# ![@yenoms Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::54300222.png) @yenoms yenoms

yenoms posts on X about $rc, $cmtg, $lft, $rpt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::54300222/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:interactions.svg)

- [--] Week [------] +49%
- [--] Month [------] -5.40%
- [--] Months [-------] +58%
- [--] Year [-------] +101%

### Mentions: [--] [#](/creator/twitter::54300222/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:posts_active.svg)

- [--] Week [--] +23%
- [--] Month [---] +18%
- [--] Months [---] +76%
- [--] Year [---] +79%

### Followers: [---] [#](/creator/twitter::54300222/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:followers.svg)

- [--] Week [---] +1.70%
- [--] Month [---] +3.60%
- [--] Months [---] +28%
- [--] Year [---] +102%

### CreatorRank: [---------] [#](/creator/twitter::54300222/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::54300222/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30.16% [stocks](/list/stocks)  22.22% [cryptocurrencies](/list/cryptocurrencies)  3.97% [technology brands](/list/technology-brands)  2.38% [social networks](/list/social-networks)  0.79% [financial services](/list/financial-services)  0.79% [automotive brands](/list/automotive-brands)  0.79%

**Social topic influence**
[$rc](/topic/$rc) #3, [$cmtg](/topic/$cmtg) #1, [$lft](/topic/$lft) #1, [$rpt](/topic/$rpt) #1, [$ari](/topic/$ari) #9, [reit](/topic/reit) 4.76%, [$bhr](/topic/$bhr) #3, [guess](/topic/guess) 3.97%, [$kref](/topic/$kref) 3.97%, [ceo](/topic/ceo) 3.97%

**Top accounts mentioned or mentioned by**
[@ibladesi](/creator/undefined) [@bigbamboointern](/creator/undefined) [@codytrades](/creator/undefined) [@tomking84](/creator/undefined) [@leylakuni](/creator/undefined) [@rhunterh](/creator/undefined) [@shortbusace](/creator/undefined) [@77augustwest72](/creator/undefined) [@jay21](/creator/undefined) [@tsxman](/creator/undefined) [@blondesnmoney](/creator/undefined) [@leveragedbets](/creator/undefined) [@goodhousecap](/creator/undefined) [@west4thstreet](/creator/undefined) [@ponzian](/creator/undefined) [@mrneutralman](/creator/undefined) [@lebronex](/creator/undefined) [@laziestofdans](/creator/undefined) [@shitfund](/creator/undefined) [@polarisbear87](/creator/undefined)

**Top assets mentioned**
[Claros Mortgage Trust, Inc. (CMTG)](/topic/$cmtg) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Braemar Hotels & Resorts Inc. Common Stock (BHR)](/topic/$bhr) [Rithm Capital Corp. (RITM)](/topic/$ritm) [Healthpeak (DOC)](/topic/$doc) [Ares Commercial Real Estate Corporation (ACRE)](/topic/$acre) [Arbor Realty Trust, Inc. (ABR)](/topic/$abr) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Alexander's Inc. (ALX)](/topic/$alx) [Clipper Realty Inc. Common Stock (CLPR)](/topic/$clpr) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Lineage, Inc. (LINE)](/topic/$line) [Veno Finance (VNO)](/topic/$vno) [Alight, Inc. (ALIT)](/topic/$alit) [AhaToken (AHT)](/topic/$aht) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Morgan Stanley (MS)](/topic/$ms)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@tomking84 $RC- I trade the equity & $RCD(still hold 2028s) have lost a decent amount trying to time bottom. thinking "it can't be this bad." weird price action on $RCB/C makes me think co buying back. I will be pissed if RC pops and I miss it but also pissed if I throw away more $$"  
[X Link](https://x.com/yenoms/status/2011106806924525686)  2026-01-13T16:03Z [---] followers, [--] engagements


"$CMTG term loan refi w HPS Ehhh. not great but at least they have liquidity"  
[X Link](https://x.com/yenoms/status/2018321408472846714)  2026-02-02T13:51Z [---] followers, [---] engagements


"the multifamily market is strong and getting stronger Yet $LFT has traded from [---] to [---] over the last [--] months and trades at 40% of 3Q25 stated BV. Orix where is thy honor Lument's Ian Monk contributes to a new Multifamily & Affordable Housing Business story on the active deal environment noting that liquidity in the multifamily market is strong and getting stronger. Read for more insights. https://t.co/tazuId0RNO #MultifamilyFinance https://t.co/cdCQSEUp8t Lument's Ian Monk contributes to a new Multifamily & Affordable Housing Business story on the active deal environment noting that"  
[X Link](https://x.com/yenoms/status/2022350956550320234)  2026-02-13T16:43Z [---] followers, [---] engagements


"Value names I've gotten wrong (so far) in [----]. $NEN. super illiquid. port is undervalued but governance/alignment is messy. it was trading in the low $80s for a month then a seller popped up in the mid 70's. I bot assuming it was a liquidity trade and could flip"  
[X Link](https://x.com/yenoms/status/1970517706647519420)  2025-09-23T15:56Z [---] followers, [---] engagements


"Most bombed out REIT names Forget fundamentals just talking names sold hard capitulation by the sellers tax loss whatever you want to call it. A few that come to mind both equity and mortgage names: $CLPR $HPP $RC $LFT $COLD $ARE $LINE $ABR $FRPH $NEN $NXRT"  
[X Link](https://x.com/yenoms/status/1996203165373571477)  2025-12-03T13:01Z [---] followers, [----] engagements


"@trdny Lock him up $vno"  
[X Link](https://x.com/yenoms/status/2006081127627514001)  2025-12-30T19:13Z [---] followers, [---] engagements


"Pref investing and special sits often dont mix well 😬😬 $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw $DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels. https://t.co/PLtZaLxHgw"  
[X Link](https://x.com/yenoms/status/2008570761733419158)  2026-01-06T16:06Z [---] followers, [----] engagements


"Alight Financial - My condolences if they are your 401k provider. Platform is a 💩 so is the stock. $ALIT (wonder if they are a takeover target simply for the assets/contracts)"  
[X Link](https://x.com/yenoms/status/2008946001600749987)  2026-01-07T16:57Z [---] followers, [----] engagements


"$AHT w/ the alphabet soup of prefs. and king of the unlisted. and oh a new suspension lol"  
[X Link](https://x.com/yenoms/status/2011096434393874564)  2026-01-13T15:22Z [---] followers, [---] engagements


"$lpre with some impressive flow growth.fund launched last April $55m of inflows since the start of 4Q25. AUM now up to $117m Hope this continues to succeed and more specialist managers bring ideas/ products to the market"  
[X Link](https://x.com/yenoms/status/2012161458130321666)  2026-01-16T13:54Z [---] followers, [---] engagements


"I have used it as a spot to access smart REIT beta and source new ideas. yes no shame in my game. 😬 This includes their recent addition of $DOC. upside with senior spin upcoming"  
[X Link](https://x.com/yenoms/status/2012162605066895736)  2026-01-16T13:58Z [---] followers, [---] engagements


"@jay_21_ You like $DOC"  
[X Link](https://x.com/yenoms/status/2012712701466640684)  2026-01-18T02:24Z [---] followers, [---] engagements


"$DOC flat on a day of red and a big print 👀"  
[X Link](https://x.com/yenoms/status/2013660701336703481)  2026-01-20T17:11Z [---] followers, [----] engagements


"@nbeachny @rhunterh @Mr_Neutral_Man $stwd probably the least worst external manager.although $TRTX growing on me. And the internal ones have highly questionably portfolios not sure liquidation worth it. $gpmt $sach"  
[X Link](https://x.com/yenoms/status/2015429791130730922)  2026-01-25T14:21Z [---] followers, [--] engagements


"@nbeachny @rhunterh @Mr_Neutral_Man For external managers $LFT trading at a 50% to BV with an extremely sub scale operation (double digit expense ratio) would be my top pick for activism. Book isnt that bad. but thats not happening . they just did another CLO"  
[X Link](https://x.com/yenoms/status/2015430363816902886)  2026-01-25T14:23Z [---] followers, [--] engagements


"$ARI transaction Im a fan. bot shares this morning. https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf https://www.apollocref.com/content/dam/apolloaem/documents/fund-documents/public-funds/apollo-commercial-real-estate-finance/presentations/ari-strategic-portfolio-sale-presentation.pdf"  
[X Link](https://x.com/yenoms/status/2016528499641577974)  2026-01-28T15:07Z [---] followers, [----] engagements


"@hitsamty this is a major positive transaction for $ARI shareholders IMO. We all like to make fun of how illiquid widgets marks are fake and not indicative of value. well ARI is getting paid 100% of value (CECL inclusive) and getting instant liquidity"  
[X Link](https://x.com/yenoms/status/2016664076449989070)  2026-01-29T00:05Z [---] followers, [---] engagements


"OK riddle me this. $BHR declares a monthly divvy for $BHR-D and B yet both are quarterly. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-DECLARES-MONTHLY-PREFERRED-DIVIDENDS-FOR-JANUARY-2026/default.aspx"  
[X Link](https://x.com/yenoms/status/2017377862190264521)  2026-01-30T23:22Z [---] followers, [----] engagements


"🙏 Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl Blackstone eyes more REIT privatizations in lagging public markets https://t.co/DriU81oUBl"  
[X Link](https://x.com/yenoms/status/2017659472345252041)  2026-01-31T18:01Z [---] followers, [----] engagements


"@LeylaKuni Athene is paying inclusive of CECL meaning reserves are part of the deal. And even if Athene is overpaying. that would hurt Apollo/ Athene the most as they incur losses first before policyholders"  
[X Link](https://x.com/yenoms/status/2018044918850101688)  2026-02-01T19:32Z [---] followers, [---] engagements


"@LeylaKuni For most CRE mREITs. market is saying marks r inflated. so ARI gets the marks for shareholders. and Athene/Apollo would be first loss if the marks are inflated (not policyholders) and people still complain. 😮💨 I could be wrong. @ExcessDefaults much more knowledgeable than me"  
[X Link](https://x.com/yenoms/status/2018050027067756600)  2026-02-01T19:53Z [---] followers, [---] engagements


"@lebron_ex @LeylaKuni In terms of incentives. they were incentivized to pay under the carrying values. that didnt happen. Thats what makes this deal unique. And again without knowing their port well. I think this is also a win for Athene. spreads everywhere are tight. getting 300+ is solid"  
[X Link](https://x.com/yenoms/status/2018115127262732313)  2026-02-02T00:11Z [---] followers, [--] engagements


"@lebron_ex @LeylaKuni Now if $ari goes out and does something dumb w the $$ then I will give them shit. but that hasnt happened yet"  
[X Link](https://x.com/yenoms/status/2018115353411227708)  2026-02-02T00:12Z [---] followers, [--] engagements


"@LeylaKuni @lebron_ex I like TRTX because they have a relatively clean book have dry powder and are a decent manager. granted I dont love the REIT wrapper as its generally more expensive. would much prefer a separate account w a highly skilled manager or an open end fund w no legacy issues"  
[X Link](https://x.com/yenoms/status/2018122647339466804)  2026-02-02T00:41Z [---] followers, [--] engagements


"@Mr_Neutral_Man @tsxman My only hesitation w $wsr is that its already run a bit 25%+ since last October. Any guess whether Blackstone would pay up for $bhr Luxe hotels are hot"  
[X Link](https://x.com/yenoms/status/2018419631996694820)  2026-02-02T20:21Z [---] followers, [---] engagements


"@tsxman This article on front page of the Boston globe. not life science but its in east Cambridge which is life science based. brand new and they are looking at a 50% hit. Office and affordable housing. https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/ https://www.bostonglobe.com/2026/02/03/business/empty-cambridge-office-buidling/"  
[X Link](https://x.com/yenoms/status/2018707983895552386)  2026-02-03T15:27Z [---] followers, [---] engagements


"@shortbus_ace @GoBirds555 @77AugustWest72 what you think about these tickers"  
[X Link](https://x.com/yenoms/status/2018708349802434605)  2026-02-03T15:29Z [---] followers, [---] engagements


"random mREIT thoughts: lower downside/ medium upside: $ARI $TRTX medium downside/ medium upside: $CMHI $KREF large upside / large downside: $LFT $CMTG $RC I own all mostly ARI and LFT and begrudgingly have small RC. don't want to miss a pop its bad i know"  
[X Link](https://x.com/yenoms/status/2019078774784925815)  2026-02-04T16:01Z [---] followers, [---] engagements


"A good day for pref baggies https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed https://www.hunton.com/insights/legal/maryland-court-allows-preferred-stockholder-claims-against-reit-directors-to-proceed"  
[X Link](https://x.com/yenoms/status/2019242813435887787)  2026-02-05T02:52Z [---] followers, [---] engagements


"Please do the right thing and wind up $LFT if the price stays near 50% BV. No more rights offerings. time to turn a new page. You guys are a good shop act like it. In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping an eye on the future and the evolving financing needs of clients. https://t.co/uxGH7BRuka #MFE https://t.co/iS4hBRdkhu In this in-depth profile Lument CEO James Flynn takes a look back at the firm's first five years and the lessons that still resonate today while also keeping"  
[X Link](https://x.com/yenoms/status/2019809200113954829)  2026-02-06T16:23Z [---] followers, [---] engagements


"@AdvisorsMidwest Good catch. Are you playing the common or pref"  
[X Link](https://x.com/yenoms/status/2019908472897433619)  2026-02-06T22:58Z [---] followers, [---] engagements


"@MSVCap And thinking back on all this. the fact they never tendered shows how insignificant these issues were for them. focused much more on building the business than financial engineering. Said another way. the equity value dwarfs these issues. BTW grats on the 7"  
[X Link](https://x.com/yenoms/status/2020145186806878548)  2026-02-07T14:38Z [---] followers, [--] engagements


"@MSVCap I am prob kinda wrong on this last point. they prob engaged investor sentiment about a tender for the ladenburg bonds and the price was too high to make it work. then investors wouldve just held until maturity knowing they money good. Who knows"  
[X Link](https://x.com/yenoms/status/2020152229643051385)  2026-02-07T15:06Z [---] followers, [--] engagements


"@iBladesi @BigBambooIntern @LaziestofDans Divvy why do you only associate me w TRASH names"  
[X Link](https://x.com/yenoms/status/2021254887183376798)  2026-02-10T16:08Z [---] followers, [---] engagements


"@iBladesi @BigBambooIntern @LaziestofDans I couldn't afford $ACRE too broke from $LFT"  
[X Link](https://x.com/yenoms/status/2021255213080871417)  2026-02-10T16:09Z [---] followers, [--] engagements


"@BigBambooIntern @iBladesi @LaziestofDans you mean "stupider" thanks a lot hey there is a probably a good reason there are no distressed pref funds (no protection 🫣)"  
[X Link](https://x.com/yenoms/status/2021256680911020247)  2026-02-10T16:15Z [---] followers, [--] engagements


"@blondesnmoney REITs r next"  
[X Link](https://x.com/yenoms/status/2021332330309468632)  2026-02-10T21:15Z [---] followers, [---] engagements


"This is a VERY valuable piece of land. just a matter of how much all the expenses eat into the $ARI equity. https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the former site of Carney Hospital with plans to build a new healthcare facility as well as housing and retail on the property. https://t.co/bnaRqcYiY9 https://dotnews.com/2026/02/06/carney-developers-focused-on-building-anchor-health-care-facility/ Developer HYM Investment Group is progressing on its development for the"  
[X Link](https://x.com/yenoms/status/2021349973531689236)  2026-02-10T22:26Z [---] followers, [---] engagements


"Ridiculous overreaction How many people solely use an advisor or broker to run tax strategies or analytics $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual"  
[X Link](https://x.com/yenoms/status/2021380292515332515)  2026-02-11T00:26Z [---] followers, [---] engagements


"@stoked_on_waves $bhr next 😬"  
[X Link](https://x.com/yenoms/status/2021387454415241231)  2026-02-11T00:54Z [---] followers, [--] engagements


"In the non-exciting but decent category. added to $SRJN at [-----] in IRA. I am showing about [--] cents accrued. so the yield is 6.5%. https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm https://www.sec.gov/Archives/edgar/data/1126956/000119312526002785/d57972dfwp.htm"  
[X Link](https://x.com/yenoms/status/2021662139350761727)  2026-02-11T19:06Z [---] followers, [---] engagements


"@qorka I wouldnt be surprised fi it traded up but rather go with a ute with a higher yield esp if I have IRA money to invest"  
[X Link](https://x.com/yenoms/status/2021664604619948499)  2026-02-11T19:16Z [---] followers, [--] engagements


"$KREF Should give a little stop to the bleeding once this finally gets signed. and then the div cut ofc. OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD OpenAI nears deal for Mountain View campus in former Symantec HQ - San Francisco Business Times https://t.co/P33yIYXtiD"  
[X Link](https://x.com/yenoms/status/2021767005339079081)  2026-02-12T02:03Z [---] followers, [---] engagements


"They will lease and sell"  
[X Link](https://x.com/yenoms/status/2021789451538542824)  2026-02-12T03:32Z [---] followers, [---] engagements


"Guess which mREIT Im buying pre market Could be stupid. but just gotta do it"  
[X Link](https://x.com/yenoms/status/2021944198380097916)  2026-02-12T13:47Z [---] followers, [---] engagements


"A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0 A pretty interesting release from Anthropic as they raise money to make new inroads into AI. "Recent polling finds that 69% of Americans think the government is 'not doing enough to regulate the use of AI.' We agree." https://t.co/3hSNuVGGf0"  
[X Link](https://x.com/yenoms/status/2021946869547741450)  2026-02-12T13:57Z [---] followers, [---] engagements


"CEO been on a lot of podcasts recently"  
[X Link](https://x.com/yenoms/status/2021948193928302621)  2026-02-12T14:03Z [---] followers, [--] engagements


"Heres the thing just because you disagree with something in principal doesnt mean it will work. 😬😬😬😬😬"  
[X Link](https://x.com/yenoms/status/2021948364326154683)  2026-02-12T14:03Z [---] followers, [---] engagements


"Yikes . ceo just said multi spreads are at multi year tights similar to comments from jay parsons and Apollo"  
[X Link](https://x.com/yenoms/status/2021949208895349210)  2026-02-12T14:07Z [---] followers, [---] engagements


"They been buying CRE equity. honestly makes sense. Buy that CMTG hotel port"  
[X Link](https://x.com/yenoms/status/2021949546994033038)  2026-02-12T14:08Z [---] followers, [---] engagements


"Yikes spreads tighter than pre GFC days"  
[X Link](https://x.com/yenoms/status/2021949858509185075)  2026-02-12T14:09Z [---] followers, [--] engagements


"Steve Delaney first comment: good morning and congratulations on all the promotions. as the stock price craters"  
[X Link](https://x.com/yenoms/status/2021953611107065921)  2026-02-12T14:24Z [---] followers, [---] engagements


"I know my $ritm buddies will take exception to this. but market forgetting they have a whole lot of office and private credit now . Well kind of. its down but not lots and doesnt move w office and private credit daily. and ye I know its only a portion"  
[X Link](https://x.com/yenoms/status/2021972043445809410)  2026-02-12T15:37Z [---] followers, [---] engagements


"Crazy to see some of the carnage in REITs today and then I see VNQ is +80bps. Idiosyncratic risk in play"  
[X Link](https://x.com/yenoms/status/2021976019310460994)  2026-02-12T15:53Z [---] followers, [---] engagements


"@shortbus_ace Overall market too froth. people forget market sentiment can get violent down for extended. try to rationalize valuations but thats overconfidence. But pockets of good value abound. but those get caught up w beta so tricky. Stay underweight beta and keep powder"  
[X Link](https://x.com/yenoms/status/2021978370175868960)  2026-02-12T16:03Z [---] followers, [--] engagements


"@shortbus_ace And back to REITs/ RE. the blue chips crushing it"  
[X Link](https://x.com/yenoms/status/2021979404633878674)  2026-02-12T16:07Z [---] followers, [--] engagements


"Pure comedy. $GPMT She basically asks the most important question and he doesnt even answer it. Seems like Blake is too junior to know or afraid to go off the script"  
[X Link](https://x.com/yenoms/status/2022069024042205386)  2026-02-12T22:03Z [---] followers, [----] engagements


"@jay_21_ TLT has been moving. Ironically. a move down in rates might save the equity for offices with decent WALTs"  
[X Link](https://x.com/yenoms/status/2022075205510996222)  2026-02-12T22:27Z [---] followers, [--] engagements


"Can anyone with good access to the tape Make sense of this Paging @leveragedbets"  
[X Link](https://x.com/yenoms/status/2022333528449671459)  2026-02-13T15:34Z [---] followers, [---] engagements


"I dont see many prints above $30"  
[X Link](https://x.com/yenoms/status/2022335929453859208)  2026-02-13T15:43Z [---] followers, [---] engagements


"@leveragedbets @blondesnmoney So a busted trade. which may get reversed. but the vwap was legit and will get screwed. 😂 I sold some into it. no reverse me"  
[X Link](https://x.com/yenoms/status/2022359117516738698)  2026-02-13T17:16Z [---] followers, [--] engagements


"Been nibbling away at the $KTN [-----] ask. It's finally gone. but may come back. I'm showing 5.7% for [--] year AON debt. #notbad"  
[X Link](https://x.com/yenoms/status/2022379845725090266)  2026-02-13T18:38Z [---] followers, [---] engagements


"@trdny $ritm $rpt"  
[X Link](https://x.com/yenoms/status/2008951060681892080)  2026-01-07T17:17Z [---] followers, [---] engagements


"$bhr new activist letter shows how absurdity of Ashfords fee proposal. https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm https://www.sec.gov/Archives/edgar/data/1574085/000109690626000179/bran_px14a6g.htm"  
[X Link](https://x.com/yenoms/status/2018450320662405145)  2026-02-02T22:23Z [---] followers, [----] engagements


"We seeing any major insider buys of these companies getting Claued Like all the CRE brokers. anything $JLL $CBRE $NMRK $CBRE Or the investment managers $TROW etc Or wealth managers / brokers $SCHW $RJF $LPLA $AMP Did a quick skim yesterday and havent seen much"  
[X Link](https://x.com/yenoms/status/2021988102940897376)  2026-02-12T16:41Z [---] followers, [----] engagements


"@FredinHeaven4 Ha. oh that will def happen. FBRT happens to have solid financing so its a risk but not top of the list"  
[X Link](https://x.com/yenoms/status/2022062185401475119)  2026-02-12T21:36Z [---] followers, [--] engagements


"$hpp w a casual 15% intra day swing"  
[X Link](https://x.com/yenoms/status/1986141695788884101)  2025-11-05T18:40Z [---] followers, [----] engagements


"👏 👏 Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube Wow just so impressed with this interview. Mr. Smith created enormous value for his shareholders with the stroke of a pen - a model for the industry on governance. Terry Smith: we've listened to the activist and Smithson Investment Trus. https://t.co/KkHVAA7ebY via @YouTube"  
[X Link](https://x.com/yenoms/status/2002553127011258437)  2025-12-21T01:34Z [---] followers, [----] engagements


"$CMTG is wild. many 20%+ swings this year. Im sure most is just noise. but also some is warranted. RE investing is the Wild West. if you work in the industry not too difficult to legally get intel on their important deals"  
[X Link](https://x.com/yenoms/status/2008315885103002022)  2026-01-05T23:13Z [---] followers, [---] engagements


"Doesnt seem to be anything too alarming for CRE mREITs which got smoked today. Maybe he doesnt cut as much as others wouldve but it still seems like he will keep cutting rates which is good for troubled multi owners. If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of"  
[X Link](https://x.com/yenoms/status/2017356894797549702)  2026-01-30T21:58Z [---] followers, [---] engagements


"@GoodHouseCap I dont see that as likely. Not enough of a discount to bribe $TRTX to give up the AUM. And TRTX has no issues to work with as you said. the play would be to create value via a troubled portfolio where the discount is massive. 50%+. enough exist"  
[X Link](https://x.com/yenoms/status/2017630082202767864)  2026-01-31T16:04Z [---] followers, [---] engagements


"@GoodHouseCap Im not saying this is likely. but Im sure $RC has been approached. they need time $$ and credibility. not many have $1bn+ laying around and deep RE expertise"  
[X Link](https://x.com/yenoms/status/2017632311412432907)  2026-01-31T16:13Z [---] followers, [---] engagements


"@GoodHouseCap Yeah. its not a natural fit. but you never know. I mentioned $RC because they may be at a stage where dont have a choice.Others like $LFT $GPMT $ACRE can kick the can further. continue to collect fees $CMTG may take a deal do the right thing. have large deals w hair"  
[X Link](https://x.com/yenoms/status/2017644708227387518)  2026-01-31T17:02Z [---] followers, [---] engagements


"Comments from $APO on $ARI deal. highlights the demand for high quality CRE Debt. also this @jayparsons podcast Granted. ARI you know this means you need to create something extra special if you decide to not liquidate and return $. https://www.youtube.com/watchv=8Nb_K3YpE6s https://www.youtube.com/watchv=8Nb_K3YpE6s"  
[X Link](https://x.com/yenoms/status/2021273056107266407)  2026-02-10T17:20Z [---] followers, [---] engagements


"@77AugustWest72 They have high leverage no doubt. but seem to be a decently run BDC.and somewhat small. always tradeoffs I prefer them over runway which has a much higher tech allocation"  
[X Link](https://x.com/yenoms/status/2021411256553570715)  2026-02-11T02:29Z [---] followers, [--] engagements


"@codytrades I started buying as soon as I saw. names I dont even know well"  
[X Link](https://x.com/yenoms/status/2022088005155270949)  2026-02-12T23:18Z [---] followers, [--] engagements


"snip from todays Matt Levine on 401k lawsuits and alts. Not many people appreciate the magnitude of how these lawsuits have impacted 401k plan design sponsors get sued for underperformance. which incentivizes passive or bm hugging. CC @rhunterh @ShitFund"  
[X Link](https://x.com/yenoms/status/2022137283433181495)  2026-02-13T02:34Z [---] followers, [----] engagements


"@west4thstreet @rhunterh @ShitFund Its true. but its not just fees. Some great managers (w reasonable fees) will underperform for [--] years. getting sued for that is ridiculous. Granted. I am fine w passive for equites. but passive for FI esp credit. is irresponsible IMO"  
[X Link](https://x.com/yenoms/status/2022148469067325483)  2026-02-13T03:18Z [---] followers, [--] engagements


"In like Flynn. And yes I know they are an uncool BDC and have high leverage"  
[X Link](https://x.com/yenoms/status/2022357598004199601)  2026-02-13T17:09Z [---] followers, [---] engagements


"Im out of $rpt so really just follow for comedic purposes. well I just skimmed the call and got a few laughs. Seems like the liquidation talk has evolved to recap errrr they kinda different. 🤣🤣🤣 And oh they will take loans from genesis. who gets the fees"  
[X Link](https://x.com/yenoms/status/2022372742427750720)  2026-02-13T18:10Z [---] followers, [---] engagements


"Friday evening trivia time🚨🚨🚨 Whos more unscrupulous (Big word I know) $RPT The sell side Mikey N. Lutnick The sell side Mikey N. Lutnick"  
[X Link](https://x.com/yenoms/status/2022425547272552893)  2026-02-13T21:39Z [---] followers, [---] engagements


"@yummyCenturyEgg I was wrong on $RPT"  
[X Link](https://x.com/yenoms/status/2022426756855324825)  2026-02-13T21:44Z [---] followers, [---] engagements


"The thing the models dont show version #214: being a forced seller when the markets go outside the normal statistical range. $RC feeling it"  
[X Link](https://x.com/yenoms/status/2006042907745132637)  2025-12-30T16:41Z [---] followers, [---] engagements


"@tomking84 So much weirdness with this name. the main one being that they havent been able to get off a large refi. Also why havent they sold the SBL unit by now Does this unit back their secured loan And then they were likely buying back RCB and RCC on the open market"  
[X Link](https://x.com/yenoms/status/2021346839094755713)  2026-02-10T22:13Z [---] followers, [---] engagements


"$cmtg Am guessing it is this property announced in q3 earnings as a subsequent event. so its old news. Berklee College of Music has bought a Fenway site permitted for [---] residential units in a major move to increase its capacity to house students. https://t.co/DndNlkMooJ Berklee College of Music has bought a Fenway site permitted for [---] residential units in a major move to increase its capacity to house students. https://t.co/DndNlkMooJ"  
[X Link](https://x.com/yenoms/status/1993534227720102391)  2025-11-26T04:16Z [---] followers, [---] engagements


"The $CMTG CA property discussed on recent calls. juicy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy [---] Broadway "The Park" in Santa Monica has a notice of default $439500491.47 I guess [--] years of not reducing rents and the building 50% empty is not a good strategy"  
[X Link](https://x.com/yenoms/status/2002417802481979824)  2025-12-20T16:36Z [---] followers, [---] engagements


"@tomking84 $CMTG - margin of safety is very large but they just have so much hair and idiosyncratic events it's hard to get a handle on the risk. like this holding. https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/ https://w42st.com/post/94m-hudson-yards-deal-puts-carriage-horse-stables-in-the-crosshairs/"  
[X Link](https://x.com/yenoms/status/2011105521064190449)  2026-01-13T15:58Z [---] followers, [---] engagements


"@codytrades Apollo is one of the better CRE organizations not too worried about them going outside their core competency. I cant say the same for Ares. and the issues w $acre. they have no large insurance company to buy it and their current marks are less believable"  
[X Link](https://x.com/yenoms/status/2016857463820079537)  2026-01-29T12:54Z [---] followers, [--] engagements


"@shortbus_ace Still have a chunk of $$ in an employer 401k. no SDBA. have been reluctantly allocated to the REIT mutual fund.REITs are cheap but I never loved the composition. well I didnt mind it today 😉. $EQIX $AMT $NNN #ImaGenius"  
[X Link](https://x.com/yenoms/status/2022087804520701994)  2026-02-12T23:17Z [---] followers, [--] engagements


"$JBK folks this is a [----] 6.345% Goldman bond. Whats the explanation 1) mistaken for another company 2) fake prints 3) something happened w the underlying like Lehman legal claims 4) other"  
[X Link](https://x.com/yenoms/status/2022332044593049872)  2026-02-13T15:28Z [---] followers, [----] engagements


"Major shifts happening in CRE lending. really a tale of two cities. new vintage high quality in size is super tight. legacy w hair still in the distress zone. Time for those w opportunistic mandates (and powder) to shift accordingly. $trtx $ari $fbrt $ladr $ritm"  
[X Link](https://x.com/yenoms/status/2022342939163439438)  2026-02-13T16:11Z [---] followers, [---] engagements


"@TiehackCapital I like $alx. only problem. so many REITs on sale"  
[X Link](https://x.com/yenoms/status/2022436452781445310)  2026-02-13T22:23Z [---] followers, [---] engagements


"@Polarisbear87 @dlitten4 IIRC. he was more on the liquidation talk last quarter. This quarter was more about the specifics of a common raise"  
[X Link](https://x.com/yenoms/status/2023010960336953594)  2026-02-15T12:26Z [---] followers, [--] engagements


"FRigggg is RPT down like every day because Beach Point has their (algo) finger on the sell button Or am I just the mark"  
[X Link](https://x.com/yenoms/status/1983181718866858355)  2025-10-28T14:39Z [---] followers, [----] engagements


"$KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it"  
[X Link](https://x.com/anyuser/status/1985488160886046763)  2025-11-03T23:24Z [---] followers, [----] engagements


"Yikes eREITs turning into the new mREITs"  
[X Link](https://x.com/anyuser/status/1986448870830940440)  2025-11-06T15:01Z [---] followers, [----] engagements


"@vanckzhu @LouieMals @blondesnmoney @iBladesi @shortbus_ace @ACapitalLP @KarstResearch High confidence (smells good good) $ltsap and their babies. (on Fido) $wal-a Medium confidence (should work out over time) $cmtg $kref $alx $lft $mfa Degen time (Id be lying if I said had unique insight) $bhr $codi (binary outcome) $afft (Fido) CDR.c $rc"  
[X Link](https://x.com/yenoms/status/1987328096287269086)  2025-11-09T01:15Z [---] followers, [---] engagements


"$KREF insider buys from CEO COO and two Directors. nothing major but very much appreciated. $KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it https://t.co/2HBtuNxbCs $KREF price in freefall Maybe its the life science but still feels overdone P/BV of 58% here (8/13.78) Just as recently as q2 they were issuing loans at S+240 🤯 They have a buyback time to step on it https://t.co/2HBtuNxbCs"  
[X Link](https://x.com/anyuser/status/1987906066810572840)  2025-11-10T15:31Z [---] followers, [----] engagements


"Lots of $25 issue tenders lately.latest from $PBI"  
[X Link](https://x.com/yenoms/status/1991861966579863889)  2025-11-21T13:31Z [---] followers, [---] engagements


"@ACapitalLP $sitc and $cdr prefs need to be on that list"  
[X Link](https://x.com/yenoms/status/1993122692963484116)  2025-11-25T01:00Z [---] followers, [---] engagements


"@ACapitalLP And potentially $rpt althouh TBH. share price likely has to get lower to make it happen so its a catch 22"  
[X Link](https://x.com/yenoms/status/1993123010044469431)  2025-11-25T01:02Z [---] followers, [---] engagements


"@WolfBBoehme hey guys lets take this undervalued asset and put it into our undervalued illiquid widget and collect fees on it. 🥴"  
[X Link](https://x.com/yenoms/status/1993341850820968735)  2025-11-25T15:31Z [---] followers, [---] engagements


"@nopain_n0gain86 $CMTG up 30% in the last week. Easy$"  
[X Link](https://x.com/yenoms/status/1996393235787431954)  2025-12-04T01:36Z [---] followers, [---] engagements


"@commobserver Nice to see Brian Harper succeeding. He is former former $RPT CEO. they did the right thing (by shareholders) and sold to $KIM when the market wasnt rewarding their stock price"  
[X Link](https://x.com/yenoms/status/2001121242183594049)  2025-12-17T02:44Z [---] followers, [---] engagements


"$RC making it's move down into the S&P rebal. who's gonna be the buyer of all the shares *and obvi only some of the passive is against the S&P 600"  
[X Link](https://x.com/yenoms/status/2001690959948698054)  2025-12-18T16:28Z [---] followers, [---] engagements


"@WolfBBoehme $RPT is for fees silly. *granted they havent bot much in illiquids. so maybe I am wrong"  
[X Link](https://x.com/yenoms/status/2002011977455964429)  2025-12-19T13:43Z [---] followers, [--] engagements


"@0xWasa $RC 🏆🏆🫠"  
[X Link](https://x.com/yenoms/status/2002013471651639718)  2025-12-19T13:49Z [---] followers, [---] engagements


"$UDR - great time for partnerships. get that $ from institutions to buy back the shares 🏠 LaSalle and UDR Close $230M Deal on Nearly [----] Units LaSalle and $UDR have officially expanded their joint venture with a massive $230 million deal bringing their total agreement to a staggering $850 million. 🤝 Key Details: * The deal adds [---] units across four key 🏠 LaSalle and UDR Close $230M Deal on Nearly [----] Units LaSalle and $UDR have officially expanded their joint venture with a massive $230 million deal bringing their total agreement to a staggering $850 million. 🤝 Key Details: * The deal"  
[X Link](https://x.com/yenoms/status/2002111945055645744)  2025-12-19T20:20Z [---] followers, [---] engagements


"Here it is $RPT commits $50m for a 3.9% stake Liquidation hopes smashed Me no like Sold shares because of this fear Rather LFT at these levels. at least know what Im getting. Or just buy an office REIT outright $pgre may well work out for $ritm but for $rpt. a struggling CRE mortgage REIT really This reeks of trying to stuff your investments into a controlled fund. I would be ok w financing it but not equity. do office mezz idk just not this. https://t.co/RAFUjy29z8 $pgre may well work out for $ritm but for $rpt. a struggling CRE mortgage REIT really This reeks of trying to stuff your"  
[X Link](https://x.com/yenoms/status/2002128863300845811)  2025-12-19T21:28Z [---] followers, [----] engagements


"$RC maybe they will sell a condo this Q https://www.bizjournals.com/portland/news/2025/12/19/luxury-real-estate-firm-repositioning-ritz-condos.html https://www.bizjournals.com/portland/news/2025/12/19/luxury-real-estate-firm-repositioning-ritz-condos.html"  
[X Link](https://x.com/yenoms/status/2002148871716131187)  2025-12-19T22:47Z [---] followers, [---] engagements


"@FCNightingale $RC getting squeezed. they need ready capital desperately mREIT baggies suffering 💼"  
[X Link](https://x.com/yenoms/status/2002195588998144470)  2025-12-20T01:53Z [---] followers, [---] engagements


"@jayparsons I think the ballot organizers shot themselves in the foot by not making it inflation + a percent (like Wus proposal) and by not having a carve out for maintenance and improvements. Seriously old dilapidated housing would get worse and worse under this plan. No bueno. $NEN"  
[X Link](https://x.com/yenoms/status/2002336856357192079)  2025-12-20T11:14Z [---] followers, [--] engagements


"@SinaiLawFirm @MoralOverdraft The lender is claros mortgage trust symbol $cmtg. The stock has already taken a beating so a lot of bad news is priced in. As of 3Q25 they were carrying it at $366.8M. They need the $$$ so will look to put it on the market. What is your best guess they will get"  
[X Link](https://x.com/yenoms/status/2002749550856167932)  2025-12-21T14:34Z [---] followers, [---] engagements


"$MFA.C getting tempting here at $22.80. but favor $MFAN at $25.18 or 9.15% ytm. give up some upside for seniority and it's [--] yr maturity. It is getting closer tho. I just feel C would get whacked 2x if HY spreads blow out. which is possible. CC @iBladesi"  
[X Link](https://x.com/yenoms/status/2005770838742913234)  2025-12-29T22:40Z [---] followers, [---] engagements


"$DBRG announced prefs will remain outstanding post the merger. ie become prefs of a non-public entity within SoftBank AFAIK. Why is anyone still holding Only about 8% CY at current levels"  
[X Link](https://x.com/yenoms/status/2006410476826099792)  2025-12-31T17:01Z [---] followers, 10.4K engagements


"@nopain_n0gain86 @jay_21_ Why hold dbrg prefs into any of this uncertainty while you are only getting like 8.3% yield Not a direct comp but Id much rather the oaktree prefs at 8% less uncertainty regarding listing and business plans. and overall a less risky business than DBRG"  
[X Link](https://x.com/yenoms/status/2007164255284478236)  2026-01-02T18:57Z [---] followers, [---] engagements


"@17catspaw @tangentstyle Wont lie. Im impressed by these types of products. these exchange-in products as well as the $boxx and then the AQR type tax efficient strategies. So much financial engineering BS out there. but these seem to have potential for significant value"  
[X Link](https://x.com/yenoms/status/2007883972592976033)  2026-01-04T18:36Z [---] followers, [---] engagements


"@Ponzian Looks like $PFFA isn't selling yet. Hold about 2% up slightly since 12/17 prob just flows"  
[X Link](https://x.com/yenoms/status/2008266236522885252)  2026-01-05T19:55Z [---] followers, [--] engagements


"@drmithil1 hmmm no offense but that's kind of a broad question. It helps to be a "good enough" credit investor to understand what drives rates and spreads. and then to understand the nuances of prefs: taxes structure legal incentives etc"  
[X Link](https://x.com/yenoms/status/2009306994461536256)  2026-01-08T16:51Z [---] followers, [---] engagements


"@drmithil1 you can read forums but your best bet is to read general investing books start basic then expand to FI specific like Fabozzi retail pref investors often mess up by following gurus and not truly understanding the risk dumping at the worst time. $PFFA seems OK enough ETF"  
[X Link](https://x.com/yenoms/status/2009307705932984359)  2026-01-08T16:54Z [---] followers, [---] engagements


"@jimdelisle Yup. and unlike BDC's or CEF's rare for a agency mREIT to stay at a large premium for a while. whY they step on the ATM hard. don't see that as much from a $MAIN or $RCS. they may sell some via ATM or rights offering here and there but nothing crazy like the mREITs"  
[X Link](https://x.com/yenoms/status/2009688419530612976)  2026-01-09T18:07Z [---] followers, [---] engagements


"$MFICL may be a goner. its expensive financing at 8% and company raised a new issue. I am showing about [--] cents accrued here which makes the makes the stock an OK cash alt hideout if you can get at $25.22. do you own calcs to verify. I just glanced https://www.globenewswire.com/news-release/2026/01/09/3216045/0/en/MidCap-Financial-Announces-Inaugural-Investment-Grade-Financing.html https://www.globenewswire.com/news-release/2026/01/09/3216045/0/en/MidCap-Financial-Announces-Inaugural-Investment-Grade-Financing.html"  
[X Link](https://x.com/yenoms/status/2009691898731213238)  2026-01-09T18:21Z [---] followers, [---] engagements


"@nopain_n0gain86 @jay_21_ price is recovering J back up to $20 after hitting a low of $19. $PFFA has been selling. sold 100k of each H and J since 1/5. I respect PFFA mgmt but can be tricky to run large amounts of retail $ and invest in names that can get illiquid v quick. #cantwinthemall"  
[X Link](https://x.com/yenoms/status/2009698102010351788)  2026-01-09T18:45Z [---] followers, [---] engagements


"@codytrades I mean. its better than the status quo no What other CRE mreit could get cash based on their current marks And ofc. who knows if it will happen but they could liquidate. And they reduced mgmt by half during this period"  
[X Link](https://x.com/yenoms/status/2016662769324417402)  2026-01-29T00:00Z [---] followers, [---] engagements


"@ShitFund meanwhile $AMG flying"  
[X Link](https://x.com/yenoms/status/2019106530017309174)  2026-02-04T17:51Z [---] followers, [---] engagements


"@FCNightingale another $Abr special"  
[X Link](https://x.com/yenoms/status/2015098320847241291)  2026-01-24T16:24Z [---] followers, [---] engagements

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