@alphafortuna10 Avatar @alphafortuna10 Frankie

Frankie posts on X about bitcoin, reit, debt, $mtplf 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 cryptocurrencies stocks currencies countries automotive brands travel destinations technology brands nfl exchanges

Social topic influence bitcoin, reit, debt, $mtplf, $mstr, $axun, $hrun, investment, canada, money

Top accounts mentioned or mentioned by @chrisinmontreal @dylanleclair @tsxman @robertclayson3 @gerovich @metaplanetjp @cdinewsletter @nuggetcapital @sportellosprea1 @konekoresearch @deepvalueco @saylor @nick49428317033 @wsbredditor @xlancebryantx @zethuscap @savaninvestor @umbrielcap @reitmafia @igetredpilled

Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF) Strategy (MSTR) Strategy Incorporated (STRF) iShares BTC Trust (IBIT) Caduceus Protocol (CAD) Strike (STRK) Quant (QNT) Alphabet Inc Class A (GOOGL) SPX6900 (SPX) Amazon.com, Inc. (AMZN)

Top Social Posts

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

"@jameslavish $MSTR but tomato tomatto. 🍅"
X Link 2022-05-17T21:44Z [---] followers, [--] engagements

"@mikealfred Indifferent. Short term price is only relevant to those with high time preference and tiny minds"
X Link 2022-07-24T15:53Z [---] followers, [--] engagements

"I have discussions with Canadian REIT investors daily regarding economics but its hard to take someones opinion on macro economics seriously if they dont own #bitcoin Did you fail math - @FossGregfoss"
X Link 2023-05-18T01:43Z [---] followers, [--] engagements

"@Tablesalt13 HLOC used to fund my 2x levered IBKR margin account which then buys $HR.UN $AX.UN $D.UN $AP.UN and $REI.UN (5x leverage achieved same as if I put 20% on a house) - - target 30-40% of total portfolio (equity basis)"
X Link 2023-05-24T13:49Z [---] followers, [----] engagements

"@FreewillChoose @Tablesalt13 The $100k is now levered up 5x. The capital composition is $100k equity and $400k debt. The weight average cost of debt is 6.05% and the marginal borrowing cost is 5.4%. Allocate the funds accordingly whereby the monthly distribution monthly interest expense"
X Link 2023-05-25T02:04Z [---] followers, [---] engagements

"@FreewillChoose @Tablesalt13 For the past two years I have used the leverage as a lever to take on and take off risk at highs I will trim positions (to pay down the highest costing debt - HLOC) and I accumulate when valuations are appealing to me. Main position is $HR.UN"
X Link 2023-05-25T02:05Z [---] followers, [---] engagements

"@Tablesalt13 @satbirsaggu Good call. see thread below"
X Link 2023-05-26T18:12Z [---] followers, [---] engagements

"@ManyBeenRinsed 1) bought #bitcoin 2) see #1"
X Link 2023-06-14T04:33Z [---] followers, [---] engagements

"@PlateLicker_21m Debt yes. Fractional reserve banking no. Based on how deep you are in Bitcoin Im sure you understand this and the question is rhetorical"
X Link 2023-07-07T03:44Z [---] followers, [---] engagements

"@FossGregfoss @JoeNakamoto @ben_mckenzie He gets paid to dress up and do the first one"
X Link 2023-07-12T19:59Z [---] followers, [--] engagements

"$HR.UN H&R's office segment has 99% occupancy with a [---] yr WALT. H&R's entire portfolio has an implied cap rate of 7.6%. worth noting top office REITs $D.UN and $AP.UN have implied cap rates of 8.3% and 7.8% respectivey. No greater value in the CDN REIT sector $HR.UN"
X Link 2023-07-27T15:51Z [---] followers, [---] engagements

"Dream Office REIT $D.UN implied cap rate post-SIB:"
X Link 2023-08-04T11:41Z [---] followers, [---] engagements

"Implied cap rate of Artis REIT $AX.UN assuming Iris equity is worth nil based on yesterday's closing market values"
X Link 2023-08-04T13:00Z [---] followers, [---] engagements

"Implied cap rate of Allied Properties REIT $AP.UN adjusting for UDC sale expected to close in Q3"
X Link 2023-08-09T11:36Z [---] followers, [---] engagements

"H&R REIT $HR.UN implied cap rate. I took it one step further and applied the implied asset discount across cap rates by property type and country"
X Link 2023-08-11T01:10Z [---] followers, [----] engagements

"@KonekoResearch Check out the implied cap rates by property type and country"
X Link 2023-08-11T01:58Z [---] followers, [--] engagements

"@cckanaan Id puke my units away if they sold the entire industrial portfolio to run a SIB"
X Link 2023-08-15T19:44Z [---] followers, [--] engagements

"4600 years x [---] days per year x $500k per day = $840B US debt increased by more than $1T since June of this year. #bitcoin"
X Link 2023-08-17T04:27Z [---] followers, [--] engagements

"Implied cap rates for $HR.UN and $AX.UN* by property type and country based on closing market prices for the week of H&R Artis Dream Office FCR and Artis E and I prefs. *Iris equity excluded in implied cap rate calculation"
X Link 2023-08-19T15:21Z [---] followers, [----] engagements

"Note the difference between overall implied cap rate: $HR.UN 7.6% vs. $AX.UN 9.1% yet the difference by asset type is smaller. This is because H&R has significant res exposure (low cap rate) while Artis has significant office exposure (high cap rate)"
X Link 2023-08-19T15:27Z [---] followers, [---] engagements

"@cckanaan Yup I think they hold it here and let all the debt & mortgages roll at considerably higher rates = less disposable income = deflation"
X Link 2023-08-23T01:30Z [---] followers, [---] engagements

"@geoeconomic10 @rajatsonifnance clearly read the fiat standard"
X Link 2023-08-24T13:12Z [---] followers, [---] engagements

"@DariusXCVI @ManyBeenRinsed Thats my point - there is no superior living standard. You could live like a king in beautiful countries in Asia and even some places in Europe for the economic value to survive in Canada"
X Link 2023-08-24T13:44Z [---] followers, [--] engagements

"NCIB posted for Artis REIT $AX.UN. Back to 360k units in a week. With only 500k common units remaining NCIB won't last more than [--] weeks sub-$7 given that it's clear the NCIB is active below $7. Where would price be if NCIB wasn't active"
X Link 2023-08-28T20:29Z [---] followers, [---] engagements

"@CDInewsletter 75% S&P [---] 25% TSX60 - doesnt get easier than that break down underlying holdings based on index and above weightings and it sorts out beautifully imho. Your analysis highlights how well the TSX60 compliments the S&P500 but stops short to conclude an effective mix"
X Link 2023-09-04T12:22Z [---] followers, [--] engagements

"@CDInewsletter Curious to see if the same complimentary relationship exists for US vs Canadian dividend ETFs or if dividends are concentrated in certain industries like financials and the complimentary relationship fades when you isolate dividend paying stocks cheers"
X Link 2023-09-04T12:24Z [---] followers, [--] engagements

"@JaredCohenMC My thought exactly and my hesitation to buy the $6.70 support knowing the floor may fall out once Artis itself can no longer bid the price up / provide support sub-$7. Shorts will smell blood. Hence the perfect opportunity to swiftly announce a SIB at $7 as price descends to $6"
X Link 2023-09-08T09:52Z [---] followers, [--] engagements

"@JaredCohenMC This assumes Manji can secure deals to sell $350M+ of assets by the end of the month (I am doubtful) - $250M to secured debt $100M SIB Personally Id rather 100% of sale proceeds continue to go towards paying down the credit facilities that are costing us an arm and a leg"
X Link 2023-09-08T10:01Z [---] followers, [--] engagements

"I would prefer $AX.UN take every dollar they would pay me via distribution and use that capital to run a SIB quarterly. There would be no impact to cash flow and those looking for a dividend can trim modestly at higher prices to unlock capital. Time to think outside the box"
X Link 2023-09-08T10:10Z [---] followers, [---] engagements

"This way as asset dispositions continue all proceeds can be used towards paying down credit facilities. Distributing all our free cash flow is a wasted opportunity to create incredible value for unitholders when our units trade at 50% of NAV and credit facilities cost 9%"
X Link 2023-09-08T10:20Z [---] followers, [--] engagements

"Game plan for $AX.UN should be: 1) Sell $400M+ investment properties - repay $250M debenture further pay down credit facilities buyback prefs at significant discount. 2) Sell $FCR.UN acquire influence/control over $D.UN - then sell $DIR.UN position and a couple properties"
X Link 2023-09-10T13:24Z [---] followers, [---] engagements

"Artis $AX.UN announced that the Board's previously established Special Committee has retained BMO Nesbitt Burns Inc. $BMO.TO to provide financial advisory services to the REIT and Special Committee in connection with Artis's previously announced strategic review process"
X Link 2023-09-11T20:26Z [---] followers, [---] engagements

"Dear $AP.UN Management As a unitholder I would greatly appreciate if you would consider using a small portion of the net proceeds from the UDC sale to buyback units of the REIT using the NCIB for the following reasons: /1"
X Link 2023-09-12T04:37Z [---] followers, [---] engagements

"$AX.UN capitalization rates (c.r.) at stabilized NOI as per Management. Sell the industrial below 5.5% c.r. Sell the office below 7% c.r. Sell the retail below 6.25% c.r. Sell the residential at 4.5% c.r. We would be left with a cash printing machine💰💸"
X Link 2023-09-12T07:13Z [---] followers, [----] engagements

"$D.UN is bleeding out. Even at these valuations I like Allied a lot more than Dream. 👇 $AP.UN the far superior office REIT"
X Link 2023-09-12T18:46Z [---] followers, [---] engagements

"Why is it inappropriate to assess value of a REIT using EV/EBITDA You must normalize EBITDA by deducting fair value adjustments (one-time non-cash) to EBITDAFV (the metric used in the REIT sector). FV adjustments meaningfully impact ratios. FFO more useful. @chrisinmontreal"
X Link 2023-09-23T13:47Z [---] followers, [---] engagements

"Canadian #REIT analysis comparing the following metrics for my current RE holdings: implied cap rate implied discount to IFRS asset value discount to NAV historical FFO and AFFO annualized returns. $HR.UN $AX.UN $AP.UN $D.UN $REI.UN $SRU.UN $FCR.UN"
X Link 2023-10-03T23:53Z [---] followers, [----] engagements

"@ManyBeenRinsed Rent is an expense. Interest is an expense. Rent is not interest. An 8% interest rate does not mean a 92% discount. This person should not be giving financial advice. How is this mean not up to his eyeballs in lawsuits"
X Link 2023-10-06T13:53Z [---] followers, [---] engagements

"@Tablesalt13 5% a year. Nothing compared to the deflation that will come with the housing debt unwind. Cheers 🍻"
X Link 2023-10-06T17:07Z [---] followers, [---] engagements

"@PlateLicker_21m Canadian housing market is about to take a bath. Loan-to-value ratios are about to break. Banks are exposed. @FossGregfoss knows better than anyone else I know just how fucked"
X Link 2023-10-12T13:56Z [---] followers, [--] engagements

"@SpecialSitsNews Double digit revenue growth. Low single digit earnings growth. Negative growth in real-terms. As per my journal"
X Link 2023-10-12T22:26Z [---] followers, [--] engagements

"@MarkMcGrathCFP When I take on debt at 7% to buy $AX.UN Artis E Prefs that kick off a 10.5% five-year fixed annualized distribution I add to my future income a return of exactly 3.5% on capital I never had"
X Link 2023-10-17T14:54Z [---] followers, [---] engagements

"@geoeconomic10 Governments keep expanding debt to finance deficit. Market isnt able to absorb the new debt issuance thus yield goes up. Bond market sniffing the sovereign debt spiral. The desired risk free rate to hold the government debt ponzi keeps going up. Nothing is risk free. 😉"
X Link 2023-10-17T15:33Z [---] followers, [---] engagements

"Soft landing or:"
X Link 2023-10-18T04:55Z [---] followers, [---] engagements

"Public market has it around 10% - more than 5% above the risk free rate. Private market and recent transactions has it around 7%"
X Link 2023-10-18T05:09Z [---] followers, [---] engagements

"@chrisinmontreal Incredible to think an entity accumulated a 10% equity position in the REIT and unit price remains at 52-week lows. Fascinating and confusing"
X Link 2023-10-19T14:25Z [---] followers, [---] engagements

"Canadian Dollar is about to become toilet paper over the next decade and $HR.UN has two [--] year options to buy $billion+ worth of real estate at a fixed price denominated in Canadian Dollars"
X Link 2023-10-22T14:32Z [---] followers, [----] engagements

"@GTsonef @chrisinmontreal @AnonTraderXYZ You misunderstand. Base case is the CAD as well as the USD debase/ inflate the supply far beyond 2% per annum over the [--] year period. This is why the H&R options are incredibly interesting. USD will eat global value as the global reserve currency - including CAD - but unrelated"
X Link 2023-10-22T20:49Z [---] followers, [--] engagements

"@chrisinmontreal Its a dumpster fire yet I cant turn away the value destruction is breathtaking. Both Dream Office and Allied are just getting destroyed. Allied being evidence that even a clean balance sheet with healthy cash flow returns cant save you from the value destruction in office"
X Link 2023-10-23T20:48Z [---] followers, [---] engagements

"@chrisinmontreal I would like to see him eat Dream Office. Opportunity just keeps getting more and more enticing as price falls imho I like the combined entity as a unitholder of both"
X Link 2023-10-23T21:15Z [---] followers, [---] engagements

"Compared to the price action fundamentals are"
X Link 2023-10-25T23:10Z [---] followers, [---] engagements

"$AP.UN Unit price and fundamental performance are night and day. Someone who only looks at the Allied price chart would see a very different story than someone who only reads Allied's MD&As and financial statements. /1"
X Link 2023-10-26T00:03Z [---] followers, [----] engagements

"Fundamentals look solid imho. Modest to no growth in earnings & cash flow. Not what you would expect from a stock down 33% the past [--] months or 41% YTD. Balance sheet is a fortress; PUD coming online in the next couples years (+NOI) & no new purchases or developments (+FCF)"
X Link 2023-10-26T00:06Z [---] followers, [---] engagements

"@Nicholasan68973 @FVR_Capital @TidefallCapital @chrisinmontreal You also cant ignore actual transactions. Albeit an illiquid market. Historical/recent asset transaction value minus a liquidity discount at a minimum must be a consideration of how you view value in the space"
X Link 2023-10-26T16:55Z [---] followers, [--] engagements

"If REITs are a bond proxy another two months like the last [--] months would be pain"
X Link 2023-10-31T00:55Z [---] followers, [---] engagements

"$AX.UN My analysis based on a review of Artis PR and financials as well as Cominars financials. I have not looked at either REITs MD&As yet"
X Link 2023-11-03T05:24Z [--] followers, [----] engagements

"Everyone invested in Canadian REITs this week. $HR.UN $AX.UN $AP.UN $D.UN $FCR.UN"
X Link 2023-11-03T13:44Z [---] followers, [----] engagements

"My thoughts on $AX.UN Artis investment in IRIS owner of the wholly owned Cominar REIT. Based on the limited public information available."
X Link 2023-11-03T21:38Z [---] followers, [----] engagements

"@SA_VanInvestor @Maven_Fund @chrisinmontreal @damaaster I think $AX.UN gets acquired/privatized before rates fall. Anyone can model the cashflow here using the publicly disclosed non-hedged variable debt % of total debt to see the insane return this business will instantly generate at the current price should rates drop by i.e. 3%. 🤷♂"
X Link 2023-11-03T21:47Z [---] followers, [---] engagements

"@deepvalueco They rank above equity and I assure you they are debt. Artis owns equity - see below $73.6M Artis also owns the prefs - where do you guess these appear on the IRIS balance sheet below"
X Link 2023-11-03T22:04Z [---] followers, [--] engagements

"$TNT.UN cutting distribution to buyback units rather than fully direct free cash flow to debt reduction is just poor risk & capital management. The exact opposite approach of Allied $AP.UN. The difference in the quality of these managment teams is palpable"
X Link 2023-11-14T04:44Z [---] followers, [----] engagements

"@onlystonksss @deepvalueco Seems like they would rather direct free cash flow + net sale proceeds at debt repayment and developing residential properties in the Sun Belt. I personally would love to see $HR.UN Management continue with modest buybacks in addition to the above given the current price"
X Link 2023-11-17T03:00Z [---] followers, [--] engagements

"@deepvalueco @VanIsleInvestor I respectfully disagree. Market is suggesting LTV may already be 100% meaning there is ZERO equity market has no respect for NAV and is imputing a cap rate based on risk free rate and risk at the asset level (office) as well as risk at the enterprise level (high leverage)"
X Link 2023-11-17T13:44Z [---] followers, [--] engagements

"@MarkMcGrathCFP @MoneySense Dont. Just buy a REIT. 🤦♂"
X Link 2023-11-23T16:27Z [---] followers, [---] engagements

"@GRomePow I disagree. More like: I can't afford the payment on the house I live in above 3% mortgage rates but I'm sure everyone else cant either - therefore they will cut rates to save the economy and theyre not wrong"
X Link 2023-11-25T18:37Z [---] followers, [---] engagements

"Canadian banks seem too cozy with the Canadian government. Why forego stress test for a new mortgage I would be astounded if banks play ball and forego proper risk management"
X Link 2023-11-27T04:31Z [---] followers, [---] engagements

"@chrisinmontreal Drimmer running a casino or a REIT"
X Link 2023-11-28T21:19Z [---] followers, [---] engagements

"Im tempted to bite on the Artis prefs prior to NCIB renewing on December [--] $AX.UN"
X Link 2023-12-05T20:47Z [---] followers, [---] engagements

"@wasrichnowbroke Well well well how the turntables is my girlfriends all-time favourite TV moment ❤"
X Link 2023-12-06T20:42Z [---] followers, [--] engagements

"@Tablesalt13 Just rent. Lever up your real estate investment in REITs to replicate the leverage of owning a home if you so desperately want and write off the interest. I just rented a spot in Toronto and ran the buy/rent #s and it wasnt close"
X Link 2023-12-06T21:22Z [---] followers, [---] engagements

"@CDInewsletter @IKandola Curious why you prefer the Smart portfolio. Apples vs oranges imho"
X Link 2023-12-11T15:46Z [---] followers, [--] engagements

"@UprHand [--] Dockside Drive represents approximately 9% of H&R's office portfolio (based on September [--] [----] IFRS fair values). On a square footage basis [--] Dockside Drive represents approximately 12% of the REIT's Canadian office portfolio at September [--] 2023"
X Link 2023-12-13T13:47Z [---] followers, [--] engagements

"@chrisinmontreal Washing down breakfast with the tears of everyone shorting Toronto office"
X Link 2023-12-13T14:29Z [---] followers, [---] engagements

"The timing of this tweet was epic. #REITs"
X Link 2023-12-14T12:42Z [---] followers, [---] engagements

"@Deathswap1 @chrisinmontreal I strongly disagree with your math and conclusion. Perhaps revisit Q3 balance sheet and then account for the net proceeds from asset sales since quarter end"
X Link 2023-12-22T14:37Z [---] followers, [--] engagements

"@JaredCohenMC No need to worry about a dividend cut bro. Capital allocation opportunity cost: (-) = Avg cap rate of retail portfolio was 6.87%. (+) = credit facilities at current rates are 7% pref effective yield 11% common FFO return 11.5% On a per unit basis NOI remains intact"
X Link 2023-12-22T19:35Z [---] followers, [--] engagements

"My investing story with $AX.UN :"
X Link 2023-12-24T01:42Z [---] followers, [---] engagements

"@chrisinmontreal $AX.UN could sell all of its assets at NAV and be worth less than NAV by a material amount. Latent taxes is an off balance sheet liability and in normal course when present valued is immaterial. Should Artis sell all of its assets - the liability would be realized immediately"
X Link 2023-12-25T14:16Z [--] followers, [---] engagements

"$D.UN short squeeze will be violent. $D.UN $MRT.UN $AX.UN Dream Office continues to lead the INK Research top [--] list of most shorted TSX stocks https://t.co/KuwxQTz7W5 $D.UN $MRT.UN $AX.UN Dream Office continues to lead the INK Research top [--] list of most shorted TSX stocks https://t.co/KuwxQTz7W5"
X Link 2023-12-25T14:40Z [---] followers, [---] engagements

"@F4DE2BL4CK No need to over complicate it Using AFFO as a normalized free cash flow proxy the AFFO return (annual AFFO/price) is very compelling"
X Link 2023-12-27T01:39Z [---] followers, [--] engagements

"@Nicholasan68973 @F4DE2BL4CK DM me the REIT its going to take me days to build a model and do my DD. Ill let you know what I think"
X Link 2023-12-27T04:49Z [---] followers, [--] engagements

"@VanREHousing @chrisinmontreal $HR.UN That said I like the 1-year investment thesis for Artis which assumes $400M+ asset sales in [----] (possibly much more) then a SIB and/or private sale of the REIT"
X Link 2023-12-28T21:28Z [---] followers, [--] engagements

"@SA_VanInvestor @NonObviously @chrisinmontreal Correct. I do not believe it would not come to this. Once the REIT only contains Crown Jewels Samir will sell the REIT. I wouldnt be surprised if private buyers are already in place and there is a plan to dispose of everything they dont want before privatization"
X Link 2023-12-30T15:56Z [---] followers, [--] engagements

"@chrisinmontreal @puckdunk @RazorOil Great REIT picks"
X Link 2023-12-31T02:28Z [---] followers, [--] engagements

"@MarkMcGrathCFP You should at a minimum read the Fiat Standard 🙄"
X Link 2024-01-06T18:20Z [---] followers, [---] engagements

"@MarkMcGrathCFP @BTCJuan75 Lmao yeah there are a lot of silly hot takes. Read Fiat and Bitcoin Standard and make your own judgement. Booth and Lyn are high moral individuals based on tens of hours of listening to them see you at the bottom of the rabbit hole"
X Link 2024-01-07T17:50Z [---] followers, [--] engagements

"@CDInewsletter The root of the issue is that people dont understand money. If they did they would own Bitcoin and Gold"
X Link 2024-01-11T18:05Z [---] followers, [---] engagements

"@Nicholasan68973 @leeyak09 @CDInewsletter Your argument has been dismantled countless times. I trimmed on the news as I am constantly rebalancing my portfolio. Im not trying to convince you of anything - Im simply sharing my opinion. Carry on doing your thing - youre clearly very knowledgeable regarding real estate"
X Link 2024-01-11T18:28Z [---] followers, [--] engagements

"@Nicholasan68973 @leeyak09 @CDInewsletter @Breedlove22 Bruh please read the Fiat Standard. Everything should be questioned. Nobody who understands Bitcoin would ever suggest you shouldnt dig in and question everything. That said its tiresome debating over issues that have been beaten to death already"
X Link 2024-01-11T19:44Z [---] followers, [--] engagements

"@Nicholasan68973 @leeyak09 @CDInewsletter @Breedlove22 Kk fine. Read the Creature from Jekyll Island. Seems like the perfect book for your personality tbh"
X Link 2024-01-11T20:16Z [---] followers, [--] engagements

"@Nicholasan68973 @jameslavish This is the historical supply of your sound money"
X Link 2024-01-18T19:48Z [---] followers, [--] engagements

"@FelixFoucherP @CDInewsletter Strictly price to value - H&R is miles above every Canadian REIT imho. 🍺"
X Link 2024-01-26T14:01Z [---] followers, [--] engagements

"@saylor @MicroStrategy Am I reading this correct - MSTR sold $1.2B worth of their own stock at approx. $520 per share and used the proceeds on disposition to buy spot #bitcoin"
X Link 2024-02-08T21:17Z [---] followers, [---] engagements

"@chrisinmontreal You could hit value in the CDN REIT space with a shotgun"
X Link 2024-02-09T13:16Z [---] followers, [---] engagements

"@ManyBeenRinsed Bruh 6% isnt even a crazy hurdle rate. Lots of real estate out there with implied cap rates above 6% The greedy who invested in real estate at valuations implying a 2% cap rate using debt are bleeding out"
X Link 2024-02-12T20:00Z [---] followers, [---] engagements

"@nominallyrich @TidefallCapital @trend_bullish This is a developer not a reit that holds and rents its assets. FCF needs to be recycled for a pipeline that spans a decade+ REITs are very very different on an entity to entity basis"
X Link 2024-02-13T16:37Z [---] followers, [--] engagements

"@Nicholasan68973 A very misunderstood REIT. The FCF being distributed should have always been used to fortify the balance sheet to finance developments over the next decade. This is a capital appreciation play through development not a cashflow cow that kicks off money because it has no capex"
X Link 2024-02-13T20:04Z [---] followers, [---] engagements

"@egr_investor If your analysis starts and ends with what is the dividend yield you have no business managing anyones money (yourself included)"
X Link 2024-02-15T12:42Z [---] followers, [--] engagements

"@ryankalt @chrisinmontreal Im aware. @chrisinmontreal is heartbroken that they lied to him and said they were committed to the dividend"
X Link 2024-02-15T21:22Z [---] followers, [---] engagements

"Remember when that goof @WifeyAlpha said Saylor was going to get liquidated. $MSTR"
X Link 2024-02-16T01:32Z [---] followers, [---] engagements

"@chrisinmontreal @UprHand Great summary. Doesnt even cover all the moving parts. If Cominar sells assets and can begin paying pref interest in cash - that would be huge from a cash flow perceptive"
X Link 2024-02-20T02:10Z [---] followers, [---] engagements

"@geoeconomic10 Lmao I almost unfollowed"
X Link 2024-02-21T17:07Z [---] followers, [--] engagements

"@deepvalueco Couldnt agree more but thats not how REIT public markets work"
X Link 2024-02-21T20:39Z [---] followers, [--] engagements

"@deepvalueco @CDInewsletter Which of the two parties determines what NAV is 😏"
X Link 2024-02-25T19:33Z [---] followers, [---] engagements

"Everyone I speak to has a different opinion on what $AX.UN will announce Thursday - nearly nobody shares mine. Yet I feel so confident in the math and what Samirs gambit is from here. ♟"
X Link 2024-02-27T14:57Z [---] followers, [---] engagements

"@Sportellosprea1 Honestly why 👀"
X Link 2024-03-01T00:46Z [---] followers, [--] engagements

"@notlouisck The financial system is literally designed for inflation of 2%. Keep digging. 🕳🐇"
X Link 2024-03-11T03:32Z [---] followers, [--] engagements

"Re: H&R REIT $HR.UN Dear Tom You have shown an ability to masterfully sell assets and raise capital through debt at a [--] handle in this environment. Please run the NCIB - it would be incredibly accretive given the current market price. Yours truly A Concerned Unitholder"
X Link 2024-03-12T22:12Z [---] followers, [---] engagements

"@zethuscap @Nick49428317033 Agreed NAV is as only as good as the individual asset valuations that build it up. ✌"
X Link 2024-03-15T19:49Z [---] followers, [--] engagements

"@zethuscap @Nick49428317033 Ive also never not once seen anyone try to adjust NAV to FMV. Believe me - Im a valuations guy - I understand NAV. Latent taxes are a real thing. These special distributions have not been kind to those at the highest marginal tax bracket holding outside of registered accounts"
X Link 2024-03-15T19:53Z [---] followers, [---] engagements

"Levered REIT component continues to weigh down the total portfolio's performance. That said I believe in a long-term "hard money hard asset" thesis wherein central banks continue to inflate the monetary supply of their respective fiat currency. Fiat liabilities hard assets"
X Link 2024-03-16T15:53Z [---] followers, [---] engagements

"$AX.UN real estate arbitrage"
X Link 2024-03-16T22:14Z [---] followers, [---] engagements

"@chrisinmontreal I much prefer Dream Office. Same gambit. Both office"
X Link 2024-03-16T23:43Z [---] followers, [---] engagements

"@robcollects11 @chrisinmontreal The CURRENT assets are quality. A good investment is buying quality at a fair/good price. I am investing in the assets here at the implied market value for the portfolio. Not investing in Ccoper. 🤢 Past performance is a sunk cost when making current investment decisions"
X Link 2024-03-20T13:35Z [---] followers, [---] engagements

"@chrisinmontreal I love what hes doing. I appreciate your thoughts and coverage on the entity. I just dont like the hand he is forced to play with compared to the other REITs that I mentioned. Same gambit more to work with over at $AX.UN"
X Link 2024-03-20T15:25Z [---] followers, [---] engagements

"@RobertClayson3 @chrisinmontreal @robcollects11 Tax cuts = cashflow ; sentiment What is this for trading momentum Long-term serious investors do not try to predict the future feelings of others when cashflow is the matter of concern"
X Link 2024-03-20T17:35Z [---] followers, [--] engagements

"@chrisinmontreal We got higher for longer and a recession priced into REITs 💀 $AX.UN $HR.UN"
X Link 2024-03-22T22:20Z [---] followers, [---] engagements

"@zethuscap @WSB_redditor @chrisinmontreal Thats fair. We each put certain value to certain things. For me - implied cap rate is crucial. Most attractive REITs based on this metric per my calc is far and away $HR.UN and $AX.UN. And thus they represent 75% of my RE portfolio. 🏰"
X Link 2024-03-23T17:37Z [---] followers, [---] engagements

"@WSB_redditor @zethuscap @chrisinmontreal Yes $HR.UN is a [--] year+ hold - Im curious to see how the Bow option plays out - [--] more years to go. See my summary below that pulls from models I built to estimate the implied cap rates as per market unit price for a handful a REITs I find interesting and follow"
X Link 2024-03-23T18:44Z [---] followers, [---] engagements

"@WSB_redditor @zethuscap @chrisinmontreal There is an option to buyback a $1B building in [--] years the option is in Canadian Dollars. Who knows what Canadian Dollars will be worth in [--] years. I like having the upside on a long-term bet where I benefit if the monetary supply of the Canadian Dollar keeps"
X Link 2024-03-23T18:50Z [---] followers, [--] engagements

"@DylanLeClair_ Great video Dylan. Remember when @WifeyAlpha was calling for Saylor liquidation Glad I plugged my ears and bought more"
X Link 2024-03-25T18:43Z [---] followers, [---] engagements

"@ParthenosCap $AX.UN"
X Link 2024-03-26T17:30Z [---] followers, [---] engagements

"@KrustyBets My REIT portfolio is like 7x levered 💀 This is the part where I sit back and reap the fruit of my labour. No buying; no selling. 🚀"
X Link 2024-03-28T18:46Z [---] followers, [--] engagements

"$AX.UN and Samir finally disposing of assets in size relative to market cap in order to arbitrage the public/private valuation disconnect. 🚀 Pay down debt buyback commons buyback prefs buy $D.UN - its all accretive - Samir cant miss. Breakaway with an empty net. 🥅 $AX.UN's Samir Manji continues upping his stake in $D.UN closing in on 20% now with latest filings today. Using proceeds from Artis' public dispositions at full IFRS price to buyback into publicly traded entities via NCIB or acquisition at heavily discount implied values. https://t.co/5M2t26lZUc $AX.UN's Samir Manji continues"
X Link 2024-03-28T18:52Z [---] followers, [---] engagements

"@Nick49428317033 $81M market cap. I could be buying it all for all you know. 😈"
X Link 2024-03-28T20:07Z [---] followers, [--] engagements

"@chrisinmontreal Tell that to the $D.UN investors who watched him strip liquidity from the REIT to the benefit of the holdco and detriment of the subsidiary. Im not a fan of Mr. Cooper. Id be happy as a unitholder of $D.UN if someone went activist"
X Link 2024-03-29T01:25Z [---] followers, [---] engagements

"@Rodbhar @chrisinmontreal The $DIR.UN position is collateral for debt. May not be as simple as you think"
X Link 2024-03-29T22:08Z [---] followers, [--] engagements

"@w_s_bitcoin UTXO management will become a thing. Bitcoiners are going to need to get a lot more comfortable with Layer [--]. Only path to a liquid system imho. Things adopt and change over time and so must we. Happy Easter Frankie"
X Link 2024-03-30T03:53Z [---] followers, [---] engagements

"@Manstack @saylor @PrestonPysh @PunterJeff $MSTR: Leveraged #Bitcoin. Bitcoin assets and fiat liabilities. Utilizes corporate structure to increase Bitcoin per share over time. Ability to borrow at less than 1%"
X Link 2024-03-30T03:58Z [---] followers, [---] engagements

"$MSTR: Leveraged #Bitcoin. Bitcoin assets and fiat liabilities. Utilizes corporate structure to increase Bitcoin per share over time. Ability to borrow at less than 1%. Who has the best distilled summary of the @saylor $MSTR #Bitcoin strategy Feel like rewatching @PrestonPysh and @PunterJeff discussion. Who has the best distilled summary of the @saylor $MSTR #Bitcoin strategy Feel like rewatching @PrestonPysh and @PunterJeff discussion"
X Link 2024-03-30T03:59Z [---] followers, [---] engagements

"$HR.UN I see no reason why H&R shouldnt spin off a CDN industrial REIT (nearly all industrial properties are CDN) with a low debt to asset ratio of 35%. The spun off entity would trade at NAV and instantly create value. Remaining REIT will be mostly US residential. Obvious"
X Link 2024-03-30T17:24Z [---] followers, [--] engagements

"1/3 I see no reason why $HR.UN shouldnt spin off a CDN industrial REIT (nearly all industrial properties are CDN) with a low debt to asset ratio of 35%. The spun off entity would trade at NAV and instantly create value. Remaining REIT would be mostly US residential. continued"
X Link 2024-03-30T18:00Z [---] followers, [---] engagements

"@zethuscap @TaylorSugar @WSB_redditor @Freakotrader Bro - hear me out - inflation of the money supply *** you of course see that sovereign debts continues to rise interest on the debts has risen and deficits continue to grow post Covid (wtf) money supply continues to grow and will always grow. Monetary inflation not price"
X Link 2024-04-01T13:13Z [---] followers, [--] engagements

"Whoever is still shorting Canadian REITs 💀 @zethuscap Now is now; then is then. Cant live in the past. And cheers to those who made a fortune shorting on the way down. Pour one out for the shorts still hanging around. https://t.co/rfKseUraXF @zethuscap Now is now; then is then. Cant live in the past. And cheers to those who made a fortune shorting on the way down. Pour one out for the shorts still hanging around. https://t.co/rfKseUraXF"
X Link 2024-04-01T13:24Z [---] followers, [---] engagements

"$AX.UN NCIB continues to gobble gobble up units 🦃 Another [------] units bought back at an avg price of $6.33. Artis has bought back 1.1M common units since March"
X Link 2024-04-01T20:58Z [---] followers, [---] engagements

"$AX.UN NCIB also continues to gobble up preferred units another [----] units retired meaningfully below face value (29% discount). 👏"
X Link 2024-04-01T21:04Z [---] followers, [---] engagements

"Once the $D.UN investment is moved from equity securities (marked to market) to equity accounted investments (market to equity book value) net asset value (NAV) will increase by the difference between $D.UN s market cap and equity book value multiplied by $AX.UN s ownership. $AX.UN Samir Manji continues to buy $D.UN looks like he's going to take ownership to 20% easily. [---] million shares shorted into reverse split/SIB have to find a way to get out with likely only [--] million not in the hands of the top two insiders now. https://t.co/wocX0NeCQ7 $AX.UN Samir Manji continues to buy $D.UN looks"
X Link 2024-04-02T12:24Z [---] followers, [---] engagements

"@w_s_bitcoin @louishliu You can insure a building; you cant insure a cold wallets contents. Not sure why some bitcoiners look down on diversification thru other hard assets (RE). Bitcoin is for saving not speculating - I understand - so investing in hard assets while saving in Bitcoin is a crime"
X Link 2024-04-03T11:54Z [---] followers, [---] engagements

"$AX.UN keeps buying $D.UN another 65k units in [--] days now +105k units since last week. 🍿"
X Link 2024-04-05T16:09Z [---] followers, [----] engagements

"@chrisinmontreal @UmbrielCap They dont want to shrink balance sheet. I would assume Management would point to the fact it is a publicly traded entity and you are free to buy in the open market. NCIB in theory would be bidding against you. Market cap is too big to do what an Artis could do here"
X Link 2024-04-06T18:14Z [---] followers, [---] engagements

"@chrisinmontreal @UmbrielCap Even less office once the sale of the downtown Toronto office closes 🫡 - Per the PR announcing the sale"
X Link 2024-04-06T19:57Z [---] followers, [---] engagements

"@deepvalueco I would start by reading the Creature from Jekyll Island and then go from there. the book has absolutely nothing to do with bitcoin and has invaluable historical information imho. First you have to understand the problem before you can even start to contemplate a solution"
X Link 2024-04-08T12:33Z [---] followers, [--] engagements

"@deepvalueco @JaredCohenMC @chrisinmontreal 100% new. There was barely any industrial in the held for sale as at year-end"
X Link 2024-04-10T18:37Z [---] followers, [--] engagements

"$AX.UN will not be the same REIT once dispositions close. Balance sheet will look nothing like it does today (Q423). This has become a highly liquid REIT in short order with a willingness to deploy capital in a heavily undervalued public market. 🍿 @chrisinmontreal They had $460m sales done yet to close as at Q4 add $320m from todays sale thats $800m - take that from held for sale (eliminate the line) and the balance from investment properties then reimagine what the balance sheet looks like when allocating the capital. https://t.co/sGveQOHNIo @chrisinmontreal They had $460m sales done yet to"
X Link 2024-04-10T19:35Z [---] followers, [----] engagements

"$AX.UN I estimate the Park 8Ninety sale was at an implied cap rate of 6.16% (the average US industrial cap rate per the MD&A) back of the napkin math for those who want to see the math"
X Link 2024-04-10T23:55Z [---] followers, [---] engagements

"$AX.UN s 8Ninety sale at an implied cap rate of 6.2% is accretive should proceeds be used to: buyback commons and/or prefs pay down debt (credit facilities and/or mortgages) and/or buy Dream Office. Pre-tax returns based on current prices"
X Link 2024-04-11T14:10Z [---] followers, [---] engagements

"$AX.UN Ive always said - its important to know what you own. With respect to how much industrial assets remain post the 8Ninety sale announced formally this morning:"
X Link 2024-04-11T14:48Z [---] followers, [----] engagements

"@chrisinmontreal"
X Link 2024-04-12T00:12Z [---] followers, [---] engagements

"@chrisinmontreal Good call Chris. I quote tweeted you with the updated summary of SEDI filings. I was hoping Sandpiper was doing the majority of the buying for the group but it looks like Artis is the one deploying. Makes sense since Sandpiper didnt meaningfully tender and Artis did"
X Link 2024-04-12T22:43Z [---] followers, [---] engagements

"@deepvalueco @joel_katz Samir will get the price of $AX.UN to $12 - many paths to get there imho - and he will have fulfilled his promise to unitholders. and I will be much closer to a very early retirement. This is no longer the REIT that existed on December [--] [----] (based on financials)"
X Link 2024-04-14T18:20Z [---] followers, [---] engagements

"@deepvalueco @chrisinmontreal @joel_katz It was a hypothetical addressing what you perceive as a miscalculation (selling low and unwinding leverage). You make it seem like $AX.UN cant pay down their most expensive debt then raise new debt at a much lower rate when the companys leverage is industry low🍿 accretive✅"
X Link 2024-04-14T23:17Z [---] followers, [---] engagements

"@deepvalueco @chrisinmontreal @joel_katz Off the 800M sales - probably only 200M has closed give it time bro and look at the balance sheet the first 200M should probably go to debt lol - beyond 2x levered"
X Link 2024-04-15T00:13Z [---] followers, [---] engagements

"@deepvalueco @FVR_Capital @chrisinmontreal @joel_katz Given the pace theyve been redeploying Learn to read a financial statement you would understand how levered the reit is and the first few hundo mil SHOULD go towards debt. Then u fail to understand only 200M has closed and a prudent person dosnt spend what he dosnt have"
X Link 2024-04-15T12:33Z [---] followers, [--] engagements

"$AX.UN I don't know what Samir has planned. but as I see it. this is no longer the REIT that existed on paper as at Q4 [----]. The debt to GBV is down to 35% and the business as I have detailed below is scaling up in terms of assets. should Samir continue acquiring $D.UN"
X Link 2024-04-15T13:36Z [---] followers, [----] engagements

"@FVR_Capital @chrisinmontreal @joel_katz @deepvalueco Thats your opinion. Now we see what Samir actually does 🍿"
X Link 2024-04-15T13:52Z [---] followers, [--] engagements

"CORRECTION: Dates of the purchases in blue should read [--] [--] [--]. No buys on the 15th. This sheds meaningful light on the price action of $D.UN over this short but volatile period. Apologies for the honest mistake"
X Link 2024-04-19T19:03Z [---] followers, [---] engagements

"I blame my quant:"
X Link 2024-04-19T19:05Z [---] followers, [--] engagements

"@NestBetter @chrisinmontreal @Rodbhar Imagine thinking EV/EBITDA is a relevant metric for a REIT"
X Link 2024-04-22T16:26Z [---] followers, [---] engagements

"Artis REIT $AX.UN continues to deploy capital. Samir has now deleveraged the REIT and put Artis in a position where if markets remain weak he can slowly and methodically invest proceeds from dispositions. Can't wait to hear from him next week on the earnings call. Well done👏🍿"
X Link 2024-04-22T16:57Z [---] followers, [---] engagements

"@Rodbhar @chrisinmontreal @NestBetter @trapping_value Thats not how math works. EBITDA is irrelevant for REITs given FMV adjustments are still in there. 💀"
X Link 2024-04-23T01:00Z [---] followers, [--] engagements

"As a unitholder of Artis $AX.UN I love that Samir is buying Dream Office $D.UN at this level. Given the tremendous quality of Dream Office's assets an implied cap rate of 9% (see below) is shocking. Even more shocking/hilarious are those arguing that it's expensive here🤣"
X Link 2024-04-23T01:29Z [---] followers, [---] engagements

"If Im Samir Im buying every unit I could under $30 taking control (activist) and immediately selling DIR and a handful of buildings. Incredibly accretive if able to monetize in-line w/ IFRS val. It would truly be a masterclass🍿 $AX.UN is becoming a completely different REIT"
X Link 2024-04-23T04:29Z [---] followers, [---] engagements

"My thoughts Cooper and upcoming $D.UN earnings and that I think Samir of $AX.UN about to turn activist. 👇🍿 Very curious to hear from Samir during the earnings call. Time for the analysts here to shine imho"
X Link 2024-04-24T14:10Z [---] followers, [---] engagements

"@cthomps_ I think you answer your own question here: In [----] he thought DT Toronto was heading to $1k/sqft"
X Link 2024-04-24T15:29Z [---] followers, [--] engagements

"@CDInewsletter Do you have any thoughts on Artis e prefs given the 10.5% yield and the importance you place on dividend yield Thank you"
X Link 2024-04-24T17:53Z [---] followers, [---] engagements

"Me and my quant checking out for a bit. ✌❤"
X Link 2024-04-24T21:24Z [---] followers, [---] engagements

"Canadian federal government is through the Bank of Canada as agent purchasing billions of Canadian Mortgage Bonds (CMBs) If future government(s) persist with purchases at this pace they will eventually own half the CMB market. https://t.co/PNINThEIPa https://t.co/PNINThEIPa"
X Link 2024-04-26T11:42Z [---] followers, [---] engagements

"@SteveWps Inverse Chris. Short it Steve"
X Link 2024-04-27T18:26Z [---] followers, [---] engagements

"True for the nonsensical investor who does not understand that dividends are - by nature - discretionary. Free cash flow is the key metric. Returning capital to investors (dividend or otherwise) is derivative of free cash flow. Does being a dividend investor help your mental health -not caring as much about the ups and downs in the market but getting reliable and rising cash payouts every [--] months #dividends #invest #stockmarket #stockmarketcrash #retire #wealth #mentalhealth #dividend Does being a dividend investor help your mental health -not caring as much about the ups and downs in the"
X Link 2024-04-28T00:40Z [---] followers, [---] engagements

"@johnyboy1853 @MarkMcGrathCFP Tell me you have zero understanding of valuation and long-term investing without saying it Congrats you win. 🏆"
X Link 2024-04-28T01:49Z [---] followers, [--] engagements

"@SA_VanInvestor @Sportellosprea1 @deerpointmacro @chrisinmontreal I personally avoid Canadian residential. My residential exposure is predominately through $HR.UN. The implied valuation of their residential is roughly 7%. I can live with that rate of return considering the SPNOI growth"
X Link 2024-04-28T07:00Z [---] followers, [--] engagements

"@FVR_Capital There was $460M of dispositions yet to close at 12/31 add from there. Also sold $27M of securities and collect $10 note (see subsequent events). Its a different reit. Youre using stale data. Need to proforma the sales"
X Link 2024-05-01T16:04Z [---] followers, [---] engagements

"$AX.UN The REIT is continuing to evaluate opportunities relating to the sale of additional retail office and industrial assets with a focus on the industrial portfolio Expect more industrial sales"
X Link 2024-05-02T21:13Z [---] followers, [----] engagements

"More asset sales and no NAV write-down 🧐❤"
X Link 2024-05-02T21:27Z [---] followers, [---] engagements

"AFFO per unit down. Not positive but need to remember - this is not the same REIT (almost $600k dispositions to close + focused on selling industrial. Something that WAS positive (below). I like the lease maturity schedule. Healthy WALT"
X Link 2024-05-02T21:34Z [---] followers, [---] engagements

"@chrisinmontreal Headwinds becoming tailwinds in the REIT space should be a very interesting year. Chris thanks again for hosting yesterday Have a wonderful day"
X Link 2024-05-03T13:11Z [---] followers, [--] engagements

"$AX.UN my thoughts on next steps heading into the earnings call"
X Link 2024-05-03T16:40Z [---] followers, [---] engagements

"🗞My summary of $AX.UN call tldr; Samir is masterful and full of confidence. I took some profit/ sold half of my June calls which are now deep in the money (all intrinsic value). Bought August calls (after Q2 earnings) at 50% intrinsic value. I am a fan of the Samir show 🍿"
X Link 2024-05-03T18:51Z [---] followers, [----] engagements

"@zethuscap Nah - Im a degenerate - bought some options instead. Sold some deep in the money this morning back into the trade this afternoon via aug options at 50% intrinsic value (longer dated). 🍻 this is obv not advice"
X Link 2024-05-03T19:24Z [---] followers, [---] engagements

"@chrisinmontreal @WSB_redditor Canada dosnt even feel like a real country at this point. Banana Republic. Nice contrarian play. I would simply suggest this makes a compelling case to invest in Canadian energy - not TSX (which is largely financials). How would you play the space (CDN oil)"
X Link 2024-05-04T19:43Z [---] followers, [--] engagements

"@zethuscap @chrisinmontreal Beautifully laddered debt but Im worried about the impact on free cash flow AFFO and FFO from [----] debt renewal. What rate can $GRT.UN borrow at"
X Link 2024-05-08T03:17Z [---] followers, [---] engagements

"@TSXDivStock $TNT.UN trades at a very similar implied cap rate as Dream Office $D.UN. Everyone tells me the quality between these two REITs isnt even close (not even factoring in the industrial exposure in Dream)"
X Link 2024-05-10T01:44Z [---] followers, [---] engagements

"Why do I fixate on cap rates for REITs Because these are asset businesses not cashflow businesses. Balance sheet is hard assets not goodwill of PV of future earnings. AND Because when the CEO is willing to SELL IT ALL $AX.UN you 👏 use 👏 an 👏 asset 👏 based 👏 approach 👏"
X Link 2024-05-14T17:01Z [---] followers, [---] engagements

"@michaelburrytos @Kanchan55374909 Portfolio is: Reits (largely discussed) Equities (spx + amzn + goog) Bitcoin the only cannabis I buy is rolled up and set ablaze. 🔥"
X Link 2024-05-14T17:27Z [---] followers, [--] engagements

"@onlystonksss @SA_VanInvestor Its simply a REIT that is mostly owned by the public (dumb money) during a moment in time where REITs are bad CRE is bad office is the worst macro is uncertain etc. (ownership below per Simply Wall St. - not sure how accurate this is)"
X Link 2024-05-14T22:26Z [---] followers, [--] engagements

"@SA_VanInvestor No prob 👍 Ncib - not going to run it. Focus is the health of the balance sheet. Lantower - I believe she said [----] is going to be the big year for them. Green light for development. Will continue to use REDIT structure to tap public market for capital"
X Link 2024-05-15T17:35Z [---] followers, [--] engagements

"@chrisinmontreal Dosnt look like there is much around it. Is Saskatoon the market you want to develop in Im just a finance guy"
X Link 2024-05-15T18:16Z [---] followers, [---] engagements

"My response to why I own real estate $HR.UN $AX.UN #bitcoin and why Im heavily short $CAD (maximum leverage). Volume up boys. 🎶🎵 There is an infinite amount of cash at the Federal Reserve 🔊 https://t.co/xw2N5FvNJB There is an infinite amount of cash at the Federal Reserve 🔊 https://t.co/xw2N5FvNJB"
X Link 2024-05-17T23:18Z [---] followers, [--] engagements

"$MSTR cannot be valued as a holding company. The software business aside it would be nearly impossible to replicate what Saylor of $MSTR has built: 1) acquire 1% of $BTC supply; and 2) borrow at 1%. MicroStrategy is a fascinating company to value. Anyone interested"
X Link 2024-05-20T23:32Z [---] followers, [---] engagements

"Looks like its going to be a good day for Canadian REITs $HR.UN $AX.UN Canadas CPI inflation declined to 2.7% year-over-year in April down from 2.9% the month before and in line with expectations. Core inflation softened from 2% to 1.6%. https://t.co/MeneVnGqwb Canadas CPI inflation declined to 2.7% year-over-year in April down from 2.9% the month before and in line with expectations. Core inflation softened from 2% to 1.6%. https://t.co/MeneVnGqwb"
X Link 2024-05-21T13:09Z [---] followers, [---] engagements

"Im cheering on fundamentals not price in the #reit space. Imho after todays CPI print rate cuts in Canada are imminent - only question now is June or July Start with [--] bps then wait and see more data (CDN & US data) no 🧐 Cut is tailwind for REITs - when not if. 💯"
X Link 2024-05-21T14:37Z [---] followers, [---] engagements

"@leadlagreport CDN REITs that own US assets 💀real pain so much value"
X Link 2024-05-22T16:08Z [---] followers, [--] engagements

"@PierrePoilievre Savage but I see no lies. 👀"
X Link 2024-05-22T19:19Z [---] followers, [--] engagements

"Portfolio structure Broken down into Equities (40%) Levered Income (35%) and Bitcoin (25%) Fixed income currently is 100% Artis E prefs. Levered income component - 2x leverage target. Structure keeps me honest. Cant get emotional. This is why we make models and run numbers"
X Link 2024-05-23T17:33Z [---] followers, [---] engagements

"@TdLeaker @TheophanesRex @theJagmeetSingh Thats how cpi works swap the 4/lb apples for 0.6/lbs apples. And ta da 🪄 no more inflation. Literally 🍎 for 🍏"
X Link 2024-05-27T19:07Z [---] followers, [--] engagements

"@JoeRampart Im confused - youre all in agreement that fiat and bonds are toxic yet you dont like debt (which is essentially shorting fiat - assuming you pair it with a hard asset). Please clarify"
X Link 2024-05-28T01:35Z [---] followers, [--] engagements

"@drewsie_ @JoeRampart Saylor is bitcoin on the asset side of the b/s and fiat on liabilities side of b/s as a speculative attack the currency the debt is denominated in. Im taking about income generating assets on asset side and fiat on liabilities where yieldborrowing cost"
X Link 2024-05-28T02:18Z [---] followers, [--] engagements

"@bankofcanada If money supply is held constant this is called society reaping the benefits of technological advancement. As per Jeff Both who wrote the Price of Tomorrow. But because you inflate our money supply - you steal this benefit as you capitalize a wasteful government. Thanks"
X Link 2024-05-28T15:13Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing