@yenoms Avatar @yenoms yenoms

yenoms posts on X about $cmtg, reit, $rc, $lft 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 33.96% stocks 21.38% cryptocurrencies 4.4% technology brands 2.52% social networks 1.26% financial services 1.26% premier league 0.63% countries 0.63%

Social topic influence $cmtg #2, reit 5.66%, $rc 5.03%, $lft #1, $ari #11, this is 4.4%, $lpre #2, guess 3.77%, investment 3.14%, $rpt #1

Top accounts mentioned or mentioned by @ibladesi @bigbamboointern @tomking84 @rhunterh @codytrades @leylakuni @tsxman @77augustwest72 @goodhousecap @shortbusace @laziestofdans @west4thstreet @leveragedbets @mrneutralman @lebronex @blondesnmoney @polarisbear87 @ponzian @tiehackcapital @trdny

Top assets mentioned Claros Mortgage Trust, Inc. (CMTG) APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI) Braemar Hotels & Resorts Inc. Common Stock (BHR) Rithm Capital Corp. (RITM) Healthpeak (DOC) Ares Commercial Real Estate Corporation (ACRE) Veno Finance (VNO) Arbor Realty Trust, Inc. (ABR) Charles Schwab Corporation (SCHW) Opendoor Technologies Inc Common Stock (OPEN) Alight, Inc. (ALIT) Alexander's Inc. (ALX) Clipper Realty Inc. Common Stock (CLPR) Americold Realty Trust, Inc. (COLD) Alexandria Real Estate Equities Inc (ARE) Lineage, Inc. (LINE) STARWOOD PROPERTY TRUST, INC. (STWD)

Top Social Posts

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

"Alight Financial - My condolences if they are your 401k provider. Platform is a 💩 so is the stock. $ALIT (wonder if they are a takeover target simply for the assets/contracts)"
X Link 2026-01-07T16:57Z [---] followers, [----] engagements

"👏 👏 Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube"
X Link 2025-12-21T01:34Z [---] followers, [----] engagements

"@TiehackCapital I like $alx. only problem. so many REITs on sale"
X Link 2026-02-13T22:23Z [---] followers, [---] engagements

"@TiehackCapital See its easy. I just look at latest $lpre list and look for new adds or names that are down. #wickedsmart"
X Link 2026-02-14T03:27Z [---] followers, [---] engagements

"Value names I've gotten wrong (so far) in [----]. $NEN. super illiquid. port is undervalued but governance/alignment is messy. it was trading in the low $80s for a month then a seller popped up in the mid 70's. I bot assuming it was a liquidity trade and could flip"
X Link 2025-09-23T15:56Z [---] followers, [---] engagements

"$hpp w a casual 15% intra day swing"
X Link 2025-11-05T18:40Z [---] followers, [----] engagements

"$cmtg Am guessing it is this property announced in q3 earnings as a subsequent event. so its old news. Berklee College of Music has bought a Fenway site permitted for [---] residential units in a major move to increase its capacity to house students. https://t.co/DndNlkMooJ Berklee College of Music has bought a Fenway site permitted for [---] residential units in a major move to increase its capacity to house students. https://t.co/DndNlkMooJ"
X Link 2025-11-26T04:16Z [---] followers, [---] engagements

"Most bombed out REIT names Forget fundamentals just talking names sold hard capitulation by the sellers tax loss whatever you want to call it. A few that come to mind both equity and mortgage names: $CLPR $HPP $RC $LFT $COLD $ARE $LINE $ABR $FRPH $NEN $NXRT"
X Link 2025-12-03T13:01Z [---] followers, [----] engagements

"The $CMTG CA property discussed on recent calls. juicy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy"
X Link 2025-12-20T16:36Z [---] followers, [---] engagements

"The thing the models dont show version #214: being a forced seller when the markets go outside the normal statistical range. $RC feeling it"
X Link 2025-12-30T16:41Z [---] followers, [---] engagements

"@trdny $ritm $rpt"
X Link 2026-01-07T17:17Z [---] followers, [---] engagements

"@tomking84 $RC- I trade the equity & $RCD(still hold 2028s) have lost a decent amount trying to time bottom. thinking "it can't be this bad." weird price action on $RCB/C makes me think co buying back. I will be pissed if RC pops and I miss it but also pissed if I throw away more $$"
X Link 2026-01-13T16:03Z [---] followers, [--] engagements

"I have used it as a spot to access smart REIT beta and source new ideas. yes no shame in my game. 😬 This includes their recent addition of $DOC. upside with senior spin upcoming"
X Link 2026-01-16T13:58Z [---] followers, [---] engagements

"$DOC flat on a day of red and a big print 👀"
X Link 2026-01-20T17:11Z [---] followers, [----] engagements

"@nbeachny @rhunterh @Mr_Neutral_Man $stwd probably the least worst external manager.although $TRTX growing on me. And the internal ones have highly questionably portfolios not sure liquidation worth it. $gpmt $sach"
X Link 2026-01-25T14:21Z [---] followers, [--] engagements

"@nbeachny @rhunterh @Mr_Neutral_Man For external managers $LFT trading at a 50% to BV with an extremely sub scale operation (double digit expense ratio) would be my top pick for activism. Book isnt that bad. but thats not happening . they just did another CLO"
X Link 2026-01-25T14:23Z [---] followers, [--] engagements

"@hitsamty this is a major positive transaction for $ARI shareholders IMO. We all like to make fun of how illiquid widgets marks are fake and not indicative of value. well ARI is getting paid 100% of value (CECL inclusive) and getting instant liquidity"
X Link 2026-01-29T00:05Z [---] followers, [---] engagements

"@codytrades Apollo is one of the better CRE organizations not too worried about them going outside their core competency. I cant say the same for Ares. and the issues w $acre. they have no large insurance company to buy it and their current marks are less believable"
X Link 2026-01-29T12:54Z [---] followers, [--] engagements

"@GoodHouseCap I dont see that as likely. Not enough of a discount to bribe $TRTX to give up the AUM. And TRTX has no issues to work with as you said. the play would be to create value via a troubled portfolio where the discount is massive. 50%+. enough exist"
X Link 2026-01-31T16:04Z [---] followers, [---] engagements

"@GoodHouseCap Im not saying this is likely. but Im sure $RC has been approached. they need time $$ and credibility. not many have $1bn+ laying around and deep RE expertise"
X Link 2026-01-31T16:13Z [---] followers, [---] engagements

"@GoodHouseCap Yeah. its not a natural fit. but you never know. I mentioned $RC because they may be at a stage where dont have a choice.Others like $LFT $GPMT $ACRE can kick the can further. continue to collect fees $CMTG may take a deal do the right thing. have large deals w hair"
X Link 2026-01-31T17:02Z [---] followers, [---] engagements

"🙏 Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl"
X Link 2026-01-31T18:01Z [---] followers, [----] engagements

"@LeylaKuni Athene is paying inclusive of CECL meaning reserves are part of the deal. And even if Athene is overpaying. that would hurt Apollo/ Athene the most as they incur losses first before policyholders"
X Link 2026-02-01T19:32Z [---] followers, [---] engagements

"@LeylaKuni For most CRE mREITs. market is saying marks r inflated. so ARI gets the marks for shareholders. and Athene/Apollo would be first loss if the marks are inflated (not policyholders) and people still complain. 😮💨 I could be wrong. @ExcessDefaults much more knowledgeable than me"
X Link 2026-02-01T19:53Z [---] followers, [---] engagements

"@lebron_ex @LeylaKuni In terms of incentives. they were incentivized to pay under the carrying values. that didnt happen. Thats what makes this deal unique. And again without knowing their port well. I think this is also a win for Athene. spreads everywhere are tight. getting 300+ is solid"
X Link 2026-02-02T00:11Z [---] followers, [--] engagements

"@lebron_ex @LeylaKuni Now if $ari goes out and does something dumb w the $$ then I will give them shit. but that hasnt happened yet"
X Link 2026-02-02T00:12Z [---] followers, [--] engagements

"@LeylaKuni @lebron_ex I like TRTX because they have a relatively clean book have dry powder and are a decent manager. granted I dont love the REIT wrapper as its generally more expensive. would much prefer a separate account w a highly skilled manager or an open end fund w no legacy issues"
X Link 2026-02-02T00:41Z [---] followers, [--] engagements

"@Mr_Neutral_Man @tsxman My only hesitation w $wsr is that its already run a bit 25%+ since last October. Any guess whether Blackstone would pay up for $bhr Luxe hotels are hot"
X Link 2026-02-02T20:21Z [---] followers, [---] engagements

"@tsxman This article on front page of the Boston globe. not life science but its in east Cambridge which is life science based. brand new and they are looking at a 50% hit. Office and affordable housing. https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/ https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/"
X Link 2026-02-03T15:27Z [---] followers, [---] engagements

"@shortbus_ace @GoBirds555 @77AugustWest72 what you think about these tickers"
X Link 2026-02-03T15:29Z [---] followers, [---] engagements

"random mREIT thoughts: lower downside/ medium upside: $ARI $TRTX medium downside/ medium upside: $CMHI $KREF large upside / large downside: $LFT $CMTG $RC I own all mostly ARI and LFT and begrudgingly have small RC. don't want to miss a pop its bad i know"
X Link 2026-02-04T16:01Z [---] followers, [---] engagements

"A good day for pref baggies https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed"
X Link 2026-02-05T02:52Z [---] followers, [---] engagements

"Please do the right thing and wind up $LFT if the price stays near 50% BV. No more rights offerings. time to turn a new page. You guys are a good shop act like it. In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping an eye on the future and the evolving financing needs of clients. https://t.co/uxGH7BRuka #MFE https://t.co/iS4hBRdkhu In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping"
X Link 2026-02-06T16:23Z [---] followers, [---] engagements

"@AdvisorsMidwest Good catch. Are you playing the common or pref"
X Link 2026-02-06T22:58Z [---] followers, [---] engagements

"@MSVCap And thinking back on all this. the fact they never tendered shows how insignificant these issues were for them. focused much more on building the business than financial engineering. Said another way. the equity value dwarfs these issues. BTW grats on the 7"
X Link 2026-02-07T14:38Z [---] followers, [--] engagements

"@MSVCap I am prob kinda wrong on this last point. they prob engaged investor sentiment about a tender for the ladenburg bonds and the price was too high to make it work. then investors wouldve just held until maturity knowing they money good. Who knows"
X Link 2026-02-07T15:06Z [---] followers, [--] engagements

"@iBladesi @BigBambooIntern @LaziestofDans Divvy why do you only associate me w TRASH names"
X Link 2026-02-10T16:08Z [---] followers, [---] engagements

"@iBladesi @BigBambooIntern @LaziestofDans I couldn't afford $ACRE too broke from $LFT"
X Link 2026-02-10T16:09Z [---] followers, [--] engagements

"@BigBambooIntern @iBladesi @LaziestofDans you mean "stupider" thanks a lot hey there is a probably a good reason there are no distressed pref funds (no protection 🫣)"
X Link 2026-02-10T16:15Z [---] followers, [--] engagements

"@blondesnmoney REITs r next"
X Link 2026-02-10T21:15Z [---] followers, [---] engagements

"This is a VERY valuable piece of land. just a matter of how much all the expenses eat into the $ARI equity. https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the former site of Carney Hospital with plans to build a new healthcare facility as well as housing and retail on the property. https://t.co/bnaRqcYiY9 https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the"
X Link 2026-02-10T22:26Z [---] followers, [---] engagements

"Ridiculous overreaction How many people solely use an advisor or broker to run tax strategies or analytics $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual"
X Link 2026-02-11T00:26Z [---] followers, [---] engagements

"@stoked_on_waves $bhr next 😬"
X Link 2026-02-11T00:54Z [---] followers, [--] engagements

"In the non-exciting but decent category. added to $SRJN at [-----] in IRA. I am showing about [--] cents accrued. so the yield is 6.5%. https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm"
X Link 2026-02-11T19:06Z [---] followers, [---] engagements

"@qorka I wouldnt be surprised fi it traded up but rather go with a ute with a higher yield esp if I have IRA money to invest"
X Link 2026-02-11T19:16Z [---] followers, [--] engagements

"$KREF Should give a little stop to the bleeding once this finally gets signed. and then the div cut ofc. OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD"
X Link 2026-02-12T02:03Z [---] followers, [---] engagements

"They will lease and sell"
X Link 2026-02-12T03:32Z [---] followers, [---] engagements

"Guess which mREIT Im buying pre market Could be stupid. but just gotta do it"
X Link 2026-02-12T13:47Z [---] followers, [---] engagements

"A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0 A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0"
X Link 2026-02-12T13:57Z [---] followers, [---] engagements

"CEO been on a lot of podcasts recently"
X Link 2026-02-12T14:03Z [---] followers, [--] engagements

"Heres the thing just because you disagree with something in principal doesnt mean it will work. 😬😬😬😬😬"
X Link 2026-02-12T14:03Z [---] followers, [---] engagements

"Yikes . ceo just said multi spreads are at multi year tights similar to comments from jay parsons and Apollo"
X Link 2026-02-12T14:07Z [---] followers, [---] engagements

"They been buying CRE equity. honestly makes sense. Buy that CMTG hotel port"
X Link 2026-02-12T14:08Z [---] followers, [---] engagements

"Yikes spreads tighter than pre GFC days"
X Link 2026-02-12T14:09Z [---] followers, [--] engagements

"Steve Delaney first comment: good morning and congratulations on all the promotions. as the stock price craters"
X Link 2026-02-12T14:24Z [---] followers, [---] engagements

"I know my $ritm buddies will take exception to this. but market forgetting they have a whole lot of office and private credit now . Well kind of. its down but not lots and doesnt move w office and private credit daily. and ye I know its only a portion"
X Link 2026-02-12T15:37Z [---] followers, [---] engagements

"Crazy to see some of the carnage in REITs today and then I see VNQ is +80bps. Idiosyncratic risk in play"
X Link 2026-02-12T15:53Z [---] followers, [---] engagements

"@shortbus_ace Overall market too froth. people forget market sentiment can get violent down for extended. try to rationalize valuations but thats overconfidence. But pockets of good value abound. but those get caught up w beta so tricky. Stay underweight beta and keep powder"
X Link 2026-02-12T16:03Z [---] followers, [--] engagements

"@shortbus_ace And back to REITs/ RE. the blue chips crushing it"
X Link 2026-02-12T16:07Z [---] followers, [--] engagements

"We seeing any major insider buys of these companies getting Claued Like all the CRE brokers. anything $JLL $CBRE $NMRK $CBRE Or the investment managers $TROW etc Or wealth managers / brokers $SCHW $RJF $LPLA $AMP Did a quick skim yesterday and havent seen much"
X Link 2026-02-12T16:41Z [---] followers, [----] engagements

"@FredinHeaven4 Ha. oh that will def happen. FBRT happens to have solid financing so its a risk but not top of the list"
X Link 2026-02-12T21:36Z [---] followers, [--] engagements

"Pure comedy. $GPMT She basically asks the most important question and he doesnt even answer it. Seems like Blake is too junior to know or afraid to go off the script"
X Link 2026-02-12T22:03Z [---] followers, [----] engagements

"@jay_21_ TLT has been moving. Ironically. a move down in rates might save the equity for offices with decent WALTs"
X Link 2026-02-12T22:27Z [---] followers, [--] engagements

"@shortbus_ace Still have a chunk of $$ in an employer 401k. no SDBA. have been reluctantly allocated to the REIT mutual fund.REITs are cheap but I never loved the composition. well I didnt mind it today 😉. $EQIX $AMT $NNN #ImaGenius"
X Link 2026-02-12T23:17Z [---] followers, [--] engagements

"@west4thstreet @rhunterh @ShitFund Its true. but its not just fees. Some great managers (w reasonable fees) will underperform for [--] years. getting sued for that is ridiculous. Granted. I am fine w passive for equites. but passive for FI esp credit. is irresponsible IMO"
X Link 2026-02-13T03:18Z [---] followers, [--] engagements

"I dont see many prints above $30"
X Link 2026-02-13T15:43Z [---] followers, [---] engagements

"@leveragedbets @blondesnmoney So a busted trade. which may get reversed. but the vwap was legit and will get screwed. 😂 I sold some into it. no reverse me"
X Link 2026-02-13T17:16Z [---] followers, [--] engagements

"@trdny Lock him up $vno"
X Link 2025-12-30T19:13Z [---] followers, [---] engagements

"$CMTG is wild. many 20%+ swings this year. Im sure most is just noise. but also some is warranted. RE investing is the Wild West. if you work in the industry not too difficult to legally get intel on their important deals"
X Link 2026-01-05T23:13Z [---] followers, [---] engagements

"Pref investing and special sits often dont mix well 😬😬 $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw"
X Link 2026-01-06T16:06Z [---] followers, [----] engagements

"$AHT w/ the alphabet soup of prefs. and king of the unlisted. and oh a new suspension lol"
X Link 2026-01-13T15:22Z [---] followers, [---] engagements

"@tomking84 $CMTG - margin of safety is very large but they just have so much hair and idiosyncratic events it's hard to get a handle on the risk. like this holding. https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/ https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/"
X Link 2026-01-13T15:58Z [---] followers, [---] engagements

"$lpre with some impressive flow growth.fund launched last April $55m of inflows since the start of 4Q25. AUM now up to $117m Hope this continues to succeed and more specialist managers bring ideas/ products to the market"
X Link 2026-01-16T13:54Z [---] followers, [---] engagements

"@jay_21_ You like $DOC"
X Link 2026-01-18T02:24Z [---] followers, [---] engagements

"$ARI transaction Im a fan. bot shares this morning. https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf"
X Link 2026-01-28T15:07Z [---] followers, [----] engagements

"Doesnt seem to be anything too alarming for CRE mREITs which got smoked today. Maybe he doesnt cut as much as others wouldve but it still seems like he will keep cutting rates which is good for troubled multi owners. If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of"
X Link 2026-01-30T21:58Z [---] followers, [---] engagements

"OK riddle me this. $BHR declares a monthly divvy for $BHR-D and B yet both are quarterly. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx"
X Link 2026-01-30T23:22Z [---] followers, [----] engagements

"$CMTG term loan refi w HPS Ehhh. not great but at least they have liquidity"
X Link 2026-02-02T13:51Z [---] followers, [---] engagements

"$bhr new activist letter shows how absurdity of Ashfords fee proposal. https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm"
X Link 2026-02-02T22:23Z [---] followers, [----] engagements

"Comments from $APO on $ARI deal. highlights the demand for high quality CRE Debt. also this @jayparsons podcast Granted. ARI you know this means you need to create something extra special if you decide to not liquidate and return $. https://www.youtube.com/watchv=8Nb_K3YpE6s https://www.youtube.com/watchv=8Nb_K3YpE6s"
X Link 2026-02-10T17:20Z [---] followers, [---] engagements

"@tomking84 So much weirdness with this name. the main one being that they havent been able to get off a large refi. Also why havent they sold the SBL unit by now Does this unit back their secured loan And then they were likely buying back RCB and RCC on the open market"
X Link 2026-02-10T22:13Z [---] followers, [---] engagements

"@77AugustWest72 They have high leverage no doubt. but seem to be a decently run BDC.and somewhat small. always tradeoffs I prefer them over runway which has a much higher tech allocation"
X Link 2026-02-11T02:29Z [---] followers, [--] engagements

"@codytrades I started buying as soon as I saw. names I dont even know well"
X Link 2026-02-12T23:18Z [---] followers, [--] engagements

"snip from todays Matt Levine on 401k lawsuits and alts. Not many people appreciate the magnitude of how these lawsuits have impacted 401k plan design sponsors get sued for underperformance. which incentivizes passive or bm hugging. CC @rhunterh @ShitFund"
X Link 2026-02-13T02:34Z [---] followers, [----] engagements

"$JBK folks this is a [----] 6.345% Goldman bond. Whats the explanation 1) mistaken for another company 2) fake prints 3) something happened w the underlying like Lehman legal claims 4) other"
X Link 2026-02-13T15:28Z [---] followers, [----] engagements

"Can anyone with good access to the tape Make sense of this Paging @leveragedbets"
X Link 2026-02-13T15:34Z [---] followers, [---] engagements

"Major shifts happening in CRE lending. really a tale of two cities. new vintage high quality in size is super tight. legacy w hair still in the distress zone. Time for those w opportunistic mandates (and powder) to shift accordingly. $trtx $ari $fbrt $ladr $ritm"
X Link 2026-02-13T16:11Z [---] followers, [---] engagements

"the multifamily market is strong and getting stronger Yet $LFT has traded from [---] to [---] over the last [--] months and trades at 40% of 3Q25 stated BV. Orix where is thy honor Lument's Ian Monk contributes to a new Multifamily & Affordable Housing Business story on the active deal environment noting that liquidity in the multifamily market is strong and getting stronger. Read for more insights. https://t.co/tazuId0RNO #MultifamilyFinance https://t.co/cdCQSEUp8t Lument's Ian Monk contributes to a new Multifamily & Affordable Housing Business story on the active deal environment noting that"
X Link 2026-02-13T16:43Z [---] followers, [---] engagements

"In like Flynn. And yes I know they are an uncool BDC and have high leverage"
X Link 2026-02-13T17:09Z [---] followers, [---] engagements

"Im out of $rpt so really just follow for comedic purposes. well I just skimmed the call and got a few laughs. Seems like the liquidation talk has evolved to recap errrr they kinda different. 🤣🤣🤣 And oh they will take loans from genesis. who gets the fees"
X Link 2026-02-13T18:10Z [---] followers, [---] engagements

"Been nibbling away at the $KTN [-----] ask. It's finally gone. but may come back. I'm showing 5.7% for [--] year AON debt. #notbad"
X Link 2026-02-13T18:38Z [---] followers, [---] engagements

"Friday evening trivia time🚨🚨🚨 Whos more unscrupulous (Big word I know) $RPT The sell side Mikey N. Lutnick The sell side Mikey N. Lutnick"
X Link 2026-02-13T21:39Z [---] followers, [---] engagements

"@yummyCenturyEgg I was wrong on $RPT"
X Link 2026-02-13T21:44Z [---] followers, [---] engagements

"@Polarisbear87 @dlitten4 IIRC. he was more on the liquidation talk last quarter. This quarter was more about the specifics of a common raise"
X Link 2026-02-15T12:26Z [---] followers, [--] engagements

"Im a sucker for value. but is worth right now is determined by appraisals. And we all know appraisals can be whack. For instance. appraisers heavily factor in replacement value. and thats not appropriate for true transact-able value for sectors like office or hotel rn However many still dont seem to grasp this reality. For example: NAV is an estimate of what a REITs underlying real estate is worth today. Right now nearly every single sector within the REIT market is trading at a severe discount to what their underlying real estate is https://t.co/LuId3Z8o3f However many still dont seem to"
X Link 2026-02-15T18:30Z [---] followers, [----] engagements

"In true fashion non-agency resi mREITs like $MITT trade cheap to NAV yet their underlying investments couldn't get any hotter. BTW $MITT did sell loans loans to lock in some of these gains in q4. Long $MITT $MITT-B $MITT-C $MITP Yield-hungry insurance firms are adopting an unconventional strategy: theyre skipping mortgage-backed bonds and buying the underlying whole loans outright https://t.co/SoOvDdvI2u Yield-hungry insurance firms are adopting an unconventional strategy: theyre skipping mortgage-backed bonds and buying the underlying whole loans outright https://t.co/SoOvDdvI2u"
X Link 2024-07-16T11:51Z [---] followers, [----] engagements

"Just stumbled on this article which highlights issues/ conflicts related to CMBS and CRE CLO. It's a joke how bad it is. esp the SS conflicts of interest and stale 🥖 appraisers. Required reading for CRE mREIT investors. Cc @rdubitsk https://www.linkedin.com/pulse/insiders-speak-darkside-commercial-real-estate-mbs-cmbs-rod-dubitsky-zx2xetrk=public_profile_article_view https://www.linkedin.com/pulse/insiders-speak-darkside-commercial-real-estate-mbs-cmbs-rod-dubitsky-zx2xetrk=public_profile_article_view"
X Link 2024-08-18T12:53Z [---] followers, [----] engagements

"$EFC-B is my top position. My base case is 14% annualized return until it resets or is called on Jan [----]. A) What is the appropriate price for a EFC Pref Yielding [--] Yr Treas plus 5% $25/ Par B) Why 14% This is the YTC"
X Link 2024-08-22T13:10Z [---] followers, [----] engagements

"Another banger from Innovative. NSA-B trades $1 cheaper than A yet same div and better call protection. 🤔"
X Link 2024-09-17T16:53Z [---] followers, [---] engagements

"$ABR [----] bonds on offer for 9.2% yield. Continued disconnect w the stock price (trading above book) and it's credit/prefs"
X Link 2024-09-18T15:31Z [---] followers, [---] engagements

"Some decent pref stats courtesy of Stonebridge. Most interesting is the spread compression YTD and the positive flows. Not surprising. Credit flows are positively correlated w excess returns. CC @FormerFinancial"
X Link 2024-10-10T00:55Z [---] followers, [---] engagements

"Lol $CIM spends $30M cash plus potential $20M in shares for another manager. It's becoming cool for the mREITS to try to manage external capital. most will flop. Cue the snarky remarks. https://www.chimerareit.com/news-events/press-releases/detail/254/chimera-investment-corporation-nyse-cim-chimera-announces-definitive-agreement-to-acquire-palisades-group https://www.chimerareit.com/news-events/press-releases/detail/254/chimera-investment-corporation-nyse-cim-chimera-announces-definitive-agreement-to-acquire-palisades-group"
X Link 2024-10-17T13:16Z [---] followers, [---] engagements

"Office REITs YTD Return 🔥"
X Link 2024-10-18T18:34Z [---] followers, [----] engagements

"$Hpp hope @CECL_Allowance @rhunterh Tech-Heavy Markets Finally Gain Significant Momentum in Office Demand After Years on the Sidelines - https://t.co/uE0A83IEWE Tech-Heavy Markets Finally Gain Significant Momentum in Office Demand After Years on the Sidelines - https://t.co/uE0A83IEWE"
X Link 2024-10-31T00:42Z [---] followers, [----] engagements

"Fidelity a complete shitshow now. As of a couple weeks ago they are heavily restricting trading in illiquids which is basically where I trade. I have to call to place an order when it is over 10% of [--] day avg vol"
X Link 2024-10-31T18:00Z [---] followers, [----] engagements

"Confession: I just bot some Sachem baby bonds"
X Link 2024-12-06T18:58Z [---] followers, [---] engagements

"The one that got away. got as low as $91.75 I bid under by about [--] cents never hit. now its $700. It is a pref but I didnt realize its a convertible pref until later. 🫤 CC @alluvialcapital"
X Link 2024-12-07T15:23Z [---] followers, [----] engagements

"Just take out $HPP already and put me out my misery Its been a yeehaw-esome year here at #Blackstone. but dont take our word for it. Listen to our leaders sing about it in the [----] $BX holiday video. Watch the full story on YouTube: https://t.co/5JlJxR2ll3 https://t.co/RkYcETmxsn Its been a yeehaw-esome year here at #Blackstone. but dont take our word for it. Listen to our leaders sing about it in the [----] $BX holiday video. Watch the full story on YouTube: https://t.co/5JlJxR2ll3 https://t.co/RkYcETmxsn"
X Link 2024-12-19T14:06Z [---] followers, [----] engagements

"Am showing a little over 6% annualized return to $WCC-A here at $25.50 until it is called on 6/30/25. Gonna take a wild guess and say it will be called given the reset spread is 10.325% and the company is doing fine. The best part is the tax. qualified divs and short term loss"
X Link 2024-12-23T16:12Z [---] followers, [---] engagements

"$RITM-D not too shabby here at $24 or 10.2% YTC when including accrued div. It has the best reset/float spread (5 YR + 6.223% starting Nov '26) when factoring quality of issuer and it's based on [--] yr. #DiscountedFloatersGetApprovedByRiskMgmt"
X Link 2025-01-03T16:50Z [---] followers, [---] engagements

"3310 shares of $UEPEP offered at $75 or 6.1%. Not bad for a super safe qualified dividend. Only 200k shares outstanding BBB-"
X Link 2025-02-20T02:29Z [---] followers, [---] engagements

"Me trying to buy [---] shares of an illiquid pref on Fidelity. Those fuckers literally told me I couldnt buy a name the other day cuz it was so illiquid my order would move the market. This was a limit order [--] cents away from last trade. In honour of it being Taylor Wimpey earnings day https://t.co/cGj7zUP69L In honour of it being Taylor Wimpey earnings day https://t.co/cGj7zUP69L"
X Link 2025-02-28T03:01Z [---] followers, [----] engagements

"Yet $CVNA will be up 5% tomorrow as it moons w crypto. Am I Bitter No Defeated Yes Other notable metrics: auto loan delinquencies at the highest since June 2020: https://t.co/t8YHQAKuBx Other notable metrics: auto loan delinquencies at the highest since June 2020: https://t.co/t8YHQAKuBx"
X Link 2025-03-02T22:34Z [---] followers, [---] engagements

"Watching $CMTG tape has been fascinating. theory is big South Korean investor is liquidating their 16% stake having held since IPO started to sell in Q4. Todays tape looks like a retail sell off in the morning and walked back to sale price of $2.3 by the broker. 500k slugs"
X Link 2025-03-05T16:10Z [---] followers, [----] engagements

"1M slug just went off Not sure how much the seller got left But this is positive Watching $CMTG tape has been fascinating. theory is big South Korean investor is liquidating their 16% stake having held since IPO started to sell in Q4. Todays tape looks like a retail sell off in the morning and walked back to sale price of $2.3 by the broker. 500k slugs. https://t.co/tIE5LIT2xq Watching $CMTG tape has been fascinating. theory is big South Korean investor is liquidating their 16% stake having held since IPO started to sell in Q4. Todays tape looks like a retail sell off in the morning and"
X Link 2025-03-05T20:18Z [---] followers, [----] engagements

"Love a high conviction contrarian view in RE. Green Street bullish on coastal Resi compared to sunbelt. $AVB $EQR"
X Link 2025-03-07T14:03Z [---] followers, [----] engagements

"To my fellow dumpster diving pref peoples. We up to a 14% annualized return if this rallies to $23.5 by call date. A seller has been lurking last couple weeks. It's not a "full position" but it's getting there. offered at [-----] as I type. If $NYMTL floated today w a 6.13% SOFR spread what would be fair price data below If $NYMTL floated today w a 6.13% SOFR spread what would be fair price data below"
X Link 2025-03-14T16:34Z [---] followers, [----] engagements

"I enjoyed this @JackFarley96 interview covers: -end game for tariffs -market valuations: US vs Intl equities rates and spreads -China -HF crowding Think i liked it most as it covers the psychological aspects of the markets. https://www.youtube.com/watchv=jaE8SUrfqZA&t=5440s https://www.youtube.com/watchv=jaE8SUrfqZA&t=5440s"
X Link 2025-03-18T13:26Z [---] followers, [----] engagements

"Todays trades: Add: $NYMTG $SLG-I $ICR-A $NWN junior Trim: $NSA-B $CHMI-B"
X Link 2025-03-19T19:58Z [---] followers, [---] engagements

"Fidelity's fixed income platform is sooooo annoying. It's 2025.hook up the electronic pipes"
X Link 2025-03-20T13:00Z [---] followers, [---] engagements

"Any $RC credit/pref investors out there The Dec [----] notes are offered at 13% YTM. Hard to justify owning other their stuff their prefs and baby bonds when this available"
X Link 2025-03-27T16:27Z [---] followers, [----] engagements

"@junkbondinvest How to make $ in $25 retail prefs 101: 1) have a general sense of fair value for all prefs 2) pay special attn to high yield names like mreit prefs or super illiquids 3) look for abnormal drops often month end or near ex-div 4) buy like a madman 5) HODL or sell if it bounces"
X Link 2025-03-28T21:22Z [---] followers, [----] engagements

"@junkbondinvest Everything so price dependent which can fluctuate drastically during the day.so take these w a grain of salt Safe: $REGCO $SPNT-B Risky: $NYMTG (also L and M) $FGSN was nice at $24.2 but it recovered quickly. Monday will be big cuz of quarter end"
X Link 2025-03-28T21:33Z [---] followers, [---] engagements

"$VNO prefs (L / M /N) look decent here. nothing fantastic but 8.1% for BB- ain't too bad. seems like technical selling pressure lately so am guessing it will rebound once it subsides. Many of the other pref selloffs from yesterday have rebounded. https://www.fitchratings.com/research/non-bank-financial-institutions/fitch-affirms-vornado-realty-trust-at-bb-outlook-stable-09-08-2024 https://www.fitchratings.com/research/non-bank-financial-institutions/fitch-affirms-vornado-realty-trust-at-bb-outlook-stable-09-08-2024"
X Link 2025-04-01T15:12Z [---] followers, [---] engagements

"Went shopping for safer credit for IRA today. This is what I ended up with. I hit the ask on all of these so probably couldve got better execution. #ohwell And yes I know these are all juniors or prefs but they safe compared to my normal junk"
X Link 2025-04-02T16:50Z [---] followers, [---] engagements

"InPoint Commercial Real Estate Income Balance sheet $ICR-A $17 #hopetheyaintlyin #prefs 🤪"
X Link 2025-04-04T22:55Z [---] followers, [----] engagements

"HY OAS up to [---] bps +44 bps on Friday +186 since low on 1/22/25 of [---] highest since [----] higher than [--] yr avg of [---] (ICE Bofa H0A0)"
X Link 2025-04-05T22:20Z [---] followers, [---] engagements

"Just did some quick mREIT disco math on my phone to see what may be of interest. I was buying RPT and TRTX (positioning dynamic and can change). but looking at this list makes me think I should consider CIM MITT & NYMT. Their portfolios arent that bad.unless housing crashes"
X Link 2025-04-09T03:21Z [---] followers, [----] engagements

"So my $VNO office prefs will become multi prefs 🥳 Office powerhouse Vornado teases strategy shift toward apartments https://t.co/dtP0O34bUb via @CrainsNewYork Office powerhouse Vornado teases strategy shift toward apartments https://t.co/dtP0O34bUb via @CrainsNewYork"
X Link 2025-04-10T02:36Z [---] followers, [---] engagements

"That UC regents deal w BREIT looking even better in hindsight"
X Link 2025-04-11T20:21Z [---] followers, [---] engagements

"I like to dunk on dumb investing. With that said I aint innocent. Rewind 5+ years ago. I was one of those types who thot CRE lending was a great investment. low enough LTV experienced sponsor. what could go wrong"
X Link 2025-04-12T20:48Z [---] followers, [---] engagements

"@thepupil11 LOL that dude blocks everyone. too bad as he can have some decent takes"
X Link 2025-04-17T14:26Z [---] followers, [---] engagements

"$CMTG GSAM (o/b/o BAE Pension) the confirmed seller last Q. from 10.5M shares to 200k. GSAM took over as oCIO for BAE's pension in [----] so they eliminated an "inherited problem." https://www.baesystems.com/en-pensions/trustees-appoint-goldman-sachs https://www.sec.gov/Archives/edgar/data/1666291/000076999325000233/xslSCHEDULE_13G_X01/primary_doc.xml https://www.baesystems.com/en-pensions/trustees-appoint-goldman-sachs https://www.sec.gov/Archives/edgar/data/1666291/000076999325000233/xslSCHEDULE_13G_X01/primary_doc.xml"
X Link 2025-05-09T16:42Z [---] followers, [----] engagements

"lol someone betting on the change of control clause"
X Link 2025-05-16T14:13Z [---] followers, [----] engagements

"My Roth IRA isn't my largest account (unfortunately) but it's my most "special." As politicians continue to kick the can taxes will increase. Hope I don't screw it up. holdings listed in order of size and subject to change:"
X Link 2025-06-07T14:02Z [---] followers, [----] engagements

"When the going gets bumpy #privatecredit has the potential to offer a smoother ride. In a new #BXPatternRecognition we share how public credit can be subject to higher volatility than its private counterpart. Read more: When the going gets bumpy #privatecredit has the potential to offer a smoother ride. In a new #BXPatternRecognition we share how public credit can be subject to higher volatility than its private counterpart. Read more:"
X Link 2025-07-03T19:19Z [---] followers, [---] engagements

"Yup it was the $CMTG REO port. https://podcasts.apple.com/us/podcast/the-promote-podcast/id1801355295i=1000716478900 @EllliotttB Why would $fbrt be buying a port of hotels And was the seller $cmtg https://podcasts.apple.com/us/podcast/the-promote-podcast/id1801355295i=1000716478900 @EllliotttB Why would $fbrt be buying a port of hotels And was the seller $cmtg"
X Link 2025-07-09T22:55Z [---] followers, [----] engagements

"someone figured out the "solution." this issue doesn't trigger if "immediate or cancel" is selected only available on the non-app desktop website. while not perfect it fixes the issue 80% of the time for me. Fidelity a complete shitshow now. As of a couple weeks ago they are heavily restricting trading in illiquids which is basically where I trade. I have to call to place an order when it is over 10% of [--] day avg vol. Fidelity a complete shitshow now. As of a couple weeks ago they are heavily restricting trading in illiquids which is basically where I trade. I have to call to place an order"
X Link 2025-07-14T20:28Z [---] followers, [----] engagements

"Not many deals in IG credit lately. but the muni market is still on offer. Got this Mass housing 4.85% at [--] today or 5.27%. Its a housing bond so not much credit risk mainly prepayment. And yeah its [----] IDK"
X Link 2025-07-24T22:09Z [---] followers, [----] engagements

"Wow. I knew spreads have been grinding tight but havent actually looked at the index data. IG corp is down to [--] bps"
X Link 2025-07-26T15:48Z [---] followers, [---] engagements

"$RITM-D showing hints of selling ex is tmmrw. @GardinerIsland lining up his purchase for a 100k shares"
X Link 2025-07-31T19:36Z [---] followers, [---] engagements

"What happened to REITs trade more like stocks than real estate Can we have that back please"
X Link 2025-08-08T16:32Z [---] followers, [---] engagements

"For those w Fidelity accounts dont forget about the free $ hack. Ie access to IPOs. you get banned from future ipos if u sell within [--] days but who cares if you are in it for a flip and a few free g notes Only trick is to pick the winners ie wait for a circle or bullish"
X Link 2025-08-13T16:10Z [---] followers, [----] engagements

"Ok $hpp-c fan boys. you were right I was wrong But as we sit here now why should it trade better than a VNO pref"
X Link 2025-08-25T14:25Z [---] followers, [----] engagements

"Me after getting stopped out of an irresponsibly sized $OPEN short last Friday only to see it crash today. Medvedev absolutely annihilates a racquet https://t.co/JeqVdMqbxf Medvedev absolutely annihilates a racquet https://t.co/JeqVdMqbxf"
X Link 2025-08-26T02:05Z [---] followers, [---] engagements

"Pref list from UBS Its a solid and free resource esp if you dont already have lists created https://www.ubs.com/us/en/wealth-management/insights/market-news/article/_jcr_content.0000023273.file/PS9jb250ZW50L2RhbS9pbXBvcnRlZC9jaW9yZXNlYXJjaC9wZGYvMjUvNTUvMDkvOS8yNTU1MDk5L2VuLzI1NTUwOTkucGRm/2555099.pdf https://www.ubs.com/us/en/wealth-management/insights/market-news/article/_jcr_content.0000023273.file/PS9jb250ZW50L2RhbS9pbXBvcnRlZC9jaW9yZXNlYXJjaC9wZGYvMjUvNTUvMDkvOS8yNTU1MDk5L2VuLzI1NTUwOTkucGRm/2555099.pdf"
X Link 2025-08-28T02:50Z [---] followers, [----] engagements

"Smart. resign so you can sell into the pump. She will prob be the only one that cashes out nicely Carrie Wheeler who resigned under pressure in August filed paperwork giving notice of her intent to sell [--] million Opendoor shares worth roughly $35 million. That stake was worth $3.6 million as recently as late June. https://t.co/lRVYqRw2KW Carrie Wheeler who resigned under pressure in August filed paperwork giving notice of her intent to sell [--] million Opendoor shares worth roughly $35 million. That stake was worth $3.6 million as recently as late June. https://t.co/lRVYqRw2KW"
X Link 2025-09-03T20:13Z [---] followers, [----] engagements

"Might be time to buy some agency mREITs PAR GSE vs 10yr at +99/10yr . can we close there previous multiyear tight is +100 PAR GSE vs 10yr at +99/10yr . can we close there previous multiyear tight is +100"
X Link 2025-09-12T19:53Z [---] followers, [----] engagements

"For mREIT credit I think baby bonds represent the best value when considering the protection. but within prefs still some decent value. here are a few I am eyeing to add or initiate: $LFT.A at 9.1% w 10/1 ex $TRTX.C at 8.6% w 9/19 ex $CHMI.B at $24.3 w 9/30 ex floater"
X Link 2025-09-13T00:59Z [---] followers, [---] engagements

"BDC debt spreads widening. it was difficult to get 6% about a month ago"
X Link 2025-10-14T14:16Z [---] followers, [----] engagements

"$KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it"
X Link 2025-11-03T23:24Z [---] followers, [----] engagements

"$KREF insider buys from CEO COO and two Directors. nothing major but very much appreciated. $KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it https://t.co/2HBtuNxbCs $KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it https://t.co/2HBtuNxbCs"
X Link 2025-11-10T15:31Z [---] followers, [----] engagements

"$LPRE an active REIT ETF launched in April. assets up to $94M their port and thinking seems solid good to source ideas and rec to friends and fam for decent REIT beta https://www.longpondetf.com/ Conviction discipline and a long-term lens define John Khourys edge in public real estate: a conversation on navigating mispricing and volatility and launching an active ETF built for todays market. https://t.co/X42qG4DnFa With thanks to WCM Investment Management and https://www.longpondetf.com/ Conviction discipline and a long-term lens define John Khourys edge in public real estate: a conversation"
X Link 2025-12-02T16:14Z [---] followers, [----] engagements

"@nopain_n0gain86 $CMTG up 30% in the last week. Easy$"
X Link 2025-12-04T01:36Z [---] followers, [---] engagements

"I continue to be impressed w $LPRE the REIT ETF managed by Long Pond. a) unlike most other REIT funds they appear more absolute return oriented i.e. look less like REIT BM's and b) they will move around the port as shown in holdings snip below from 12/4 to 12/18:"
X Link 2025-12-20T19:21Z [---] followers, [----] engagements

"@iBladesi @taobanker Actually bot NSA for the first time (maybe ever) yesterday. Simply because it seems cheap and Ive noticed others buying storage names as well. which is a dangerous recipe ofc This is $LPRE"
X Link 2025-12-23T22:07Z [---] followers, [---] engagements

"@tsxman Looks good. It a public [--] act fund BTW $LPRE is best public REIT ETF Ive come across so far. no Canadian names tho"
X Link 2026-01-08T23:39Z [---] followers, [---] engagements

"@GardinerIsland @Dollar_Bill_100 @vanckzhu @iBladesi Heck even I bot $orc today premarket. lets call it a [--] day rental. just take a quick shower and the ick goes away a @LaziestofDans pointer"
X Link 2026-01-09T15:52Z [---] followers, [---] engagements

"crushed names have thinking about buying: $TRTX $RPT $KREF $LFT $FBRT heck maybe even $RC .but dont like beta and think markets due for a correction. guess i could throw on a beta hedge. but these names often get hit worse than general market when stress arrives"
X Link 2025-10-09T15:11Z [---] followers, [----] engagements

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