@PrivateEyeCap Avatar @PrivateEyeCap Private Eye Capital

Private Eye Capital posts on X about $udr, $cpt, $eqr, $maa 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 stocks 69.57% finance 28.99% cryptocurrencies 26.81% financial services 13.04% technology brands 3.62% currencies 2.17% countries 0.72%

Social topic influence $udr 22.46%, $cpt #13, $eqr 20.29%, $maa 19.57%, $avb 17.39%, $ess 16.67%, $vnq 16.67%, $bx 10.87%, in the 8.7%, $airc 7.97%

Top accounts mentioned or mentioned by @mrneutralman @askjussi @rhunterh @sinstockpapi @headwaterscap @jayparsons @realassetsvalue @btfdcapitalllc @recoverytrade @rickpalaciosjr @anybodycanfly @ellliotttb @gilliantan @analogcap @philbak1 @jonsecon @yenoms @leveredlunatic @investspecial @andrewrangeley

Top assets mentioned UDR, Inc. (UDR) Camden Property Trust (CPT) Equity Residential (EQR) Mid-America Apartment Communities Inc (MAA) Autonomous Virtual Beings (AVB) Earth [--] Essence (ESS) Blackstone, Inc. (BX) Apartment Income REIT Corp. (AIRC) Invitation Homes, Inc. (INVH) Independence Realty Trust Inc. (IRT) American Homes [--] Rent (AMH) Public Storage (PSA) Apollo Global Management, Inc. (APO) Driven Brands Holdings Inc. (DRVN) Kilroy Realty Corp. (KRC) BRIXMOR PROPERTY GROUP INC. (BRX) VICI Properties, Inc. (VICI) Alexandria Real Estate Equities Inc (ARE) National Retail Properties, Inc. (NNN) SITE Centers Corp. Common Shares (SITC) Kimco Realty Corp (KIM) Federal Realty Investment Trust (FRT) Extra Space Storage, Inc. (EXR) Walker & Dunlop, Inc. (WD) FrontView REIT, Inc. (FVR) CBRE Group Inc (CBRE) Jones Lang LaSalle, Inc. (JLL) Salesforce Inc (CRM) Boston Properties, Inc. (BXP) WP Carey, Inc. (WPC) AudioCoin (ADC) Venice Token (VVV) Basis Cash (BAC) Kite Realty Group Trust (KRG) Regency Centers Corp (REG) National Storage Affiliates Trust (NSA) Somnium Space CUBEs (CUBE) Sui (SUI) Starbucks Corporation (SBUX) KB Home (KBH) BRT Apartments Corp (BRT) Curbline Properties Corp. (CURB) Ethlas (ELS) Workday Inc (WDAY) Microsoft Corp. (MSFT) STORE Capital, Corp. (STOR) American Tower Corp (AMT) The Howard Hughes Corporation (HHC) Piper Sandler Companies (PIPR) CarMax, Inc (KMX) Prologis Inc (PLD) SVB Financial Group (SIVBQ) Freicoin (FRC) Robonomics Network (XRT) Phillips Edison & Company, Inc. (PECO)

Top Social Posts

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

"I don't think the private listing network threat from $COMP $ANY as being too credible.Unlikely to be in best interest of sellers/buyers. Push back from states/MLS and $Z ban. Also ANY was super de-centralized-I don't see franchised agent groups taking directives from $COMP mgmt"
X Link 2026-02-13T17:25Z [----] followers, [---] engagements

"Anyway I'm long $BTI and have been getting longer. Question for me is how long to be. As others @sinstockpapi have noted 15% returns are possible w/o multiple re-rating. Bought some LEAPs too. Also in case I haven't said this yet #FcuktheESGtards"
X Link 2021-09-18T13:57Z [----] followers, [--] engagements

"With fam controlled self storage LP $LAACZ getting done at a 3.6% and multifam $BRG getting done sub [--] (+100% from when rumors surfaced) I hope Jameson Brown is at least thinking of selling $NEN. Price would be $200+ at a [--] cap (vs. $64 or so today)"
X Link 2021-12-20T16:36Z [----] followers, [--] engagements

"@RickPalaciosJr Homebuilding stocks have priced in a big slowdown (shares down 25-40%). Today I bought $KBH and $MHO which both sell at a discount to tangible book value (and P/E of 3x). The lack of inventory seems to be a meaningful difference vs. previous rate hike cycles"
X Link 2022-04-01T22:57Z [----] followers, [--] engagements

"4Q19 Invitation Homes traded for $300-314k/home; essentially in-line w/ median US home price 4Q25 (today) $INVH trades for $298k/home v. median US home price $400k+ #SFR #REITs $AMH"
X Link 2025-10-07T20:55Z [----] followers, 10.9K engagements

"Tho SFR is not included in the FL zero property tax proposal if passed SFH would be worth more in hands of users so could see $INVH $AMH sell some FL homes (presumably @ favorable prices)& redeploy into other markets (&buybacks-INVH has $500m auth) https://www.realtor.com/news/trends/florida-property-taxes-eliminate-home-values-desantis/ https://www.realtor.com/news/trends/florida-property-taxes-eliminate-home-values-desantis/"
X Link 2025-12-04T23:00Z [----] followers, [---] engagements

"$AMH $AVB $CPT $CSR $EQR $ESS $IRT $INVH $MAA $UDR $NXRT $BX $CBRE $JLL $BRT #REITs #Dividends https://www.privateeyecapital.com/why-im-ballz-deep-large-cap-us-residential-reits-in-500-words/ https://www.privateeyecapital.com/why-im-ballz-deep-large-cap-us-residential-reits-in-500-words/"
X Link 2025-12-06T19:12Z [----] followers, [---] engagements

"Cap rates shown below are as of 3/31/25. $INVH now 6.5% (26e) and $284k/house $AMH 6.3% (26e) and $281k/house"
X Link 2025-12-13T01:39Z [----] followers, [---] engagements

"Unlevered IRR estimates for some #REITs $CPT $MAA $UDR $ELS $INVH $CURB $BRX $VICI $FCPT"
X Link 2025-12-13T01:50Z [----] followers, [----] engagements

"Bought $WDAY. DD grower @ 12.5x cal 2027e FCF. Mass corporate AI adoption is inevitable and $CRM & $WDAY will be essential in the planning&preparation/implementation/operation of these new tools. https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf"
X Link 2026-01-16T16:25Z [----] followers, [----] engagements

"$CSGP got little traction vs. $Z despite huge ad spend. I don't see why any new AI competitor will fare any better. http://Homes.com http://Homes.com"
X Link 2026-02-13T17:32Z [----] followers, [---] engagements

"Anyone follow Shurgard $SHUR $SHUR.BB Looks to trade @ [--] cap. Strong SS NOI growth over the past decade + Accretive development. Much lower per capita selfstorage in Europe vs. US. W/ $PSA trading in the low 5s I wonder if they are interested in buying the 65% they don't own"
X Link 2026-02-13T21:56Z [----] followers, [----] engagements

"$EQR results as expected. [----] NOI guide -12-15% so peak (2019) to trough (2021) decline in NOI expected to be -17-20%. I'd been thinking -20% after 3Q#s. Like at $AVB $ESS $UDR rents stabilizing/occupancy increasing. #reits $VNQ #dividend #cre #investing $TLT"
X Link 2021-02-10T22:51Z [----] followers, [--] engagements

"$EQR further thoughts on Equity Residential results $UDR $AVB $ESS #reits #multifamily #apartmentinvesting #dividends #cre https://www.privateeyecapital.com/eqr-results-expectations-moods/ https://www.privateeyecapital.com/eqr-results-expectations-moods/"
X Link 2021-02-13T17:01Z [----] followers, [--] engagements

"@AnyBodyCanFly Downside risk is ZERO NO you are wrong. Downside risk is 100%. Seems like many in the market today believe downside risk is zero. This INCREASES DOWNSIDE RISK"
X Link 2021-02-20T15:08Z [----] followers, [--] engagements

"$KRC - from conf call: tech hiring $QQQ $GOOG $FB $MSFT $AAPL $AMZN is on fire in California/Seattle. Lease tour activity back to pre-pandemic levels. Class A space rents holding better than expected. $BXP $ARE $HPP #reits $VNQ $VNO #dividends"
X Link 2021-04-29T17:39Z [----] followers, [--] engagements

"$KRC - management opportunistic on conversion opportunities of offices to life sciences in San Diego. Sounds like several deals with attractive economics are in the works. $VNQ $BXP #dividends"
X Link 2021-07-29T17:11Z [----] followers, [--] engagements

"@sinstockpapi One of the things $MO benefitted from was a steady stream of FCF & persistent undervaluation due to 'tobacco taint'. This allowed them to consistently repurchase stock on the cheap (sometimes stupid cheap like 5-6x earnings and this is when they had Kraft and $PM biz)"
X Link 2021-07-31T02:54Z [----] followers, [--] engagements

"$ATUS shares have traded like death over the past month or so. Largest non-Drahi holder (Soroban) totally blew out of their stake selling a whopping [--] million shares in the past [--] months. Stock may trade better with this cleaned up $CHTR $CMCSA $CABO http://archive.fast-edgar.com/20210902/ADZ26222H222MTZS222C2ZZGSAA9922SZ232/ http://archive.fast-edgar.com/20210902/ADZ26222H222MTZS222C2ZZGSAA9922SZ232/"
X Link 2021-09-03T10:54Z [----] followers, [--] engagements

"Buying some #REITs today. Bought a decent chunk of my fav net lease operator $STOR. Added some $HPP and $JBGS as well"
X Link 2022-01-20T20:48Z [----] followers, [--] engagements

"Picked up a little $KBH this am. Homebuilding $ITB $XHB has been destroyed on $TLT fears. Trades at 92% of TBVPS. IF $KBH can achieve the $8.5/sh in EPS it is expected to earn in [----] (it's all in the backlog so they need buyers not to cancel & to complete @ expected cost (1/n)"
X Link 2022-04-01T14:05Z [----] followers, [--] engagements

"3/n with annual escalator based on CPI vast majority is investment grade tenants i.e. $AMT $CLNX $CCI etc). Here is commentary from $APO CEO Mark Rowan on 4Q call re: scarcity of asset origination platforms:"
X Link 2022-04-12T23:13Z [----] followers, [--] engagements

"Considering purchasing some $HHC. Talk me out of it. Long suffering s/hs invited to chime in- I wish I'd better understood/spent more time thinking about ___________ before buying Howard Hughes. TIA"
X Link 2022-06-04T18:50Z [----] followers, [--] engagements

"Mr. Market asks: Any interest in life sciences in the premier clusters (Bos SF SD) RE @ $850/ft There's almost no vacancy anywhere and it's going for way way more than that in the private market Me: Ok $ARE #reits #CRE"
X Link 2022-06-08T18:57Z [----] followers, [--] engagements

"$BX $60 bn of dry REPE powder (and growing every day) on the prowl in public markets. While #NoSkinInTheGame #REIT-ards $C $MS $DB $PIPR trip over themselves to downgrade the #REITs which are already at big NAV discounts $EQR $CPT $MAA $KRC $HPP. I wonder what will happen next. "The best opportunities today are clearly in the public markets on the screen and that's where we're spending a lot of time." - Jon Gray Blackstone $BX "The best opportunities today are clearly in the public markets on the screen and that's where we're spending a lot of time." - Jon Gray Blackstone $BX"
X Link 2022-07-21T17:10Z [----] followers, [--] engagements

"Picked up some $GOOGL at a [--] cap"
X Link 2022-07-22T15:34Z [----] followers, [--] engagements

"After bottoming at 7% earlier this year $STOR acquisition cap rates have improved to 7.5-7.7%. Similarly annual escalators are up from 1.7-1.8% to 2-2.5%. At just under 12x 2023e FFO $STOR is too cheap IMO. $O $ADC $WPC $NNN #REITs #dividends #triplenet #cre"
X Link 2022-08-04T18:06Z [----] followers, [--] engagements

"@EllliotttB keep an eye on $BRMK - very low leverage mortgage REIT. almost all resi - hard money loans to small for-sale builders SFR and multi as well as some raw land. like 28% of their loans are in default"
X Link 2022-12-05T02:40Z [----] followers, [--] engagements

"https://www.youtube.com/watchv=yLrF5j7up9Q&list=RDyLrF5j7up9Q&start_radio=1 https://www.youtube.com/watchv=yLrF5j7up9Q&list=RDyLrF5j7up9Q&start_radio=1"
X Link 2026-02-05T21:27Z [----] followers, [----] engagements

"2/2 largest competitor says 'business model doesn't work'. And it isn't like Z leaving changes competitive landscape much. [--] million homes sell in the US each year and $Z bought maybe 10k of them which is Nothing. Story for $OPEN is BIZ MODEL doesn't work NOT one less competitor"
X Link 2021-11-02T21:09Z [----] followers, [--] engagements

"The point is that @GillianTan has tended to be right when reporting that RE companies are exploring a sale"
X Link 2022-05-07T19:40Z [----] followers, [--] engagements

"Busy day in publicly traded #CRE proposed M&A $KW $WSR $SNDA"
X Link 2025-11-05T02:03Z [----] followers, [----] engagements

"$VVV comments @ GS conference. Quick lube (Valvoline/Take5/JiffyLube) taking share from other auto service providers. Lots of room to run. $DRVN"
X Link 2025-11-08T12:41Z [----] followers, [---] engagements

"@Headwaters_Cap recent commentary on $DRVN $VVV $BYD.CA https://headwaterscapmgmt.com/wp-content/uploads/2025/10/HCM-Q3-25-Investor-Letter.pdf https://headwaterscapmgmt.com/wp-content/uploads/2025/10/HCM-Q3-25-Investor-Letter.pdf"
X Link 2025-11-13T11:32Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=Hk1nxO6onDE&list=RDHk1nxO6onDE&start_radio=1 https://www.youtube.com/watchv=Hk1nxO6onDE&list=RDHk1nxO6onDE&start_radio=1"
X Link 2025-12-13T01:39Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=FDePd-mHOL4&list=RDFDePd-mHOL4&start_radio=1 https://www.youtube.com/watchv=FDePd-mHOL4&list=RDFDePd-mHOL4&start_radio=1"
X Link 2026-02-13T17:18Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=skpjCBCdfgw https://www.youtube.com/watchv=skpjCBCdfgw"
X Link 2026-02-13T17:26Z [----] followers, [---] engagements

"@askjussi Would $PSA be willing to sell to PE Given the big discount @ which SHUR trades it seems like it makes more sense for PSA to issue it's own shares here to buyout SHUR"
X Link 2026-02-14T13:37Z [----] followers, [--] engagements

"Miss the apartment REIT run up New England Realty Associates LP ($NEN) trades at less than 1/3 of my estimated NAV. Boston area apartments at a big discount (7.1% cap rate on 2021e; 9% on 2022/23). $EQR $AVB $UDR $AIV $VNQ $CLPR #dividends #REITs $TLT https://www.privateeyecapital.com/another-cheap-publicly-traded-apartment/ https://www.privateeyecapital.com/another-cheap-publicly-traded-apartment/"
X Link 2020-11-16T13:46Z [----] followers, [--] engagements

"$EQR $ESS $AVB $VNQ - CA is not dead. Cities are not dead. EQR just sold a large urban San Diego property for 4.1% cap rate ($460k per door). #dividends #reits https://www.privateeyecapital.com/dont-believe-everything-that-youve-heard/ https://www.privateeyecapital.com/dont-believe-everything-that-youve-heard/"
X Link 2020-12-21T23:35Z [----] followers, [--] engagements

"1/n Pretty much all apartment #REITs are now at ATHs and sell for roughly NAV (assuming a [--] cap on [----] NOI). $NEN has missed the run. I've got it north of an [--] here. Factoring in leverage trades at 35% of NAV. Mgmt buying stock here https://www.otcmarkets.com/filing/htmlid=15208325&guid=Rx49kFZ6c36Ab3h https://www.otcmarkets.com/filing/htmlid=15208325&guid=Rx49kFZ6c36Ab3h"
X Link 2021-09-02T21:16Z [----] followers, [--] engagements

"@rhunterh Here are my #s (cap rates/NAV/per door) for the apartment #REITs I follow $UDR $MAA $ESS $CPT $MAA:"
X Link 2022-06-13T20:44Z [----] followers, [--] engagements

"Key takeaways from $APO earnings/call: 1/Flows are solid-Athene had record quarterly inflows as rates rise. $13 of $25 bn has been raised for PE Fund X. Expect to raise the full $25. 2/Spreads have widened given the financial market dislocation - this will benefit s/hs.(1/n)"
X Link 2022-08-04T22:29Z [----] followers, [--] engagements

""You can have good news or you can have cheap stocks" -somebody wise a long time ago Picked up a little $KMX here - News flow likely to be negative for awhile but in LT should continue to gradually grow market share"
X Link 2022-10-19T19:18Z [----] followers, [--] engagements

"Good stuff on $HHC. My Q is: When Ackman pitched this in [----] he cited Bren/Irvine Co as evidence that MPC biz is a phenomenal wealth generation machine. Thus far $HHC has not been. Any thoughts on why Irvine co was such a fantastic inv but $HHC has beenšŸ¤® @Mr_Neutral_Man Howard Hughes Corp $HHC is a two to four bagger sitting in plain sight. Today Bill Ackman is trying to squeeze out minority shareholders to keep all the upside to himself. I will get into the valuation shortly but first let me explain how Ackman is trying to screw us Howard Hughes Corp $HHC is a two to four bagger sitting in"
X Link 2022-10-28T21:40Z [----] followers, [--] engagements

"Some more thoughts on last week's #SAAS massacre & why I'm buying Salesforce $CRM & Workday $WDAY. I also discuss why this might be ugly for next couple years $MSFT $ORCL https://www.privateeyecapital.com/why-im-buying-the-software-massacre/ https://www.privateeyecapital.com/why-im-buying-the-software-massacre/"
X Link 2026-01-17T15:51Z [----] followers, [----] engagements

"$CPT really buying back shares. 1.8% during 4Q25 & another 1% thus far in 1Q26. Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe https://t.co/zSvKxGbTZ3 Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe https://t.co/zSvKxGbTZ3"
X Link 2026-02-05T21:24Z [----] followers, 10.6K engagements

"When CA portfolio is divested will be interesting to see % of proceeds used for buybacks vs. debt paydown vs. acqs/dev. At $106/sh I'd love to see them lean into the buyback"
X Link 2026-02-05T21:32Z [----] followers, [---] engagements

"$Z $ZG -even if #AI allows for the rapid development of an identical platform/integration I don't see how it builds a leading consumer brand. See $CSGP's https://seekingalpha.com/article/4870096-zillow-ai-isnt-a-credible-threat-so-im-buying-the-plunge http://Homes.com https://seekingalpha.com/article/4870096-zillow-ai-isnt-a-credible-threat-so-im-buying-the-plunge http://Homes.com"
X Link 2026-02-13T17:18Z [----] followers, [----] engagements

"https://www.youtube.com/watchv=dZOvSRNXL0c&list=RDdZOvSRNXL0c&start_radio=1 https://www.youtube.com/watchv=dZOvSRNXL0c&list=RDdZOvSRNXL0c&start_radio=1"
X Link 2026-02-13T21:58Z [----] followers, [---] engagements

"I also think Zillow has done a good job of positioning Showcase as a premium exclusive feature that agents can use to solicit potential sellers. While iBuying was a fiasco this is a smart way to generate revenue from sellers agents https://www.youtube.com/watchv=Vl_QEFQ6EYc https://www.youtube.com/watchv=Vl_QEFQ6EYc"
X Link 2026-02-13T22:43Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=wk1KgEB6Nuw https://www.youtube.com/watchv=wk1KgEB6Nuw"
X Link 2026-02-13T22:47Z [----] followers, [---] engagements

"How much pre-tax FRE/share do you think $BX earns in 2023/ [----] BX had $2.5 bn gross/$1 bn net 'fee related performance income' flowing through the P&L TTM. Seems like that is going away. But they have $180 bn in drypow & are targeting another $150 bn cap raise What are good plays to fade BREIT concerns (other than $BX) What are good plays to fade BREIT concerns (other than $BX)"
X Link 2022-12-17T19:47Z [----] followers, [----] engagements

"Some interesting historical data on 1-3 yr #REIT performance (abs & rel) when REITs traded at 20% or greater discount to NAV $VNQ #dividends $EQR $KRC $ESS $CPT $MAA $PLD $UDR $INVH $SPG $O $AMT $BXP https://www.janushenderson.com/social/article/public-vs-private-real-estate-similar-assets-different-prices-emea/ https://www.janushenderson.com/social/article/public-vs-private-real-estate-similar-assets-different-prices-emea/"
X Link 2023-01-07T01:21Z [----] followers, 16.6K engagements

"$MAA - strong earn-in + decent renewals expected to drive same-store NOI growth of 5.3-7.3% in [----]. $CPT expects something similar (+5%) at the midpoint. Much has been made of supply coming to the sunbelt this year but Class B is priced 20% lower and should do just fine"
X Link 2023-02-02T23:32Z [----] followers, [----] engagements

"@rhunterh Fed sells vol $VIX"
X Link 2023-02-06T23:01Z [----] followers, [----] engagements

"Soft guidance from Essex $ESS w/ [----] SSNOI expected at 3.6% (cash) /4.1% (str line). Expense growth looks high given 80% CA (Prop [--] limits prop tax g to 2%). $EQR $AVB $UDR #REITs $VNQ #dividends"
X Link 2023-02-07T21:45Z [----] followers, [----] engagements

"$UNP - Soroban proposing Hunter Harrison disciple Jim Vena to replace Fritz at UNP $CSX $CNI $NSC"
X Link 2023-02-27T00:26Z [----] followers, [----] engagements

"What's the opposite of $SIVB $BAC $WFC $FRC large MTM losses on HTM securities Long-term low fixed rate debt $ARE #REITs"
X Link 2023-03-13T21:26Z [----] followers, 21.3K engagements

"$APO surrender charges & market value adjustments make annuity liabilities much stickier than a 'deposit franchise' $FRC $SIVB $SBNY $CS $KBE $BAC"
X Link 2023-03-21T12:15Z [----] followers, [----] engagements

"$BX - were $BREIT marked in-line w/ public #REITs Chilton estimates BREIT's true NAV would be -55% below 12/31/22 disclosed NAV. https://chiltonreit.com/2023/04/01/arbitrage-opportunity-available-in-public-reits-april-2023/ https://chiltonreit.com/2023/04/01/arbitrage-opportunity-available-in-public-reits-april-2023/"
X Link 2023-04-11T15:42Z [----] followers, [----] engagements

"1/n At $6.2/share Sportsmans Warehouse $SPWH is interesting-ish here. SPWH is trading 66% below $18 price at which Bass Pro/Cabela holding co Great Am Outdoors agreed to buy them in Feb [----]. $DKS $ASO $XRT $CAB $RGR $HIBB $SWBI $VSTO"
X Link 2023-04-19T20:27Z [----] followers, [----] engagements

"I'll say this is a feature for low leverage #REITs with access to the corp bond market. Not gonna see many new starts over next 12-24 mos (mayb longer if govt adds new bank regulations). Lower new supply benefits existing assets. $EQR $ESS $AVB $MAA $CPT $UDR $VNQ $KRC $HIW $ARE Munger negative on bank CRE loans His point on tightened CRE lending seems more important than the CRE risks (which seem slightly overstated) https://t.co/oVFZU2k3I0 Munger negative on bank CRE loans His point on tightened CRE lending seems more important than the CRE risks (which seem slightly overstated)"
X Link 2023-04-30T20:39Z [----] followers, [----] engagements

"#REIT $VNQ selloff rising rates retailer $XRT weakness create opportunity in Shopping Center #REITs which benefit from WFH/suburban shift lack of new supply and portfolio rationalization #CRE $BRX $SITC $RPT $WSR $KRG $ROIC $REG $KIM $FRT $UBP $PECO https://www.privateeyecapital.com/stuff-i-post-on-twitter/ https://www.privateeyecapital.com/stuff-i-post-on-twitter/"
X Link 2023-05-30T11:32Z [----] followers, [----] engagements

"So if I'm doing this right at $24/sh for $SPHR and stripping out interest in $MSGE one is paying $7/sh for the Sphere (buildout will consume cash balance; debt attrib to $MSGN). W/ 35m shares works out to $255 mn vs build cost of $2.3 bn"
X Link 2023-05-31T22:09Z [----] followers, 20.6K engagements

"Bought small positions in battered UK micocaps $KGH (law firm @ 4x EPS) and $MOTR (similar-ish to $KMX looks to be 5x normalized EPS). Anyone have any other UK small/microcap favorites trading at nonsensical valuations"
X Link 2023-07-03T18:20Z [----] followers, [----] engagements

"$PSA paid $234/ft for Simply Storage $BREIT $BX National Storage Affiliates $NSA @ $150/ft $EXR $CUBE #REITs $VNQ #selfstorage"
X Link 2023-07-30T20:17Z [----] followers, [----] engagements

"Not loving my $RPT getting taken out by $KIM. Acquiring $RPT at an implied 8.2% cap rate; $KIM paying with shares trading at a 7% cap. #REITs $BRX $SITC $REG $FRT $WSR $PECO $KRG $ROIC $PECO $RPT https://t.co/jdZo20r0DW $RPT https://t.co/jdZo20r0DW"
X Link 2023-08-28T14:03Z [----] followers, 15.7K engagements

"The market has been punching me in the face daily for thinking/acting on this but the long-term fundamental risk/return on the apartment #REITs here is pretty incredible here IMO $AVB $CPT $MAA $ESS $EQR $AIRC $UDR $VNQ"
X Link 2023-10-04T17:45Z [----] followers, [----] engagements

"https://www.youtube.com/watchv=olzz82oRCMI&list=RDolzz82oRCMI&start_radio=1 https://www.youtube.com/watchv=olzz82oRCMI&list=RDolzz82oRCMI&start_radio=1"
X Link 2023-10-12T21:37Z [----] followers, [---] engagements

"$SHC https://seekingalpha.com/article/4640433-sotera-health-great-business-discount https://seekingalpha.com/article/4640433-sotera-health-great-business-discount"
X Link 2023-10-12T21:37Z [----] followers, [---] engagements

"Cap rates per door [--] year expected IRR for #multifamily #REITs: $AVB $CPT $EQR $ESS $MAA $SUI $UDR $VNQ $BX $WD #dividends https://www.privateeyecapital.com/multifamily-reits-cap-rates-per-door-expected-4-year-irr/ https://www.privateeyecapital.com/multifamily-reits-cap-rates-per-door-expected-4-year-irr/"
X Link 2023-10-15T19:36Z [----] followers, 14.6K engagements

"@analogcap Didn't realize GA suits were that big of an overhang https://seekingalpha.com/news/4020927-sotera-health-to-pay-35m-to-settle-ethylene-oxide-exposure-claims-in-atlanta https://seekingalpha.com/news/4020927-sotera-health-to-pay-35m-to-settle-ethylene-oxide-exposure-claims-in-atlanta"
X Link 2023-10-17T14:58Z [----] followers, [--] engagements

"Went on a long-duration (20+) #REIT unsecured bond shopping spree. Good #CRE Low LTVs (sub 40% Debt/ EBITDA 4.4-6x not much secured debt ahead of me). High 6-low 7s YTMs $ESS $EQR $AMH $VICI $REG $KIM $FRT #bonds $TLT #fixedincome #interestrates #yield #dividends #rates"
X Link 2023-10-18T16:14Z [----] followers, [----] engagements

"Strong set of results from $AVB-bumped FY SSNOI guide to 6.3% from 6%. Setting up for a decent [----]. Bodes well for $EQR $ESS $UDR $AIRC. Also interesting is AVB bought [--] deals in sunbelt-look forward to hearing more about these on tomorrows call"
X Link 2023-10-25T21:13Z [----] followers, [----] engagements

"$AVB bought #multifamily deals in the mid 4s (Dallas/Charlotte) as it looks to build presence outside the coast. Surprised they couldn't do better tbh"
X Link 2023-10-26T23:25Z [----] followers, [----] engagements

"CBRE Prime Cl A #multifamily underwriting survey for 3Q23 $CBRE $JLL $AIRC $AVB $CPT $ESS $EQR $MAA $UDR #REITs https://www.cbre.com/insights/briefs/higher-rates-push-up-prime-multifamily-cap-rates-in-q3 https://www.cbre.com/insights/briefs/higher-rates-push-up-prime-multifamily-cap-rates-in-q3"
X Link 2023-10-28T21:52Z [----] followers, [----] engagements

"Realty Income $O to buy $SRC $SRC taken out at a 7.7% cap rate. O leverages low cost of capital to make accretive deal for SRC which had a pretty good portfolio IMO #netlease $NNN $ADC $WPC $NTST #EPRT $BNL #REITs #dividends https://www.realtyincome.com/investors/press-releases/realty-income-acquire-spirit-realty-capital-93-billion-transaction https://www.realtyincome.com/investors/press-releases/realty-income-acquire-spirit-realty-capital-93-billion-transaction"
X Link 2023-10-30T11:24Z [----] followers, [----] engagements

"Unsecured debt capital is available to the large cap apartment #REITs on reasonable terms (Camden issues [--] yrs @ 4.95% YTM): $CPT $MAA $UDR $EQR $ESS $AVB $AIRC $NXRT $IRT $VNQ #multifamily https://investors.camdenliving.com/investors/news-events-presentations/news/news-details/2024/Camden-Property-Trust-Prices-400-Million-4.900-Senior-Unsecured-Notes-Due-2034/default.aspx https://investors.camdenliving.com/investors/news-events-presentations/news/news-details/2024/Camden-Property-Trust-Prices-400-Million-4.900-Senior-Unsecured-Notes-Due-2034/default.aspx"
X Link 2024-01-03T22:20Z [----] followers, 13.3K engagements

"Unsecured debt capital is available to the large cap apartment #REITs on reasonable terms (Mid America issues [--] yrs @ 5.1% YTM): $MAA $CPT $UDR $EQR $ESS $AVB $AIRC $NXRT $IRT $VNQ #multifamily $WD $CBRE $JLL $CWK https://ir.maac.com/news-events/press-releases/news-details/2024/MAA-Announces-Pricing-of-Senior-Unsecured-Notes-Offering/default.aspx Unsecured debt capital is available to the large cap apartment #REITs on reasonable terms (Camden issues [--] yrs @ 4.95% YTM): https://t.co/eBhWQcmtoD $CPT $MAA $UDR $EQR $ESS $AVB $AIRC $NXRT $IRT $VNQ #multifamily"
X Link 2024-01-04T23:21Z [----] followers, 15.7K engagements

"Good #s from $CPT which at midpoint guides to 0% SS NOI growth for [--] (not much worse than coastal #REITs $EQR $AVB despite deluge of supply). Jan new leases (signed) showed acceleration vs. 4Q23. Occupancy steady at 95%. Turnover very low. $MAA $IRT $NXRT $UDR #multifamily $VNQ"
X Link 2024-02-01T21:30Z [----] followers, [----] engagements

"Interesting that low/no growth (0-2% OP CAGRs over past decade) large cap staples like $KO $CLX $WMT trade at 23-27x forward FCF while #multifamily #REITs $MAA $CPT (w/ 4-5% same store NOI growth over a decade) trade at just 17x FFO-recurring capex (FCF proxy). $XLP $VNQ Good #s from $CPT which at midpoint guides to 0% SS NOI growth for [--] (not much worse than coastal #REITs $EQR $AVB despite deluge of supply). Jan new leases (signed) showed acceleration vs. 4Q23. Occupancy steady at 95%. Turnover very low. $MAA $IRT $NXRT $UDR #multifamily $VNQ https://t.co/weL35D0k8I Good #s from $CPT which"
X Link 2024-02-02T14:01Z [----] followers, [----] engagements

"$MAA guides to -1.3% SSNOI @ midpoint. Better than I'd have guessed. Turnover very low renewals strong at nearly +5%. New lease/blend improved in Jan v 4Q23. Bot a lease-up deal in Charlotte. Expects more deals in [--]. @ $125- [---] cap $CPT $UDR $NXRT #REITs #multifamily $BX $VNQ"
X Link 2024-02-07T22:34Z [----] followers, [----] engagements

"Interested in #multifamily #REITs Join us tomorrow tomorrow afternoon on spaces $AIRC $AVB $CPT $EQR $ESS $MAA $UDR $IRT $NXRT #REIT $VNQ $BX We'll be breaking down MF REIT results tomorrow afternoon with @PrivateEyeCap (and possible guest appearance from @Mr_Neutral_Man) @philbak1 @JonsEcon https://t.co/Zei8ZXv8Uo We'll be breaking down MF REIT results tomorrow afternoon with @PrivateEyeCap (and possible guest appearance from @Mr_Neutral_Man) @philbak1 @JonsEcon https://t.co/Zei8ZXv8Uo"
X Link 2024-02-08T22:30Z [----] followers, [----] engagements

"Bought a bunch of $AIRC.24 SSNOI guide solid at +3.8%. Like others trends improved into Jan from 4Q23. [---] cap here. Buying back stock. More upside than most given higher (but still conservative leverage at 6.1x ND/EBITDA 35% LTV). #multifamily #REITs $EQR $AVB $UDR $CPT $MAA"
X Link 2024-02-09T14:46Z [----] followers, [----] engagements

"Updated #multifamily #REIT cap rates per door estimated IRRs: $AIRC $AVB $CPT $EQR $ESS $MAA $UDR $BX $VNQ #dividends #CRE #ReTwit $WD https://www.privateeyecapital.com/updated-multifamily-cap-rates-per-door-irr-ests/ https://www.privateeyecapital.com/updated-multifamily-cap-rates-per-door-irr-ests/"
X Link 2024-02-09T23:22Z [----] followers, [----] engagements

"I've created this pointless table showing shares / $$$s needed to own one apartment by #multifamily #REITs. A function of EV/door & leverage: $AIRC $AVB $CPT $ESS $EQR $MAA $UDR #dividends $VNQ $BX"
X Link 2024-02-14T20:40Z [----] followers, [----] engagements

"$WD Walker & Dunlop (22 minutes in) 4Q23 #multifamily transaction cap rates 5-5.25%. https://www.youtube.com/watchv=brEpzXFYHU4&t=34s https://www.youtube.com/watchv=brEpzXFYHU4&t=34s"
X Link 2024-02-18T19:25Z [----] followers, [----] engagements

"Swapped some $EQR & $ESS into $AIRC. At these prices AIRC's cap rate is 80-100bps higher & 4-5 yr IRR s/b meaningfully higher. #REITs #multifamily $AVB $UDR"
X Link 2024-03-04T19:04Z [----] followers, 13.7K engagements

"Looking to [----] I have $CZR @ 6x 2026e EV/EBITDA. I'm using $4.1 bn in 26e EBITDAR (vs. mgmt guide of $5 bn in 25). Multiple shrinks rapidly due to FCF generation. $VICI will (likely) call some regional assets at y/e but $CZR will still own 1/2 of its Vegas RE and 35% of reg"
X Link 2024-03-14T20:21Z [----] followers, [----] engagements

"$SBUX is kinda interesting here. Stock down on 1Q miss/weak 2Q guide. Assuming 6% OP CAGR (=2016-23 OP CAGR) through [----] and putting an 18x OP/24x EPS on 27e EPS gets me just over $110/sh. After factoring in div that's 10% return pa. Not bad but not too exciting. BUT.1/n"
X Link 2024-04-06T23:25Z [----] followers, 12.4K engagements

"$AIRC -given tough financing environment I don't see a topper (also unlike [----] when there was an aggregation/portfolio premium today there is a discount) and divvy is suspended so I closed out position. Put some of the proceeds into $SBUX"
X Link 2024-04-08T14:34Z [----] followers, [----] engagements

"Re: 5.9% for $AIRC. Seems to be some confusion given the JVs. Can't use cons debt ('Total Air Share' from pg [--] of 4Q supp which incls prefs.). For NOI annualize 4Q23 + 1% (4Q captures some 24e 'earn-in' NOI g). Proportionally consolidated (pg 20). Then deduct prop mgmt. 1/n $BX to buy $AIRC. At $39 this is like a 5.9% implied cap rate on my 2024e NOI (prop consolidated less prop mgmt expenses). Not great folks. https://t.co/5S5T8upLwF $BX to buy $AIRC. At $39 this is like a 5.9% implied cap rate on my 2024e NOI (prop consolidated less prop mgmt expenses). Not great folks."
X Link 2024-04-08T20:23Z [----] followers, 12.5K engagements

"$SBUX call-disaster. Why not just include: "it's all macro/weather. we're doing a great job of managing the business. also our partners in stores are the best" in the release and call it a day I'm to holding b/c I think there's big margin opp here but we might need new mgmt"
X Link 2024-05-01T00:01Z [----] followers, [----] engagements

"$MAA maintains guide which I consider + news given sunbelt supply concerns. Occupancy&retention remain solid-benefitting renewal rates. New lease rates negative but slightly improved sequentially. @ midpoint of guide I've got at [---] cap. $CPT $NXRT $IRT $UDR #REITs #multifamily"
X Link 2024-05-01T23:01Z [----] followers, [----] engagements

"UPDATE: I just learned all #REITs are value traps. I'm gonna dump em all tomorrow* $UDR $FR $MAA $SUI $CPT $ESS $EQR $VNQ $PLD $SITC $BX *not really @rhunterh I work in CRE and I would not buy a single REIT today. All value traps IMO. @rhunterh I work in CRE and I would not buy a single REIT today. All value traps IMO"
X Link 2024-05-08T02:06Z [----] followers, [----] engagements

"$CZR Presumably Icahn will seek large buyback funded by 1/FCF from ops & 2/sale-leaseback of large real estate portfolio to $VICI $GLPI $O $BX $APO which I estimate to be worth $14bn (can pay off ALL debt and allow for big buyback). RE lite approach would be inline w/ $MGM $PENN"
X Link 2024-05-31T17:30Z [----] followers, 12.1K engagements

"Bot a lil Diageo $DEO $DGE.L I've got @ 16x 6/25e EPS which is cheap relative to 10-15y hist valuation though IMO this is a good not great business w/ less competitive insulation / more consumer pref risk / greater economic sensitivity than I'd like"
X Link 2024-06-29T01:32Z [----] followers, [----] engagements

"$CPT $MAA $UDR downgraded Oct [--] [----] by $BAC wizards at what looks to have been the absolute bottom and 2x upgraded today (at [--] wk high). You can have good news or (very) cheap #REITs folks. https://seekingalpha.com/news/4027003-maa-udr-camden-property-downgraded-at-bofa-due-to-sunbelt-exposure https://seekingalpha.com/news/4027003-maa-udr-camden-property-downgraded-at-bofa-due-to-sunbelt-exposure"
X Link 2024-08-12T16:13Z [----] followers, [---] engagements

"$AVB issuing [---] mn shares here (5 cap on 2025e NOI). Presumably will be deployed into sunbelt acqs at a similar cap rate. $CPT $MAA $EQR $UDR https://investors.avalonbay.com/news-events/press-releases/detail/402/avalonbay-communities-inc-announces-public-offering-of-3200000-shares-of-common-stock https://investors.avalonbay.com/news-events/press-releases/detail/402/avalonbay-communities-inc-announces-public-offering-of-3200000-shares-of-common-stock"
X Link 2024-09-05T22:14Z [----] followers, [----] engagements

"Grabbed a little Brenntag $BNR $BNR.DE Leading many-to-many chem distribution requiring lots of logistics. Tough to disrupt. Over-earned in 2021-23 making for rough comps in [--]. 13x 25e FCF seems cheap-ish. $UNVR $APO"
X Link 2024-10-29T19:40Z [----] followers, [----] engagements

"Bot Big Yellow $BYG/ $BYG.LN UK's self stor leader. 4.7% div/6.6 cap (v. US SS #REITs 5.2-5.8 cap). 60% London-higher barrier to supply. Like every intn'l mkt per cap self stor a fraction of US levels. 3x ND/EBITDA. Develop to 8-9% yld. $PSA $CUBE $EXR $NSA $SAFE.LN $SHUR.BE"
X Link 2024-12-16T13:22Z [----] followers, [----] engagements

"A few more #taxlossselling ideas from across the pond. $BFIT $BYG $KGH $BNR What are your favorite oversold international names https://www.privateeyecapital.com/tax-loss-selling-stocking-stuffer-addition-2/ https://www.privateeyecapital.com/tax-loss-selling-stocking-stuffer-addition-2/"
X Link 2024-12-18T16:14Z [----] followers, [----] engagements

"My article on $FVR: $O $ADC $FCPT $NNN $NTST $BNL $WPC #REITs #dividends $BRX $FRT $KIM $KRG $CURB $SITC https://seekingalpha.com/article/4771465-frontview-reit-buying-outparcels-6-5-percent-dividend-yieldv=1743221730&comments=show#comment-99951164 Bot some $FVR. [--] cap&$264/ft&11xAFFO. Closest #REIT peer is $FCPT which trades @ [---] cap&480ft&16xAFFO. FCPT is 1/2 Darden $DRI. Despite concentration that's a + for FCPT as DRI has consistently killed it in a tough casual dining sector. But I think valuation diff is too high."
X Link 2025-03-29T10:42Z [----] followers, [----] engagements

"@yenoms I think the medium term risk/reward is great here. We are on the other side of the wall of supply - $CPT call illustrates how myopic SS 'analysts' are on the next quarter are two despite imminent fall off in deliveries https://seekingalpha.com/article/4807965-camden-property-trust-cpt-q2-2025-earnings-call-transcript https://seekingalpha.com/article/4807965-camden-property-trust-cpt-q2-2025-earnings-call-transcript"
X Link 2025-08-02T00:59Z [----] followers, [---] engagements

"@jayparsons https://www.youtube.com/watchv=xG4AhAnyqvE&list=RDxG4AhAnyqvE&start_radio=1 https://www.youtube.com/watchv=xG4AhAnyqvE&list=RDxG4AhAnyqvE&start_radio=1"
X Link 2025-08-02T12:36Z [----] followers, [----] engagements

"@jayparsons My recent piece on $CPT $IRT $UDR $MAA #REITs #dividends https://seekingalpha.com/article/4808110-camden-property-trust-looking-ahead-an-imminent-inflection https://seekingalpha.com/article/4808110-camden-property-trust-looking-ahead-an-imminent-inflection"
X Link 2025-08-03T14:06Z [----] followers, [---] engagements

"I've never called a bottom. But $PIPR's #REITs analyst has: $UDR $MAA $CPT #contra #multifamily $EQR $AVB $ESS $INVH #REIT Headlines 10-31-2023 * Piper Sandler upgrades $AVB to Overweight from Neutral (lower price target by $3 to $194) * Piper Sandler downgrades $MAA to Neutral from Overweight (lower price target by $52 to $130) * Piper Sandler downgrades $CPT ($80) and $UDR ($30) to #REIT Headlines 10-31-2023 * Piper Sandler upgrades $AVB to Overweight from Neutral (lower price target by $3 to $194) * Piper Sandler downgrades $MAA to Neutral from Overweight (lower price target by $52 to"
X Link 2025-08-04T10:37Z [----] followers, [----] engagements

"Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely addressed+ addn'l disclosure on tenants+historical renewal info= greater confidence. I value this the same way (7.5 cap fair value) & get to same NAV ($18.50) which is just a shade below IPO price. $FVR Q2 results were solid. Sold assets at 6.75% cap to acquire at 8.2% cap with longer WALT. Occupancy up bad debt running 25-50 bps. Portfolio "humming". Trades at 9.5% cap and 10x AFFO a 30% discount to my NAV estimate based on 7.5% cap rate / peer average AFFO multiple. https://t.co/ezcA3xEH1e $FVR Q2 results"
X Link 2025-08-15T19:16Z [----] followers, [----] engagements

"https://www.youtube.com/watchv=sXhvCtqmhBs&list=RDsXhvCtqmhBs&start_radio=1 https://www.youtube.com/watchv=sXhvCtqmhBs&list=RDsXhvCtqmhBs&start_radio=1"
X Link 2025-08-19T01:15Z [----] followers, [----] engagements

"Somehow I neglected to include $FVR $FVR $FVR $FVR $FVR"
X Link 2025-08-19T01:23Z [----] followers, [---] engagements

"@LeveredLunatic $FCPT $NNN $STWD"
X Link 2025-08-19T01:33Z [----] followers, [---] engagements

"$FVR CEO picking up a few more shares https://d18rn0p25nwr6d.cloudfront.net/CIK-0001988494/08dacd1d-a275-44ce-a368-b637f5e4c8ce.pdf Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely addressed+ addn'l disclosure on tenants+historical renewal info= greater confidence. I value this the same way (7.5 cap fair value) & get to same NAV ($18.50) which is just a shade below IPO price. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001988494/08dacd1d-a275-44ce-a368-b637f5e4c8ce.pdf Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely"
X Link 2025-08-20T19:53Z [----] followers, [----] engagements

"Blackstone $BX issues a reminder to hug your #REITs w/ exploration of deal to acquire UK self-storage leader Big Yellow $BYG $BYG.LN $BYLOF https://seekingalpha.com/news/4503509-blackstone-reportedly-weighs-bid-for-uk-storage-landlord-big-yellow Bot Big Yellow $BYG/ $BYG.LN UK's self stor leader. 4.7% div/6.6 cap (v. US SS #REITs 5.2-5.8 cap). 60% London-higher barrier to supply. Like every intn'l mkt per cap self stor a fraction of US levels. 3x ND/EBITDA. Develop to 8-9% yld. $PSA $CUBE $EXR $NSA $SAFE.LN $SHUR.BE https://t.co/sLMZee6gfm"
X Link 2025-10-13T10:36Z [----] followers, [----] engagements

"1/Only a moron buys an illiquid small cap -36% YTD heading into tax loss selling season. 2/I bot some Mister Carwash $MCW which is down 36% ytd https://seekingalpha.com/article/4829212-mr-carwash-too-cheap-at-9x-free-cash-flow https://seekingalpha.com/article/4829212-mr-carwash-too-cheap-at-9x-free-cash-flow"
X Link 2025-10-13T17:47Z [----] followers, [----] engagements

"re: $WSR IMO no reason to sell at [-----]. IMO fair value is in the range of 18-20/share @ 6.5-7 cap. TX/AZ shopping center assets are only increasing in value. That said it is subscale (high G&A burden) and I wouldn't mind seeing it put in play & sold if it fetches a full price"
X Link 2025-11-05T02:13Z [----] followers, [---] engagements

"@BTFDCapitalLLC @RecoveryTrade generally i don't know that the capital alloc of most multi REITs creates meaningful value but i don't think they destroy. i do think that the SFR guys create some value w/ nice spread on capital recycling"
X Link 2025-11-06T12:53Z [----] followers, [---] engagements

"@BTFDCapitalLLC @RecoveryTrade the buybacks everyone has announced are just little tokens not real value creation tools. i'd kind of like to see Elliot come in (as they did @ $REXR). these guys could all be a 1-3 turns of EBITDA more levered be super safe and create easy value via big buyback here"
X Link 2025-11-06T12:55Z [----] followers, [--] engagements

"@InvestSpecial @Headwaters_Cap Driven $DRVN s/b delevered & able to do buybacks by [----]. I think you can use reasonably conservative assumptions &easily get north of $2/sh of [----] FCF on a maint capex basis"
X Link 2025-11-07T17:39Z [----] followers, [---] engagements

"Bot more $DRVN on recent pullback. DRVN sold US car wash&de-levered below 4x (s/b sub 3x exiting 26). Fast growing Take [--] oil change is now 65% of EBITDA. Take [--] has mid single digit SSS g &can still double footprint. Stock can 2x+ over next [--] yrs IMO $VVV https://seekingalpha.com/article/4840760-driven-brands-a-stable-growing-business-at-less-than-9x-free-cash-flow 1/n I bought decent chunk of $DRVN. Too much debt+cap alloc/operational blunders+mgmt turnover-what's not to like Here's a good writeup (starts on pg 3) highlighting how we got here & what upside opportunity looks like:"
X Link 2025-11-08T12:11Z [----] followers, [----] engagements

"https://www.youtube.com/watchv=QnccxyatrD0&list=RDQnccxyatrD0&start_radio=1 https://www.youtube.com/watchv=QnccxyatrD0&list=RDQnccxyatrD0&start_radio=1"
X Link 2025-11-08T12:11Z [----] followers, [----] engagements

"$DRVN good overview of history/situation/unit economics/growth opp here. https://www.yetanothervalueblog.com/p/grizzlyrock-capitals-kyle-mowery https://www.yetanothervalueblog.com/p/grizzlyrock-capitals-kyle-mowery"
X Link 2025-11-11T14:42Z [----] followers, [---] engagements

"With a deck here: https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf"
X Link 2025-11-11T14:43Z [----] followers, [---] engagements

"While I like that Take [--] is now broken out separately I don't like that Auto Glass now (#2 behind Safelite) is now buried in corporate as this could (could) become quite valuable. More of a concern if Roark tried to buy out the float. $DRVN"
X Link 2025-11-11T14:44Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=aNZpGVkJKso&list=RDaNZpGVkJKso&start_radio=1 https://www.youtube.com/watchv=aNZpGVkJKso&list=RDaNZpGVkJKso&start_radio=1"
X Link 2025-11-11T14:46Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=AZKcl4-tcuo&list=RDAZKcl4-tcuo&start_radio=1 https://www.youtube.com/watchv=AZKcl4-tcuo&list=RDAZKcl4-tcuo&start_radio=1"
X Link 2025-12-08T23:04Z [----] followers, [---] engagements

"#REITs are cheap. Public market sees them as toxic waste but private market is snapping them up.#REITs are only 5% of the market for most sub-sectors. Private market is the REAL market $UDR $MAA $CPT $AMH $INVH $WSR $EQR $AVB $ESS $CSR $NXRT $IRT $FR $REXR $VNQ $BX $APO $KKR"
X Link 2025-12-08T23:13Z [----] followers, [---] engagements

"@Mr_Neutral_Man I like the assets/valuation. SS c/b poised for a rebound. But $CUBE's mgmt committed a cap allocation atrocity buying Storage West $LAACZ for $1.7bn/$384ft/3.7 cap @ top of SS supercycle in late [--]. Paid for it 45% shares (low [--] cap) &rest w/ debt. Looked bad then/worse now"
X Link 2025-12-21T12:38Z [----] followers, [----] engagements

"@Mr_Neutral_Man 26-27 Supply looks good for SS &moves are at/near generational lows (MF/SFR turnover near all time lows existing home tnxs at/near [--] yr lows). SS could see a nice pickup in rates/occ/NOI. Valuations of $EXR/ $PSA undemanding in high 5s. I might do a basket approach"
X Link 2025-12-21T12:53Z [----] followers, [---] engagements

"https://www.youtube.com/watchv=fzDqfdmvw2o https://www.youtube.com/watchv=fzDqfdmvw2o"
X Link 2026-01-15T19:01Z [----] followers, [----] engagements

"https://www.wsj.com/business/retail/amazon-orland-park-illinois-opening-13362c97 https://www.wsj.com/business/retail/amazon-orland-park-illinois-opening-13362c97"
X Link 2026-01-21T17:49Z [----] followers, [---] engagements

"https://x.com/JaredSleeper/status/2014110386312593855 Full presentation: https://t.co/4Ltp5odZ5p https://x.com/JaredSleeper/status/2014110386312593855 Full presentation: https://t.co/4Ltp5odZ5p"
X Link 2026-01-23T18:44Z [----] followers, [---] engagements

"Some thoughts on 2Q25 Resi #REITs results & cap rates per door expected IRRs: $AVB $CPT $ESS $EQR $MAA $INVH $AMH $ELS $SUI $NXRT $CSR $BRT $UDR $VNQ $TLT https://www.privateeyecapital.com/2q25-resi-reit-thoughts-cap-rates-per-door-4yr-irr/ https://www.privateeyecapital.com/2q25-resi-reit-thoughts-cap-rates-per-door-4yr-irr/"
X Link 2025-08-01T16:56Z [----] followers, 16.4K engagements

"Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe This isn't the kind of share buyback that you deep value folks want but it's not bad either at 0.44% of the shares outstanding $CPT during a single quarter @AndrewRangeley Shares are now 7.5% cheaper than mgt's buyback price https://t.co/myfgFhwq2P This isn't the kind of share buyback that you deep value folks want but it's not bad either at 0.44% of the shares outstanding $CPT during a single quarter @AndrewRangeley Shares are now 7.5% cheaper"
X Link 2025-11-07T21:28Z [----] followers, [----] engagements

"I believe $CRM (14x fwd FCFE) will significantly outperform $WMT (40x fwd FCFE) over the next [--] years and am positioned accordingly"
X Link 2026-01-15T19:01Z [----] followers, [----] engagements

"https://x.com/levie/status/2012353041782263965 AI brings down the cost of building software dramatically. And now everyone can write code for any use case they can think of. But nothing changes about the concept of core competencies in a company. Companies spend their finite resources on things that differentiate them and https://x.com/levie/status/2012353041782263965 AI brings down the cost of building software dramatically. And now everyone can write code for any use case they can think of. But nothing changes about the concept of core competencies in a company. Companies spend their finite"
X Link 2026-01-17T23:59Z [----] followers, [----] engagements

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