# ![@FVR_Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1577130354766405633.png) @FVR_Capital FVR Cap

FVR Cap posts on X about investment, reit, hamas, idf the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1577130354766405633/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577130354766405633/c:line/m:interactions.svg)

- [--] Week [-----] +8.10%
- [--] Year [-----] -42%

### Mentions: [--] [#](/creator/twitter::1577130354766405633/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577130354766405633/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1577130354766405633/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577130354766405633/c:line/m:followers.svg)

- [--] Week [---] +0.44%
- [--] Months [---] -1.70%
- [--] Year [---] -3.80%

### CreatorRank: [---------] [#](/creator/twitter::1577130354766405633/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1577130354766405633/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [currencies](/list/currencies)  [countries](/list/countries)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[investment](/topic/investment), [reit](/topic/reit), [hamas](/topic/hamas), [idf](/topic/idf), [$csuto](/topic/$csuto), [holders](/topic/holders), [debt](/topic/debt), [finance](/topic/finance), [canada](/topic/canada), [platform](/topic/platform)

**Top accounts mentioned or mentioned by**
[@tidefallcapital](/creator/undefined) [@nicholasan68973](/creator/undefined) [@deepvalueco](/creator/undefined) [@rodbhar](/creator/undefined) [@mrneutralman](/creator/undefined) [@chrisinmontreal](/creator/undefined) [@alphafortuna10](/creator/undefined) [@tsxman](/creator/undefined) [@konekoresearch](/creator/undefined) [@kanedamiku](/creator/undefined) [@dallasduncanmd](/creator/undefined) [@stilllebeau1988](/creator/undefined) [@kirklubimov](/creator/undefined) [@nestbetter](/creator/undefined) [@nonobviously](/creator/undefined) [@brownmarubozu](/creator/undefined) [@pythiar](/creator/undefined) [@rhunterh](/creator/undefined) [@thepupil11](/creator/undefined) [@mattilich](/creator/undefined)

**Top assets mentioned**
[??Holder (BNBHOLDER)](/topic/holder) [Verge (XVG)](/topic/verge) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@KonekoResearch Thanks Long AX.un is compelling when the NCIB is functional again given how aggressive they were with the last one"  
[X Link](https://x.com/FVR_Capital/status/1588604878179663872)  2022-11-04T18:51Z [---] followers, [--] engagements


"@chrisinmontreal @BullishBearz Trapped value. There are no capital markets to enable willing buyers to transact at those PSF prices. Trajectory of rent fundamentals is still also a"  
[X Link](https://x.com/FVR_Capital/status/1706711751356522744)  2023-09-26T16:46Z [---] followers, [--] engagements


"@AndrewRangeley @DieHardCapital One question- what does it take for these stocks to start going up And is it just an interest rate trade at this point"  
[X Link](https://x.com/FVR_Capital/status/1709915647633682863)  2023-10-05T12:57Z [---] followers, [--] engagements


"@TidefallCapital Allied doesn't appear to generate sufficient FCFE to sustain unit distributions and investment activities. $AP.UN Investments or distributions will need to be cut with only $110M left in the unsecured operating facility as of June 30"  
[X Link](https://x.com/FVR_Capital/status/1709954327518069053)  2023-10-05T15:30Z [---] followers, [--] engagements


"@KonekoResearch @TidefallCapital Aside from asset sales how can the REIT sustain the distribution and make those investments I continue to argue the best use of capital is for reits to return capital directly to unit holders instead of investing"  
[X Link](https://x.com/FVR_Capital/status/1709955817724866912)  2023-10-05T15:36Z [---] followers, [--] engagements


"@KonekoResearch @TidefallCapital Net free cash flow makes a lot of sense to me. This isnt an environment where I want to rely on capital markets being there to finance CRE investments hoping valuations will rebound down the road I have no investments in those companies & wouldnt call them winners"  
[X Link](https://x.com/FVR_Capital/status/1710058379085811828)  2023-10-05T22:24Z [---] followers, [--] engagements


"@ajobst @willis_cap I have ESS just above 6% looking at last quarter NOI annualized fwiw"  
[X Link](https://x.com/FVR_Capital/status/1714423673925603601)  2023-10-17T23:30Z [---] followers, [--] engagements


"@Nicholasan68973 @alphafortuna10 @TidefallCapital @chrisinmontreal Well I point you to look at actual transaction data - tell me what you find on cap rates. In the early 80s cap rates didnt go to 20% just because the [--] year did. The market has more nuance than that In a distress cycle I agree cap rates will blow out. Havent seen it yet"  
[X Link](https://x.com/FVR_Capital/status/1717552318961610821)  2023-10-26T14:42Z [---] followers, [--] engagements


"@Nicholasan68973 @alphafortuna10 @TidefallCapital @chrisinmontreal What you are describing is a debt maturity wall - when debt capital markets are closed refinancing isnt feasible. This leads to an equity re-cap or forced liquidation You are describing a distress cycle"  
[X Link](https://x.com/FVR_Capital/status/1717558614297387076)  2023-10-26T15:07Z [---] followers, [--] engagements


"@Nicholasan68973 @alphafortuna10 @TidefallCapital @chrisinmontreal Valuing assets is more complex than just slapping on a multiple. That said based on colliers work you are several hundred basis points outside the market for Toronto office"  
[X Link](https://x.com/FVR_Capital/status/1717667483812008315)  2023-10-26T22:20Z [---] followers, [--] engagements


"@Mr_Neutral_Man @PrivateEyeCap Public equity markets need rent trajectory to be clearly up in order to be bullish. Is what it is 🤷🏻♂"  
[X Link](https://x.com/FVR_Capital/status/1719371706287190318)  2023-10-31T15:12Z [---] followers, [---] engagements


"@demmers15 @brianlilley Why are Hamas terrorists in the hospital at all You think they are carefully seeking medical attention for their own victims WTF"  
[X Link](https://x.com/FVR_Capital/status/1726407969817141709)  2023-11-20T01:11Z [---] followers, [--] engagements


"@sweatystartup Vertically integrated residential real estate investment development/construction & ppty mgmt operator hyper focused on sub institutional deals with total capitalization between $5-10M"  
[X Link](https://x.com/FVR_Capital/status/1730664386036199704)  2023-12-01T19:05Z [---] followers, [--] engagements


"@MickEnglewood If I ran pub co IPO at premium valuation & sell shares to public followed by poor capital allocation excessive payout ratio followed by distribution cut and stock crash Then I take you under through MBO"  
[X Link](https://x.com/FVR_Capital/status/1745649784726388910)  2024-01-12T03:31Z [---] followers, [--] engagements


"@Mr_Neutral_Man @PinkPoloShorts @compound248 At what point do we see the large cap MF REITs get taken private"  
[X Link](https://x.com/FVR_Capital/status/1748089855429758983)  2024-01-18T21:07Z [---] followers, [---] engagements


"@moseskagan @djh11375 That setback is such a waste of land"  
[X Link](https://x.com/FVR_Capital/status/1756758867613307171)  2024-02-11T19:15Z [---] followers, [--] engagements


"@TidefallCapital @NestBetter NAV only matters for REIT investors during M&A or capital return/liquidations. Minority unit holders cannot transact at NAV and myopically focus on NAV is misguided"  
[X Link](https://x.com/FVR_Capital/status/1757418325091799300)  2024-02-13T14:55Z [---] followers, [---] engagements


"@NestBetter @TidefallCapital Most REIT pitches I see are driven by NAV so Im not certain its obvious"  
[X Link](https://x.com/FVR_Capital/status/1757423104627020159)  2024-02-13T15:14Z [---] followers, [---] engagements


"@Nicholasan68973 I dont think it will happen but Id like to see $MPCT.UN sell Maple House & Aalto after stabilizing. I am very skeptical the market will assign private market value to those assets within the MPCT structure"  
[X Link](https://x.com/FVR_Capital/status/1758594391055417663)  2024-02-16T20:49Z [---] followers, [---] engagements


"@Rodbhar @Nicholasan68973 My read of Q4 financials suggest there is 18.8M of equity in maple house which should increase after stabilization. That is quite material for MPCT these days"  
[X Link](https://x.com/FVR_Capital/status/1758637415198232771)  2024-02-16T23:40Z [---] followers, [---] engagements


"@Nicholasan68973 You think the market will assign a lot of value to that investment or you think they will sell it"  
[X Link](https://x.com/FVR_Capital/status/1758637569200525810)  2024-02-16T23:40Z [---] followers, [--] engagements


"@Nicholasan68973 @Rodbhar The loan structure is attractive & are well understood this is a sub scale REIT and assets should be sold and capital returned to unit holders. If the plan is for this to somehow generate a ton of FFO in [----] and re-rate to 20x FFO or whatever I consider that a long shot"  
[X Link](https://x.com/FVR_Capital/status/1758638295842709833)  2024-02-16T23:43Z [---] followers, [--] engagements


"@Nicholasan68973 Hmm I think investors [--] years ago thought they would have that big pay off today ;) Generally I like to trade leveraged financials not buy & hold so I favor liquidations and wind ups. Good luck with the long term thesis it would be a home run from here"  
[X Link](https://x.com/FVR_Capital/status/1758638997759578245)  2024-02-16T23:46Z [---] followers, [--] engagements


"@Nicholasan68973 @Rodbhar Real estate folks work with the CMHC debt all the time and understand it well. Maybe your marginal reit investor doesnt model the debt correctly but they dont control much capital either"  
[X Link](https://x.com/FVR_Capital/status/1758641572084908102)  2024-02-16T23:56Z [---] followers, [--] engagements


"@Rodbhar @Nicholasan68973 You are right Thats where we have a disconnect. I dont have a [--] yr horizon to hold this stuff"  
[X Link](https://x.com/FVR_Capital/status/1758916160727167213)  2024-02-17T18:07Z [---] followers, [---] engagements


"@Nicholasan68973 @Rodbhar That is a low cost of debt. The cost of equity the MPCT structure is 100% or something crazy. As you own equity I presume you would like to see the cost of equity capital be reduced"  
[X Link](https://x.com/FVR_Capital/status/1758925979765166548)  2024-02-17T18:46Z [---] followers, [--] engagements


"@Rodbhar @Nicholasan68973 A long time horizon is definitely needed here. Im more of an event driven investor in public markets. Buy & hold minority ownership in REITs through multiple market cycles isnt appealing to me"  
[X Link](https://x.com/FVR_Capital/status/1758926429683921023)  2024-02-17T18:48Z [---] followers, [--] engagements


"@Nicholasan68973 @Rodbhar The entity you own is MPCT units. Those have a very high cost of equity (hence they trade at a large % discount to whatever nav you model to) Historically even when the REITs projects work out it is still not reflected in your value as a MPCT unit holder 1/2"  
[X Link](https://x.com/FVR_Capital/status/1758929700209242409)  2024-02-17T19:01Z [---] followers, [---] engagements


"@Nicholasan68973 @Rodbhar I understand the deal level returns pencil to decent IRRsbut you own that exposure in a structure that is highly inefficient & trades at a large Nav discount. MPCTs cost of equity 15% IRR the project delivers & therefore should be liquidated 2/2"  
[X Link](https://x.com/FVR_Capital/status/1758930236350079178)  2024-02-17T19:03Z [---] followers, [--] engagements


"@RealSalluKhan @DavidBaskinBWM If you have a recession normal people wont be able to buy homes even if prices decline some what from elevated levels. Recession (cyclical) isnt a solution to a structural problem"  
[X Link](https://x.com/FVR_Capital/status/1765424238750793742)  2024-03-06T17:08Z [---] followers, [--] engagements


"Finally a REIT investment thesis that makes sense Liquidation and capital return to shareholders $EQC"  
[X Link](https://x.com/FVR_Capital/status/1767912134288330770)  2024-03-13T13:54Z [---] followers, [---] engagements


"@deepvalueco Why not reduce government spending"  
[X Link](https://x.com/FVR_Capital/status/1768324653859406052)  2024-03-14T17:13Z [---] followers, [--] engagements


"@deepvalueco First I dont agree with the premise a rate hike makes sense. Im not sure where that is coming from Growing revenue through higher GDP is the only solution to the deficit. Taxes and spending will not get done / not feasible"  
[X Link](https://x.com/FVR_Capital/status/1768329317795430418)  2024-03-14T17:32Z [---] followers, [--] engagements


"@moseskagan This is an enormous blind spot. There is a reason the whole world wants to move to the West America is a beacon of light. That doesnt mean domestic or foreign policy is perfect"  
[X Link](https://x.com/FVR_Capital/status/1769050128193826943)  2024-03-16T17:16Z [---] followers, [---] engagements


"@SteveRickettsSP Canada delivers a fraction of global carbon output. What is the point in subjecting our population to another tax when this will not remotely address global warming It seems like advocates are posturing around climate goals that the rest of the world isnt aligned to meet"  
[X Link](https://x.com/FVR_Capital/status/1769567837839077485)  2024-03-18T03:33Z [---] followers, [--] engagements


"@Mr_Neutral_Man How much density is he putting on If there is a lot of land lift in rezoning or OCP change maybe 15% is possible 15% seems very low (but good) from my vantage point as a developer in a supply constrained west coast market"  
[X Link](https://x.com/FVR_Capital/status/1770117923480146159)  2024-03-19T15:59Z [---] followers, [---] engagements


"@deepvalueco @NonObviously The last thing DRM needs is another REIT"  
[X Link](https://x.com/FVR_Capital/status/1778866774877806813)  2024-04-12T19:24Z [---] followers, [--] engagements


"@deepvalueco @Fred03288871 @NonObviously First Its not clear that would automatically be accretive. More importantly in order for the DRM complex to trade closer to NAV and reward minority unit holders you need to dramatically reduce the complexity discount"  
[X Link](https://x.com/FVR_Capital/status/1778870594781729118)  2024-04-12T19:39Z [---] followers, [--] engagements


"@alphafortuna10 @chrisinmontreal @joel_katz @deepvalueco Yes sir. Samir has never taken the capital return/liquidation approach which is why I havent invested in Artis. Lets see what the man does"  
[X Link](https://x.com/FVR_Capital/status/1779871229299523767)  2024-04-15T13:55Z [---] followers, [--] engagements


"@deepvalueco @alphafortuna10 @chrisinmontreal @joel_katz Candidly I was preaching liquidation when NAV was $20 and the stock is now trading in the $6s so this has been an ongoing saga Manji wont liquidate here because it would be a big black eye for sandpiper. Thats not a good business/investing rational but a face saving one"  
[X Link](https://x.com/FVR_Capital/status/1779876870202200075)  2024-04-15T14:18Z [---] followers, [--] engagements


"@alphafortuna10 How are you getting to $1B I have Houston $234M [--] Retail in calgary $222M and I have $150M of other expected. What is going into the $1B"  
[X Link](https://x.com/FVR_Capital/status/1785692870143541587)  2024-05-01T15:28Z [---] followers, [--] engagements


"@rhunterh @thepupil11 Was also pitching $ESS then to f&f as a way to move out of safe treasuries and take some measured risk. ESS hasnt outperformed but back in Dec22 recession risk was top of mind & I argued ESS had less downside torque than SPX or Nasdaq with balanced upside as weve seen"  
[X Link](https://x.com/FVR_Capital/status/1803802398227599660)  2024-06-20T14:49Z [---] followers, [--] engagements


"@rhunterh @philbak1 Have a friend who is desperate for the 8% levered IRR promised by BREIT who cannot be bothered to own public reits with the same underlying asset composition 🤷🏻♂"  
[X Link](https://x.com/FVR_Capital/status/1803901928868606145)  2024-06-20T21:25Z [---] followers, [---] engagements


"@xLanceBryantx @tsxman Associates of mine in CRE/retail asset management have the exact opposite view. They say the asset class is performing exceptionally well These top down macro guys can only see the tree canopy from their vantage point and miss whats happening on the ground in my opinion"  
[X Link](https://x.com/FVR_Capital/status/1807459411461288317)  2024-06-30T17:01Z [---] followers, [---] engagements


"@_nikhilpaul @blindpig_1966 @altruafinancial @PradeepChandT Well yes but thats cyclical not secular. The weaker CAD drives investment boosting the economy (and prices) which then leads the central bank to increase interest rates. The goal is to shift the aggregate demand and supply curves to the right over time"  
[X Link](https://x.com/FVR_Capital/status/1809689564174545043)  2024-07-06T20:43Z [---] followers, [--] engagements


"@TidefallCapital @StockMKTNewz When will it become consensus among these types that market timing doesnt work"  
[X Link](https://x.com/FVR_Capital/status/1810679089591959666)  2024-07-09T14:15Z [---] followers, [--] engagements


"@xLanceBryantx @tsxman Diversified REITs with heavy office exposure have a functional explanation for being down. I dont think the office exposure fully explains the DRM malaise but I havent done the math to know for sure"  
[X Link](https://x.com/FVR_Capital/status/1814313216106692885)  2024-07-19T14:55Z [---] followers, [--] engagements


"@deepvalueco @floydmarinescu Would be interesting to see an analysis showing the sensitivity of land prices to the incremental changes in supply/demand This chart is not analytically helpful"  
[X Link](https://x.com/FVR_Capital/status/1814330142904488124)  2024-07-19T16:03Z [---] followers, [--] engagements


"@puppyeh1 Not a single mention of Oct [--] or a solution for hamas"  
[X Link](https://x.com/FVR_Capital/status/1816841065640452377)  2024-07-26T14:20Z [---] followers, [---] engagements


"@flamingquiver @oscar100_x @TidefallCapital Prem once tried to hedge the equity risk. Was wrong and vilified for it. Now his skeptics point out that he has long equity exposure as a reason for the bearishness. Prem cant win 🤷🏻♂"  
[X Link](https://x.com/FVR_Capital/status/1819504899555840001)  2024-08-02T22:45Z [---] followers, [---] engagements


"@BrownMarubozu @RobillardMax Hey Brown where can we look to learn more about XIU inclusion requirements and more importantly determine the timing of when FFH could be included"  
[X Link](https://x.com/FVR_Capital/status/1821176056830947780)  2024-08-07T13:26Z [---] followers, [--] engagements


"@deepvalueco My model still has pretty minimal FCF to common equity so Im not sure why theyd buy a non core asset like this . unless doing so made it easier to market for a sale process over the coming quarters"  
[X Link](https://x.com/FVR_Capital/status/1821693801578295753)  2024-08-08T23:43Z [---] followers, [--] engagements


"@tsxman @deepvalueco Thanks that sounded familiar regarding Kinkaid but I didnt have anything at my fingertips to confirm"  
[X Link](https://x.com/FVR_Capital/status/1821755805512954012)  2024-08-09T03:50Z [---] followers, [--] engagements


"@tsxman @deepvalueco Have you seen any detail on the pricing / terms for the PoCo place sale"  
[X Link](https://x.com/FVR_Capital/status/1821760982718574953)  2024-08-09T04:10Z [---] followers, [--] engagements


"@wrong_shon Let me ask you a question - if an affordable housing project costs $50M to build and has a $50M mortgage what does the average rent have to be Assuming: [---] units - all [--] bedroom 1.1x dscr [--] yr amortization & todays interest rates"  
[X Link](https://x.com/FVR_Capital/status/1822852260185215416)  2024-08-12T04:27Z [---] followers, [---] engagements


"@NonObviously @deepvalueco @JaredCohenMC That would be unbelievably tone deaf. Would not put that past Manji.in fact him being tone deaf is my base case"  
[X Link](https://x.com/FVR_Capital/status/1823458108146126953)  2024-08-13T20:34Z [---] followers, [---] engagements


"@KonekoResearch @motivetrader Is it just me or is GRT trading around a 6% cap Seems very cheap Is there a reason why"  
[X Link](https://x.com/FVR_Capital/status/1823481270749553130)  2024-08-13T22:06Z [---] followers, [--] engagements


"@KonekoResearch @motivetrader Thanks. This is how Im getting to my number. I have 6.2%"  
[X Link](https://x.com/FVR_Capital/status/1823494604475539706)  2024-08-13T22:59Z [---] followers, [---] engagements


"@orrdavid Fine Ill bite. I suspect management executed a pre approved strategy in the coffee space. They had a target IRR & and incentive fee (which they presumably achieved) Who are you to tell the family they should index everything to S&P like a multi strategy HF"  
[X Link](https://x.com/FVR_Capital/status/1823514954227437663)  2024-08-14T00:20Z [---] followers, [---] engagements


"@tsxman @NonObviously @deepvalueco @JaredCohenMC Tone deaf to equity capital markets minor unit holders with no control/vote or ability to monetize their investment at NAV"  
[X Link](https://x.com/FVR_Capital/status/1823578422792376635)  2024-08-14T04:32Z [---] followers, [---] engagements


"@PythiaR @SteveSaretsky If you want a functional market then rents must adj to market at expiration. That is not the world we live in. Given the policy constraints placed on LLs I wouldnt punish capital further. I urge you not to think of residential equity through the same lens as a levered HF"  
[X Link](https://x.com/FVR_Capital/status/1823811297827541397)  2024-08-14T19:57Z [---] followers, [---] engagements


"@PythiaR @SteveSaretsky I didnt read your msg correctly: I still urge you not to think of residential equity in the same vein as a levered hedge fund or investment bank. To your point on DCC & municipal funding - that also isnt the world we live in Zero political appetite for what you propose"  
[X Link](https://x.com/FVR_Capital/status/1823813046768464268)  2024-08-14T20:04Z [---] followers, [---] engagements


"@tsxman Real photo Seems like it violates any reasonable fire safety & tower separation bylaw"  
[X Link](https://x.com/FVR_Capital/status/1824881245580587387)  2024-08-17T18:49Z [---] followers, [---] engagements


"@waterboycap @Mr_Neutral_Man Havent read the preferred share thesis on HPP but you might find that Artis REIT preferred shares (trade in canada) offer a well covered yield around 10%"  
[X Link](https://x.com/FVR_Capital/status/1825385197669413200)  2024-08-19T04:11Z [---] followers, [---] engagements


"@waterboycap @Mr_Neutral_Man Have you seen a granular breakdown of the thesis behind BTI Seems to be centered around pivoting to growth but I havent seen the unit economics & regulations broken down including the event path that will get BTI to the other side"  
[X Link](https://x.com/FVR_Capital/status/1825567444997656898)  2024-08-19T16:16Z [---] followers, [---] engagements


"@MattIlich They will invent some dumb mechanism like an accrual so they can claim to be taxing un realized gains . Oh and they will flow through revenue through the budget to make deficit appear smaller"  
[X Link](https://x.com/FVR_Capital/status/1826005533264064722)  2024-08-20T21:16Z [---] followers, [--] engagements


"@fintwit_wannabe @jay_21_ @Mr_Neutral_Man @rhunterh @RealAssetsValue LMAO only in my dreams is reit capital allocation so well thought out 😂"  
[X Link](https://x.com/FVR_Capital/status/1827852975823319154)  2024-08-25T23:38Z [---] followers, [--] engagements


"@KanedaMiku @DallasDuncanMD @stilllebeau1988 @KirkLubimov What are you claiming"  
[X Link](https://x.com/FVR_Capital/status/1830086313896276192)  2024-09-01T03:32Z [---] followers, [--] engagements


"@KanedaMiku @DallasDuncanMD @stilllebeau1988 @KirkLubimov They brag about this on TV You are unhinged. Send a link of this behavior Do you even condemn Hamas You seem very focused on missteps by IDF"  
[X Link](https://x.com/FVR_Capital/status/1830298202228318308)  2024-09-01T17:34Z [---] followers, [--] engagements


"@KanedaMiku @DallasDuncanMD @stilllebeau1988 @KirkLubimov This is your best evidence against IDF You are not a serious person Tell you buddies in hamas to release to hostages"  
[X Link](https://x.com/FVR_Capital/status/1830322675279114623)  2024-09-01T19:11Z [---] followers, [--] engagements


"@KanedaMiku @DallasDuncanMD @stilllebeau1988 @KirkLubimov You think this condemns the IDF as an organization"  
[X Link](https://x.com/FVR_Capital/status/1830323113319596325)  2024-09-01T19:13Z [---] followers, [--] engagements


"@KanedaMiku @DallasDuncanMD @stilllebeau1988 @KirkLubimov No; As you mentioned previously in the conversation most in the poll think IDF should adjudicate internally. I agree its a military court issue again youre trying to equate the IDF with Hamas"  
[X Link](https://x.com/FVR_Capital/status/1830324869755707569)  2024-09-01T19:20Z [---] followers, [--] engagements


"@DallasAptGP @_apryor Yes. Lots of rolling up sleeves and doing hard work is needed. A stroke of the pen from high on above will not get it done"  
[X Link](https://x.com/FVR_Capital/status/1830330948505977243)  2024-09-01T19:44Z [---] followers, [---] engagements


"@TihoBrkan @ValueStockGeek Yes I think you need to do a simulation where you look at hundreds of starting points and then analyze the distribution of outcomes Gold and Treasuries both did exceptionally well from this starting point which is probably biasing the conclusions"  
[X Link](https://x.com/FVR_Capital/status/1830675608533352535)  2024-09-02T18:34Z [---] followers, [--] engagements


"@PythiaR @elonmusk Ive always leaned in Elons direction but this is irreversible"  
[X Link](https://x.com/FVR_Capital/status/1831408798793420932)  2024-09-04T19:07Z [---] followers, [----] engagements


"@EddieGudewill Your 4% cap is on in place (below mkt) rents. Landlords create value by turning units over & closing the loss to lease. Rents dont always go up and to the right. If thats your underwriting its your fault"  
[X Link](https://x.com/FVR_Capital/status/1834018658135535714)  2024-09-11T23:58Z [---] followers, [--] engagements


"@TidefallCapital @jay_21_ Truflation is a bit high twitch but ultimately a good guide. If CPI has a major uptick truflation will lead"  
[X Link](https://x.com/FVR_Capital/status/1835423016010031544)  2024-09-15T20:58Z [---] followers, [---] engagements


"@Richard15322800 @PythiaR King David hotel wasnt blown up by the state of Israel. That was done by insurgents in British Palestine"  
[X Link](https://x.com/FVR_Capital/status/1840413121292472383)  2024-09-29T15:27Z [---] followers, [--] engagements


"@MattIlich A very good deal for MST who can now shovel units on the market with zero market risk the units are guaranteed to be quickly absorbed at [--] cents on the dollar"  
[X Link](https://x.com/FVR_Capital/status/1840446934039093291)  2024-09-29T17:41Z [---] followers, [--] engagements


"@BrownMarubozu Have you seen any analysis on price sensitivity to FFH from a [--] million share block"  
[X Link](https://x.com/FVR_Capital/status/1856366194108051609)  2024-11-12T15:59Z [---] followers, [---] engagements


"@TidefallCapital @NorthmanTrader EPS also at a record and probably on the verge of accelerating"  
[X Link](https://x.com/FVR_Capital/status/1856563527773016400)  2024-11-13T05:03Z [---] followers, [--] engagements


"@EddieGudewill @MattIlich Cant such a person just finance some equity out and create liquidity Seems better than becoming a minority non-control unit holder in a levered financial"  
[X Link](https://x.com/FVR_Capital/status/1860777897667252406)  2024-11-24T20:09Z [---] followers, [--] engagements


"@nick_reit @JShamess What are the next high probability targets in your view"  
[X Link](https://x.com/Triviumpartnrs/status/1589635458321256449)  2022-11-07T15:06Z [---] followers, [--] engagements


"@thepupil11 No view on process. Arb spread seems too tight"  
[X Link](https://x.com/Triviumpartnrs/status/1641797934890225668)  2023-03-31T13:41Z [---] followers, [--] engagements


"@thepupil11 @Mr_Neutral_Man @SliceTransverse $MAA should perform better than the sum of dividend yield+growth rate because you have 100% dividend payout with excesss FCF accruing to b/s Plus there is call it 20% LTV So I would back of the envelope call it more like 12% ish through cycle which is phenomenal for core"  
[X Link](https://x.com/Triviumpartnrs/status/1965578241911259247)  2025-09-10T00:49Z [---] followers, [---] engagements


"Thrilled to announce the approval in principal for our [--] storey purpose built rental tower in one of Vancouvers most sought after neighborhoods. #vanre #vancre"  
[X Link](https://x.com/Triviumpartnrs/status/1984890263492575442)  2025-11-02T07:48Z [---] followers, [--] engagements


"@Nicholasan68973 @Fred03288871 @Rodbhar $MPCT is the most undervalued part of the DRM complex. And has the most torque to residential market turn around"  
[X Link](https://x.com/Triviumpartnrs/status/1758943069699711042)  2024-02-17T19:54Z [---] followers, [---] engagements


"@TidefallCapital Bought more today $CSU.to"  
[X Link](https://x.com/Triviumpartnrs/status/2018709925770166410)  2026-02-03T15:35Z [---] followers, [----] engagements


"@TidefallCapital Turn on the NCIB $CSU.TO"  
[X Link](https://x.com/Triviumpartnrs/status/2018733615530819994)  2026-02-03T17:09Z [---] followers, [---] engagements


"@Investmentideen The flaw in this analysis is it ascribes zero value to the CSI platform and value created via future acquisitions. IRR on CSI today is the sum of FCF yield + organic growth There is an argument to support buybacks if capital deployed is FCF available for acquisition"  
[X Link](https://x.com/Triviumpartnrs/status/2019454209427419286)  2026-02-05T16:52Z [---] followers, [---] engagements


"@Investmentideen The acquisition machine is a platform. You frame this if its all or one; optimally CSU directs maximal $ into 20% IRR acquisitions. If there is remaining FCF un deployed in a given period then allocate those dollars to the next best idea which would be buybacks"  
[X Link](https://x.com/Triviumpartnrs/status/2019460960319119747)  2026-02-05T17:19Z [---] followers, [--] engagements


"@ErnestWongBWM @Flash_Capital_ Ernest do you have any idea how accretive the Tim Hortons deal was to BK/3G It was a huge success"  
[X Link](https://x.com/Triviumpartnrs/status/2019524771839615377)  2026-02-05T21:33Z [---] followers, [--] engagements


"@Restructuring__ A few things are easier with mouse"  
[X Link](https://x.com/Triviumpartnrs/status/2020668097594528223)  2026-02-09T01:16Z [---] followers, [---] engagements


"@CSUnerd @Sempiterno_Inv $CSU.to is correctly seen as a compounding engine with an equity 1st culture. Their chosen niche remains VMS but the over arching goal is to compound - same as early $BRK.a It shouldnt surprise us if they pivot niche to serve the over arching goal"  
[X Link](https://x.com/Triviumpartnrs/status/2022060794360606795)  2026-02-12T21:30Z [---] followers, [---] engagements


"@TidefallCapital $FFH.to & $CSU.to and head to the beach 🏝"  
[X Link](https://x.com/Triviumpartnrs/status/2021639906288894025)  2026-02-11T17:38Z [---] followers, [----] engagements


"@NestBetter If M&A slows the terminal multiple would converge with the multiple paid for these businesses over time. You have to view CSI as a capital allocation & compounding engine a-la Berkshire Hathaway. One could have said If Buffets investment results worsen BRKs P/B will fall"  
[X Link](https://x.com/Triviumpartnrs/status/2021989063050604588)  2026-02-12T16:45Z [---] followers, [---] engagements


"@BrownMarubozu Exactly. Its nuts to think that a [--] year investment for example benefitted from information asymmetry"  
[X Link](https://x.com/Triviumpartnrs/status/2022762843742048601)  2026-02-14T20:00Z [---] followers, [---] engagements


"@howardlindzon I read they previous also taxed unrealized gains in a different manner - by accruing what you owed based on a return estimate. Bonkers. Just tax realizations"  
[X Link](https://x.com/Triviumpartnrs/status/2022775062139412672)  2026-02-14T20:48Z [---] followers, [---] engagements


"@RTelford_invest Focus on finding 2x outcomes modeled over a [--] year hold. Make that your bread & butter. Wont always be right"  
[X Link](https://x.com/Triviumpartnrs/status/2023198826547319007)  2026-02-16T00:52Z [---] followers, [--] engagements

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