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[@CParyse86296](/creator/twitter/CParyse86296)
"a warehouse in Jefferson City MO. Combined these assets could be worth $500mm. $SCHL has said they will use the cash to delever and fund buybacks. Assuming tax leakage of around $40mm I think you could see $300mm of cash for shareholder returns 2/"  
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"$FGPR reported a solid Q4 although it is not a meaningful quarter overall. They also discussed how they have hired an investment bank to address their capital structure. I think at the very least this should result in a extension of the revolver and a 2026 refi. (1/2)"  
![@CParyse86296 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1708915010133508096.png) [@CParyse86296](/creator/x/CParyse86296) on [X](/post/tweet/1839669812978401534) 2024-09-27 14:13:57 UTC XXX followers, XXX engagements


"@marketplunger1 $ORN - Indo-Pacific defense"  
![@CParyse86296 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1708915010133508096.png) [@CParyse86296](/creator/x/CParyse86296) on [X](/post/tweet/1946683114740224228) 2025-07-19 21:26:36 UTC XXX followers, XX engagements


"@TiehackCapital They also have a rent stream for their retail space of $11.1mm. I also assume a XXX% cap rate. Adding this up gets you to $385mm for the NYC properties. For reference they paid $250mm in 2014 for XXX Broadway which is about XX% of their square footage"  
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"@TiehackCapital For the NYC property I assume they leaseback 220k square feet at $65/sq ft. and then the unoccupied space I also assume is rented out at $65/sq. ft. I assume a XXX% cap rate again but apply a XX% discount to the unoccupied space"  
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"@TiehackCapital I am assuming a full leaseback on the warehouse and partial of the NYC properties. I am assuming the warehouse is worth $97mm incorporating assumed rent of $5/sq ft. and a XXX% cap rate"  
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"$SCHL is an interesting special situation here. $770mm EV trading at 5.4x EBITDA and a free cash flow yield of 10%. What makes it interesting though are its real estate holdings that it expects to monetize. These include XXX and XXX Broadway in Soho and 1/"  
![@CParyse86296 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1708915010133508096.png) [@CParyse86296](/creator/x/CParyse86296) on [X](/post/tweet/1948023026697552098) 2025-07-23 14:10:56 UTC XXX followers, 3929 engagements


"$SCHL with a strong quarter and guide. FY26 EBITDA expected to be $160-$170mm on 2-4% revenue growth vs. $145mmin FY25. They also expect to start realizing some RE proceeds in 90-120 days. The free cash flow expectations of $30-$40mm did look a little light though"  
![@CParyse86296 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1708915010133508096.png) [@CParyse86296](/creator/x/CParyse86296) on [X](/post/tweet/1948715860845048158) 2025-07-25 12:04:01 UTC XXX followers, XXX engagements