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[@REITMafia](/creator/twitter/REITMafia)
"@Citrini7 office building valuations for high quality stuff have generally bottomed and even the publics should enjoy a re-rating but high degrees of operating + financial leverage plus perceived AI headwinds to job growth will make it not fun to ride out"  
[X Link](https://x.com/REITMafia/status/1975359463709417847) [@REITMafia](/creator/x/REITMafia) 2025-10-07T00:36Z XXX followers, XXX engagements


"@atelicinvest its called retardmaxxing"  
[X Link](https://x.com/REITMafia/status/1979727219997258173) [@REITMafia](/creator/x/REITMafia) 2025-10-19T01:52Z XXX followers, XXX engagements


"@atelicinvest San Francisco fucking sucks lmao"  
[X Link](https://x.com/REITMafia/status/1980001658726760816) [@REITMafia](/creator/x/REITMafia) 2025-10-19T20:02Z XXX followers, XX engagements


"$APR.UN seems too cheap. Consensus has them at $1.05/shr AFFO in '26 which works out to 10.5x '26 AFFO or almost a double-digit CF yield with growth set to pick up as they get back into the acquisition game. I get that US buys are moderate strategy drift and tiny mcap but still"  
[X Link](https://x.com/REITMafia/status/1980801516350107855) [@REITMafia](/creator/x/REITMafia) 2025-10-22T01:00Z XXX followers, XXX engagements


"lotta people clearly caught offsides on $PLD today"  
[X Link](https://x.com/REITMafia/status/1978628687642652779) [@REITMafia](/creator/x/REITMafia) 2025-10-16T01:06Z XXX followers, XXX engagements


"@MaseJaco it's actually murder but close enough I guess"  
[X Link](https://x.com/REITMafia/status/1980428269829955810) [@REITMafia](/creator/x/REITMafia) 2025-10-21T00:17Z XXX followers, XX engagements


"recent equity offering leaves bit of bad taste in my mouth given how cheaply they sold the stock but at least they de-levered and if they can keep acquisition pace going the dilution shouldn't be too bad"  
[X Link](https://x.com/REITMafia/status/1980801754225582186) [@REITMafia](/creator/x/REITMafia) 2025-10-22T01:01Z XXX followers, XX engagements


"@vzorin_vadya can argue NAV view but it's a 5-building portfolio that just came public if there was a way to privatize they'd have sold it direct so I figure they came public because they had to. Mgmt background is kinda sketch seems like they bought a bunch at the top and stuffed it w/ pref"  
[X Link](https://x.com/REITMafia/status/1980810403929272349) [@REITMafia](/creator/x/REITMafia) 2025-10-22T01:36Z XXX followers, XX engagements


"@vzorin_vadya so really it's a tiny portfolio concentrated at the higher end of the NYC rental space with high leverage no pathway to growth and an untested management team. Wanna see them at least report a few actual Q's so I can establish baseline of value"  
[X Link](https://x.com/REITMafia/status/1980810565502267668) [@REITMafia](/creator/x/REITMafia) 2025-10-22T01:36Z XXX followers, XX engagements


"@vzorin_vadya no view on NYC rental market but optics of Mamdani not great for anything housing related Manhattan rents have run a ton last few years so might be closer to topping out but again not my expertise. Doesn't seem entirely worth the risk given other opportunities out there"  
[X Link](https://x.com/REITMafia/status/1980810799057666185) [@REITMafia](/creator/x/REITMafia) 2025-10-22T01:37Z XXX followers, XX engagements