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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"
@PrivateEyeCap on X 2025-07-23 17:25:38 UTC 4427 followers, 2094 engagements

"I don't often buy options particularly those with implied volatility of 70+. But I had to buy a small speculative put position on $PLTR. Should the company not be everything and valuation return to earth (earth being 15x 2026e rev) the stock could fall 75%. $QQQ #AI"
@PrivateEyeCap on X 2025-07-23 17:03:35 UTC 4427 followers, XXX engagements

"My article on $FVR: $O $ADC $FCPT $NNN $NTST $BNL $WPC #REITs #dividends $BRX $FRT $KIM $KRG $CURB $SITC"
@PrivateEyeCap on X 2025-03-29 10:42:59 UTC 4428 followers, 2011 engagements

"With a flat share price over the past X years Invitation Homes trades at the same EV/home ($315k) as it did in early 2020 before home prices ripped. $INVH $AMH $BX $VNQ $TLT #REITs $Z #housing"
@PrivateEyeCap on X 2025-01-24 00:12:10 UTC 4426 followers, 2637 engagements

"$MAA wraps up 2024 w/ -XXX% SS NOI for the year. Guides to -XXX% @ midpoint for 2025. High occupancy/Low turnover/strong renewals nearly offset decline in new lease rates brought about by supply tsunami and opex increases. $CPT $UDR $IRT $EQR $AVB #REITs $VNQ $BX #multifamily $WD"
@PrivateEyeCap on X 2025-02-05 21:45:24 UTC 4426 followers, 8205 engagements

"Topped up my resi #REITs over the past couple weeks: $INVH $UDR $MAA $CPT $ELS 11-15% 4-5yr expected IRR range is good enough for me given what I view as a very low risk profile. Rising 10y might help keep new starts very low. $TLT $VNQ"
@PrivateEyeCap on X 2025-07-16 18:23:13 UTC 4426 followers, 1382 engagements