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@REITMafia "$WELL is not going to stop until literally every senior on Earth is paying them rent and service fees. They will invest in longevity technology just to grow the duration of their cash flows. Incredible execution at scale"
X Link @REITMafia 2025-10-28T00:26Z XXX followers, 1205 engagements

"$ARE sneaking out an 8-K after the close effectively pre-announcing FY26 FFO per share at a range of $XXXX - $XXXX L M A O this compares to FY25 guide of $XXXX post-cut and consensus '26 in the mid-high $8's. What a total shitshow can't wait to see the fireworks tomorrow"
X Link @REITMafia 2025-10-29T23:11Z XXX followers, 17.4K engagements

"lotta people clearly caught offsides on $PLD today"
X Link @REITMafia 2025-10-16T01:06Z XXX followers, XXX engagements

"@InvestorCanna it seems to be their definition of FFO as adjusted which is more akin to FFO than "AFFO" (in that it's still before any deducts for capex or adjustments for non-cash revs like S-L rent. True AFFO should be lower than the figure they provided. Might be wrong but don't think so"
X Link @REITMafia 2025-10-30T01:19Z XXX followers, XXX engagements

"@InvestorCanna in their reporting they present straight FFO then "adjust" for impairment-related items to get to "as adjusted" but it's not really "AFFO". Their 8-k also describes the figure as "as adjusted" so it should comp to the $9.01"
X Link @REITMafia 2025-10-30T01:22Z XXX followers, XXX engagements

"Flow-through to earnings Even with their lofty XX% target they expected FFO/AFFO to decline 4%. They reiterated this as late as 2Q25 and didn't seem to walk it back much at the conference circuit later in the year Now Oh it's actually gonna fall 10%"
X Link @REITMafia 2025-10-30T01:50Z XXX followers, XXX engagements

"Leverage Wanted to get D/E to sub-10x by YE. Sanctity of the balance sheet and so forth Actual 4Q24 10.8x 1Q25 11.6x 2Q25 11.9x 3Q25 12.3x"
X Link @REITMafia 2025-10-30T01:53Z XXX followers, XXX engagements

"That XXX West Georgia receivable they swore they'd monetize by year-end $240m that Westbank owes them Yeah that's getting pushed out to 1H26 now. I'm sure they're good for it though What would Allied know about data centers though they sold theirs in MID-2023 at like a X cap"
X Link @REITMafia 2025-10-30T01:55Z XXX followers, XXX engagements

"Surely the same-property portfolio is hanging in there at least All the woes are simply development and balance sheet related Oh nononono 2Q25 guide: SS NOI growth of X% for '25 3Q25 guide: SS NOI decline of X% for '25"
X Link @REITMafia 2025-10-30T01:57Z XXX followers, XXX engagements

"V I N D I C A T E D"
X Link @REITMafia 2025-10-30T22:38Z XXX followers, XXX engagements

"On the flip side does this recent blow-up drive activists to jump into the name and push for change Does Emory get a private backer like GIC involved and try to take the company private Lots of potential outcomes both good and bad"
X Link @REITMafia 2025-11-01T18:11Z XXX followers, XXX engagements

"@coreyYVR wtf even happens with dream office as a listed entity going forward not an expert but recall they had the SIB in which I think Dream sold a lot of their shares into leaving Artis/Sandpiper holding the bag Does that get puked into market on potential Artis take-out"
X Link @REITMafia 2025-11-01T18:39Z XXX followers, XX engagements

"@zethuscap if all the marginal buyers are long into the event then it's hard to see how the event itself is a further catalyst when the stock is already trading quite expensive vs the ease of one or two negative data points driving everyone to sell en masse"
X Link @REITMafia 2025-11-02T16:39Z XXX followers, XX engagements

"@zethuscap TBF I have no position yet as it just keeps floating higher vs the XRE day by day. Will use their 3Q earnings as a first test see how much they punt to the investor day vs addressing on the call. If they leave all the expectations to the investor day I don't think that's good"
X Link @REITMafia 2025-11-02T16:40Z XXX followers, XX engagements

"@zethuscap bear case is they can't monetize living portfolio at pace/price market wants bc it's the worst rental market in many years. Less condo proceeds will go towards debt reduction since they'll need to divert to capex on HBC boxes + potential issues on closing"
X Link @REITMafia 2025-11-02T17:04Z XXX followers, XX engagements

"pretty impressive for $ARE to fall XX% over nearly X years just to fall another XX% on earnings in a day"
X Link @REITMafia 2025-10-29T02:09Z XXX followers, 1119 engagements

"$AP.UN abysmal 3Q result it's fucking over. Might as well just cut the dividend now instead of keeping retail bagholders waiting until December. No wonder they put out the leasing press release earlier this month LMAO. They did everything short of telling you the div is toast"
X Link @REITMafia 2025-10-29T23:21Z XXX followers, 5627 engagements

"I've griped for the better part of 1-2 years now that the dividend needed to be cut and they're finally waking up. On pretty conserative underwriting can justify a mid-$18/shr target price on true AFFO. I will caveat there are a LOT of moving pieces with this company though"
X Link @REITMafia 2025-11-01T18:08Z XXX followers, XXX engagements

"can they sell enough assets & monetize XXX West GA to repay the $600m XXX% bond coming due in Feb how hosed will they get on KING Toronto condo closings can Westbank make good on their debts are people accurately modelling de-capitalization of int & opex over next few yrs"
X Link @REITMafia 2025-11-01T18:10Z XXX followers, XXX engagements

"@liensofnewyork media really wants to make a story out of private credit blow-ups but when you read the article it's like 150m lost on a 100bn entity and the specific fund it's held within is still on track to deliver 9%"
X Link @REITMafia 2025-11-01T16:54Z XXX followers, XXX engagements

"@zethuscap just don't come crying when they collapse into the investor day ;)"
X Link @REITMafia 2025-11-02T16:30Z XXX followers, XXX engagements

"@WeimarPilled I prob need to make add'l haircuts to assumptions but even on like a 10-11x multiple an AFFO/shr in '28 in the high 5's low 6's = $66/shr. At a 45/shr price that's almost XX% annualized. Might be getting reasonable after tomorrow"
X Link @REITMafia 2025-10-30T01:16Z XXX followers, XXX engagements

"@bruce_barrett well yeah I would assume most people in this city do. Winter in this city is what keeps the homeless population in check to begin with"
X Link @REITMafia 2025-11-03T00:30Z XXX followers, XXX engagements