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@PrivateEyeCap "$ELS trading at X nominal / X economic cap rate w/ XXX% LT SSNOI implied unlevered IRR of XXX% which is pretty pretty good IMO. Of course an improvement in its trading multiple could drive much better returns over 5yr horizon. $SUI $VNQ"
X Link @PrivateEyeCap 2025-07-23T17:25Z 4502 followers, 2628 engagements

"Bot a lil Diageo $DEO $DGE.L I've got @ 16x 6/25e EPS which is cheap relative to 10-15y hist valuation though IMO this is a good not great business w/ less competitive insulation / more consumer pref risk / greater economic sensitivity than I'd like"
X Link @PrivateEyeCap 2024-06-29T01:32Z 4503 followers, 1271 engagements

"Some thoughts on 2Q25 Resi #REITs results & cap rates per door expected IRRs: $AVB $CPT $ESS $EQR $MAA $INVH $AMH $ELS $SUI $NXRT $CSR $BRT $UDR $VNQ $TLT"
X Link @PrivateEyeCap 2025-08-01T16:56Z 4502 followers, 12.9K engagements

"4Q19 Invitation Homes traded for $300-314k/home; essentially in-line w/ median US home price 4Q25 (today) $INVH trades for $298k/home v. median US home price $400k+ #SFR #REITs $AMH"
X Link @PrivateEyeCap 2025-10-07T20:55Z 4503 followers, 2356 engagements

"$AVB $EQR $ESS $CPT $MAA $IRT $NXRT $CSR $INVH $UDR $AMH $VRE #REITs #multifamily $VNQ $BX $WD"
X Link @PrivateEyeCap 2025-10-05T13:04Z 4502 followers, XXX engagements

"@jayparsons My recent piece on $CPT $IRT $UDR $MAA #REITs #dividends"
X Link @PrivateEyeCap 2025-08-03T14:06Z 4503 followers, XXX engagements

"1 Hotels are a shlt business X Host $HST has been an awful investment over any horizon X I bought a little HST. It's cheap. Has a fortress B/S. IMO it should be sold - pvt mkt likes hotels much better than #REITs investors. @ X cap-$22. $PK $DRH $APLE $RHP"
X Link @PrivateEyeCap 2025-03-28T15:27Z 4502 followers, 4558 engagements

"1/Only a moron buys an illiquid small cap -XX% YTD heading into tax loss selling season. 2/I bot some Mister Carwash $MCW which is down XX% ytd"
X Link @PrivateEyeCap 2025-10-13T17:47Z 4502 followers, 1265 engagements

"@yenoms I think the medium term risk/reward is great here. We are on the other side of the wall of supply - $CPT call illustrates how myopic SS 'analysts' are on the next quarter are two despite imminent fall off in deliveries"
X Link @PrivateEyeCap 2025-08-02T00:59Z 4502 followers, XX engagements

"Getting back up to speed on $WSR which looks to be trading at a mid 8s imp cap rate. Any reason to think this new activist w/b successful where others have failed IIRC WSR BOD never engaged w/ bidder last year. $KIM $BRX #REITs $REG $KRG"
X Link @PrivateEyeCap 2025-10-02T17:28Z 4502 followers, XXX engagements

"Blackstone $BX issues a reminder to hug your #REITs w/ exploration of deal to acquire UK self-storage leader Big Yellow $BYG $BYG.LN $BYLOF"
X Link @PrivateEyeCap 2025-10-13T10:36Z 4502 followers, 1809 engagements

"House being worth more to a retail homebuyer seeking shelter than an investor creates continual accretive capital recycling opportunities for #SFR #REITs $INVH $AMH"
X Link @PrivateEyeCap 2025-10-11T20:35Z 4503 followers, XXX engagements

"$UDR discount vs. $EQR $AVB is unjust IMO #REITs"
X Link @PrivateEyeCap 2025-10-03T17:05Z 4501 followers, 1386 engagements

"@jayparsons"
X Link @PrivateEyeCap 2025-08-02T12:36Z 4503 followers, 1024 engagements