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[@PrivateEyeCap](/creator/twitter/PrivateEyeCap)
"1 Hotels are a shlt business X Host $HST has been an awful investment over any horizon X I bought a little HST. It's cheap. Has a fortress B/S. IMO it should be sold - pvt mkt likes hotels much better than #REITs investors. @ X cap-$22. $PK $DRH $APLE $RHP"  
[X Link](https://x.com/PrivateEyeCap/status/1905642800273621338) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-03-28T15:27Z 4503 followers, 4560 engagements


"1/Only a moron buys an illiquid small cap -XX% YTD heading into tax loss selling season. 2/I bot some Mister Carwash $MCW which is down XX% ytd"  
[X Link](https://x.com/PrivateEyeCap/status/1977793252247167220) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-13T17:47Z 4503 followers, 1383 engagements


"@yenoms I think the medium term risk/reward is great here. We are on the other side of the wall of supply - $CPT call illustrates how myopic SS 'analysts' are on the next quarter are two despite imminent fall off in deliveries"  
[X Link](https://x.com/PrivateEyeCap/status/1951447662248734779) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-08-02T00:59Z 4501 followers, XX engagements


"@jayparsons"  
[X Link](https://x.com/PrivateEyeCap/status/1951623174405128339) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-08-02T12:36Z 4501 followers, 1027 engagements


"@jayparsons My recent piece on $CPT $IRT $UDR $MAA #REITs #dividends"  
[X Link](https://x.com/PrivateEyeCap/status/1952008081560269262) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-08-03T14:06Z 4501 followers, XXX engagements


"Getting back up to speed on $WSR which looks to be trading at a mid 8s imp cap rate. Any reason to think this new activist w/b successful where others have failed IIRC WSR BOD never engaged w/ bidder last year. $KIM $BRX #REITs $REG $KRG"  
[X Link](https://x.com/PrivateEyeCap/status/1973802303019770259) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-02T17:28Z 4502 followers, XXX engagements


"4Q19 Invitation Homes traded for $300-314k/home; essentially in-line w/ median US home price 4Q25 (today) $INVH trades for $298k/home v. median US home price $400k+ #SFR #REITs $AMH"  
[X Link](https://x.com/PrivateEyeCap/status/1975666276229165334) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-07T20:55Z 4502 followers, 2372 engagements


"House being worth more to a retail homebuyer seeking shelter than an investor creates continual accretive capital recycling opportunities for #SFR #REITs $INVH $AMH"  
[X Link](https://x.com/PrivateEyeCap/status/1977110840102076632) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-11T20:35Z 4502 followers, XXX engagements


"Blackstone $BX issues a reminder to hug your #REITs w/ exploration of deal to acquire UK self-storage leader Big Yellow $BYG $BYG.LN $BYLOF"  
[X Link](https://x.com/PrivateEyeCap/status/1977684899550388648) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-13T10:36Z 4502 followers, 1854 engagements


"Another thing I like about $UDR vs. other coastal #multifamily #REITs $EQR $AVB $ESS is that its SoCal exposure is OC not LA (LA is just X% of NOI). In many ways LA is an ongoing 'state of emergency' whereby housing providers get shafted by ad hoc policy"  
[X Link](https://x.com/PrivateEyeCap/status/1978906127023624217) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-16T19:29Z 4502 followers, XXX engagements


"@NewsLambert @ResidentialClub Massive appreciation since 2020 in no way reflected in share prices of #SFR #REITs Invitation Homes $INVH & $AMH"  
[X Link](https://x.com/PrivateEyeCap/status/1980024409118417207) [@PrivateEyeCap](/creator/x/PrivateEyeCap) 2025-10-19T21:33Z 4503 followers, XX engagements