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[@Scott_K_Rodgers](/creator/twitter/Scott_K_Rodgers)
"Any opinion if $BX owned Merlin is clearing the way for a $PRKS acquisition with their plan to divest its aquarium assets (Sea Life) A combination seems to make a lot of sense and $BX could monetize the real estate as well as anybody"  
![@Scott_K_Rodgers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820891155241775104.png) [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946310927747359014) 2025-07-18 20:47:40 UTC XXX followers, XXX engagements


"@nbeachny @stockthoughts81 Talked to $VICI and they implied XX% of EBITDAR was their simple math starting point for lease payments so seems like theyd be comfortable with that coverage. And didnt push back that the cap rate could be inside of $PRKS unsecured notes which trade at XXX% ytw"  
![@Scott_K_Rodgers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820891155241775104.png) [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1945673806443389183) 2025-07-17 02:35:58 UTC XXX followers, XXX engagements


"That was the $BX Merlin playbook (monetize the land) post Tussads acquisition"  
![@Scott_K_Rodgers Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820891155241775104.png) [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946335414106673570) 2025-07-18 22:24:58 UTC XXX followers, XXX engagements