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"Deal/transaction volume in my portfolio lately @ProfPaulNary 1) $ELME sold $XXX billion of MF 2) $AIV sold $740mm of Boston assets 3) $DRR.U sold for $XXXXX per share 4) $REXR targetted by Elliott 5) $BHR initiate sale process (picked up shares today) 6) $GIL bought $HBI 7) $WOW sold to DigitalBridge 8) Roth said that $ALX is selling assets 9) $SEG sold XXX Water St 10/11) Couple more unnamed"
X Link @Mr_Neutral_Man 2025-08-28T02:12Z 10.7K followers, 7727 engagements
"My analyst and I have a healthy debate every week on whether dumpster diving for deep value is the best use of our time/resource XX days - X take privates $WOW by Digital Bridge $HBI by $GIL $DRR.U by Morgan Properties Maybe we should be dumpster diving - famous last words"
X Link @Mr_Neutral_Man 2025-08-22T01:09Z 10.7K followers, 4307 engagements
"Quick Updates on Past Ideas HK:35 Office REITs $AAIC Brookfield Office Pfds $MRT.UN $DRM $DIR.UN $D.UN $DRR.U $MPCT.UN $RPT Hong Kong Landlords $NOAH $MRD $STHO $CSIQ"
X Link @KonekoResearch 2024-12-23T15:29Z 3700 followers, 3726 engagements
"$DRM Checking ytd total returns for the Dream team . $DRM Unlimited +47% $DRR.U Residential +13% $D.UN Office +13% $DIR.UN Industrial +8% $MPCT.UN Impact -33%"
X Link @KonekoResearch 2024-09-19T22:24Z 3701 followers, 1789 engagements