty good one. Although seasonality of the working capital needs isn't so great"
X Link 2023-11-20T19:27Z [----] followers, [--] engagements

"The narrative is starting to flip. [--] years ago you couldnt get ppl to invest in NYC bc Covid lock down crime eviction etc. Were back to the NYC is a pass it to your kids real estate market phase"
X Link 2023-11-21T15:34Z [----] followers, [----] engagements

"To all the people saying why should I buy a MF REITs paying 4.6% dividend when I can get 5% in the [--] year Yall are my contras Lets find out how we both fare in [--] years. (A little shitposting this morning after [--] cups of coffee) @rhunterh @thepupil11 @RealAssetsValue @PrivateEyeCap"
X Link 2023-11-21T15:45Z [----] followers, 16.6K engagements

"Hard agree and Ive tweeted about how NYC is surrounded by water on all sides. This tweet is more of a reflection that your tweet wouldve been drowned out by shouts of politics crime NYC is dead forever how could you invest there Can you expand on why Sunbelt is a trade rather than a buy and hold"
X Link 2023-11-21T15:51Z [----] followers, [---] engagements

"@aussieflya @rhunterh @thepupil11 For however long this excess caffeine effect last So for another hour"
X Link 2023-11-21T15:52Z [----] followers, [---] engagements

"I just want to buy crypto that I can live in and collect rent from Wait theyre called multifamily REITs They wont return a gazillion % but you get to clip a few coupons and own something physical without fixing leaking toilets"
X Link 2023-11-21T16:02Z [----] followers, [----] engagements

"@chernobelskiy Watching you grow your account and the content that you provide to LPs is one of the coolest experiences on this bird app"
X Link 2023-11-21T16:05Z [----] followers, [---] engagements

"@Drewggy @rhunterh @thepupil11 Soon"
X Link 2023-11-21T16:18Z [----] followers, [--] engagements

"@erat_perfect @rhunterh @thepupil11 Why would I own Dream when I already own $VNO preferred bought at an 11.5% yield created at a mid teens cap rate for the pref Not all divvy yields are created equal"
X Link 2023-11-21T16:20Z [----] followers, [---] engagements

"@chernobelskiy Trust me I feel like talking to a wall most of the time. Writing is likely just a coping mechanism for me"
X Link 2023-11-21T16:21Z [----] followers, [--] engagements

"@JohnBelitsky @realest49919420 Still look like Vin Diesel in the first Fast and the Furious"
X Link 2023-11-21T16:23Z [----] followers, [--] engagements

"@rhunterh @fintwit_wannabe @stocksonnets @thepupil11 @realEstateTrent @PrivateEyeCap As someone who used to shop at $SKT a lot we're really ditched $SKT and gone to $SPG's more premium outlet malls. There was a time when $SKT's Riverhead mall was absolutely packed. Now they are dealing with 7% vacancy"
X Link 2023-11-21T18:18Z [----] followers, [---] engagements

"@chernobelskiy That I bought for $80 Value Investoooorr"
X Link 2023-11-21T18:19Z [----] followers, [--] engagements

"@JeremyGlantz @rhunterh @thepupil11 I'm scared to find out"
X Link 2023-11-21T18:20Z [----] followers, [---] engagements

"@DarthSi05187777 @blondesnmoney @rhunterh @GrandTokamak @KonekoResearch @fintwit_wannabe @RealAssetsValue @ZarathustraCap What did I miss Cant see the tweet"
X Link 2023-11-21T22:58Z [----] followers, [--] engagements

"@fortworthchris My wife and went to a kids birthday years ago. We bounced and told everyone we were going to catch a movie. Everyone was super jealous. We laughed the whole way to the movie Yeah we are now the parents that we made fun of"
X Link 2023-11-22T02:29Z [----] followers, [---] engagements

"Look at this impeccable timing I retired LegdayGuy and reinvent myself as Howard Marks of REITs [--] days before all the drama with Constant Raise Dan and the "guy" accounts @AdamB1438 @rhunterh @hitsamty @GoodGuyGuaranty @EllliotttB"
X Link 2023-11-22T03:24Z [----] followers, [----] engagements

"@EllliotttB @AdamB1438 @rhunterh @hitsamty @GoodGuyGuaranty Careful I'm not used to compliments like this"
X Link 2023-11-22T03:31Z [----] followers, [---] engagements

"@modestproposal1 $C CEO Jane Fraser on the dance floor (properly coached by Chuck Prince)"
X Link 2023-11-22T12:09Z [----] followers, [----] engagements

"Youve got an impostor @fortworthchris"
X Link 2023-11-22T15:21Z [----] followers, [---] engagements

"@MacroPancakes @rhunterh @thepupil11 Plain English please"
X Link 2023-11-22T18:17Z [----] followers, [--] engagements

"@thegr8observer1 @acquisizioni Its a niche joke. Kind of have to be there to understand it"
X Link 2023-11-22T18:18Z [----] followers, [--] engagements

"Why is being on TRT so normalized Its openly talked about on Twitter"
X Link 2023-11-22T18:47Z [----] followers, 73.8K engagements

"Bad takes. I Banking was harder than [--] hr free labor for family restaurant. MCD give me a break. Thats easy. Try making everything from scratch cooking to order breaking down chicken chopping and cooking with a jet burner. Pretty some of the construction jobs are tough"
X Link 2023-11-22T18:54Z [----] followers, [----] engagements

"@friedoystercult I can get behind that"
X Link 2023-11-22T18:55Z [----] followers, [----] engagements

"@Biohazard3737 Why not work out lift weights and stay healthy. I was a leg day account for a while. Shits hard but thats what make it worth it"
X Link 2023-11-22T18:56Z [----] followers, [----] engagements

"@gimmeTheLute You can sell a sports car. Once youre on the sauce you dont get off it"
X Link 2023-11-22T18:57Z [----] followers, [----] engagements

"@JerryCap Pretty sure lots of married dads are on it"
X Link 2023-11-22T18:58Z [----] followers, [----] engagements

"@flynn_bob I love red heads especially Bill Burr"
X Link 2023-11-22T19:05Z [----] followers, [---] engagements

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