# ![@thepupil11 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3886453553.png) @thepupil11 ThePupil

ThePupil posts on X about reit, $nen, debt, $elme the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3886453553/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3886453553/c:line/m:interactions.svg)

- [--] Week [------] +372%
- [--] Month [------] +183%
- [--] Months [-------] -9%
- [--] Year [-------] -43%

### Mentions: [--] [#](/creator/twitter::3886453553/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3886453553/c:line/m:posts_active.svg)

- [--] Week [--] +39%
- [--] Month [--] +39%
- [--] Months [---] +46%
- [--] Year [---] +16%

### Followers: [-----] [#](/creator/twitter::3886453553/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3886453553/c:line/m:followers.svg)

- [--] Week [-----] +0.44%
- [--] Month [-----] +0.59%
- [--] Months [-----] +2.90%
- [--] Year [-----] +6.90%

### CreatorRank: [---------] [#](/creator/twitter::3886453553/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3886453553/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38% [stocks](/list/stocks)  27% [technology brands](/list/technology-brands)  6% [cryptocurrencies](/list/cryptocurrencies)  4% [currencies](/list/currencies)  2% [financial services](/list/financial-services)  2% [countries](/list/countries)  2% [travel destinations](/list/travel-destinations)  1% [celebrities](/list/celebrities)  1% [musicians](/list/musicians)  1%

**Social topic influence**
[reit](/topic/reit) 7%, [$nen](/topic/$nen) 6%, [debt](/topic/debt) 5%, [$elme](/topic/$elme) #4, [this is](/topic/this-is) 4%, [$ibkr](/topic/$ibkr) 3%, [$apts](/topic/$apts) 3%, [in the](/topic/in-the) 3%, [$bx](/topic/$bx) 3%, [for all](/topic/for-all) 3%

**Top accounts mentioned or mentioned by**
[@adamb1438](/creator/undefined) [@slicetransverse](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@mrneutralman](/creator/undefined) [@jasoncnc](/creator/undefined) [@ron284ron](/creator/undefined) [@larry_bukowski](/creator/undefined) [@tiehackcapital](/creator/undefined) [@jeff964](/creator/undefined) [@marginofdanger](/creator/undefined) [@mirrerlamdan](/creator/undefined) [@pinkpoloshorts](/creator/undefined) [@realassetsvalue](/creator/undefined) [@missingmiddle](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@questforyield](/creator/undefined) [@larrybukowski](/creator/undefined) [@aureliusltd28](/creator/undefined) [@blondesnmoney](/creator/undefined) [@ourbank3](/creator/undefined)

**Top assets mentioned**
[Elme Communities (ELME)](/topic/$elme) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Blackstone, Inc. (BX)](/topic/$bx) [ALEX Lab (ALEX)](/topic/$alex) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [TuSimple Holdings Inc. (TSPH)](/topic/$tsph) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Amerco (UHAL)](/topic/$uhal) [yajyu senpai (810)](/topic/$810) [Motorola Solutions Inc (MSI)](/topic/$msi) [CHEGG, INC. (CHGG)](/topic/$chgg) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Clipper Realty Inc. Common Stock (CLPR)](/topic/$clpr) [Metadium (META)](/topic/$meta) [DiamondRock Hospitality Company (DRH)](/topic/$drh) [DoorDash Inc. (DASH)](/topic/doordash)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ELME stub seems fairly rich for highly levered forced seller marginal DC/MD multifamily +Watergate Office maybe i did muh math wrong"  
[X Link](https://x.com/thepupil11/status/2012172524121924070)  2026-01-16T14:38Z [----] followers, [----] engagements


"$IBKR indicating that $TSPH : TuSimple / $TSP / CreateAI is paying a dividend Big if true but cant find anything from company / other source to indicate thats true"  
[X Link](https://x.com/thepupil11/status/1928068237477941367)  2025-05-29T12:37Z [----] followers, [----] engagements


"$ELME liquidation / $AIV selling all boston assets.will there be any subscale REIT multifamily left cap rate on $AIV boston a little disappointing. 6.9% am i missing something Is this the GFC 😀"  
[X Link](https://x.com/thepupil11/status/1953196318991495402)  2025-08-06T20:47Z [----] followers, [----] engagements


"gross property / share revenue / share $UHAL"  
[X Link](https://x.com/thepupil11/status/1969055380740178028)  2025-09-19T15:06Z [----] followers, [----] engagements


"$NEN selling getting a little sloppy"  
[X Link](https://x.com/thepupil11/status/1971307659132543198)  2025-09-25T20:15Z [----] followers, [----] engagements


"@Mr_Neutral_Man @missingmiddle i hate this stock.could make the case Tribeca the equity market cap but also that they NEED to cut divvy to $0 in [--] years and basically worthless to OPMI's after that"  
[X Link](https://x.com/thepupil11/status/1989324566141771980)  2025-11-14T13:28Z [----] followers, [---] engagements


"@TiehackCapital don't think $NEN will ever sell. many of the buildings have been owned a long time and have no tax basis. the Browns are MA residents (to my knowledge) and would see big tax leakage as a % of equity. maybe some basis step up when Harold died in [----] / other offsets / but doubt it"  
[X Link](https://x.com/thepupil11/status/2008989849739792842)  2026-01-07T19:51Z [----] followers, [----] engagements


"@k3ithmccullough I havent really had high conviction in much in a while. Just kind of limping along"  
[X Link](https://x.com/thepupil11/status/2018840347212726480)  2026-02-04T00:13Z [----] followers, [---] engagements


"@jasonc_nc I know Im by no means typical but I worked a job from [----] - [----] and had $60k in my 401k from that (it was like [--] maxes out ($13k ish at time) + another stub calendar year plus gains from putting it all in employer big bank equity plus some match (which due to bank error in"  
[X Link](https://x.com/thepupil11/status/2020140393711505598)  2026-02-07T14:19Z [----] followers, [---] engagements


"@jasonc_nc My favor fully vested / was never clawed back. That account has had no other contributions and is $365k/ hasnt even performed great relative to markets. Now obviously like 1% of people are doing that at [--] but at [--] At [--] At [--] Median balance of $40k for those w/ any"  
[X Link](https://x.com/thepupil11/status/2020140971535609910)  2026-02-07T14:21Z [----] followers, [--] engagements


"@jasonc_nc Is just so low in the context of our (seemingly perpetual) bull market employer match weve had like 95%-99% employment for nearly two decades market straight up"  
[X Link](https://x.com/thepupil11/status/2020141476152287564)  2026-02-07T14:23Z [----] followers, [--] engagements


"@QuestforYield people on a quest for yield"  
[X Link](https://x.com/thepupil11/status/2020884471965241417)  2026-02-09T15:36Z [----] followers, [---] engagements


"alright guys before i have to sit through all these [---] year bond takes.the University of Oxford [----] yield 5.7% to maturity.if there was no principal they'd yield 5.6%.if they paid their coupons for [--] more years and never again 5.1% [--] years = 3.8% [--] years = 1.2%"  
[X Link](https://x.com/thepupil11/status/2020886840832569698)  2026-02-09T15:45Z [----] followers, 28.5K engagements


"Century bonds are shorter duration instruments than many equities and it's perfectly conceivable for a corporate to issue [---] year bonds. I'd happily buy Google's sterling bonds at the right price but the price will reflect a low credit spread (pbly not out of line w/ Oxfords)"  
[X Link](https://x.com/thepupil11/status/2020886842271215941)  2026-02-09T15:45Z [----] followers, [----] engagements


"let's say you bought the JC Penney [--] 5/8% of [----] @ par in 2/1997 and held until they defaulted in 2/2020 and then sold at $27 / $100. I estimate that was about a 6% IRR. so even if a corp goes BK "quickly" it's not that terrible. people should have bought a [--] yr govvy insted"  
[X Link](https://x.com/thepupil11/status/2020889748613550245)  2026-02-09T15:57Z [----] followers, [----] engagements


"@AdamB1438 the MSI 5.22%'s of [----] were issued @ $750 / $1000 56% of them were retired in [----] @ $797 and the remainder remain outstanding obligations of Motorola Solutions and trade @ $81 ($810) / 6.4% at a [---] bp spread vs [--] yr.not exactly disastrous"  
[X Link](https://x.com/thepupil11/status/2020935541408305371)  2026-02-09T18:59Z [----] followers, [---] engagements


"@AdamB1438 the tender was at a [---] bp spread (in post GFC land) and they trade at a [---] bp spread now vs [--] bps when issued.corporates change / may get worse over time but if you look at JC Penney bonds or Motorola Bonds issued in 1997.they did not really lose $ / it's too simple"  
[X Link](https://x.com/thepupil11/status/2020936850270208006)  2026-02-09T19:04Z [----] followers, [---] engagements


"@AdamB1438 to say "look at these companies that no longer exists in their exact current form from [------] years ago." fintwit's resident century bond defender.i honestly wish there were more of them around"  
[X Link](https://x.com/thepupil11/status/2020937080592019705)  2026-02-09T19:05Z [----] followers, [---] engagements


"@AdamB1438 if someone says "how on earth could anyone lend to a company for [---] years".I might reply "how can you own any junior perpetual non coupon paying (in many cases) minority interests in businesses""  
[X Link](https://x.com/thepupil11/status/2020963087906640312)  2026-02-09T20:48Z [----] followers, [--] engagements


"@larry_bukowski Biz is still growing Talking about revenue and earnings power. not stock price"  
[X Link](https://x.com/thepupil11/status/2022114837988606249)  2026-02-13T01:05Z [----] followers, [---] engagements


"The REIT boys are here for you"  
[X Link](https://x.com/thepupil11/status/2019736279966232896)  2026-02-06T11:33Z [----] followers, [----] engagements


"What are examples of companies (like $CHGG) which HAVE been destroyed by AI already"  
[X Link](https://x.com/thepupil11/status/2022113860669649291)  2026-02-13T01:01Z [----] followers, [----] engagements


"$ELME announced sale price on [--] assets for a collective $155mm. They lost 40% unlevered on these [--] assets over 3-6 years"  
[X Link](https://x.com/thepupil11/status/2016613425816772701)  2026-01-28T20:44Z [----] followers, [----] engagements


"Dont leave home without it"  
[X Link](https://x.com/thepupil11/status/2022671500994842799)  2026-02-14T13:57Z [----] followers, 14.1K engagements


"hey banking folks why was $FMBL allowed to sell part ($136mm / $3.9B)of its HTM book but not mark the rest I thought it was an all or nothing thing. Googled around and saw there's some 1x exception thing is that it @Aureliusltd28 @blondesnmoney @OurBank3 @StocksOddball"  
[X Link](https://x.com/thepupil11/status/1882737913722712249)  2025-01-24T10:31Z [----] followers, [----] engagements


"ah yes the uncomfortable part of the sell-off where one's illiquid low-beta hodge podge of a portfolio stands still and you are "outperforming" but know you're about 10% market drawdown away from your whole book going no bid"  
[X Link](https://x.com/thepupil11/status/1907797641548722310)  2025-04-03T14:09Z [----] followers, 10.4K engagements


"If Harvard loses tax exempt status can they become a publicly traded company C corp What P/B we paying for $HRVD"  
[X Link](https://x.com/thepupil11/status/1912672018673144015)  2025-04-17T00:58Z [----] followers, 48.4K engagements


"recognizing that fundamentals went from "most positive ever" to "not great bob" it's strange to see $ARE @ 0.7x book 7x FFO 7% divvy yield 60% of the first sell side NAV i looked up w/ well termed [--] yr 3.8% debt.what a difference [--] years makes"  
[X Link](https://x.com/thepupil11/status/1916925383502410099)  2025-04-28T18:40Z [----] followers, 14K engagements


"@Mr_Neutral_Man @FromWhiteCastle @GoodGuyGuaranty wow they can almost cover their interest expense from the building's debt now. and the stock has likewise recognized the $CLPR team's capital allocation and development prowess"  
[X Link](https://x.com/thepupil11/status/1942587373453209639)  2025-07-08T14:11Z [----] followers, [---] engagements


"10% of $VRE's renters make $1mm"  
[X Link](https://x.com/thepupil11/status/1948754373313433680)  2025-07-25T14:37Z [----] followers, [----] engagements


"so in 11/2022 $META traded for.12x [----] earnings.just kidding.12x 2Q [----] earnings"  
[X Link](https://x.com/thepupil11/status/1950650734183387166)  2025-07-30T20:12Z [----] followers, 22.3K engagements


"$CDR: [----] $APTS: [----] $WRE: [----] $DRH: () every $RMR REIT: bankruptcy or never. @REPEConsultant Some REITs that shouldnt exist: $CDR $DRH $APTS $WRE every RMR REIT etc @REPEConsultant Some REITs that shouldnt exist: $CDR $DRH $APTS $WRE every RMR REIT etc"  
[X Link](https://x.com/thepupil11/status/1952337123798892961)  2025-08-04T11:53Z [----] followers, [----] engagements


"@jeff964 I own a big slug and think this sale is not great for look through valuation to $NEN. not as cheap as thought it was"  
[X Link](https://x.com/thepupil11/status/1953197554503696883)  2025-08-06T20:52Z [----] followers, [---] engagements


"@RecoveryTrade @yenoms @jeff964 hmmm.what's your at share NOI Are you marking debt to market to get a lower EV I see $48mm at share NOI ($40.5mm consolidated / $6.7mm at share from JV's). EV prior to acquisition = $642mm adjust for Mill Street dev at cost = $625mm = 7.6% cap rate / $190K unit"  
[X Link](https://x.com/thepupil11/status/1953438826384203802)  2025-08-07T12:51Z [----] followers, [---] engagements


"@JPGsAssistant @marginofdanger call me crazy but i think there are lots of positives to it. I bought some more (and don't expect a near term sale). i got time. any transaction that's not insane that would allow $FMBL to take its HTM medicine and report higher income would be a + in my book"  
[X Link](https://x.com/thepupil11/status/1958619379765072332)  2025-08-21T19:57Z [----] followers, [---] engagements


"never have had a position in $RICK. Was surprised when i tossed the 10-K into ChatGPT along with some questions about acceleration of debt that there was fairly robust disclosure of the NY State investigation in the [----] 10-K. notable: "including two executive officers""  
[X Link](https://x.com/thepupil11/status/1968050918764707863)  2025-09-16T20:34Z [----] followers, 21.3K engagements


"Hey retail guys up millions of dollars posting screenshots guess what I just clipped a dividend thats paying for tonights DoorDash meal"  
[X Link](https://x.com/thepupil11/status/1969157343028920631)  2025-09-19T21:51Z [----] followers, 13.2K engagements


"@vrexec Some googling tells me 10-15%+ of households in NYC metro are make $300k whereas 1% of Amsterdam households make 200k EUR. Is the data incorrect If not then it makes sense that a top decile income does not support the same lifestyle as a top percentile income"  
[X Link](https://x.com/thepupil11/status/1984987462662263121)  2025-11-02T14:14Z [----] followers, [----] engagements


"Me getting ready to refi from 50% LTV [--] yr 2.875% to a 90% LTV 6% [--] year"  
[X Link](https://x.com/thepupil11/status/1987263264410247270)  2025-11-08T20:57Z [----] followers, [----] engagements


"Has Berkshire ever purchased a material stake in a controlled company with supervoting shares before Maybe Petrochina counts"  
[X Link](https://x.com/thepupil11/status/1989457653521854819)  2025-11-14T22:17Z [----] followers, [----] engagements


"@DadInvest Vague enough to be misinterpreted as stocks with six number tickers but you really mean $CBBI and such right"  
[X Link](https://x.com/thepupil11/status/1996685236542099905)  2025-12-04T20:57Z [----] followers, [---] engagements


"$NEN trades for $790mm and owns [----] units at share = $213K / unit. [----] Delivery: [--] units for $30 million on already owned land ($415K / unit) 2025: [---] units for $175 million ($440K/unit) 2023: [--] units for $27.5mm ($530K) + [----] sf of commercial"  
[X Link](https://x.com/thepupil11/status/2001679374509076551)  2025-12-18T15:42Z [----] followers, [----] engagements


"@Mr_Neutral_Man Average size is distorted on ALEX. Also hedging losses overstated because seeing only one leg of spreads"  
[X Link](https://x.com/thepupil11/status/2006573925132808378)  2026-01-01T03:51Z [----] followers, [----] engagements


"@rhunterh Born too for the post scarcity era. Born too late to be CEO of Ling-Temco-Vaught or Gulf and Western"  
[X Link](https://x.com/thepupil11/status/2008704144153145351)  2026-01-07T00:56Z [----] followers, [----] engagements


"@mirrerlamdan @TiehackCapital i don't know but there's no public REIT (that exist today) whose portfolio would be "improved" by adding $NEN's portfolio to it. it does not fit any REIT's portfolio. I like $NEN own enough to be a Mass. taxpayer but I assign a low probability to a takeout. its a LT hold"  
[X Link](https://x.com/thepupil11/status/2009264428194156673)  2026-01-08T14:02Z [----] followers, [---] engagements


"$ALEX proxy.basically no shopping of the company. Local partner met w/ $ALEX in 3/2025 and said "you'll always trade at a discount.go private.bought w/ $BX [--] months later" OTOH breakup fee small and no superior proposal has come up. https://www.bamsec.com/filing/110465926002968cik=1545654 https://www.bamsec.com/filing/110465926002968cik=1545654"  
[X Link](https://x.com/thepupil11/status/2011561087448305938)  2026-01-14T22:08Z [----] followers, [----] engagements


"today my $IBKR account shows I'm down 3% because overnight they mismarked an illiquid option way up and then marked it back down to zero. my Fidelity shows me up [--] to 12% up across various accounts because someone accidentally bought [--] share of $BKUT for $625 (+19%). don't"  
[X Link](https://x.com/thepupil11/status/2012195827893030983)  2026-01-16T16:10Z [----] followers, [----] engagements


"@DarkfireCapital @compoundpapi I assume you are there to execute a definitive merger agreement w/ $ALEX by the 22nd at a superior price to $BX to get the lower termination fee right"  
[X Link](https://x.com/thepupil11/status/2013353597484835269)  2026-01-19T20:51Z [----] followers, [---] engagements


"@PinkPoloShorts these actually appear to have gotten done at a respectable 6-6.5% or so cap rate based on imprecise / imperfect information.they just paid stupid prices for sunbelt multi / got rent controlled in MD"  
[X Link](https://x.com/thepupil11/status/2016952922995654956)  2026-01-29T19:13Z [----] followers, [---] engagements


"@PinkPoloShorts they were DC focused and wanted to "enter a new market" and bought marginal assets at absolute peak prices on peak fundamental.thankfully REITs do this shit unlevered and with a small % of b/s so bin hunters such as myself can do hard work and get 95% of SPY's pretax return"  
[X Link](https://x.com/thepupil11/status/2016953583791452262)  2026-01-29T19:16Z [----] followers, [--] engagements


"@anotherbearcap what's the fun in making 200% on the way up over a multi year hold when instead you can make 8% in two days"  
[X Link](https://x.com/thepupil11/status/2017240340374200783)  2026-01-30T14:15Z [----] followers, [--] engagements


"@tokenpilled65B @account_blown I love a good zero but why tax efficient Does not the ETF pass through the accrual making them negatively cash carrying. Quick google is confirmatory of my view but happy to be proven wrong"  
[X Link](https://x.com/thepupil11/status/2018142031634178554)  2026-02-02T01:58Z [----] followers, [--] engagements


"Not to participate in the engagement de jour but kind of think those $DASH spend numbers are a psy opp by the company to make everyone feel less egregious in their own spend. We spend $15k/yr on restaurants (o/w $7k is $DASH) and I cannot simply contemplate the figs quoted"  
[X Link](https://x.com/thepupil11/status/2018670912434811080)  2026-02-03T13:00Z [----] followers, [----] engagements


"@SliceTransverse REIT boiz to SW: gross look at those losses/SBC also : well under private mkt ownership this excess g&a would go away further one would fully lever this asset therefore the actual value to a strategic or PE buyer is much higher than what is apparent"  
[X Link](https://x.com/thepupil11/status/2019443793263534461)  2026-02-05T16:11Z [----] followers, [---] engagements


"The Weeknd is long office and urban multifamily"  
[X Link](https://x.com/thepupil11/status/1358591388212998145)  2021-02-08T01:40Z [----] followers, [--] engagements


"Only $BAM can be raising a $7.5B net zero climate fund and putting a bid on a $13.5B Canadian oil pipeline while weighing an IPO of a $20B car battery manufacturer all on the same day. All those fees"  
[X Link](https://x.com/thepupil11/status/1359638615341604866)  2021-02-10T23:01Z [----] followers, [---] engagements


"told my LP at dinner last night about our 400%+ YTD outperformance. she was shocked and asked if we could retire now but turns out I was using my Cha-MATH"  
[X Link](https://x.com/thepupil11/status/1368607348210638851)  2021-03-07T16:59Z [----] followers, [---] engagements


"Ackman quietly +$300 million on rate hedges this year. $PSTH for upside capture rate swaptions for tail hedge at a 25% discount do you're not paying too much for all that optionality"  
[X Link](https://x.com/thepupil11/status/1376588658459865089)  2021-03-29T17:34Z [----] followers, [--] engagements


"reflexive long levered to the red hot sunbelt multifamily market Preferred Apartment Communities $APTS. COBF degenerates such as myself have been buying. sum it up trades for $10 at a [--] cap on multifamily it's worth $7. At a [--] cap its worth $25. this pup is levered"  
[X Link](https://x.com/thepupil11/status/1384966131367256071)  2021-04-21T20:23Z [----] followers, [--] engagements


"Commercial Real Estate 🐻🐻🐻's feast upon Sam Zell's comments re pricing and risk reward: hates on retail office & lodging all in one go:"  
[X Link](https://x.com/thepupil11/status/1390052129717448708)  2021-05-05T21:13Z [----] followers, [---] engagements


"$WRE sold 90% of their office to Brookfield for $766mm. This is $333/ft and they had $18.5mm of office NOI last Q. If I take 90% of that and annualized it theyre selling DC metro office at a [--] cap. Use of proceeds is to de-lever and buy.sunbelt multifamily. Terrible print"  
[X Link](https://x.com/thepupil11/status/1404965533699784704)  2021-06-16T00:54Z [----] followers, [--] engagements


"The dwarves delved too greedily and too deep. You know what they awoke in the darkness of Khazad-dum. shadow and flame The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1 The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1"  
[X Link](https://x.com/thepupil11/status/1411084463258357765)  2021-07-02T22:08Z [----] followers, [---] engagements


"Both CFA and MBA are negative indicators regarding trajectory. Moneymakers dont need either. Im not a moneymaker so I got the obligatory CFA. Its a colossal waste of time and Ive never used any of the material and have never heard of anyone using the material in the real"  
[X Link](https://x.com/thepupil11/status/1427821627723718657)  2021-08-18T02:36Z [----] followers, [---] engagements


"World. Its a little of everything and theres a CFA way and the real world. The CFA is a rent extracting monopoly that has no purpose other than to make those suffer as you have before them like a fraternity without the booze and friends. That some places may require it"  
[X Link](https://x.com/thepupil11/status/1427821628436717570)  2021-08-18T02:36Z [----] followers, [--] engagements


"Classique $BAM financial engineering right here. Bought [--] Seattle buildings leased to $FB for term for $565mm slaps a ground lease on them for $263mm proceeds then a $205mm CMBS achieving 82% non recourse LTC leverage (based on what one can glean from public sources"  
[X Link](https://x.com/thepupil11/status/1428050766737117188)  2021-08-18T17:46Z [----] followers, [---] engagements


"@PEBites The b piece buyer on our big upcoming CMBS dealthe dude was super chill about it and would then message me on Bloomberg pretending to hawk insurance products but for a moment it was mortifying and induced a lot of anxiety"  
[X Link](https://x.com/thepupil11/status/1437745905113997328)  2021-09-14T11:51Z [----] followers, [--] engagements


"Sunday morning illiquid pump for yall; been buying a lot of this lately and you should assume Im conflicted and self interested: $NEN New England Realty Associates is a publicly traded LP (K-1 + non resident MA state tax filing 😂) which owns [----] apts in/round Boston"  
[X Link](https://x.com/thepupil11/status/1464953087471271944)  2021-11-28T13:43Z [----] followers, [---] engagements


"Blocked for correcting the guy on the lifetime gift tax exemptionodd"  
[X Link](https://x.com/thepupil11/status/1470947654544859136)  2021-12-15T02:43Z [----] followers, [---] engagements


"I mean if I really wanted to get blocked Id have said that all self storage is overearning and that tertiary market yield oriented buyers w/ onerous GP terms would likely feel the next downcycle most acutely amirite"  
[X Link](https://x.com/thepupil11/status/1470954917175214092)  2021-12-15T03:12Z [----] followers, [--] engagements


"Wife: can we do something special today Me: well I was thinking of setting up a treasurydirect account for (child) Wife:"  
[X Link](https://x.com/thepupil11/status/1475491375294656525)  2021-12-27T15:38Z [----] followers, [--] engagements


"Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is"  
[X Link](https://x.com/thepupil11/status/1481793286222270464)  2022-01-14T01:00Z [----] followers, [--] engagements


"As someone who invest 30-40% of NW in REITs and who has stubbornly never invested in $AMT (to my detriment) looks more interesting than it has in a while right now [---] cap ish 25x AFFO though its more international than I thought and that DC acq. is confusing to me"  
[X Link](https://x.com/thepupil11/status/1482349714913873926)  2022-01-15T13:51Z [----] followers, [--] engagements


"This bubble sure features a lot of fast growing profitable enterprises making loads of cash at serious scale"  
[X Link](https://x.com/thepupil11/status/1488629118845566976)  2022-02-01T21:43Z [----] followers, [---] engagements


"This is a tiresome takebut it is really amazing the global stock market is down just 5% YTD considering the wackydoodle market action"  
[X Link](https://x.com/thepupil11/status/1489363377482776581)  2022-02-03T22:21Z [----] followers, [--] engagements


"taking some victory laps today on $APTS. in the end I read a message board post did some confirmatory work observed that BREIT was buying everything and made some money not much skill required not terribly repeatable but i'll take it"  
[X Link](https://x.com/thepupil11/status/1493937932054503431)  2022-02-16T13:18Z [----] followers, [--] engagements


"My tech DD today: $ROKU is down 70%. I have a roku. Checks EV / 2023/4/5/6 to EBITDA relative to $GOOG sees $GOOG cheaper even in far out years Turns off Bloomberg Confused"  
[X Link](https://x.com/thepupil11/status/1494855042435846146)  2022-02-19T02:03Z [----] followers, [---] engagements


"just refreshing this bad boy for fun. $BRK $ARKK"  
[X Link](https://x.com/thepupil11/status/1502344346682728449)  2022-03-11T18:02Z [----] followers, [--] engagements


"Printing the 13-F [--] days early because I'm an attention whore. Unaudited unverifiable probably fake [--] days too early performance is about +10-12% YTD"  
[X Link](https://x.com/thepupil11/status/1508908947687755779)  2022-03-29T20:48Z [----] followers, [--] engagements


"Now we got a [--] handle on the I-bond yield want some more @TreasuryDirect eyes. NoBonders NGMI Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9 Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9"  
[X Link](https://x.com/thepupil11/status/1514060768014176260)  2022-04-13T01:59Z [----] followers, [--] engagements


"$BX just honey badgering the whole REIT market.macro risks bedamned.notably small premiums on the last [--] though"  
[X Link](https://x.com/thepupil11/status/1518568961520152578)  2022-04-25T12:33Z [----] followers, [--] engagements


"So theres this account that just dutifully posts daily PnL and just takes a beating in good stride every single day. The capacity for public suffering is really high and I respect that. Nov [--] vs today"  
[X Link](https://x.com/thepupil11/status/1524577343095853057)  2022-05-12T02:28Z [----] followers, [---] engagements


"$700k is material for most; so that Peak to trough sucks but theres a certain discipline to it all the daily posts the share counts not changing over long periods. I dont advocate for this approach at all and am also not trying to kick this man while down; but it fascinates"  
[X Link](https://x.com/thepupil11/status/1524580285848985601)  2022-05-12T02:40Z [----] followers, [--] engagements


"do I read this right that the CEO of FTX bought 7.6% of $HOOD for $648 million Interesting"  
[X Link](https://x.com/thepupil11/status/1524849004890275846)  2022-05-12T20:28Z [----] followers, [--] engagements


"Im rarely a populist but stock buyback tax but no carried interest change is a giant fuck you to everyday investors"  
[X Link](https://x.com/thepupil11/status/1555371336238866434)  2022-08-05T01:53Z [----] followers, [---] engagements


"The manager whos being disparaged because of a huge drawdown and I couldnt be further apart in investment philosophy but I dont really love the piling on a young guy who built a scrappy $IBKR SMA biz and seems to be transparent/genuine/have all his $ in fund"  
[X Link](https://x.com/thepupil11/status/1561339601830248448)  2022-08-21T13:09Z [----] followers, [---] engagements


"disagree. $20-40k/yr + for 10+ years you can build a tax deferred market risk free inflation protected pile of cash or $200-$400k+ which is additive to a portfolio up to say $10mm which is not poor. Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @ 10% interest so max payout of $1k for the entire year) and none of them realized it outed them as being poor One of the funniest things I've ever seen Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @"  
[X Link](https://x.com/thepupil11/status/1576922556367372288)  2022-10-03T13:10Z [----] followers, [--] engagements


"Any guy who cranks out comp sheets needs more followers than this"  
[X Link](https://x.com/thepupil11/status/1599913163863957504)  2022-12-05T23:46Z [----] followers, [--] engagements


"Father why didnt you own more stocks and real estate during the inflationary 2020s and 30s Well son the Japanese [--] yr increased by [--] basis points which strengthened the yen and I just knew I had to blow out of everything. Hurry and get your soup the lines moving"  
[X Link](https://x.com/thepupil11/status/1605190967069474816)  2022-12-20T13:18Z [----] followers, 63.9K engagements


"I know this is unoriginal but a lot of the folks talk about 401ks as locking up money for 30-40 years. There are many ways to access 401k/IRA money before then. Roth contributions Roth conversion ladder SEPP ROBS $50K loan etc. Im. It one for threads explaining all that"  
[X Link](https://x.com/thepupil11/status/1632457240870264833)  2023-03-05T19:05Z [----] followers, 27.9K engagements


"Blocked for saying CFA easier than law/med schoolwould not put that as one of my more controversial statements"  
[X Link](https://x.com/thepupil11/status/1632727293326917632)  2023-03-06T12:58Z [----] followers, 30.2K engagements


"I have some securities Id like to put up as collateral to be valued at par"  
[X Link](https://x.com/thepupil11/status/1635105238842757126)  2023-03-13T02:27Z [----] followers, 16.2K engagements


"@MadThunderdome Math checks out"  
[X Link](https://x.com/thepupil11/status/1636347679629271040)  2023-03-16T12:44Z [----] followers, 32.8K engagements


"instead of YOLO'ing NYC office REITs why not own some FBI field offices and VA Outpatient centers at a seemingly sustainable 8% yield. $DEA stock down 35% from this. they did another offering low $20's. mgt definitely building an empire on the watchlist"  
[X Link](https://x.com/thepupil11/status/1636399800374509569)  2023-03-16T16:11Z [----] followers, 22.5K engagements


"something for everyone to hate - excess diversification and low conviction - bill ackman - real estate including office toeholds - bonds Q1 = 3-4% market = 6.5%"  
[X Link](https://x.com/thepupil11/status/1641875540956045317)  2023-03-31T18:50Z [----] followers, 27.6K engagements


"me: loses 10% in a month: this is fine like my portfolio feeling good more opportunities also me: makes 7% in [--] days: christ this is a bubble sell everything what is going on this is a crazy overreaction. narrator: you just lost 4% in total dude calm down"  
[X Link](https://x.com/thepupil11/status/1720438719151259960)  2023-11-03T13:52Z [----] followers, 10.1K engagements


"For those who support Ackman you should buy some $PSH For those who dont maybe buy some $PSH so you can go to meetings and protest. The answer is always buy more $PSH (Disclaimer: Americans should consult their tax and legal advisors before buying $PSH)"  
[X Link](https://x.com/thepupil11/status/1743454553624723691)  2024-01-06T02:08Z [----] followers, 10.6K engagements


"Kyle Bass's approach to risk mgt: societal calamity: large ranch with lots of defenses food stores and weapons. collapse of china: shorts and CDS and stuff health: diet of waffles diet coke and OJ for breakfast. hmmm"  
[X Link](https://x.com/thepupil11/status/1762858422326739317)  2024-02-28T15:12Z [----] followers, 12.6K engagements


"Basic Capital (assuming one starts out w/ $100K and adds $3K / month [--] years) after fees and expenses assuming contributions delever the structure. Plenty of garbage in / garbage out. Just curious"  
[X Link](https://x.com/thepupil11/status/1922314564617535768)  2025-05-13T15:34Z [----] followers, 48.6K engagements


"don't own any $ELME after selling in March [----] for about where she's trading today after announcing liquidation. was a lay up in the low teens but tougher to hold in high teens. think DOGE is reason for $18.50 instead of $20/21. another REIT w/ no reason to exist is gone. $ELME 7.5%+ cap rate for 9K DC / ATL units $200k/unit$61K/ unit debt $1890/m wgtavg 11% gross rental yield (I read on the internet I should buy things at 1% rule). mediocre mgt but think you buy your first slug here and double down when you lose money. https://t.co/GAnhZ5oZfT $ELME 7.5%+ cap rate for 9K DC / ATL units"  
[X Link](https://x.com/thepupil11/status/1952336074954453503)  2025-08-04T11:49Z [----] followers, [----] engagements

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