[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@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](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946310927747359014) 2025-07-18 20:47:40 UTC XXX followers, XXX engagements "@nbeachny @stockthoughts81 Realty Income ( $O) paid XXX% cap rate for the Bellagio while 10yr was at 4.24%"  [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1945695050018521118) 2025-07-17 04:00:23 UTC XXX followers, XXX engagements "In a theoretical sale-leaseback scenario $PRKS could be worth $95+/sh assuming a XXX% cap rate on the sale leaseback and the OpCo continuing to trade at 7.0x EBITDA. The implied gross land value is greater than the current EV"  [@Scott_K_Rodgers](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1945598618884276274) 2025-07-16 21:37:12 UTC XXX followers, 7796 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](/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](/creator/x/Scott_K_Rodgers) on [X](/post/tweet/1946335414106673570) 2025-07-18 22:24:58 UTC XXX followers, XXX engagements
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@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 on X 2025-07-18 20:47:40 UTC XXX followers, XXX engagements
"@nbeachny @stockthoughts81 Realty Income ( $O) paid XXX% cap rate for the Bellagio while 10yr was at 4.24%" @Scott_K_Rodgers on X 2025-07-17 04:00:23 UTC XXX followers, XXX engagements
"In a theoretical sale-leaseback scenario $PRKS could be worth $95+/sh assuming a XXX% cap rate on the sale leaseback and the OpCo continuing to trade at 7.0x EBITDA. The implied gross land value is greater than the current EV" @Scott_K_Rodgers on X 2025-07-16 21:37:12 UTC XXX followers, 7796 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 on X 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 on X 2025-07-18 22:24:58 UTC XXX followers, XXX engagements