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[@Sportellosprea1](/creator/twitter/Sportellosprea1)
"$AP.UN more significant trim by me today. Back down to mid pack of XX non-etf/mf positions. Sane % as $hr.un. Right on technical mark but feel way more comfortable getting chance to add if H2 doesnt go smoothly. Pricing on $XXXX AFFO at almost 12x now. Still long 1/X"  
[X Link](https://x.com/Sportellosprea1/status/1971672762717819333) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-09-26T20:26Z XXX followers, 1127 engagements


"$AP.UN RayJ with the brave $XXXXX target 😂. When are deals closing X close in Q4 CMHC in Q1-25 XX Duncan. Not rate locked just spread waiting for most opportune time during XX day lock-in. that's why guidance for 4.7-4.9% King condos $33MM QoQ higher const & cap int 5/X"  
[X Link](https://x.com/Sportellosprea1/status/1852108506792431699) [@Sportellosprea1](/creator/x/Sportellosprea1) 2024-10-31T22:00Z XXX followers, 3176 engagements


"Maybe its the blu-ray Twin peaks rewatch inspiring me but is $sj.to railway/util pole game ded The once Cdn MM fund favourite. This and the majority owned net cash creamer cup $wpk.to have sat on watchlist for like X yrs. And the 4x p/e lifco holdco $elf.to. Free discuss"  
[X Link](https://x.com/Sportellosprea1/status/1881582156063064573) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-01-21T05:58Z XXX followers, 2024 engagements


"engineering consulting & construct watchlist poll Plz vote & why. Traded $WSP.TO last yr always watch $stn but roic & multiple always get me. Seen under hood of priv eng/env cons firms $$$ if you mgr right wc light. M&A key to strat recession Harper infra 2008-2011🤔"  
[X Link](https://x.com/Sportellosprea1/status/1889499437744943531) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-02-12T02:19Z XXX followers, XXX engagements


"$CVG.TO dont own but have been following lately. How bad of a hit is the Indian gaming Rummy lmao. 2017 per says $40MM investment at the $CVG lvl ($73.7MM total) but recent India is $120MM"  
[X Link](https://x.com/Sportellosprea1/status/1958941079824474253) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-08-22T17:15Z XXX followers, XXX engagements


"$TOU.TO CEO waiting in line for Timmies still always makes me smile. Built different 😭"  
[X Link](https://x.com/Sportellosprea1/status/1971256644421226729) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-09-25T16:53Z XXX followers, 5773 engagements


"Rational capitulation aka this week I fully exited my small remaining $ap.un position. I think office has good tailwinds from rates/RTO but the Oct X PR & current listing activity gives me pause. Last year Dec X was 2025 dist policy update. That + Q3 earnings = downside risk"  
[X Link](https://x.com/Sportellosprea1/status/1979264215774040389) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-10-17T19:12Z XXX followers, 1165 engagements


"Out with my 👔 and a modest return. Please dunk away. I still see TO/Mtl office rebound in XX but $ap.un not hitting leasing target they either do now cut (not a lock imo) or skate revolver at over XXX% AFFO. Both results piss off analysts / insti. If a dist cut drops to $15-16"  
[X Link](https://x.com/Sportellosprea1/status/1979264224733073602) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-10-17T19:12Z XXX followers, XXX engagements


"$ELF.TO never actually verified E-L's $VOO position myself. if nothing changed from Q2-2025 they own 1479853 shares which was $840MM USD. As of today that's $903.8MM or $1.26B CAD. Recent insider buys caught my eye as both on Hal Jackson foundation including daughter Vic"  
[X Link](https://x.com/Sportellosprea1/status/1979321242902761594) [@Sportellosprea1](/creator/x/Sportellosprea1) 2025-10-17T22:58Z XXX followers, XXX engagements